You may ask yourself, why should you read another blog about stocks and shares – there are already tons of them online where you can easily waste valuable time.
This one is different, due to the following reasons:
- Contrarian: The author of this blog doesn’t share common beliefs when it comes to the stock market. Time and time again the contrarian investing approach has been the only bulletproof method that has worked since the advent of public markets (and many times also in daily life).
- Concise: The entries in this blog will be short and concise in order not to waste your time. There won’t be a historical write-up about the company discussed; rather, it is expected that the interested reader can do this on his or her own, if deemed useful.
- Frequency: There won’t be any daily, weekly or monthly updates. If the author has something to tell, it will be published – if not, the blog will remain quiet. It is estimated that there will be on average only one post per month.
- Hidden Gems: In general, big blue chips are very well covered and additional equity research doesn’t provide a lot of new insights. Although the companies discussed in this blog can have any size in terms of market capitalization, the majority of posts will be about smaller and medium sized enterprises, which are extremely difficult to find in the sheer unlimited universe of listed companies.
- Buy or Sell: Candidates are described on a yes or no basis, i.e. the company is either cheap or expensive. If the company is just a hold, neutral or a placeholder on the watch list, nothing will be written about it.
- Money: The author of the ideas presented has typically a stake (long or short) in the firms described – walk the talk, skin in the game. How else can you truly write about a company if there is no incentive?
- Recommendation: Last but not least, nothing on this blog constitutes as a recommendation – do your own due diligence! While the honest opinion of the author is presented, there is absolutely no guarantee that everything pans out as planned; guys, this is about the stock market and not your daily commute to work.
Yours sincerely,
Marcel
