The 10th Man
 

December 10, 2021

Why I Don’t Endorse Other Analysts

Jared Dillian

If you’ve been reading The 10th Man for any length of time, you know I don’t make a big show of endorsing my friends or guys I follow on Twitter.

I prefer to keep my head down, do my own work, and not play the high school popularity game this business can sometimes turn into.

There’s a distinct reason why I don’t make a ton of endorsements.

It’s because when I do drop someone else’s name, I stand behind it.

Which brings me to the reason why I’m emailing you today.

Thompson Clark

A new analyst named Thompson Clark joined us at Mauldin Economics a few months ago.

He started at Deloitte, worked in independent research for a few years, and most recently spent time at a hedge fund based in North Carolina.

Don’t let his baby face fool you. The guy’s a silent assassin.

Thompson’s full of ideas, he’s challenged my thinking, and I’m looking forward to getting to know him better.

He seems like a fleece vest and horse bit loafers guy, but I won’t hold that against him.

John Mauldin and the team, in my opinion, hit a goldmine when they decided to bring Thompson onboard.

Thompson’s research focus isn’t my specialty—he does fundamental, bottom-up analysis on mispriced names—then buys the best values and holds them.

It’s not that I disagree with his methods, it’s just a matter of a different market philosophy.

Which is why, as I get to know Thompson better, I think you should too.

Thompson just put out a new research presentation introducing readers to his first advisory here at Mauldin Economics, High Conviction Investor.

I urge you to take a few minutes, and take a look at what Thompson has to show you.

Click here now to review Thompson’s work.

I look forward to debating with him more in the future.


Jared Dillian

 

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