The usual disclaimer. This isn’t financial advice, I have literally no idea what I’m doing and I’m not qualified to assist or help with financial planning in any way shape or form. I am a schizophrenic speculator with a fantastic track record, but previous performance is no predictor of future performance. Shit changes, markets are irrational and so am I, sometimes you start going senile while you’re still young, other times the voices in your head are just wrong, etc, etc.

Anyway, let’s run through my ideas about this company and the sleeper assets I believe the market totally missed on their balance sheet.

First, I’d like to thank you guys for your support.

Since launching the substack every idea I’ve had has worked out almost immediately after my proposal of the concept. As my Q2 report detailed, I’m still bullish on all those ideas, and I didn’t sell anything to buy this new position. I maxed both my line of credits, and cash advanced as much as I could off my two credit cards (yes I’m willing to pay 20%/yr interest for this one), and used a bit of margin.

The blog has now grown to half the size of what I consider to be “large enough”, being 1337 paying subscribers. Once I hit that number, I will stop accepting new subscribers.

Also, inspired by Calvin Froedge, I will offer lifetime subscriptions for $5000 USD. There are actually some people paying more than this just for annual subscriptions, since the stocks-speculator lets you pick the amount you want to pay, but I digress.

Are you ready for this?