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Access exclusive, behind-the-scenes stories, videos, articles and due diligence on highlighted companies, paired with informative podcasts, featuring interviews with James West and notable company influencers.
Once each month, you will receive the main issue of the Midas Letter which includes new featured investments, tracking of current and past investment features, notice of any media appearances by James West, plus, for accredited investors, advance notice of private placement financings in premium opportunities.
Occasionally, through my daily interactions with fund managers, company management and other industry participants, I become of aware of opportunities where unique conditions may coalesce that constitute a chance to take advantage for potential short-term gain. Subscribers are the sole recipients of these notices, which happen from time-to-time and not according to any schedule.
If at any time during the first month of your subscription, you don’t like the service, for any reason whatsoever, you just click on a link in the email we send with each issue, and you’re subscription fee is refunded in full.
In the last 12 months, here are our carefully chosen picks and their performance to date:
Midas Letter’s Emerging Company Orientation
My inclination toward investing in and covering Canada’s Emerging company segment is based on an affinity for and love of entrepreneurialism, and the ‘never say die’ spirit that embodies it. All mega-cap, multinational, blue-chip stocks began life as a startup. Without a steady flow of new companies up the economic ladder into profitable enterprises ripe for acquisition, the mega-caps would stagnate and die.
Start-ups are where all the big ideas are born. It is in start-up companies that visionary leadership ignores the naysayers in single-minded pursuit of an idea that is worthwhile, and usually a benefit to humanity.
With start-ups, I can easily reach management. In fact, I’m on a first name, call anytime-basis with probably two thirds of all TSX Venture CEOs in Canada. The financial statements are uncomplicated and no forensic mindset is required, as is the case with mega-caps, where ‘off balance sheet entities’ were born.
While it is indeed a verifiable statistic that 90% of start-ups ultimately fail, therein lies both the challenge and the opportunity.
It is only among emerging companies that one can light upon 1,000 percent gains. For every 9 out of ten companies that will fail, a disciplined approach to the segment can easily generate outsized returns that more than compensate for the majority of losers.
My approach is simple, and proven. Read more