Beachman's investing approach & how to maximize your subscription - Part 3
Beachman's investing approach & how to maximize your subscription - Part 3
HowTo: Making sure that you are getting the biggest bang for your buck
As a subscriber to my substack, I want to make sure that you take full advantage of all my content.
I have described my mantra and approach for this substack and all my writings.
We also took a closer look at Beachman’s 7-step top-down investing process.
Free subscribers
As a free subscriber, you receive…
my weekly State of the Markets post (every Mon) where I inform you about the top 3-5 things that you need to know as an investor (macro updates, market data, economic reports etc.)…AND…the context and key takeaway for each of these developments. I also include important upcoming market events and current market risks. These posts keep you informed about the underlying health of the market and the tone of movement of stock prices each week.
You may also receive occasional other posts about investing, markets and portfolio management.
Paid subscribers
You receive much, much more....
Many more actionable posts about investing, markets and portfolio management
You get a special paid-edition of my weekly State of the Markets column (every Mon) with all the content described above....PLUS:
A weekly report on Beachman's portfolio, holdings and performance
Valuation metrics for Beachman's stocks and watchlist
Preferred buypoints and trimpoints for Beachman's stocks and watchlist
What Beachman is looking to buy or sell in the week ahead
You get earnings briefs on all Beachmans's stocks and other companies that are high on his watchlist. These posts include the fundamental trends over a 4-5 quarter timeframe as well as Beachman's take on whether the stock is going to pivot back to higher prices over the next 12 months
Paid subscribers also receive a quarterly report of Beachman's scores for about 50 stocks on his watchlist. The report includes score comparisons for the past 4-5 quarters and you can easily pick the top scoring stocks, see the low scoring stocks and analyze the score trends
You also have access to a dedicated paid-subscribers-only, real-time chat space on the Substack app. This is where you can find Beachman during market trading hours. He uses this space to provide timely, intra-day market updates as well as convey all his moves for that particular day
About once a month, Beachman publishes a deep dive podcast on a company of interest. These 35-45 minute episodes include a comprehensive look at the company's origins, their business model, their products and services, their founders, their market share, their future potential and Beachman's take on whether he is interested in adding it to his portfolio - why / why not, when and at what price. The podcast episodes also include written transcripts and detailed financial maps
And last but not the least, paid subscribers have access to all Beachman's writings - paid and free content, recent and archived posts. You can find all his publications on his substack website here or in the Substack app here
Beachman's website
There are four main sections on the substack site:
Podcast - Markets and Mojitos episodes with deep-dive company analysis by Beachman, while on the hunt for long-term, multi-bagger, investment opportunities
HowTos - Beachman's frameworks, methods and processes for investing, personal financial management and early retirement
Markets - Beachman’s commentary on recent economic developments, key macro indicators, market conditions and global financial data. Also includes his weekly, planned, market and portfolio actions
Portfolio - Beachman’s latest research, new investing ideas, his current portfolio holdings, position sizes, performance numbers, stock valuations, buypoints, trimpoints and more
Gratitude
Thank you again for being a loyal subscriber and reader of my work. I hope you continue to find value in it and take full advantage of my writings.
If you are pressed for time, rest assured, my posts will be in your inbox waiting to be read. You can also listen to the audio for ALL my posts in the Substack app - their text to audio feature is one of the best I have ever used.
And Beachman is always open to your ideas, comments and questions. So hit the like button or comment button on any of my posts. Or ping me on the chat line any time. Or follow me on Twitter @Iwannabeontheb2
Cheers!