Updates on Profiled Securities

Discussing the 6 actionable ideas profiled so far.

May 23, 2024

∙ Paid

Thank you.

I started writing on this platform in February. It’s been a lot of fun to discuss ideas in front of a small audience. The best part has been getting intelligent questions from thoughtful readers. It’s a small group here, and I intend to keep it that way.

The main reason I started writing on Substack was because the kinds of securities I like to discuss aren’t suited for a larger audience. I had hoped that by writing longer form content about unknown securities I could attract a more focused audience. So far, it’s worked magnificently. The quality of interaction I have on here is vastly better than what I’ve experienced on other platforms. You all make me think harder than I otherwise would.

I’ve met some readers in person. Awesome experience. I’ve had long conversations with others over the phone and via email. I am finding great value in this endeavor. If you are having half as much fun as me, I’d consider this experiment a success.

You’re paying to be here, and that means a lot to me. Charging readers a reasonable sum is the best way to keep the group small and keep like-minded people together. We have hedge fund managers with hundreds of millions of AUM and college kids alike.

We’re an odd bunch I suppose. We like weird securities that are unknown to 99% of the investing world. We like investing history. Our idea of a good time is reading a Warren Buffett case study from 1956. We’re not normal. Afterall, you’re reading something from a guy named “Dirt”.

Anyway, I just wanted to say thanks. I’m having a lot of fun doing this, and I hope to provide you with value over the long term.