Something I've realized: posts such as the previous one ("A Conversation with USEG Management") are valuable, because they offer original reporting/commentary on a stock that's not widely followed, but they won't have much of a place on the entrepreneurship/business-oriented blog I'm starting. Post such as that have also been fairly sporadic on this blog, partly because I don't have time to follow more than a few companies that closely. So here's what I have in mind: a team-written blog focused on stocks that aren't widely followed. I just bought a nice domain name for this new blog -- one that's relatively short, easy to spell, and lends itself well visually to a logo.
Guidelines for the stocks:
- Under $100 million market cap; preferably, under $50 million.
- Little or no analyst coverage.
- Must have potential multi-bagger upside, in the author's opinion.
Guidelines for the authors:
- Write about 1 to 3 stocks, no more. If you find a 4th stock you like better than the first three, kick one of the first three off of the list.
- Do original reporting. Call the company's management occasionally and post notes on your conversations. Call elsewhere. Be a sleuth. Don't regurgitate aphorisms from Warren Buffett. Save that for other sites.
- Post as often as you have something new or useful to write about your companies, but no more. Don't just post for the sake of posting.
- Engage with your commenters and seek out the answers to their questions.
- Don't run and hide if your stock tanks. If you're still a believer, explain why; if not, explain why.
If you're interested in contributing to this new blog, send me an e-mail with "Obscure Stocks" in the subject line. Thanks.