The idea behind this blog is to be mutually beneficial. I need to enjoy writing about things that interest me & stocks I like so you can enjoy the profits you make from shorting them. What I have noticed in the past was that while I broadly enjoyed sharing, there were certain aspects I didn't enjoy or felt like unnecessary stress.
If I'm going to want to keep going there are some things that need to be understood.
Obviously, this isn't investment advice. It's a crazy person rambling on the internet... If anything, it's weirdo entertainment (Sorry). So do your own due diligence, this is meant to entertain both of us in a casual way, I'm not willing or qualified to give investment advice.
If anything works in less than 6 months it's probably an accident.
I'll give you my honest opinion but you need to check that what I say makes sense to you.
I'll let you know if I own something at the time of writing a post but if I buy it after or if you read the post 5 years later and that changes it probably won't be updated. Also, all information is framed based on the outlook at the time it's written, part of the relative appeal for an investment is almost always the price. Please recognize that the environment may change between when I write and when you read.
I have a bullish bias, a belief that over the long term it makes sense to own stocks because profitable companies are worth more money each day... But this will lead me to many short term mistakes and added price volatility. The ideas I discuss, even the rare good one, might still be more volatile than others may be comfortable with. Many of them WILL underperform in down markets.
If you ever start mistaking me for very smart...Run... But first, remind me to sell everything.
Any given position in a profitable company is probably more likely to have positive than negative returns over time but any given investment can have severely negative results. Proper sizing and portfolio construction are just as important as what gets included.
Markets change, prices change and portfolio construction can get out of whack. New, better ideas may come along & investments that once seemed good may lose their luster for a variety of reasons. I'm mentioning this here because I've felt mentally tied to things I've mentioned in the past. Sometimes I feel like I should trim or sell an investment but feel hesitation because I once spoke about it. That's not good or healthy. So I'll say this here and now, I may sell some of what I tell you that I own in the future and may not mention it. I think you know my style. You know what I mean and don't mean by saying this. I won't write a hype piece about something I'm looking to sell. If something moves a lot or doesn't for a while, I may reassess. Basically, just as I can't be your reason for buying, don't wait for me to be your reason for selling. This may be healthy for you too, if a position is making you uncomfortable, I don't want you thinking 'well XYZ owns it,' keep approaching everything with a fresh perspective.
There's no real schedule. I might do 3 in a week or nothing for 3 weeks. I'll try to be better about posting when I do write something (as long as I'm allowed) so on the off chance it'd be something that interests you, you're less likely to miss it.
Length will vary. I don't know what level of detail or background I should include or avoid. If there's some aspect you enjoy or think that I should add please let know. I can't be ideal for all & need enough latitude to have some expression but beyond that if there's something a lot of people want more of I'll certainly consider it
TBC
P.S Joke's on you... Now you can't complain about how slowly I speak.
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