Let’s Get Real About Us
I am not an investment advisor. I would guess that you already knew that but it must be gotten out of the way.
I am an investor. I have ideas. Sometimes my ideas are BAD. More often than not, my ideas are good. And, of course, I always think my ideas are good when I publish them; both my ego and my desire to turn sharing ideas about the markets into a business compel it.
I encourage anyone with a counter point of view to any of our articles to express it in the comments, on social media, via chat or in a message directly to me. I promise that if your message is substantive I will personally respond to you. With an open mind, being wrong can be far more valuable than being right. As such, I am happy to have it pointed out when I am out-to-lunch or pissing into the wind.
I apologize that I currently cannot allow comments to be posted uncurated and in real time. It would simply lead to hoards of spam links – mostly porn (yes, I tried it initially and this is what happened!) Such is the state of the internet.
It is my intention to use this platform to bring attention to microcap investment opportunities with huge potential. Companies that have a real shot of ditching the microcap moniker and trading at many multiples higher than where we begin our coverage. Not all of our picks will turn out that way of course, but with patience and due diligence we can mitigate our downside risk and expose ourselves to the massive upside potential that arises in the lesser known and sparsely researched microcap space.
I have been fortunate in this life to have made relationships with some well connected people with access to a large swath of the microcap space. This provides us with access to many insiders, directors and executive management teams. As our readership grows so will our reach and access.
Investing in microcaps is an ideal vehicle toward achieving financial freedom. The beauty of the capital markets is that we can enrich our pocket books by investing in businesses that create value for society at large. We aim to profit by serving others as opposed to oppressing them. All the while accelerating our path toward early retirement or a much deserved vacation.
Unlike some other platforms, I abhor motivating investors with polarizing political or social rhetoric and refuse to do it. At the same time, I am not above appealing to our desires to support others and our sense of human compassion for the well being of others, societal advancement and ethical or environmentally friendly business practices.
I look forward to sharing my ideas and thoughts on the markets with all of you and learning from you in return as well.
Let’s Get Real About Sponsored Content
Yes, we have some sponsored content on the site. In fact, if you see a company profile here that is not sponsored it is safe to assume that the article was a “failed audition.” Or perhaps to let myself down more gently we can call it an incremental move toward getting their business at some point in the future. There are more than enough stellar microcap companies out there that are in need of getting their investment thesis out to potential investors. I don’t have the time or energy to waste on profiling companies I don’t think are winners.
If I profile a company here you can reasonably infer that I have a long position in that business at the time of writing. If that profile is sponsored I will not be disclosing my exit points. This is the one main drawback of having sponsored content – it narrowly prevents full transparency.
Why do we have sponsored content on TML? Quite simply, because it makes sense.
As an investor in a great company I want to tell others about the opportunity. Businesses also want their investment thesis presented to as many investors as possible. No one turns down an opportunity for favorable media coverage. Sometimes those companies have a budget available for investor awareness and will give me the honor of directing web traffic to my content. If you turn out to be an investor in a company sponsoring this site it is also in your best interest to get as many interested eye-balls on the investment thesis as well. I love it when incentives are in perfect alignment.
Editor—Bill McClain
Bill, who has made a career out of exploiting inefficiencies in markets, started studying the microcap markets in 2014 and has applied his contrarian strategic thinking and risk management skills into microcap researching and investing ever since. A mathematician by formal training with dual Bachelor of Sciences degrees in mathematics and physics from the University of Missouri, Bill left his academic career path five years into his Ph.D. studies—with an A.B.D. (All But Dissertation)—at Georgia Tech to pursue an alternative career path and lifestyle. From 2007-2014 Bill travelled the world as one of the top high-limit poker players, with a consistent record of beating games at the highest limits. Bill stepped back from his professional poker-playing stint with a desire to distance himself from zero-sum games and into a field where the work can have a net-positive sum impact on the world.
Senior Writer—M.J. Moye
With a Bachelor of Arts double major in English and History from East Carolina University and a Master of Arts degree in writing from The Johns Hopkins University, M.J. Moye is a freelance writer and demographic researcher. M.J. has worked as a Washington, DC journalist, communications manager for an environmental lobbying group, and was a partner and communications director of an asset management company that focused on population dynamics as a catalyst for market movement and specific company share price gains. This latter position led him to co-author the book, “Upside: Profiting from the Profound Demographic Shifts Ahead.” In addition to demographic- and investment-related writing, M.J. has extensive experience writing about legal issues, politics, health, and sailing, among other subject matter.