“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena.” - Theodore Roosevelt
Life has a funny way of coming full circle. It’s been years since I worked in Equity Research professionally, but boy oh boy, how I have missed digging in and dissecting companies. There’s something about becoming the man in the arena once you put your work out there, and having the market tell you in no uncertain terms if you’re right or if you’re a half-brained moron. Markets are black and white: either you’re right or you’re wrong, and you can’t hide from your performance. But that’s why we do it, right? Put up or shut up.
In a previous piece, I mentioned that I would be putting out individual stock research for both long and short positions. Now that I have started getting my feet under me, I expect to publish content 3-5 times a week across various topics. Although it will not always be research reports, my long-form research is where I hope to create the most value for readers. With that being said, my research will be available to all subscribers for the time being, but there will come a day in the (somewhat) near future where my long-form writing and research pieces will be behind the paywall.
As the greatest motivational speaker of our generation, once said,
The rest of this piece, with the charts and tables the argument was built on, is at the source link below.