Why subscribe?

The goal of this Substack is to document my thoughts in real time as I look for businesses to invest in. I’m in no way an expert, but I hope there’s some benefit to you, the reader, in following along and seeing my thought process play out in real time. I also hope to benefit from the feedback you will provide.

I’ll post updates of my portfolio quarterly and while I won’t disclose the $ amount of my holdings, the portfolio will be the only active investments I make (I do have retirement accounts that I don’t actively manage).

I originally posted write-ups exclusively on Seeking Alpha but will now post all material here (write-ups prior to 2022 are exclusive to Seeking Alpha and can’t be reposted here). I will continue to post some material on Seeking Alpha to hopefully drive interest in the blog, but it will be posted here first. There is one exception to my “all material” statement, and that is due to my membership of Value Investors Club (VIC). This requires me to post 2 ideas a year there to keep my membership.

I’ve listed the companies I currently follow and some links to find me on social media (I’m not a prolific user of social media but am aiming to begin posting on Twitter):

• Charter (CHTR)

• Comcast (CMSCA)

• Altice (ATUS)

• Frontier (FYBR)

• Qurate (QRTEA)

• Nintendo (NTDOY)

• Altria (MO)

Links:

https://seekingalpha.com/author/matt-nicholson-lewis-cfa

https://valueinvestorsclub.com/ideas

https://twitter.com/MattNicholsonL1

My DMS are open if there’s any feedback or items you’d like to discuss. Thanks for subscribing.