An Update
Subscription service coming soon.
When I started posting online via various social media channels, my end goal was to learn from others, give back where I could, and eventually monetize my stock analysis.
It’s not much of a surprise; this is what most content creators are here to do, in one form or another.
Funnily enough, many “free” content business models actually create horrible incentives when talking about the stock market. Sponsorships and shiny object syndrome can make it difficult to find creators who will prioritize their audiences over a quick payday…
This is why anyone with a large online following inevitably talks about whatever trend is popular at the time, grifting from one hot stock to the next. It’s essentially impossible to grow a large following without doing this.
The requirements for social media success are in direct contradiction with proper long-term investing. That’s why nearly every popular online personality in the finance space is a terrible analyst.
Anyway, I started posting about the stocks I owned for free to demonstrate my investment process and showcase whether or not my investment criteria works.
The jury is still out on whether the three stocks I’ve publicly profiled will be successful. For the record, in aggregate, they haven’t outperformed the S&P 500 so far… but I’m not fixated on the short-term results. Any investment thesis can take years to play out, you never know.
I’ve held the same few companies for the last 2+ years. I’m a concentrated, long-term investor. As long as my original investment thesis is intact, I have no issue with waiting or focusing on my best ideas.
Thanks to this mindset, I rarely buy new stocks. If a stock isn’t comparable to or better than the stocks I already own, I won’t take a position.
Chances are, you hold a more diversified portfolio than I do and trade more frequently.
Fair enough— everyone has their preferences and varying levels of risk tolerance.
I know most investors don’t take the same approach that I do.
That’s why I’ve decided to alter the style of content I provide on Substack to focus more on news and industry coverage. That said, I will still discuss and provide updates on new investments when I find them, but as I mentioned earlier, that won’t be frequent. I only create write-ups on companies that I personally own. I never take payment from the companies I discuss, in any form.
As a part of this shift to more news coverage, I’m expanding what will be covered in the free Green Markets series, as well as fleshing out other content offerings.
I will soon do a free week-long trial run of the new daily Green Markets and Green Capital series so you can determine whether these services might be valuable to you.
I’m still finalizing what the paid service will contain, but here is a current outline of what content a free or paid subscriber will have access to after I launch the service:
If you’re a free subscriber via email, you will receive the following content:
Green Markets - Daily (weekdays)
A daily series dedicated to highlighting events of interest that could impact investments within environmental markets
Updates on Abaxx Technologies, Aduro Clean Technologies, and Base Carbon will remain free until I sell those companies
Occasional educational posts about green sectors
If you choose to pay for a subscription, this is what you will receive (in addition to what was listed above):
Green Capital - Daily (weekdays)
A daily series dedicated to tracking capital flows and emerging opportunities in environmental markets. This includes green investment deals, start-up fundraising, and new public listings
Green Monthly
A monthly update on what was added to the stock lists, among other changes to the service and portfolio
Commentary on industry news or actionable trends
Expansive stock lists for a variety of green industries
Sporadic investment write-ups
My stock portfolio allocations and updates on any newly profiled stocks
As you can see, the focus is moving toward following news events in various green sectors, but the coverage of new public listings, frequently updated stock lists, and the occasional investment write-up will provide plenty of investment ideas to look into.
More details will be released closer to launch in the coming weeks.
Thanks for the update. I would probably sign up for that service.