Your Guide to Stock Picker's Corner
Everything starts with following the best storylines ...
I love a good story.
I think in terms of “storylines.” So I’m constantly sifting through the narratives playing out around me. That’s how I process — and make sense of — the world that I see.
This story-based mindset was solidified during the 22 years I spent as a reporter, a career that earned me national recognition for my award-winning work covering big public companies, Wall Street, the economy and sectors like defense, biotech and finance.
My most memorable interviews included: Amazon founder Jeff Bezos, former U.S. President Richard M. Nixon, General Electric CEO John F. “Jack” Welch and Forbes magazine publisher and former presidential candidate Steve Forbes.
The storylines I chronicled traveled in all sorts of directions — and took all sorts of forms: They spotlighted winners and losers, featured heroes and villains, and captured happiness and grief.
They also unveiled threats … and opportunities.
For folks like you and me, seeing and understanding those storylines is investing gold.
Find the threats … and you avoid the losses.
Find the opportunities … and you’ve found some of the best places to make money.
Wall Streeters refer to this as “top-down investing.” You investigate the “big picture” trends and storylines. Then you drill down and identify the sectors and specific companies that’ll be winners.
Those Big Money institutional players refer to storylines as “investing narratives.”
I prefer to avoid that “institutional jargon” and keep things simple, just knowing that the most powerful storylines lead to the most powerful profits.
It’s how you build wealth over the next three, five, eight, 10 years or more.
At Stock Picker’s Corner (SPC), these are the current storylines we’re following:
✔️The Artificial Intelligence (AI) Era
✔️The Single-Digit Millionaire
✔️The Private Equity Tidal Wave
You’ll see those storylines covered, as well as the best stocks to follow, throughout our publications.
Here’s a little bit more about SPC to help you get started.
What is your general holding period for stocks and assets?
We’re investors - not traders. We don’t do speculative options, constantly move in and out of positions, or play games.
But we also don’t do “buy-and-hold forever.”
There’s a middle ground.
Putting time on your side – and making it your ally – is how you build wealth … plain and simple.
That’s why most of our holding periods (outside of special-situation investing) are between three and 10 years.
How do I make sure I never miss an issue?
To make sure you always know when SPC is hot off the “digital presses,” you can download the Substack app.
Through the Substack app, you can access an audio version of each issue and also download video interviews as a podcast.
If you just would like to receive email issues, you can subscribe directly below to receive each free issue of SPC:
What do I get with the paid subscription to Stock Picker’s Corner Premium?
The moment you become an SPC Premium paid subscriber you’ll have instant access to:
✔️The Model Portfolio: Where you’ll be able to choose the stocks and other investments you like– and adapt them to your goals.
✔️The Special-Situation Portfolio: A list of our “Super 10” special-situation investments that can provide a bit of near-term “juice” to your returns.
✔️The Platinum Rolodex: Where you’ll be able to take maximum advantage of a roster of top experts in areas like tech, energy, commodities, cryptocurrencies, income investing, biotech, emerging trends, and more.
✔️Investment Dossiers: Where you’ll find some of the best research in the industry written without all of the jargon and fluff. Each SPC Dossier includes:
Thorough Analysis: Our team has diligently vetted every investment idea, and each dossier is the result of hours and hours of research, talking with experts and careful analysis. In other words - we leave no stone unturned.
Key Growth Metrics: Rehashing a quarterly report will tell you where a company has been, but with price projections and growth rates, we’ll walk you through what’s next.
And Risk-and-Reward Overviews: Knowing the risks of a company or asset before you invest is just as important as knowing the rewards. Whether through a SWOT (strengths, weaknesses, opportunities and threat) Analysis or a risk assessment work up. So you’ll have everything you need to be comfortable in your decision-making process.
✔️The“Farm Team: Where you’ll find all the stocks or other opportunities that we’re watching, and show promise … but that aren’t quite ready for the “big leagues” … and the Model Portfolio. So you can use our Farm Team ideas as starting points for your own investment research.
✔️The Quarterly Roundtable: Where each quarter, I’ll call on one or more of my network of experts for a deep dive into the story most relevant at the moment. It might be a “state-of-the-market” or “state-of-the-economy” assessment. Or an analysis of a specific company, asset class, geographic market, trend or issue that I think you need to know about. We’ll look at where we are now, dig into the crucial “what comes next” – and, most important of all, show you how to take action to build new wealth, or protect what you already have.
✔️Plus access to even more features we’ll bring your way as SPC evolves and grows.
If you’re interested, go ahead and become a part of the “SPC family.”
You can easily cancel your subscription at any time.
If you have a year-long subscription and don’t want to cancel your membership but just want to turn off the autorenew, you will have access to SPC Premium until the end of your billing period (a year from when you signed up).
If you ever want to cancel a year-long membership, go ahead and send us a message and we’ll send you a prorated refund. Substack issues the refund, which can take five to 10 business days to appear on your credit card statement.
For monthly subscriptions, your membership will just cancel at the end of the billing period that you paid for.
So for those who want access to every one of my briefings …
To buy shares in all of the great companies in our Model Portfolio …
And to become part of a community of like-minded thinkers …
The secure Substack order form is available below:
Where can I access updates and dossiers for my paid membership in SPC Premium?
You can find new weekly briefings on the “Premium Issues” tab on the site.
The dossiers are available here.
Can you review my portfolio or help me with an investment question?
The team members and affiliates are not investment advisors or financial planners and cannot provide personalized investing advice.
If I haven’t invested before, can you recommend a brokerage to use?
While we can’t recommend a specific brokerage, there are plenty of resources that outline the different features of different brokerage services … so you can research and find the right one for you. NerdWallet reviews brokerages here, Forbes reviews them here, and Bankrate reviews them here.
Can you help me with a question about my Substack account?
Substack has a customer support page, which you can find here.
Substack also has a reader Help Center with answers to commonly asked questions here.
