2024 Investment Community Big Update: More Features Coming.
New Features for our Community
Note: New Features & Special 2024 Offer for Readers. See below. Make sure to join our email list and share this email with your network.
Please read this post on how to use my Equity Research going forward.
Dear Folks,
I hope you are having a great and relaxing holiday season! In a previous note, I talked about me spending some time during this holiday break to brainstorm ideas on how to make our Community even better.
This email is an update on this initiative as I am always looking to improve our readers’ long-term outcomes and educational enrichment.
My Investment Community has so far been focused on helping our members understand the global Macro environment and pursue conclusion driven stock-selection and option strategies in both U.S. and China markets to find promising ideas.
I believe it would be tremendously helpful if I provided background investment analysis and equity research on the company names that I am watching or actively participating in.
For this reason, I am publishing equity research on Seeking Alpha (SA) to provide a source of information for members to understand the fundamental context of the company I’m watching/participating.
The expectation is that the public Seeking Alpha articles I write are Initiation reports by design and educational in nature.
Actual Specific Strategy, Entry Points, and Intended Holding Timeframe of the stock/ETF is members-only content.
Please read the following information as it will highlight the distinct purpose of my articles on SA for members. This initiative will benefit both my public readers and my private members.
How this will benefit my Members inside my Community:
Increased Knowledge of the Company that you are Investing In: Traditionally, when I discuss specific stocks and their target upside via Levels inside our Community, I assume readers have an understanding of that company’s business model. However, I don’t wish to assume, and instead provide a very helpful overview of the company’s business model and context so that my Stock-Specific and Options opinions on that company are better understood. The greater the knowledge of the company, the stronger the mental conviction to Hold when volatility is greatly present in the stock.
A Dashboard of Equity Research combined with price targets: Going forward, I will be creating a new dashboard in early 2024 that links my Equity Research with short-term and long-term price targets on stocks that I cover/discuss. I will not discuss price targets or options strategies in my Seeking Alpha articles later on. Entry points, Short-Term/Long-Term Price Targets, Options Strategies to take advantage of the view is members-only information.
Direct questions on the Company (if any): Members can send me messages on Instagram about any companies that they have questions about. Generally speaking, I do not read/reply to public comments on my Seeking Alpha articles. I will respond only to members as this clearly highlights service to our private Community.
I am actively building a library of research articles for companies that I watch in my investible/trading universe. I do not buy and participate in every company that I write about on SA, but I do follow their business updates as a bottom-up proxy to indirectly inform my macro opinion of key trends developing.
I expect to publish several equity research articles per week on companies that tend to be less understood. In other words, I have a strong preference towards writing about companies that are not on everyone’s radars as I search for alpha in 2024.
The format of 4 Daily Market Notes set to resume on January 2nd after this holiday break is completely unchanged. Later on, I will conveniently link my SA articles to stocks that I’m focusing on in my Daily Market Notes so that members can understand the business model drivers of that company.
All of these equity research updates is on top of what is already offered.
How this will benefit my Public Readers:
Public friends can follow my broad thinking on exciting themes happening in the marketplace.
My publishing of equity research on Seeking Alpha is a demonstration of me paying it forward to our public readers before they join our premium Community.
Objective equity research that combines all the elements of Macro, Fundamental, and Technical analysis is difficult to find, and I wish to provide more education to the public.
What else is changing?
Starting in 2024, grandfathered members will feel even more rewarded for their loyalty. Our private community will have an annual-only option and I will be removing the monthly subscription option for new members in early January. Anyone who does not re-subscribe gets to keep their rates exactly the same even when prices rise in January 2024. Existing Members will get to keep their monthly subscription format/pricing precisely the same.
I will be removing the monthly option for new readers because it is clear to me what types of people can benefit from my work. Those who have patience and are willing to see my ideas through the end are usually very handsomely rewarded. In other words, the biggest variable that drives success is Timeframe.
Case in point, my statistics tell me that if someone in my Community stays for more than 2 months, there is about an 85% chance they are still with me from 2022 (more than 12-18 months ago). This is because my ideas take an intermediate-term timeframe to work, and when they do, they work tremendously but only readers who stayed the course will reap the benefits.
In 2024, I will be working on a number of new initiatives such as E-Books and perhaps 1-2 Course Products (time permitting). All Members will have large preferred pricing benefits when such products are released.
A Special offer for 2024
Our Strategy’s Performance for 2023 as of this post is 24.98%. Based on my sector exposure, I benchmark myself against the S&P 500 (24.5%) and Hang Seng (-15.96%) as my allocation can sometimes be 50%+ China/Hong Kong when I view the context to be appropriate. To match the U.S. market’s unbelievable 2023 performance with such a big allocation on China ADRs/Hang Seng Shares (2023’s worst performing market) is something that I sincerely am proud about.
I am thinking about the question that smart money is focused on: the U.S. market had a great 2023. But what about 2024?
From now until New Years, I will be offering a 25% forever off Annual membership which will expire on January 1st 2024.
25% off because we’re up about 25% in 2023. Our incentives are aligned. I have skin in the game in ideas discussed with our Members.
Starting in January 1st, I’m moving prices up to $375/year to account for the increased equity research content (and workload) shared with our Community and Readers. Sign up now to lock in more value-added-services at forever low prices.
I wish you all a tremendous 2024. I will be back with Daily Market Note on Tuesday January 2nd. Enjoy the final days of 2023 with friends & family.
Join us and let’s make 2024 an awesome year together.
Happy New Year,
Larry Cheung, CFA
Seeking Alpha Public Articles - designed to be Educational and High Level (Published as of this post):
If you wish to join Seeking Alpha Premium, they are one of my corporate partners to provide all my readers discounts on their platform: https://seekingalpha.me/LarryCheung
Private Members in my Community can message me directly on Instagram @LarryCheungCFA if they have questions. Please take a moment to follow me on Instagram if you haven’t yet already.