The base of the pyramid.
Investment research starts with information gathering. When it comes to finding new ideas and getting smarter, it’s all about information combined with a process to turn that into stock conclusions. The process is long and has different levels but…
You have to start with raw data and information and work up. This is that raw data, served up on a quasi-daily basis.
Before something becomes an idea, or an investment or even the ultimate - a full writeup with analysis and conclusions it grows roots.
Every day I filter though every small note, comment and market-related tidbit and put them into my own daily “blotter” to indicate things that are directly related to my investments or just “interesting” small things or longer announcements.
You'll rapidly get the idea if you read a few of these posts.
I’m moving most individual stock-related and conference posts over to MicroCap Candy. That’s kind of the middle of the pyramid.
I’m going to try and push this note out just after 4pm Monday, Tuesday, Wednesday and Thursday. Sometimes there will be a Friday AM edition.
It is “rough” by design. Think of it as *input* rather than *output.*
This is, positively, nothing close to investment advice. The only people interested in this are seasoned professional investors, family offices, and high-net-worth individuals.
In other words, these are clues for finding places to do follow-on work or maybe avoid doing any further work if we’ve learned enough to decide there’s not enough reason to pursue something.
I hope we can contribute some morsels to your investment idea gathering.
As a reminder - NOT INVESTMENT ADVICE, nobody knows anything. I may be long or short anything I write about.
