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Not Boron (Cestrian Stocks Bulletin #79)

Cestrian Stocks Bulletin
Not Boron (Cestrian Stocks Bulletin #79)
By Cestrian Capital Research, Inc • Issue #79 • View online
Don’t eat yellow cake.

DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note’s date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.
Creators Are Eating The World
As you know, because you’ve probably read this newsletter before, and there’s usually a section at the end hawking our pay services, we run pay services. A bunch of ‘em ranging from almost no money at all per month up to not very much money per month.
We’ve found that once someone gets over the psychological hurdle of paying for stock blarney investment research, they tend to buy multiple services from multiple providers as time goes by. Chop and change for sure, find services that work for them and suit their style, but build up a small collection of services nonetheless.
We at Cestrian are no exception, either as a business or personally. We subscribe to multiple research services ourselves, all covering areas that aren’t core strengths of ours. Stuff we pay for includes market direction services, software product insight services, insider transaction alert services, and so on. Costs us in total a few hundred dollars per month, and between them generate huge ROI.
If you read our stuff you know that we never stop going on about the deflationary power of the Internet and how we think you have to get on the right side of that wave if you want to profit from it. As a business we’ve found that pricing our services low, like, very low, has been the key to growth. The one-to-many nature of online publishing means you can charge almost nothing for your work, and yet grow a great business with recurring revenue and sound, sustainable cashflow margins. Everybody wins from this - pureplay low-cost providers like ourselves and subscribers to such low-cost services.
The only losers are old-line providers with fat cost bases that can’t drop prices fast enough to remain competitive. This is how the Internet enables companies like us to eat their respective worlds, one legacy provider meal at a time. You know this is true, because Marc Andreesen told you it was true in 2011 and it has only gotten more true since then.
As subscribers of third party services it never ceases to amaze us how much expertise we can buy in for a measly few hundred bucks per month. Just ten years ago it either wasn’t available (because people didn’t do this for a living so much) or you had to have a corporate-grade checkbook to buy these kinds of services from large companies at maybe 100x the price and, truthfully, probably not such good quality. No more. Today much as it might make us retch, so over-egged is the phrase, we do in fact live in the 'creator economy’ (wait … bleurghh .. no it’s OK, we kept it down) where skilled folks the world over are finding they can monetize their insight better directly than they ever could being employed by The Man. And you know this is true because a bunch of the companies that Marc Andreesen has invested in since 2011 are now roaming around the Internet looking for, ahem, stories that need to be told, aka. creator stuff.
So far, so Hollywood. The triumph of the little guy, huzzah!
Here's Where We Hit You Up
One service we want to tell you about, nay, hawk, is Uranium Insider Pro. Our thing, as you know, is tech and space stocks, not commodities, not nukes, not energy, not anything to do with uranium. But earlier this year we could see something brewing in the energy market, insofar as there isn’t enough wind or solar or wave power growth to make up for the withdrawal of fossil fuel power, and the only salve would appear to be nuclear. Which it turns out is pretty safe after all. Anyway one of our wise subscribers said, if you want to try to make money from the nuclear sector, have a look at the uranium market, and if you want to look at the uranium market, you should subscribe to Uranium Insider Pro. So we did. And still do. And it is a great service. Macro commentary, monthly letter, real-time event-driven commentary, webinars, videos, all that stuff, and so far its stock picks are working out just great for us.
We have an “affiliate marketing” arrangement in place with Uranium Insider Pro which is a fancy way of saying that if you sign up via a link we give you, they give us money. Kind souls. And, since this is the Internet and it’s good to share and blah, we’re happy to split that money with you.
So here’s the not-very-hard sell.
If you’re interested in the uranium market, you can sign up for Uranium Insider Pro at THIS LINK.
It costs $397/yr, so, small beer for most. And we’ll give you a free membership of our Cestrian Tech Select service, which costs $348/yr if you just sign up for that alone.
Internet magic money-beanz - two for one and everyone is happy!
Just email your Uranium Insider Pro signup confirmation to us at [email protected] and we’ll set you up for free at Cestrian Tech Select, which is a keep-it-simple, we-eat-our-own-cooking tech stock service with regular name coverage and alerts direct to your inbox, all that good stuff.
Cestrian Capital Research, Inc - 14 October 2021
DISCLOSURE: Cestrian Capital Research, Inc staff personal accounts hold various long positions in uranium-related securities.
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