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My investment reports and recommendations will typically be 10 pages or less. They are written in plain English and hopefully not too dry in tone. To use Australian vernacular (and as I am Australian and love my BBQs), if the smell and the sizzle of my plain speaking and thinking research cannot convince you, you will never bite the sausage!
I am aiming at one investment research idea a month. Some months I might not have one. Other months I may have more than one. Good investment ideas don’t surface on a regular schedule.
A month between recommendations gives me not only the time to find and research the companies, but it also gives me time to take a personal stake. Again, and with reference to the mandate, I eat my own cooking!!