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Bart Watson's avatar

I am a new Elite subscriber, which I decided to pay up for because of wanting to support (and get early access to) the high quality and collaborative research coming out of BI. As I read through recent posts on the BI site, your compelling reports have really stood out for me, and your stellar results reinforce my sentiments. I was certainly surprised to find out how young you are, as your articulate analyses resonate with circumspect insights and wisdom that is usually only developed through years of trial and error in the brutal investing game. I am cheering you on as you dive into business school, but I certainly hope that you won't become too busy to keep engaged in BI and squeeze additional articles into your new routines on a not too infrequent basis. I'd love to learn more about how you come across your picks as well as your vetting process so that I can begin to contribute the way you have been to this investing community. Best of luck to you, and don't forget about us at BI as you get wrapped up in the many alluring side paths of your university life in the Bay Area!

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Sam McColgan's avatar

Thank you Bart! This is an extremely kind message. I hope you don't mind, I might share this on my X account later. I love getting feedback like this - it makes what I do feel very rewarding.

"usually only developed through years of trial and error in the brutal investing game" - I probably crammed ten years of investing mistakes into one, which would have turbo-charged my learning!

I will be quite busy over the next two years between school, raising two kids and investing. I will make an effort to write when I can, but sadly, it won't likely be at the same pace as before.

I'm happy to answer any questions you have about my process. It's probably easiest over a call. Perhaps I'll record an AMA like Florian did recently sometime.

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ParanoidAndroid's avatar

Love your deep dives and your investing style. Your piece on NXGL was a total revelation to me - kudos. Will check out these 3 as well. Very grateful for such high quality content.

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Sam McColgan's avatar

Thank Cynical! Appreciate the kind comment. It sounds like we have similar tastes, so feel free to share any interesting ideas when they come up (preferably not in the next month haha)

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