A Message From Our Founder
Time To Step It Up!
DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note's date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.
We Haven’t A Scooby’s
Hi folks. It’s Alex here, founder at Cestrian Capital Research. A different note for you today … instead of us dumping the usual unholy admixture of charts, numbers and snark on your desk we are looking for a little insight ourselves here.
Allow me to explain.
We’ve been writing on Substack for a little while now and there is a lot for us to like about the platform.
One, Substack itself is super-committed to independent shops like ourselves. Whether folks be writing about organic yams, self-help for llamas with PTSD, quantum computing research or plain ol’ stonks, Substack is a great place to be. We’re grateful to them for making our lives easy. The content platform, billing, subscriber management, all a breeze vs. other venues.
And, Two, this newsletter has grown very nicely since inception and keeps growing even whilst the market continues its rather unattractive self-harming habit as regards tech stocks and even though the topic here is those oh-so-hated (this week) tech stocks.
We realize however that the letter is something of a one-way street. We send stuff to you, you read it or toss it in the trash according to its quality and your desire or otherwise to read our stuff. And there it ends.
Now this is a shame because in our premium service we run a chatroom, comment threads on our notes and such, and speaking personally that is a blast. It means everyone learns a lot because we have a lot of smart subscribers with differing backgrounds, skills and so on; and most every day someone makes me laugh a lot with comments, observations, or my personal favorite, more snark.
Now, we’re putting some major effort into upgrading our work on Substack - we’re working with the team at Substack themselves to do so - and we’d love to hear from you, our subscribers, about your take on this newsletter. Good, bad, ugly, whatever.
Our premium service, the one we’re always hawking to folks and we don’t need to mention here - very Lord Vol****rt - , is very subscriber-responsive and that’s been a great strength of the service - it helps us keep one step ahead, expanding coverage, adding new analysis methods, new ways of delivering our work (webinars, we finally stepped forward into the 1990s!), and so on.
This letter being one-way, that needs to change. Starting now. We’d love to hear from you about your experience of this letter and, in particular, how you think we could improve it.
Our goal is simpy to raise our game. We’d like more people to read it, more people to share it, and, of course, more people to join the paid version. We can and do come up with ideas ourselves but anything you want to share would be very welcome.
You can do this by posting comments to this note, or emailing me personally at firstname.lastname@example.org. Have at it!
Cestrian Capital Research, Inc - 22 June 2022.