I'm surprised people unsubscribed after your coal articles. Ideas like those and others of last year are precisely why I subscribe. There are many writers covering larger stocks, particularly in the US, from all kinds of angles. It is harder to find ideas outside the US. At a time when the rest of the world may outperform, discovering small/mid cap international stocks is especially useful.
On a separate note, I think your geopolitical articles are excellent--insightful and even-handed.
Totally agree with Richiv. Would be a shame to see you focus on large cap US when you're uniquely amazing at geopolitics overlapping with value investing. I literally would have no idea where else to get this from, and you are the only substack I subscribe too. But also totally get the reality of what most people wil pay for.
Be assured I will not start cover Google and Tesla for the sake of popularity.
But I might occasionally do General Dynamics or Alibaba on top of the more "esoteric" stuff like Mongolian mining, Guyana stock traded twice a week, and cement companies in Kazakhstan :D
For reference, the next report in the writing is about an obscure industrial metal, I could not help myself ;)
I'm surprised people unsubscribed after your coal articles. Ideas like those and others of last year are precisely why I subscribe. There are many writers covering larger stocks, particularly in the US, from all kinds of angles. It is harder to find ideas outside the US. At a time when the rest of the world may outperform, discovering small/mid cap international stocks is especially useful.
On a separate note, I think your geopolitical articles are excellent--insightful and even-handed.
Completely agree!
Totally agree with Richiv. Would be a shame to see you focus on large cap US when you're uniquely amazing at geopolitics overlapping with value investing. I literally would have no idea where else to get this from, and you are the only substack I subscribe too. But also totally get the reality of what most people wil pay for.
Thanks a lot for the encouragement
Be assured I will not start cover Google and Tesla for the sake of popularity.
But I might occasionally do General Dynamics or Alibaba on top of the more "esoteric" stuff like Mongolian mining, Guyana stock traded twice a week, and cement companies in Kazakhstan :D
For reference, the next report in the writing is about an obscure industrial metal, I could not help myself ;)