Do you pay for any research?

[Vanshon]

10 hours ago, TwoCitiesCapital said:

 

How is Value Investors edge? I followed JM back on SA when it was free and I owned two dry bulk shippers, but never paid so stopped getting hia material when SA put it behind a paywall years ago. 

 

Is his hit rate within shipping decent? I haven't owned a shipping company since, but am open to hard assets companies that won't be disintermediated by AI. 

VIE is a great platform - the chat room features a bunch of excellent posters and it provides a lot of ideas even outside of shipping.  This past year the discussion around mining stocks was especially useful.  It’s also very good for timely information when news comes out about earnings or events. 
 

His shipping advice and portfolios have performed very well but currently there aren’t a lot of obviously cheap shipping stocks - dry bulk and tankers seem to be the best sectors currently if rates remain high. 

 

I’ve been a member for five years and thankfully they grandfather you in at your original rate because the current fee is more than double. 
 

 

[whatstheofficerproblem]

These guys really think they have FICO level pricing power? The enshittification is glaring.

 

 

[Malmqky]

5 minutes ago, whatstheofficerproblem said:

These guys really think they have FICO level pricing power? The enshittification is glaring.

 

 

 

See a lot of folks on Twitter reccomending Fiscal.AI over TIKR due to this.

Anyone have any experience with FIscal? I assume the Twitter folks are paid affiliates lol