The Wall Street Transcript

[mcliu]

Has anyone every used this service? I was wondering if it's worth subscribing to and whether these interviews add any value..

[Guest deepValue]

I used to subscribe to it but I don't have the time to read it anymore. The interviews with small-cap fund managers are often interesting and can sometimes add insight to companies I'm interested in, but I don't recall ever getting an idea from TWST that I ended up adding to my portfolio. Then again, I run a pretty concentrated portfolio.

 

I believe you can try it for one month at a negligible cost.

[mcliu]

I used to subscribe to it but I don't have the time to read it anymore. The interviews with small-cap fund managers are often interesting and can sometimes add insight to companies I'm interested in, but I don't recall ever getting an idea from TWST that I ended up adding to my portfolio. Then again, I run a pretty concentrated portfolio.

 

I believe you can try it for one month at a negligible cost.

 

Thanks. Appreciate the feedback!