| December 10, 2021 Why I Don’t Endorse Other Analysts 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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