tell me a story

TMAS empowers better decision making via reliably sourced ideas and information. Reports primarily focus on telling the stories of secular investment trends as defined by corporate executives. 

Weekly reports include secular trend introductions and updates, compelling executive commentary on trends, meditations on markets and investment processes, and more. 

TMAS is ideally suited to those looking for information and ideas to feed their own implementation process. 

 The TMAS secular trend discovery process works as follows:

• First, we voraciously read corporate transcripts and releases finding instances where multiple executives identify the same trend.
• Then, we do the related research, telling you the story of the trend.
• Next, we identify companies who say they stand to benefit from the trend as per their own words.
• After that, we share a table ranking the stocks by the volume of "smart money" hedge fund ownership.
• Finally, we continue to write on trends that remain as defined by executive commentary.

 Consider the following quotes:

• “I just sit in my office and read all day.” - Warren Buffett
• “Never stop reading. History doesn’t repeat, but it does rhyme.” – Seth Klarman
• “A winning investment philosophy…reading is an essential building block.” – Howard Marks
• “I have always read a lot and suggest you do too.” - Jim Rogers
• “Read all the time.” – Byron Wien
• “If you want to get good at investing, read a lot...” - Joel Greenblatt

Given the above, should you be reading more if you want investment success? If you answered yes, then our product is for you! We read a lot and compile information from reliable sources so you don't have to. If you want to align your approach with the advice of legendary investors while saving time, our product is for you!