We're back on the Monitors! Volume 36 has just been posted, and you will notice some significant changes to the Fundamental Monitors.

We have decided to replace the Fundamental Longs/Shorts, Zombie Revival Watch, & the Global Micro & Nano Gems with two monitors:

1. OKAAM Potential Longs Watchlist.

2. OKAAM Potential Shorts Watchlist.

We did this because we felt it is more informative with regards to how we maintain our watchlists of fundamental long/short ideas, and thus better reflects ours process. This way, you will see shorter, better filtered and managed lists of ideas (sometimes they can get quite lengthy) that we are closer to pulling the trigger on, and that will be discarded as soon as they are out of consideration or are acted upon.

In the previous format, we had begun to run into issues with maintaining the watchlists, which led to them compromising- and being divorced from- our investing process, which ultimately reduced the value provided. It's better this way!

Feedback is always welcome, so please reach out at any time with suggestions or questions.