Newsletter #8 Available

We highlight some ideas on making better decisions. We also do in-depth research on a micro-cap company with a quality business with a scalable model that is trading cheaply and likely to reach its inflection point soon.

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Newsletter

Our newsletter is composed of two areas: Worldly Wisdom and In-Depth Company Analysis.

In order to achieve a successful long-term investing track record, and more importantly a rich life experience, we think that it is necessary to continually learn ways to improve our thinking process and become wiser. Our Worldly Wisdom portion of the newsletter researches anything from a wide variety of topics to help you become a little more wiser and improve your investing. We utilize published research data from many disciplines and synthesize the data in a clear, concise fashion.

The In-Depth Company Analysis portion of the newsletter analyzes our best long-term buy idea of the month. We focus on one specific company that has above average economic quality and is trading for below average prices. Our preferred buy and hold period is 5 years and beyond. Unlike research analysts on Wall Street, we are focused on providing you the information to make an informed decision. We provide specific analysis of the business’ qualitative and quantitative characteristics including:

  • Moat (competitive advantage)
  • Business economics
  • Sustainability
  • Management
  • Management Incentives
  • Valuation
  • Market Perception

We follow the same form of analysis when investing our own money. We oftentimes will write about companies that we own or are considering owning for the long-term.

Curious?

How much does the newsletter cost?

We charge $50 a month.

Why does the newsletter cost money?

To some people the newsletter is expensive, but we try to offer plenty of value.  The research we provide on our monthly company idea saves you time and effort, which could easily pay for itself over the long term.  Additionally, we try to teach you ways to achieve worldly wisdom, which could benefit your investing and improve other aspects of your life.  We feel $50 a month, or $600 a year, is a small price to pay for worldly wisdom and thorough investment/business analysis.

How is the newsletter sent?

After receiving payment, we send our subscribers a pdf file of the newsletter.

Generally how many pages are in the newsletter?

It depends.  We provide the data/facts and also a thorough commentary of both the company analysis and thinking better portion of the newsletter. Generally, we don’t see the newsletter getting to be more than 20 pages, but on average it will be long.

What sort of topics do you cover in the Worldly Wisdom section?

We follow Charlie Munger’s belief that it is necessary to have elementary worldly wisdom to be a good stock picker.  We write about many different topics such as: human psychology, human and animal sociology, biology, mathematics, physics, history, etc,.

What if I am not satisfied after purchasing?

If you are at all not satisfied after purchasing, you will receive a pro rata refund. If you purchased one month, you would get your one month back.

If you purchased multiple months you would receive the remaining months pre payment back. For example, you purchased 1 year and you received the first 5 issues and would like to cancel. You would receive a refund of the remaining 7 months.