Now this here publication, The Metaverse Investor,
is our brand-new Metaverse focused newsletter service, which like our old war horse Cestrian Stocks Bulletin
comes in two versions, free and almost-free.
The Metaverse Investor free version will be published whenever we have something interesting to say on the topic, which will likely be around once per week. More or less often depending on the rate of caffeine consumption in our offices. Chatty and irreverent is how you can expect us to roll.
Almost Free Version
And the almost-free version, at a mere nine legacy dollars per month, will feature specific, actionable stock picks in amongst what we deem to be the Metaverse, er, universe of stocks.
If you like our stuff on stocks - and we’re delighted to say that many do - you can expect the same combination of detailed fundamental and technical analysis, presented in an easy-to-understand style. We’ve set the price for the almost-free version as low as we possibly can so that we can reach as many people as possible. This is a new investment opportunity set, and with that will come many false gurus, shills, pumpers, fearmongerers and all manner of ne'er-do-wells, and we hope to cut a swathe through all the noise by adopting our usual motto of, invest like you’re dead inside. Numbers and charts will rule our virtual world, and as always, we’ll explain everything as we go.
We do think the Metaverse offers a long-run growth investment opportunity set; we don’t think it will transform humanity in the way its breathless proponents claim; we also don’t think it’s going to be a busted flush in the way your grump-pa probably does. We most certainly think it offers a way to sell a bunch more semiconductors, software subscriptions, content subscriptions, ads and devices than would be the case in its absence. And for that we are long the Metaverse.
In the $9/month Almost Free version we will cover, inter alia, the following stocks:
- Whatever Facebook or Meta is calling itself on any given week
- Unity Software
- Robinhood (don’t worry, we’ll explain)
… together with many others.
We make no claim to wondrous future stock performance and indeed you should very much suspect anyone that does, since nobody knows. All you can do is apply your best work to the question and see how it goes. We can say however that we invest personal money in the picks in the service, so if we’re wrong, it hurts, and we will be very focused on getting it right.
Also, whilst others got there a couple decades back, we were certainly on this topic before the masses. Here’s a note of ours from earlier this year about Matterport ($MTTR). We described the company as providing the extract-transform-load toolkit for the Metaverse. Cue crickets in response. Until the drumbeat started in advance of Mark Metaberg’s grand reveal … whereupon this happened.