"The person that turns over the most rocks wins the game" - Peter Lynch

Successful investors will agree that synthesizing data is more important than collecting data. Retail investors have never had a more powerful toolkit to compete against the pros but are still undoubtably disadvantaged when it comes to access to data.

I've touched upon this idea before in my post about Alternative Data. If you're diligent there are clues all around us, insights that artificial intelligence can't (yet) decipher by simply scraping a website's text. You can watch advertisements on TV or notice what companies are benefiting from free advertising on social media.

I'm circling back on this idea because it really seems like the modern version of turning over rocks is to watch random YouTube videos. Just pretend you're a portfolio manager and find videos where someone is pitching a stock to you. You can trade a few minutes of your own time to hear their synthesized conclusion after hours of research.

Behind the scenes @nathanworden and I are spending hours each week to prepare an investment discussion on a single name. By presenting our ideas publicly it forces us to think clearly and opens us up to criticism which only helps refine our conclusions. As a viewer you're the PM and we're your analysts.

Another example is this random channel sharing webinars on how to use $PCOR software. The combination of such deep product insight & the average video having like 20 views supports the notion that there are still a lot of rocks to be turned over. You could know the Procore software cold after watching just a couple hours of his webinars. All of this is available to us for free!