Happy New Year, Conor & my sincere condolences for your father's passing. These are always difficult times, and I hope you are getting through them ok.
As to your work, I personally value the long-form / in-depth analysis as well as the consistent follow-up, as I consider it real value added. And I concur that given the quality and depth of your analysis, pricing is reasonable. Sure, your picks may have shown a mixed performance, but I reckon one would struggle to find value investors (and we are talking VALUE SITUATIONS), who have not shared this experience. To me generating ideas and tracking them over their life-cycle would still be important, though that does not require running a model-portfolio, as long as your investment ideas are marked accordingly (high-conviction, trading, etc.).
Anway, keep up the good work & all the best in 2025!
Likewise Conor, my sincere condolences. I hope you and your family are okay, mate. Cheers John.
Happy New Year, Conor & my sincere condolences for your father's passing. These are always difficult times, and I hope you are getting through them ok.
As to your work, I personally value the long-form / in-depth analysis as well as the consistent follow-up, as I consider it real value added. And I concur that given the quality and depth of your analysis, pricing is reasonable. Sure, your picks may have shown a mixed performance, but I reckon one would struggle to find value investors (and we are talking VALUE SITUATIONS), who have not shared this experience. To me generating ideas and tracking them over their life-cycle would still be important, though that does not require running a model-portfolio, as long as your investment ideas are marked accordingly (high-conviction, trading, etc.).
Anway, keep up the good work & all the best in 2025!
Brgds, Hans
Sorry for your loss Conor. Sound like great changes. Looking forward to reading your posts in 2025.