That's a really tough one RE separating the investing conclusions. I have been drawn to investing because of the amazing mixture of disciplines needed to wrap my head around it, from macroecononmics to finance, to geopolitics and even physics. I love the intersectionality of it all... but I wonder if most folks understand that investing is really talking about a lot of these things at once.
I grew up hating anything having to do with capitalism/money, which was unhealthy to say the least. I think the mindset is very common, though.
That's a great point. Being a good investor is the ability to blend and make sense of multiple disciplines. I'll chew on the pros and cons more. thank you for your input.
Why not attract and retain the largest audience possible by eliminating the paywall then focusing on monetizing another way? For example with a broad enough reach, you will be paid to speak at industry conferences, consult with executives, perform and publish analysis on specific companies, etc.
When I encounter a paywall - for the New York Times I immediately click away.
Kevin, I would be happy to experiment and pay for an investment newsletter. The key test is whether your insights are original. As an example, Microsoft was handicapped by the DOJ from "innovating" and the stock did not go anywhere for 10+ years. Were these two related, I never read anything in any press that made a case! Can Intel really come back and catch up with the Taiwanese and Koreans? Is there some hidden culture in the US tech world that will help US catch up, or will Intel become like IBM eventually!
Realistically what this newsletter gives me is insight into Asian businesses. I have found it extraordinarily difficult to get English-language analysis on Chinese society and business that doesn't resort to jingoism or reductionism.
I'm agnostic re: investing advice, but I would note that you seem to have a pretty good brand going here.
That's a really tough one RE separating the investing conclusions. I have been drawn to investing because of the amazing mixture of disciplines needed to wrap my head around it, from macroecononmics to finance, to geopolitics and even physics. I love the intersectionality of it all... but I wonder if most folks understand that investing is really talking about a lot of these things at once.
I grew up hating anything having to do with capitalism/money, which was unhealthy to say the least. I think the mindset is very common, though.
That's a great point. Being a good investor is the ability to blend and make sense of multiple disciplines. I'll chew on the pros and cons more. thank you for your input.
Thanks for the food for thought, Kevin!
Recommend a paid subscription that is free for the first 30 days.
That's a good idea. Or have posts be free for 30 or 14 days, then put behind a paywall?
Why not attract and retain the largest audience possible by eliminating the paywall then focusing on monetizing another way? For example with a broad enough reach, you will be paid to speak at industry conferences, consult with executives, perform and publish analysis on specific companies, etc.
When I encounter a paywall - for the New York Times I immediately click away.
Thank you for your input Kevin! All great thoughts and ideas
Kevin, I would be happy to experiment and pay for an investment newsletter. The key test is whether your insights are original. As an example, Microsoft was handicapped by the DOJ from "innovating" and the stock did not go anywhere for 10+ years. Were these two related, I never read anything in any press that made a case! Can Intel really come back and catch up with the Taiwanese and Koreans? Is there some hidden culture in the US tech world that will help US catch up, or will Intel become like IBM eventually!
Thank you for your input and support, Naresh. We will have more to announce on this next week!
Realistically what this newsletter gives me is insight into Asian businesses. I have found it extraordinarily difficult to get English-language analysis on Chinese society and business that doesn't resort to jingoism or reductionism.
I'm agnostic re: investing advice, but I would note that you seem to have a pretty good brand going here.
Thank you and appreciate the support and input.
Wonderful performance! Great job.
Thanks!