One 100-bagger for you!
Through skill and luck, we shall prevail
Man, I feel nervous writing this to you. I’m not much of a salesman, but here goes.
For the last 13 years, I’ve been obsessed with the stock market. That obsession continues to grow. I started writing online on the 1st of September 2023, and suddenly, things started to shift. From email discussions on valuation with Damodaran to being invited to different podcasts or investor conferences. ⬇️
Although I’m an introvert, I seized every opportunity to learn more and get better.
What I value the most though, are all the kind words I received from all of you over these past 18 months. (I cherish the pushbacks even more!)
A glimpse of the many received:
The time has come to step up the game.
The goal is to go deeper, increase the quality of the writing, add more data, and turn over lots of rocks. So here’s what I have to offer you:
A premium paid subscription at a 26% discount (258 USD/year instead of the normal 349)
Monthly company deep-dive reports
Earnings updates analysis on covered companies
Access to a model portfolio which we start from scratch
Access to the chat: live buy and sell + more company discussions
Access to the full database of companies with quality and valuations
A glimpse of the database:
But before laying out any of your hard-earned cash, please read the following paragraphs to ensure this is right for you.
Who is this for?
You are looking for quality companies/investments (I’m not looking at high-leverage set-ups or near bankruptcy arbitrage)
You want to gain some time by building on top of our research
You want to sprinkle your portfolio with some unique sometimes lesser-known companies (microcaps and larger) while still tracking some of the best companies out there (Yin-Yang strategy)
You believe in long-term compounding returns, and this takes time, with rewards increasing rapidly at the end
You’re not afraid of buying internationally (I mainly look in the following countries: the US, Canada, Europe, Australia, Japan, and South Korea) I’ll avoid politically unstable countries
You’re eager to learn and become a better investor
You look for the truth with radical candor (we tell each other what we think, always respecting the other one's view)
You like reading a finance article with a little entertainment in it (although my research is serious, myself, not so much)
This is NOT for you if
You only want to buy the magnificent seven
You’re looking for technical indicators and charting, which I do not master
You’re looking for a get-rich-quick scheme (I use a 15% CAGR as my hurdle rate)
You’re looking to trade often (although I sometimes place speculative bets, I’m not a regular trader)
You’re not interested in deep analysis (deep dives can be up to 30 or 40 pages)
You’re an absolute beginner (I would say less than 2 years of experience in the markets)
This is a limited-time early bird 26% discount offer for the first 50 on an annual plan. It will last until the 23rd of February at noon PST (Pacific Standard Time).
Use the discount link below if you’re interested ⬇️
If you want to go even deeper, a “founding” tier is available. On top of the premium tier, these are the additional benefits you will receive:
Full access to my portfolio
Access to my investing journal (you’ll see all the rocks overturned)
Quarterly calls where we’ll discuss all the companies covered and you can ask your questions
Note: The founding discount is already applied. (549 USD instead of the normal 749 USD)
Prices will revert to normal on the 23rd of February. This will be the only discount of the year.
If you decide to stay on the free subscription, you will still receive some of the articles, but not the deep dives (these take a significant investment both in time and money to write).
The choice is yours! Here’s the final overview ⬇️
The first company deep dive for paid members is ready and will be released on the 14th of February.
I hope we can travel this journey together and see a 100-bagger come to fruition. (and if it is a bet less, that’s ok too 😉)
May the markets be with you, always!
Kevin
P.S. Wait, hold on just a minute, who are you?
Maybe you just subscribed, and got this email out of the blue.
Here are some links that might help you ⬇️
The most-read article on the site
Here’s a sample deep dive (future deep dives will be more detailed)
Here’s a sample earnings update
Finally some pictures of the podcasts I did with MAJ from MSCliffnotes, Philippe from Bolero, and Pim and Milou from the n°1 investing podcast in the Netherlands! Thanks to them for inviting me!
Cheers!
Happy you finally went paid. Your insights are priceless.
looking forward !