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Bourbon Capital
Super Micro Computer, Inc. $SMCI down 14%🔴
The stock is down 60% from its peak and all the people buying and selling this company daily are gone..... https://t.co/NrZWW5ifC4
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Super Micro Computer, Inc. $SMCI down 14%🔴
The stock is down 60% from its peak and all the people buying and selling this company daily are gone..... https://t.co/NrZWW5ifC4
tweet
Matt McGarry
RT @jenniferchou25: the feedback from this course was especially helpful!!
it forces you to get the right things done for your newsletter especially if you're someone who puts off the "boring" tasks"
ANNOUNCEMENT: How to build a personal monopoly.
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are impenetrable to competitors.
They have what Warren Buffett calls a “moat”:
- Nobody can dictate how they operate.
- They are invulnerable to competition.
- They have a captive customer base.
Social platforms are the opposite:
There's always an algorithm filtering your content from your audience.
Even if you have an audience of 1M followers, posts may only be seen by 5,000 them.
You’re constantly fighting competitors. Millions of people post similar things to you daily, and if their posts win in the algorithm, you get drowned out.
And this doesn’t just happen with social media…
Google’s search algorithms can suddenly change. Your traffic can disappear overnight.
Email, on the other hand, is:
✅ Direct line to your audience's inbox
✅ Free and open decentralized protocol that can't be taken away
100,000 subscribers = direct line to 100,000 people's inboxes at the moment you send the email instead of being at the mercy of algorithms.
Of course, there are inbox filters, spam, and the dreaded “promotions” folder.
But you can overcome these.
It’s much better to be in the inbox than never seen because of an algorithm.
My point is…
An engaged email newsletter makes you uncancellable.
It creates what I call a Personal Monopoly.
You see, things can go wrong in life.
You can lose social media accounts.
Your website traffic can disappear.
Your business can fail.
You can lose all your money.
But there's one thing you can't lose. And it gives you an insane advantage.
Your email list.
Nobody can take away your list.
As long as those subscribers agree to receive emails, you own an audience.
Why is this powerful?
It means:
✅ You can launch a new business to thousands of people for free with one simple email.
✅ You can monetize the attention of your subscribers with sponsors or affiliate offers.
This is a profound advantage in life.
When most people launch a business, it's like a fart in the wind.
They make a tweet to their 100 followers.
They try to get in the press.
They buy a few small ads.
Usually, nobody notices.
But with an email newsletter, you can instantly reach 10,000, 100,000, or even 1,000,000+ people in seconds.
All you need is 1,000 true fans, and you're set for life.
This is more powerful than money.
I'd rather have 10 million engaged email subscribers than $10,000,000.
(Because with 10 million subscribers, I can make $10M+ every year and positively impact millions of people).
But growing an email newsletter is a lot of work.
- Creating content is stressful and time-consuming.
- Growing your newsletter without an existing audience or a big ad budget is hard.
- Monetizing with sponsorships and getting subscribers to buy your product is more complicated than most people think.
Unless you want to waste years of time, hundreds of hours researching, and tens of thousands of dollars on marketing…
You’re better off getting someone who has built a newsletter before to help you.
So, today, I’m launching a NEW program to help people build their personal monopolies with newsletters.
It's called Write, Grow, Sell.
Here’s the TLDR:
✅ Write, Grow, Sell is a 5-week cohort-based course, community, and support system that will help you start a newsletter[...]
RT @jenniferchou25: the feedback from this course was especially helpful!!
it forces you to get the right things done for your newsletter especially if you're someone who puts off the "boring" tasks"
ANNOUNCEMENT: How to build a personal monopoly.
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are impenetrable to competitors.
They have what Warren Buffett calls a “moat”:
- Nobody can dictate how they operate.
- They are invulnerable to competition.
- They have a captive customer base.
Social platforms are the opposite:
There's always an algorithm filtering your content from your audience.
Even if you have an audience of 1M followers, posts may only be seen by 5,000 them.
You’re constantly fighting competitors. Millions of people post similar things to you daily, and if their posts win in the algorithm, you get drowned out.
And this doesn’t just happen with social media…
Google’s search algorithms can suddenly change. Your traffic can disappear overnight.
Email, on the other hand, is:
✅ Direct line to your audience's inbox
✅ Free and open decentralized protocol that can't be taken away
100,000 subscribers = direct line to 100,000 people's inboxes at the moment you send the email instead of being at the mercy of algorithms.
Of course, there are inbox filters, spam, and the dreaded “promotions” folder.
But you can overcome these.
It’s much better to be in the inbox than never seen because of an algorithm.
My point is…
An engaged email newsletter makes you uncancellable.
It creates what I call a Personal Monopoly.
You see, things can go wrong in life.
You can lose social media accounts.
Your website traffic can disappear.
Your business can fail.
You can lose all your money.
But there's one thing you can't lose. And it gives you an insane advantage.
Your email list.
Nobody can take away your list.
As long as those subscribers agree to receive emails, you own an audience.
Why is this powerful?
It means:
✅ You can launch a new business to thousands of people for free with one simple email.
✅ You can monetize the attention of your subscribers with sponsors or affiliate offers.
This is a profound advantage in life.
When most people launch a business, it's like a fart in the wind.
They make a tweet to their 100 followers.
They try to get in the press.
They buy a few small ads.
Usually, nobody notices.
But with an email newsletter, you can instantly reach 10,000, 100,000, or even 1,000,000+ people in seconds.
All you need is 1,000 true fans, and you're set for life.
This is more powerful than money.
I'd rather have 10 million engaged email subscribers than $10,000,000.
(Because with 10 million subscribers, I can make $10M+ every year and positively impact millions of people).
But growing an email newsletter is a lot of work.
- Creating content is stressful and time-consuming.
- Growing your newsletter without an existing audience or a big ad budget is hard.
- Monetizing with sponsorships and getting subscribers to buy your product is more complicated than most people think.
Unless you want to waste years of time, hundreds of hours researching, and tens of thousands of dollars on marketing…
You’re better off getting someone who has built a newsletter before to help you.
So, today, I’m launching a NEW program to help people build their personal monopolies with newsletters.
It's called Write, Grow, Sell.
Here’s the TLDR:
✅ Write, Grow, Sell is a 5-week cohort-based course, community, and support system that will help you start a newsletter[...]
twitter.com
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Offshore
Matt McGarry RT @jenniferchou25: the feedback from this course was especially helpful!! it forces you to get the right things done for your newsletter especially if you're someone who puts off the "boring" tasks" ANNOUNCEMENT: How to build a personal monopoly.…
, get your first 10,000+ subscribers, and $10,000+ in sales.
✅ It’s for both beginners and advanced founders. We cover the fundamentals of picking a niche, writing your newsletter, and growing your list. Plus, advanced tactics like paid acquisition, sponsorship sales, info products, and much more.
✅ You can join live OR asynchronously. There are live sessions, Q&As, and coaching calls. Everything is recorded. You’ll get the edited videos, notes, timestamps, transcripts, and slides. It’s totally fine to move at your own pace.
Write, Grow, Sell has everything you need to start, grow, and monetize your newsletter.
I created this program based on my own experience and work with 50+ of the largest and most successful newsletters and creators, including:
- 1440
- Chartr
- Milk Road
- Sahil Bloom
- WorkWeek
- Dan Martel
- James Clear
- Money .com
- 1440 Media
- James Clear
- Wondermind
- The Rundown
- Codie Sanchez
- Sherwood News
- The Daily Upside
- And many, many more
I've used the Write, Grow, Sell system to:
1) Drive 10,000,000+ newsletter subscribers for my clients in the past 2 years.
2) Grow my newsletter to 25,000+ subscribers in <2"- Matt McGarry
tweet
✅ It’s for both beginners and advanced founders. We cover the fundamentals of picking a niche, writing your newsletter, and growing your list. Plus, advanced tactics like paid acquisition, sponsorship sales, info products, and much more.
✅ You can join live OR asynchronously. There are live sessions, Q&As, and coaching calls. Everything is recorded. You’ll get the edited videos, notes, timestamps, transcripts, and slides. It’s totally fine to move at your own pace.
Write, Grow, Sell has everything you need to start, grow, and monetize your newsletter.
I created this program based on my own experience and work with 50+ of the largest and most successful newsletters and creators, including:
- 1440
- Chartr
- Milk Road
- Sahil Bloom
- WorkWeek
- Dan Martel
- James Clear
- Money .com
- 1440 Media
- James Clear
- Wondermind
- The Rundown
- Codie Sanchez
- Sherwood News
- The Daily Upside
- And many, many more
I've used the Write, Grow, Sell system to:
1) Drive 10,000,000+ newsletter subscribers for my clients in the past 2 years.
2) Grow my newsletter to 25,000+ subscribers in <2"- Matt McGarry
tweet
X (formerly Twitter)
Matt McGarry (@JMatthewMcGarry) on X
ANNOUNCEMENT: How to build a personal monopoly.
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are…
Would you rather have 100,000 email newsletter subscribers?
OR
1,000,000 Twitter followers?
I would take the email subscribers any day.
That seems crazy. But let me explain why...
The best businesses are…
Offshore
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Stock Analysis Compilation
Hedge funds' best ideas #7 is in your inbox 🔥
(link below)
All the analysis published here in the last 7 days, in plain text, with links to all the letters.
Cooper Investors / Distillate Capital / FMI Funds / Heartland Advisors / Loomis Sayles / Madison Funds / Mar Vista / Mayar Capital / Newbridge AM / Pershing Square / Polar Capital / Polen Capital / Rewey AM / Riverwater Partners / Ross & Van Compernolle / Royal London AM / THB AM
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Hedge funds' best ideas #7 is in your inbox 🔥
(link below)
All the analysis published here in the last 7 days, in plain text, with links to all the letters.
Cooper Investors / Distillate Capital / FMI Funds / Heartland Advisors / Loomis Sayles / Madison Funds / Mar Vista / Mayar Capital / Newbridge AM / Pershing Square / Polar Capital / Polen Capital / Rewey AM / Riverwater Partners / Ross & Van Compernolle / Royal London AM / THB AM
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Offshore
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Bourbon Capital
The old man from Omaha $BRK.B hits +$1 TRILLION for the first time https://t.co/fxX7JcbK7V
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The old man from Omaha $BRK.B hits +$1 TRILLION for the first time https://t.co/fxX7JcbK7V
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Offshore
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Bourbon Capital
Super Micro Computer, Inc. $SMCI has experienced a significant decline, reverting to January levels following delays in its 10-K filing https://t.co/Vqu80oAb4l
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Super Micro Computer, Inc. $SMCI has experienced a significant decline, reverting to January levels following delays in its 10-K filing https://t.co/Vqu80oAb4l
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Offshore
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Stock Analysis Compilation
Brown Advisory on Zoetis $ZTS US
Thesis: Zoetis’s leadership in the animal health industry, with a strong focus on innovation and high-quality products, ensures sustained growth and profitability, especially as it streamlines its portfolio
(Extract from their Q2 letter) https://t.co/25CxWdRdU2
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Brown Advisory on Zoetis $ZTS US
Thesis: Zoetis’s leadership in the animal health industry, with a strong focus on innovation and high-quality products, ensures sustained growth and profitability, especially as it streamlines its portfolio
(Extract from their Q2 letter) https://t.co/25CxWdRdU2
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Offshore
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Quality Investing with Aria
The once high flying $SMCI is down 26% on the day after a Hindenberg short report comes out claiming fraudulent activity.
$SMCI is accused of:
- accounting fraud
- incomplete expense reporting
- manipulating revenue recognition
What do you think 🤔 👇 https://t.co/occN97SUfx
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The once high flying $SMCI is down 26% on the day after a Hindenberg short report comes out claiming fraudulent activity.
$SMCI is accused of:
- accounting fraud
- incomplete expense reporting
- manipulating revenue recognition
What do you think 🤔 👇 https://t.co/occN97SUfx
tweet
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PitchDeckGuy
Warren Buffett just dumped $1 billion worth of shares in Bank of America
Here's a secret $BAC deck: https://t.co/p95BWOqLWv
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Warren Buffett just dumped $1 billion worth of shares in Bank of America
Here's a secret $BAC deck: https://t.co/p95BWOqLWv
tweet
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