12 Comments
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Rick Sullivan 🦆's avatar

Peter Lynch nailed it: if the story changes, you sell. A nice reminder that guys like us had better hammer on reading the 10-Ks with our subscribers. If you want an edge, spot the shift before the crowd does.

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Compounding Quality's avatar

Couldn’t agree more!

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KC's avatar

Too many mails distracts. Maybe only 1 mail on a fixed day of the week ?

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Compounding Quality's avatar

Would you only like to receive one analysis per day? I think a lot of people would want to receive more investment cases. :)

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KC's avatar

1 comprehensive mail per week. And I would think most would want that at most !! They would want someone who talks in terms of never selling and being long term to have similar approach. Of course, you know your subscribers better than me. Just my suggestion fwiw to you. Too many mails makes you come across as spending time on ' marketing' rather than on 'deep approach' . Also, finally it is about a portfolio, rather than individual stocks. There is no shortage of barrage of ideas from various sources on a daily basis. Also, it takes away a lot of time for your subscribers, as they value your mails and do not want to miss any ideas or nuggets. Hope I am making sense and not being dis-respectful.

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Compounding Quality's avatar

Hi,

I appreciate your feedback! I'll take it into account but in the past I did plenty of research and it seems like most people prefer the cadence of receiving 3 emails per week at this point in time. :) Always open for feedback and to keep learning!

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KC's avatar

I discontinued 1 service only because of the number of mails. each of them were good but i could not decide which one i had to invest my time on, so just stopped the whole thing !!

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KC's avatar

Maybe do a poll of your subscribers and then put them into 3 buckets- those wanting 3, those just 1 and those wanting maybe 1 per fortnight or month even !! Just because the quantity reduces, the quality and extent of coverage, should not; and maybe within the weekly , there are appropriate sections such as portfolio , weekly developments, learning, and so on. Again, just my suggestions. Hopefully of some value at least. Take care. Cheers.

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Compounding Quality's avatar

Yes I'll add that to one of the future emails. Thank you!

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Bill Peyton's avatar

Thanks for the write up for IB. When I click on the link I get a redirect error. and that happens more often than not. I am not sure how to fix this but thought I'd let you know.

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LearningCurve's avatar

It works perfectly, thank you.

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