Saying (Micro) Strategy Is Just Bitcoin Is Like Saying Niagara Falls Is Just Water (Rating Upgrade)

Core Insights - The article discusses the author's transition to independent investment research after over 43 years in the industry, emphasizing a focus on actionable investment insights rather than adhering to external agendas [1] - The author highlights a unique approach to equity investing, combining quantitative analysis with fundamental theories to derive meaningful investment stories [1] - The article reflects on the author's extensive experience across various market segments and investment strategies, including managing a high-yield fixed-income fund and developing quantitative asset allocation models [1] Group 1 - The author has specialized in rules/factor-based equity investing strategies, aiming to use numbers to inspire human intelligence-driven investment narratives [1] - The author critiques traditional quantitative investing methods, advocating for a blend of factor analysis and classic fundamental analysis to understand a company's future potential [1] - The author has a diverse background, having covered a wide range of stocks and developed various quant models throughout their career [1] Group 2 - The author has previously edited and written stock newsletters, notably the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line [1] - The author expresses a passion for investor education, having conducted numerous seminars and authored two books on stock selection and analysis [1] - The article concludes with an invitation for feedback from readers, indicating an openness to criticism while maintaining a light-hearted tone [1]