✨ [Happy New Year] Value Investing Substack will experience inflation of up to 24% by Jan 15
Paid subscribers gain access to the Telegram group chat beta, while free subscribers get a New Year's gift... Value Investing Substack NEWS!
Direction of Value Investing Substack in 2022
Inflation in paid subscription prices by Jan 15 - (existing subscribers not affected)
Value Investing Substack NEWS
Telegram group chat (beta) for paid subscribers
Direction of Value Investing Substack in 2022
Hello everyone! Happy New Year!
With a new year comes new beginnings - and I am immeasurably grateful to have all of you with me on this wonderful value investing journey. As you can probably tell by now, I have spent most of my working life observing The Tao of Warren Buffett - and cannot wait to share everything I’ve learned from the Financial Einstein of our era with you.
Writing this blog over the past year has been an interesting journey of trial and error for yours truly, and I’ve learned a lot along the way. For the most part, I’ve been focusing on the promise of delivering good ASEAN stock ideas invested The Warren Buffett Way in the past - but there is so much more I’d love to share with you about Value Investing, given the opportunity.
Just to give you a sense of what to expect in the coming year, I plan to increase my writings of all the incredible things that I’ve picked up about value investing over the years, from studying the wisdom of the Sage of Omaha himself - which he has so generously shared with the world for the absolutely low price of free. I have already written at length about some of these in the past - but you can look forward to me observing the namesake of this blog more closely going forward.
I’m sure you can tell by now that I genuinely believe in the art of Value Investing - and how it can help secure your fortunes in the decades to come. Trust me - as someone who has spent years trying to understand the mind of Buffett - you can absolutely become rich by observing The Warren Buffett Way. In fact, I’m planning to explain how the math works in one of my upcoming articles - where I’ll show you in detail how the magic of compound interest can help anyone with good saving habits achieve their financial goals via Intelligent Investing, no matter where you started from.
Besides that, I’d also like to better introduce you to the man himself - outside of all the cliches and quotes that we have come to associate him with. As anyone who has read Roger Lowenstein’s sterling biography Buffett: The Making of an American Capitalist can tell you, there is so much we can learn from observing his career which can help guide us on the path to riches. We ignore his words of wisdom at our own peril.
In fact, why don’t we start now? I’m actually halfway through listening to this wonderfully fun podcast which covers most of Buffett’s life and career by the amazing people at Acquired - which is basically an abridged version of Lowenstein’s biography:
Going forward, I’ll try to share as many useful sources as I can about Buffett and his career, so that you can learn about him as I have - right from the horse’s mouth. None of what I’ll share here will be things that you can’t find on Google - but I plan to point you directly to the things which I have personally found most helpful, which should hopefully accelerate your introduction to this wonderful new world of value investing and flatten the learning curve.
Alright, I guess that’s enough waxing lyrical of the legend for today. Let’s get you some updates about this blog itself.
Inflation in paid subscription prices by Jan 15 -(Existing subscribers not affected)
First of all, I’d like to thank all of my current paid subscribers for supporting me throughout this journey. While admittedly I didn’t have any grandiose expectations to begin with, the paid subscriber count for Value Investing Substack has exceeded all my expectations - and I am humbled by its success. Truly and from the bottom of my heart, thank you to all of you for making it happen.
In fact, not only has this growth rate exceeded my initial expectations, many of you have in fact very kindly informed me that I am apparently not charging enough for Value Investing Substack - at my current prices of $8.00/month for monthly subscriptions, $88.00/year for annual subscriptions, and $888.00/year for our institutional tier.
While I don’t really have any strong feelings about this, I guess there’s also no harm in trying it out. And anyway, I’ve been consistently writing 4,000 - 10,000 word equity research reports about ASEAN stocks over the past few months, so I think I can justify upping my prices by a bit.
Starting January 15, I’ll be embracing the advice of my well-wishers and raising the price of a paid subscription at Value Investing Substack:
Monthly subscriptions will now be $9.90/month (i.e. 24% inflation)
Annual subscriptions will be adjusted to $99.00/year (i.e. 14% inflation)
Institutional tier will now be available at $999.00/year (i.e. 13% inflation)
These new prices will only take effect starting from January 15, so you’ll have ample time to decide if you want to sign up for a subscription by then or not. Also, we’re having a Happy New Year SALE until January 14 - so if you want to lock-in our pre-inflation prices forever, feel free to do so by clicking the picture below:
Did you just hear me say “lock-in our pre-inflation prices forever”? Yes that’s right. Apparently, the Substack platform grandfathers all existing subscribers into old prices before price changes are made - so anyone who becomes a paid subscriber before our price hike on January 15 enjoys our pre-inflation prices… until forever! Pretty neat, huh?
Subsequently, it goes without saying that anyone who is an existing subscriber prior to today will also be automatically grandfathered into our old prices indefinitely. In fact, as my early supporters, I want to show my appreciation to you all by rewarding you even more somehow. Give me some time to think about how best to do so.
Value Investing Substack NEWS
However, even if you decide to remain as a free subscriber, don’t feel left out… as I also have another gift for you!
As some of you may have observed, I’ve recently started a sister news blog called Value Investing Substack NEWS. You can check it out by clicking the link below:
The main reason why I started this sister blog in the first place was because I wanted to start hosting a podcast which provided more immediate updates about shorter-term macroeconomic developments (e.g. inflation) and their impact on markets - and I didn’t want the daily updates to clutter up this main blog.
However, due to the trials and tribulations experienced whilst learning how to run this main blog, I thought it would be more prudent to postpone the launching of the podcast to a later date - until I figured out how to balance my schedule better. That doesn’t mean I don’t intend to start the podcast eventually - it’s absolutely on my to-do list. But I also don’t want to do it at the expense of this main blog. Do give me a little more time while I “cross the river by feeling the stones”.
For now though, Value Investing Substack NEWS is still a pretty decent news blog with highly curated daily market news. While many of you have subscribed already, I’ve also noticed that many others among you still haven’t yet - hence this announcement. I had initially intended to announce it only after I launched my podcast - but since that has been postponed to an uncertain date, I suppose that the start of a New Year is as good a time as any to make the announcement. So…
Subscribe to Value Investing Substack NEWS to get daily market news personally curated by me delivered straight to your inbox!
Telegram group chat (beta) for paid subscribers
In light of adding even more value to my paid subscribers, I am also starting a new Telegram group chat (beta) exclusively for paid subscribers. Since this is still in beta, I’ll only be accepting fully paid subscribers for now - if you’re still on a trial subscription, I would like to apologize in advance for asking you to wait until your trial period is over before requesting access.
The reason why I’m calling this a beta is for one simple reason - I’ve never actually done this before. I would like to set expectations clearly that this project is still in beta - and that there will be bugs along the way, as I iron out the long-term objectives and learn from my short-term mistakes.
Having said that, it is my intention to cultivate this group as a home for value investors who are interested in investing in ASEAN, the Warren Buffett Way. Since ASEAN is an economic bloc mostly composed of developing and frontier markets, it is only natural to expect that macroeconomic developments in more developed regions (e.g. USA or China) will affect markets here - and discussing such topics as they relate to investing in ASEAN equity markets is fine. However, the vision for this Telegram group is mainly to host discussions revolving around ASEAN stocks - so don’t expect to find suggestions about investing in Apple or Tencent here.
Here’s how I would describe the main benefits of joining a private group chat like this:
Personalized Feedback - You can ask personalized questions regarding any topic I’ve discussed on Value Investing Substack before, be it about stocks or macroeconomics.
Swifter Updates - As I can respond via text much, much faster than I can respond to a comment, you can get an answer to your particular concern in a far more expedited manner. This can be especially helpful for those of you who happen to be living outside of ASEAN, who may benefit from having on-the-ground updates on regional macroeconomic developments as they happen.
Broader Research Scope - While I’ve mostly only written about the most interesting things that happen in this part of the world, my actual research scope expands far beyond what actually ends up on my blog. If you want to know my thoughts on more granular stuff which may impact markets here - e.g. the progress of the currently ongoing elections in the Philippines, how the political winds are blowing in Malaysia, or the latest developments in Myanmar - I’ll be happy to share whatever I know.
Make New Friends - One great thing about being value investors is that our friendships know no borders. I’ve had the immense privilege of making friends with so many people from different countries all across the world - simply by virtue of the fact that we all identify as value investors. Hopefully, this Telegram group can help foster such new friendships as well.
If you’re a fully paid subscriber, please follow these instructions to join this exclusive Telegram group:
Install the Telegram app on your device and open it once it’s installed;
Click the icon in the bottom-left, and search for my Telegram handle: @valueinvestingsubstack;
After you’ve found my Telegram handle, send me a private message with the following items:
A request to join the Telegram group;
The email you’ve used to subscribe to Value Investing Substack (e.g. valueinvestingsubstack@gmail.com)
Wait for me to respond, and invite you into the Telegram group
As we might live in different time zones, please allow me up to 24 hours to respond and invite you into the Telegram group chat. I hope you’ll enjoy it!
That’s it! May this New Year bring you 15% returns, and here’s hoping to better news headlines for 2022. May the light of Value Investing guide us to greater riches ahead!
Uh oh… Value Investing Substack will be experiencing up to 24% inflation on its subscriptions starting January 15!
If you’d like to lock-in our pre-inflation rates forever, take advantage of our Happy New Year sale at 10% off… by signing up for a subscription below at only $79/year!
Click here to check out some of our other similarly attractive ASEAN equity research reports - only at Value Investing Substack, the premier place for ASEAN value investing stock ideas!
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