Why I write the Beachman Newsletter

Gallimaufry: Insight into my process & some popular posts from the last 2 weeks

Apr 3

Writing has somehow never been difficult for me.

My Mom taught English and History in high school and my Dad worked for a national newspaper. I grew up in a home where reading, learning and writing was valued above material things. We were not poor, but I can count on one hand the number of times we ate in a restaurant or hailed a taxi cab. Our lives were filled with love, delicious home-cooked food, an appreciation for the power of the pen, critical thinking and lively debates about world events.

In my professional career, I have strived to communicate clearly and get my message across crisply. Over the last twenty years, I have spoken at numerous conferences and large group town halls. When I give a talk or write a post, I try to make sure that:

There are 1-2 key pieces of information that I want to convey
I clearly articulate 1-2 specific action items for me or the audience

As human beings, we have brief attention spans and anything more is a waste of time and space. Therefore, my posts stay short and sweet...about a 3 min read...something you can digest on the go, while waiting for a ride or for your coffee to brew. I do not write company deep dives or white papers or regurgitate content that you can find from other sources. It is not the quantity, but the quality that is important, which must then lead to action.

Everything you see on my substack are my original writings and I hope you find benefit in them. The investing world is ever-evolving and my writing pipeline is full…at last count, I have 14 draft posts in various stages of completeness. I get inspiration for new topics throughout the day, when I am reading, driving, cooking or watching baseball. If a question pops in my head, then I bet a lot of you are wondering about the same thing - it’s something that I might be able to learn and write about it. I am always open to constructive suggestions and questions.

If you visit my website, you will find all my articles as well as a roadmap to the posts that I recommend you read first.

Here are some popular Beachman posts from the past 2 weeks:

FinHabits

Five-step tune-up for my portfolio after earnings season

Musings

The power of corporate buybacks

Making sense of RPO, ARR and deferred revenues

Portfolio

Beachman Learning Portfolio - Mar 2022 report

Should crypto have a place in an investor's portfolio?

Continuing the Beachman portfolio tune-up

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