mcliu Posted February 2, 2014 Share Posted February 2, 2014 Has anyone every used this service? I was wondering if it's worth subscribing to and whether these interviews add any value.. Link to comment Share on other sites More sharing options...
Guest deepValue Posted February 2, 2014 Share Posted February 2, 2014 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. Link to comment Share on other sites More sharing options...
mcliu Posted February 2, 2014 Author Share Posted February 2, 2014 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! Link to comment Share on other sites More sharing options...
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