Hi! I’ve been toying with the idea of writing up some stuff on Substack for years but I always felt my ramblings wouldn’t add too much value to the public discourse. The thing is: I am not that good an investor and I am lazy.
Nothing has changed in that regard but publicly jotting down your thoughts supposedly makes you a better investor, being accountable and open for criticism and all. Also, I’m getting older and sometimes when I look at my portfolio I wonder why I bought some crap in the first place. Maybe I can look that up here in the future.
For me, Clark Street Value epitomizes the perfect investing blog.1 Why? His pitches are brief, quantitative and original. But most importantly, there’s no bullshit. No ‘weekend thoughts’, no twenty page write-ups full of AI-generated fluff, no macro comments and especially no meta-articles about monetizing your investing Substack account (which at this point I see more often than actual stock pitches). If he doesn’t have actionable content he doesn’t post anything.
Unfortunately I have lots of thoughts about lots of subjects and, as my significant other can attest, I usually cannot keep my controversial opinions to myself. So here is the deal I made with myself. Please indulge me with this first post. From now on, if I post something (a big if - I’m not planning to churn out content regularly) I’ll try to make it a stock pitch or a case study. If I feel the urge to sprinkle in some other stuff you don’t care about I’ll try to do so at the bottom or in a footnote.
Honorable mention: Alpha Vulture, if only he posted more! Recently I have also enjoyed BiotechBonanza and UnlearningCFA’s Blog, to name a few smaller ones.
I agree that part of what MDC's blog great is his use of brevity. He respects my time, and if your special situation idea needs more space to be explained it's probably not a very good idea.
Same here, well said. Appreciate your comments on MDC's blog & Twitter & would value your contribution in whatever form it takes. ✌️