Edwin Dorsey is someone I should have long featured in "Blogs to watch". He is an ace analyst, and his writing is great. However, he is almost too well known already - too well known for this series, which primarily aims to point you to lesser-known blogs.
Dorsey's latest product, though, is too valuable not to share with you, and I believe few will have come across it yet.
Introducing Sunday's Idea Brunch, a new blog to uncover investors (and investment ideas) that are underfollowed and deserve more attention.
"Edwin who?"
My American readers probably all know Edwin Dorsey already. For readers from elsewhere, his first blog might still be news.
Dorsey originally rose to fame with The Bear Cave, a blog that aims to uncover investment fraud and make money from shorting stocks. Dorsey had started pestering companies with inconvenient questions when he was still in high school, and his scoop about Care.com while at Stanford University got him a first mentioning in the Wall Street Journal.
In February 2020, just before graduating from Stanford, Dorsey joined the league of independent content creators. The Bear Cave, as well as Dorsey's free weekly newsletter and Twitter account are hugely entertaining and valuable for anyone wanting to keep an eye out for potential securities fraud. However, they are quite US-centric and of less use if you aren't into shorting.
Dorsey's latest product - Sunday's Idea Brunch – has a potentially broader appeal, but it is not yet well-known.
Uncovering valuable gems for you
Sunday's Idea Brunch is a weekly series of long-form interviews with what Dorsey calls "underfollowed investors".
As part of each brunch, Dorsey makes his interviewees part from pearls of wisdom relating to:
- Research and idea generation.
- Investment strategy.
- Specific investment ideas (i.e., their best ideas).
The service is USD 7 per month (or USD 70 per year), and I joined as soon as Dorsey launched the product.
Underfollowed investors are exactly the kind of investors that I like to follow on behalf of my readers. Often, they are what is commonly called "emerging fund managers": fund managers who have only recently launched an investment fund and who may not manage all that much money yet.
Unlike celebrity fund managers, emerging fund managers don't get invited to interviews in mainstream publications. However, they have a much higher chance of outperforming the broader market than their better-known peers, for the following reasons:
- With smaller amounts of money to invest, their portfolios are more agile and they can look at less liquid stocks.
- Since they have yet to prove themselves, they quite possibly work harder than others.
- Their funds are under intense pressure to come up with truly outstanding ideas, because otherwise no one is ever going to notice them.
I have a real thing for emerging fund managers, and I am often frustrated that there aren't more information services to cover them. (Upstart bloggers, here is a niche for you to exploit!)
With Sunday's Idea Brunch, I get someone to locate AND interview these underfollowed investors for me. You get to hear from investors you haven't heard from before, you will learn about their approach to stock picking, and, hopefully, get a concrete good idea or two.
That's definitely worth USD 7 per month to me (or USD 70 per year).
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Someone worth watching
Even though he hasn't even reached age 25, Dorsey has already left his mark on the industry. What he has pulled off should be inspiring for anyone who is considering to pursue a similar line of business.
A mere nine months after launching his service, Institutional Investor featured Dorsey in an in-depth profile. Has a 22-year-old blogger ever gotten more PR in world-class financial publications?
As disclosed in a business update, The Bear Cave had over 700 paying subscribers as of June 2021. This means that Dorsey was generating an annualised revenue of ≈USD 300,000 less than two years after the blog's launch, and it has probably grown further since. As such, he is also a role model to other young analysts who are wondering what career to pursue. As I have said many times in my own writing, becoming a content creator is an attractive alternative to pursuing a conventional, corporate career. Dorsey himself published some advice for aspiring bloggers and content creators on Twitter.
Dorsey is someone worth following, and Sunday's Idea Brunch is a new blog-style product that I fully endorse as worth checking out.
Blog series: Blogs to watch
There's more to "Blogs to watch" than this Weekly Dispatch. Check out my other articles of this 30-part blog series.
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