Hyperfocus: Is it Time for a Single Stock Newsletter?
The louder and more crowded the world gets, the more I appreciate the idea that less is more. I want to own virtually nothing if possible, except some digital produts - smartphone, computer, ipad, etc. I love walking into places with zero clutter. Zen temples, martial art dojos, empty parks always stir the deepest sense of inspiration. And no one needs to look further than the difference in design from Apple as opposed to Microsoft. We're over-informed, assaulted with noise, opinions, information, more opinions, people (just passed 7 billion - uchh) and I think most people are craving massive simplicity.
So I would love to see more hyper-focus. That's what I'm experimenting with on my blog. With options, it is of course possible to repeatedly invest in the same stock many times from different angles. So I would rather know a very lot about a very few stocks, than a little about many.
I also find the media/tech space relentelessly entertaining, important to my creative work, and critical to the future of communication. So for me the stocks most interesting are Netflix, Google, Apple, Amazon and some other media players.
The less is more thing gets me thinking, though that a single-stock focused newsetter that relentlessly covers every concievable item related to one stock - management, products, customer service, marketing, management, board of directors level of engagement, every line item on every financial document, interviews with key players, wicked bull bear debates, anecdotal community experiences with company - every single thing. Sick arsed hyper focus. That would be cool. Not only cool, but since guessing the future is fool's game (small f), this would at least show respect for the true nature of trying to make predications in a wildly unpredictable world.
And last but not least, just imagine how many newsletters there could be?
Regardless, I will for the forseeable future try to explore this on my CAPS blog.
The Miracle, Shyster at Business