Your Guide to Stock Picker's Corner
Follow the best storylines and you'll find the best stocks ...
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 my previous publication, Private Briefing, I followed the best half dozen or so dominant storylines at any single moment — knowing that most “narratives” remain relevant for a number of years.
That’s another part of wealth building — being active and understanding how the world is shaping around you.
Here’s why I’m telling you this.
I truly believe that it’s always a “stock picker’s market.” And by following the best storylines, you’ll find the best stocks.
That’s how we intend to operate in our “corner” of the investing world. And it’s why we created Stock Picker’s Corner (SPC).
We’re glad you’ve joined us here.
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.
You can also subscribe directly below to receive each issue of SPC:
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.
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 instantly receive:
✔️Access to the Private Briefing Model Portfolio: Where you’ll be able to choose the stocks and other investments you like– and adapt them to your goals.
✔️Access to My Platinum Rolodex: Where you’ll be able to take maximum advantage of a roster of top experts in areas like energy, tech, cryptocurrencies, precious metals, income investing, biotech, emerging trends and more including:
David Zeiler, an early Bitcoin miner who has made one uncanny prediction after another … like when he said in 2016 that Bitcoin would zoom from $450 to $2,000 a coin. Or in 2020, when he said Bitcoin would zoom from $7,800 to $20,000 by the end of the year- and it did, before reaching $29,000 a coin. Which is why I bring him in as a regular guest to share his insights –especially now that he sees Bitcoin reaching as high as $250,000 by next year.
Matt Warder, a former Wall Street analyst, who specializes in coal. Someone I’ve worked with for years, who always has some fascinating (and wealth-building) insights about energy in general, and other hot commodities in this space, as well.
Peter Krauth, the publisher of the only newsletter focused exclusively on silver – The Silver Stock Investor. He’s the well-known author of The Great Silver Bull, who recently shared with our paid subscribers a silver mining stock with returns that could climb to 120% in the next two years.
Danny Brody, the CEO of ORO Capital and serial entrepreneur who is known for getting investors ahead of the big trends.
And that’s just to name a few of the many experts you’ll gain access to. So you’ll always be the best-informed – and smartest – folks out there
✔️Access to All of My Investment Dossiers: Where you’ll find some of the best research in the industry written without all of the jargon and fluff including:
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: Rehasing 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.
✔️Access to My “Farm Team: Where you’ll find all the stocks or other opportunities that I’m 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.
✔️Access to My 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 I’ll Bring Your Way as SPC Evolves and Grows.
If you’re interested, go ahead and …
Be a part of my inner circle.
Study every one of my briefings.
Buy shares in all of the great companies in our Model Portfolio.
Immerse yourself in every facet of my world.
Be a part of our community.
And see what you think.
Because if you feel like you aren’t becoming a Wealth Builder …
Or learned something new …
Or made a positive impact on your career or life …
You can cancel your subscription. For year-long memberships, you’ll receive a prorated refund. For monthly subscriptions, your subscription will just cancel at the end of the billing period that you paid for.
So I hope you’ll join us today by becoming a paid yearly subscriber. (The cost to you is less than a dollar a day.) If you want to check things out for a month before making a larger commitment, a monthly payment option is also available.
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 anything published in SPC Premium on the “Premium Issues” tab on the site.
The dossiers are available here.
You can also access your dossiers, the Model Portfolio, and the “Farm Team” by clicking on the Model Portfolio tab.
