Thanks for the update, I knooow when you post that it's going to be a worthwhile piece and agree quality is better than quantity on the blog front. How are you finding being off Twitter? I am increasingly feeling like this is the way to go, but do you feel like you're missing many ideas or anything?
Thanks! I like being off Twitter, but I still have an account to search for tickers that I am researching. I do post on stocktwits.com from time to time though. I don't think I will ever get back to being active on Twitter though. Half the reason to get off it was also because it sucked up too much time. As there is a strong incentive to post a lot so you get more followers more quickly etc. I would probably have more readers on Substack if I still was on Twitter though.
I notice that often cheap ideas come in clusters because certain sectors are too hated. So if you find one cheap stock in an industry or country, it pays to then look at adjacent stocks as well. And if I search a ticker on Twitter and I see someone talking about it in an intelligent way I usually browse through their feed to see what else they got. So no shortage of ideas really. Currently got a list of about 40-50 potentially interesting stocks that I have yet to look at in depth.
monthly posts would be great if it also adds to firming up your conviction by forcing it to 1-2 paragraphs.
Great stuff, thanks
Thanks for the update, I knooow when you post that it's going to be a worthwhile piece and agree quality is better than quantity on the blog front. How are you finding being off Twitter? I am increasingly feeling like this is the way to go, but do you feel like you're missing many ideas or anything?
Thanks! I like being off Twitter, but I still have an account to search for tickers that I am researching. I do post on stocktwits.com from time to time though. I don't think I will ever get back to being active on Twitter though. Half the reason to get off it was also because it sucked up too much time. As there is a strong incentive to post a lot so you get more followers more quickly etc. I would probably have more readers on Substack if I still was on Twitter though.
I notice that often cheap ideas come in clusters because certain sectors are too hated. So if you find one cheap stock in an industry or country, it pays to then look at adjacent stocks as well. And if I search a ticker on Twitter and I see someone talking about it in an intelligent way I usually browse through their feed to see what else they got. So no shortage of ideas really. Currently got a list of about 40-50 potentially interesting stocks that I have yet to look at in depth.
Sounds like you've got a nice balance👍