Weekend thoughts: Thank you for 2021
Welcome to 2022!
I can’t tell you how excited I am for this year. I think the market is ripe with opportunities (particularly deep value retail / commodities and cable), and I’m thrilled to explore them with you on this site (both the free and premium side), the podcast, and my twitter.
But, before we get there, I wanted to take a second to express a heartfelt thank you to all of you, my readers.
I won’t lie: writing this blog and hosting the podcast are a lot of work. But they say if you love what you do, you’ll never work a day in your life. And all of this stuff is truly a labor of love (as well as something that helps me improve immensely as an investor). I wouldn’t be able to invest the time and energy I do into it without all of you. I know this Substack isn’t the most widely trafficked, but I can tell from the feedback I got on last week’s “prepping for 2022” post that a lot of you really enjoy what I’m doing and that means the world to me (true story: the prepping for 2022 post asked for feedback on improving next year, and one commentator suggested a variety of weekly articles and podcasts I should explore that, if implemented, would have had me posting more than 10 articles and podcasts per week. If that’s not passion, I don’t know what is!).
One of the most rewarding things about writing this blog and hosting the podcast is the people I’ve met along the way. I know it sounds trite, but I’ve made some real friends from doing this. People like Jacob Rubin, Jeremy Raper, Elliot Turner, Bill Brewster, Francisco Olivero, Randy Baron, TWebs, Plum Capital, and Kuppy are people I never would have met without the power of the internet, but they’ve become real friends and my work and professional life are better for it (and I’m leaving a lot of people off and I’m sorry for that; I honestly just went through my most recent DMs and text messages to put that list together!). I mention them not to brag (well, maybe a little; they’re all awesome even if we certainly don’t agree on everything!), but to encourage any readers who have a real passion for investing to please reach out and say hello if you ever want to swap thoughts. Honestly, reaching out encourages me to keep writing. Plus, who knows, maybe next year I'll be counting you as one of my “online friends” (as my wife likes to call them)! (PS- here’s how powerful the internet is; I managed to make a (small) list of friends I’m grateful for without even mentioning my partner Chris DeMuth, who I’m eternally grateful to have met through the power of the internet almost a decade ago!).
So I’m looking forward to spending more time writing / podcasting and maybe even getting to know a few of you in 2022. I hope you’re looking forward to reading / listening!
Thanks again for everything!
(PS- the most common suggestion to my “what should I do in 2022” question was more Penny photos, so here’s making good on that promise!)