I appreciate the depth and details you all get into. I know the quick hitters bite size tidbits are fashionable but when everything feels that way, finding quality is that much more worthwhile.
This is speaking from experience. I have overindulged in investment substacks, articles, podcast, youtube videos, etc. In the past 6 months I've been on a journey of isolating a handful of consistent quality, quality that gives you a peak behind the curtain, into the process and the grind. Thank you both for providing that and for being a reliable input into my investment process
A well-written YIR. Congrats to you both. What a journey and story. And thanks for the encouragement on not being bashful on social. It’s a taller speed bump that most think, because it’s hard to shill for oneself. It just feels cringey. However, it the lowest-cost distribution channel.
It is a unique insight about deep dive research that the ideal customer is time constrained. I work in the field and get 500 emails a day. 99.9% get ignored, unless I know the author, care about the topic, our the headline is descriptive enough that I might need to know.
That your work is getting through the filter is an amazing signal. I will have to pay more attention in 2025. Go deeper on industrials and transports please, wrote a self-serving commenter.
Another advantage you have is that time is on your side. Not a single sellside or buyside analyst could lock away in a cave for 8 weeks to author a report. I’ll repeat, not one. This is also an avenue of differentiation in a vertical where onlyness is scarce. There maybe a way to add another wedge, but it’s hypothesis.
Thank you for the comment/ insights. It's a good point that getting through the filter is a good signal and no sell siders will be able to dedicated the same amount of time to a single company.
I appreciate the depth and details you all get into. I know the quick hitters bite size tidbits are fashionable but when everything feels that way, finding quality is that much more worthwhile.
This is speaking from experience. I have overindulged in investment substacks, articles, podcast, youtube videos, etc. In the past 6 months I've been on a journey of isolating a handful of consistent quality, quality that gives you a peak behind the curtain, into the process and the grind. Thank you both for providing that and for being a reliable input into my investment process
Really touched that we can be that for you. Thank you for your note and reading!
A well-written YIR. Congrats to you both. What a journey and story. And thanks for the encouragement on not being bashful on social. It’s a taller speed bump that most think, because it’s hard to shill for oneself. It just feels cringey. However, it the lowest-cost distribution channel.
It is a unique insight about deep dive research that the ideal customer is time constrained. I work in the field and get 500 emails a day. 99.9% get ignored, unless I know the author, care about the topic, our the headline is descriptive enough that I might need to know.
That your work is getting through the filter is an amazing signal. I will have to pay more attention in 2025. Go deeper on industrials and transports please, wrote a self-serving commenter.
Another advantage you have is that time is on your side. Not a single sellside or buyside analyst could lock away in a cave for 8 weeks to author a report. I’ll repeat, not one. This is also an avenue of differentiation in a vertical where onlyness is scarce. There maybe a way to add another wedge, but it’s hypothesis.
In any case, I enjoyed the update Speedwell,
All my best,
Drew
Hey Drew,
Thank you for the comment/ insights. It's a good point that getting through the filter is a good signal and no sell siders will be able to dedicated the same amount of time to a single company.
Appreciate you!
It is great news for you. Keep on trucking. Happy to help, DM’s are open!
Cheers, Drew and Kevin. Appreciate your work and wish Speedwell all the best
Thanks Tim! Glad you find value in our work!