Dear Readers,

I have an important life update to share with you. I have accepted a new job in the finance industry which I am very excited about. Understandably, yet unfortunately, my posts will be limited due to compliance and time constraints. I am unsure to what extent these limitations will be. If anyone wants to reach out to me, please do so through my Commonstock or Twitter.

I do want to thank each one of you for your support on my YMC journey. I started YMC with two goals: first, to have another resume item, and second, to turn it into a full-time job. While both of these goals were accomplished, the most rewarding part of the experience for me is who I met and what I learned. Having constant engagement, and feedback (both positive and negative), made this experience so much fun and educational for me. When I first started posting, I was a little frustrated because I had few people reading my work and I felt like I was posting into an abyss. Through Commonstock, (and many other channels), I found different, very smart, cool groups of individuals (many of which provide their research as well). From there, it quickly grew. I had many great conversations with people who I’ve never met in person and who I would now consider to be my friends. The invaluable feedback I have received from many of you has pushed me to become a better analyst and go deeper in my research. I am very grateful to all of you for supporting my work. To anyone considering starting a substack, I cannot recommend it enough!

I do have one more issue that will be released on Monday. This issue will be the last one (for now) and it will focus on Google Search specifically. While it is widely accepted that Google Search is a great business, I think it is even better than people realize. I look forward to discussing my finding with all of you.

Thank you and goodbye for now,

YMC