This article was sent to members via email December 26. That email can be accessed at the link that follows this article.
By Brian Nelson, CFA
Hi everyone,
As you can probably tell, I’ve finally put my book behind me. It’s called Value Trap: Theory of Universal Valuation. In it, I explain my story.
I think after reading the text you’ll have a better understanding about why we champion the good calls we make and don’t let others tell our story. In this marketplace, there will be no shortage of people telling us that we’re wrong. They’ll be no shortage of people not giving us credit for our work. They’ll even be no shortage of people that will still say we’re wrong even though we’ve been right for years and years. You have to understand: In today’s world, there are always going to be people that are going to tell you that you’re wrong. If you believe in yourself, and believe in what you do, then you have to tell your story because nobody is going to tell it for you.
Why am I writing this note? Well, first and foremost, I need you to read my book to understand my perspective and where I’m coming from. To have all of Wall Street attack our analysis, and then our work be proved right is something that doesn’t happen to everybody. Since then, I can only tell things how they are. I no longer expect somebody else to tell our story, to say, “wow, look at Valuentum–they nailed that volatility call.” It’s simply not going to happen. I need to give it to members straight. That’s our independence. When we do well, I want to tell you. When we do poorly, I want to tell you. But in a media environment where the amplifier is only the negatives, you have to tell your story. Otherwise, people are going to tell it for you, and I’ve already had that done to me, and I don’t like it one bit.
Let’s talk about why I’m excited about the simulated newsletter portfolios and the methodology and individual ideas. Well, I can only assume that our members are excited, too. When we do something good, I can only assume that our members find value in that. This is a good thing. We’re doing a tremendous amount of work behind the scenes. We’re updating dozens, if not over one hundred valuations every week. We’re updating lots of Dividend Cushion ratios, and we’re writing articles–and our members may not know about it. We offer an open plate. We’re as transparent as possible, for good and for bad. When you hear from me, it’s to direct your attention to both the good and the bad. We’re making calls each and every day.
My story in Value Trap: Theory of Universal Valuation is one that walks through how important it is to believe in yourself when everybody else is saying that you don’t know what you’re talking about. I think once you’ll read that story, you’ll have a completely different perspective on things! Just one final note as I wrap up: We’re still working with our web hosting provider for the retention of some of the reports on the website, so let us know if you’re looking for something that’s not there. We either have it, or we can add it.
Link to original email: http://campaign.r20.constantcontact.com/render?m=1110817109903&ca=f970aaad-7ad4-42de-acd3-5258831da046
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Brian Nelson does not own shares in any of the securities mentioned above. Some of the companies written about in this article may be included in Valuentum’s simulated newsletter portfolios. Contact Valuentum for more information about its editorial policies.