š¢Introducing The Pragmatic Optimist 2.0. In this post, we outline the forward vision in order to better align readerās expectations with the publicationās renewed objectives.
Up until now, the content strategy at The Pragmatic Optimist (which we started in September 2023) was about connecting the dots in macroeconomics, technology, and culture in a jargon-free language to help readers understand the ābig picture.ā
During this process, close to 7000 readers šš¼ have joined us, many of whom have reached out for our perspectives on specific companies and industry insights within the evolving AI landscape.
As we solidify our credibility in the world of finance and investments with our investment research on Seeking Alpha, we decided that it would make the most sense to for The Pragmatic Optimist 2.0 to have a narrower focus on the investment landscape in the AI value chain.
Moving forward, our content strategy going forward will involve understanding how different industries and companies fit into the overall AI ecosystem, how their product innovation roadmap impacts their revenue and profit cycles, and assessing industry crosscurrents and how that impacts forward valuations.
We are also running a limited time offer ā° for all new annual paid members to lock in $80 subscription for a lifetime.
In case you are wondering what a āpaidā subscription look like, this is what it will consist of:
š 1 Monday Macro per quarter
š¤ 9-12 industry research posts per quarter with a focus on relevant stocks š in the AI ecosystem.
š¬ Subscriber chat that contains all live trades with commentary on key events that signal an acceleration/deceleration in the companiesā profit cycles
šØ Post comments and/or DM us with any questions.
š Access to The Pragmatic Optimistās portfolio (coming up in H2)
Check out our post below to get more details.