Not For Everyone
In finalizing my first write-up of any business I’m finding that I am not for everyone. I look at analysis and what’s commonly used in analysis reports only to see that what I offer is not what is usually offered.
Here’s what I do not offer:
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Hot stock tips
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What you should have in your portfolio
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Sensationalized ‘research’
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Investing porn
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Guarantee of return
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Standardized best practices
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Academic deep dives
Here’s what I do offer:
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Intellectual honesty – If I do not understand something then I will pull at the thread until (1) I understand, or (2) I determine it is not a critical factor or not worth the time. A commitment to truth.
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Integrity – I plan on doing this for a very long time, so it is vitally important to me to be able to do this with while maintaining my own integrity.
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Consistency – I post my best work at least 12 times per year, and hopefully more as I get better at what I do. This will be a painful starting process, but that is a good thing. Painful starts, when endured, often have the biggest payoff for everyone involved (especially you).
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Deliberate emphasis – on understanding a business, relationships, and humanity. I see many analysts focusing on pure numbers only to discard thinking deeply about a business. This emphasis is important since businesses are solely about people and relationships between those people: humanity.
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Irreverence – You cannot have the above without disregarding much of common analytical practices. I will be finding my own way, much of which will be uncomfortable for myself and for some readers.
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