A Firmer welcome

Thanks for signing up to the Firmer tier. Your support is really going a long way to helping make this newsletter a sustainable endeavour, and allows me to travel to attend AGMs and other events to improve the quality of my research.

As well as all the Firm tier benefits (portfolio access and high conviction stock updates), you'll now have the ability to participate in the selection of companies for future write-ups.

This will take the form of a vote on a short-list of potential candidates, and you'll be contacted in advance when the time comes.

I welcome any company suggestions, which you can send to my email. I can't guarantee they'll make the shortlist, but I'll consider everything that's sent to me.

I hope you enjoy the benefits of the management class.

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Jamie Larson