Monthly Content Schedule of OTC Newsletter

As a quick overview, I have created the following time-table. For a more detailed description of each content please continue reading.

monthlycoverage

Day 1 of every month

  • Expanded OTC Bi-Weekly
    • This will include at least three new stocks that warrant further research and should be an investment opportunity.
    • It will also include at least two updates on stocks previously covered (but not written about in the long idea section) in order to make sure that subscribers are kept abreast of what is happening in the watchlist.
  • Monthly performance of the watchlist and of long ideas
    • I will highlight any significant move and comment on it extensively if I did not so already through my weekly or real-time updates.
  • Weekly additions to the OTC watchlist
    • This will include stocks that I have gone through in the past week and that run a sensible business. I will also add a short commentary about what could be the potential opportunity here. The valuation or the stock does not have not show immediate opportunity but members are likely to benefit from knowing about the company in the future.
  • Weekly update about anything stock related
    • This might be links for interesting articles, reports etc.
    • It will also likely include content that might help subscribers with analyzing OTC stocks. I will also share a significant amount of accounting and legal peculiarities.

Day 7 of every month

  • Weekly additions to the OTC watchlist
    • This will include stocks that I have gone through in the past week and that run a sensible business. I will also add a short commentary about what could be the potential opportunity here. The valuation or the stock does not have not show immediate opportunity but members are likely to benefit from knowing about the company in the future. 
  • Weekly update about anything stock related
    • This might be links for interesting articles, reports etc.
    • It will also likely include content that might help subscribers with analyzing OTC stocks. I will also share a significant amount of accounting and legal peculiarities.

Day 14 of every month

  • Report of at least one long idea (each will have its own separate channel on Slack)
    • This investment opportunity will be featured through my usual approach to research reports.
    • The stock/s featured will showcase, in my opinion, an investment opportunity with a catalyst that should showcase meaningful return on investment for investors.
  • Weekly additions to the OTC watchlist
    • This will include stocks that I have gone through in the past week and that run a sensible business. I will also add a short commentary about what could be the potential opportunity here. The valuation or the stock does not have not show immediate opportunity but members are likely to benefit from knowing about the company in the future.
  • Weekly update about anything stock related
    • This might belinks for interesting articles, reports etc.
    • It will also likely include content that might help subscribers with analyzing OTC stocks. I will also share a significant amount of accounting and legal peculiarities.

Day 21 of every month

  • Weekly additions to the OTC watchlist
    • This will include stocks that I have gone through in the past week and that run a sensible business. I will also add a short commentary about what could be the potential opportunity here. The valuation or the stock does not have not show immediate opportunity but members are likely to benefit from knowing about the company in the future.
  • Weekly update about anything stock related
    • This might be links for interesting articles, reports etc.
    • It will also likely include content that might help subscribers with analyzing OTC stocks. I will also share a significant amount of accounting and legal peculiarities.

Throughout the month

  • Quarterly updates of long ideas
    • I will publish timely updates which will be structured as the usual report.
  • Real-time updates about stocks
    • I monitor performance/fundamentals of all stocks on a daily basis thus I can point to an opportunity or a change in the thesis as soon as it occurs.
  • I will share all of my research as it is being created. For example, if I am currently researching a possible long idea, I will share my initial notes, questions, and a possible thesis.
  • Answering your questions regarding covered stocks or requests for research on a timely basis.
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OTC Newsletter – F.A.Qs

  • Who is the service for?

Anyone who is interested in the OTC world or enjoys topics outside of the ‘mainstream’. The most straightforward group is investors/micro-cap analysts but I believe that people coming from other places of finance can enjoy the content as much. One example could be lawyers focused on the financial sector as there is plenty of bankruptcy, restructuring and litigation opportunities in the OTC world.

  • Why OTC?

I believe that it is worthwhile to read the first installment of my bi-weekly series on SA and the mentioned story of Ethanex which provides a great example of what can be found in this corner of the ‘public’ markets. The more illiquid and more obscure companies people can find the more likely there is a significant investment opportunity.

  • What should I not expect?

A pump and dump newsletter promoting companies with dubious operations that rely heavily on future forecasts and pay me to write the articles. In my spare time, I am focused on short-orientated research thus I am confident that I can identify basic red flags that should prevent me from sharing anything that could be from this ‘notorious’ part of the OTC world.

  • How does the Slack platform look like?

Below you can see a sample screenshots of the platform where the content is housed and where you can interact with all the members.

  • Is the newsletter’s stock coverage exclusively focused on OTC stocks?  

Yes. For now, all highlighted stocks are trading OTC.

  • How does the subscription work?

You can purchase access here and once you finish the payment you will receive an invitation link for Slack a platform where all the content is currently housed and where members can engage with each other. If you ever want to unsubscribe you can do so through your account connected to the subscription. I am not providing refunds for the monthly fee, thus once you cancel your subscription you will still have access until the end of the billing cycle.