Brian McCann
@Bootstrap68
I ran an independent RIA. Nothing I say is investment advice. Author of The Investor’s Journal
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I switched careers and became a financial advisor. Started my own solo-RIA focussed on financial planning and investment management. I ran it for 12 years and recently shut it down. If you are thinking of a similar route I'm happy to answer questions.
We created a new research platform with the goal of covering 150+ investable, sub-$500M market cap companies globally. Re-tweet this post and we’ll give you 6 months free trial to our service
This week, while going through a bunch of nano-caps, I found one of the most intriguing opportunities I’ve come across in a long time. It’s currently trading at around 3x earnings with recurring revenues. It’s an extremely illiquid stock that has been almost completely…
I really enjoy writing and sharing stock ideas/thesis in the niche of businesses I understand well. With that said, anyone who likes this post/comments or shares it I will DM to acquire your email and add you to my distribution list where you will receive two or three 5-7 page…
Cash as a percentage of my portfolio keeps going up. And I'm not even making any trades! Weird...
Here's my barometer: Everyone starts saying "generational". Wait. Everyone stops saying generational. Buy.
Fantastic podcast! Two super thoughtful people going deep on the investing process. Thoroughly enjoyed it. Having interacted with both, I can say they are also the nicest people you will find.
[New Compounders Podcast] Our guest on the show this week was @AKWilk, the Founder and CIO of Greystone Capital Management. Adam is a savvy microcap investor who prefers to run a very concentrated portfolio. In this in-depth conversation, we covered: · How Adam applies…
![BenClaremon's tweet image. [New Compounders Podcast] Our guest on the show this week was @AKWilk, the Founder and CIO of Greystone Capital Management. Adam is a savvy microcap investor who prefers to run a very concentrated portfolio. In this in-depth conversation, we covered:
· How Adam applies…](https://pbs.twimg.com/media/GaBoYgragAABsqH.jpg)
I really hate these posts that are like, “disappear for six months, do these six things and transform your life.” If i could disappear for six months, I wouldn’t NEED to transform my life!
Some thought on concentrated investing. And how I try to get some of the benefits of concentration with less risk. Link in bio
Let’s put like 50 AIs in a room and let them talk to each other. Might be interesting
I’ve been a bit bummed by the state of personal finance lately. My latest is a bit of a ramble, but I will share anyway. It also has props for Jared Dillian @dailydirtnap and Ramit Sethi @ramit for their excellent books and content on finance investorsjournal.substack.com/p/a-lament-for…
It’s a Personal Finance day! Learn all about our Dry January: investorsjournal.substack.com/p/dry-january
Ok, let's take the good karma approach again. It's worked very well for everyone the last 3 times we've done it. If you're interested in knowing the name of our latest "fat pitch" make a small donation to my favourite charity wckfoundation.ca/donate/. And if you want to take it a…
We think we've found another fat pitch. Much like when we found $TMG.V at $0.125 in September.
My edge, if I could ever claim to have one, is that it takes me three years to figure out if my investment thesis is right or wrong
I wrote up some thoughts on lessons from 2023. I hope I make different mistakes in 2024! investorsjournal.substack.com/p/house-keepin…
FRESH OFF THE PRESS 🔥 Bargain Stocks Radar March 2023 15 microcaps from around the world to add to your watchlist. 🧐 This 18-page report is exclusive to our wonderful twitter followers! To get your copy just... 👉 Like & Retweet 👉 Follow us (so we can dm you a copy)
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