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Re: white_tiger post# 64152

Tuesday, 12/21/2010 4:09:14 PM

Tuesday, December 21, 2010 4:09:14 PM

Post# of 94785
Other people feel to chime in here, but here is my take.

What we need is a way to get access to on-the-ground research before the shorts and the markets get ahold of it. That obviously costs money so we need to group together and fund the research.

My proposal:

1) You charge some reasonable monthly fee ($10-$20--the cost of a few trades) for premium membership to geoinvesting, and you use the money from that to fund the research. I'm talking the kind of research that shorts do--getting SAT/SAIC documents, running channel checks with customers and suppliers, employee interviews, product sampling and verification, all coordinated by Chinese people in China such as your lawyer.

2) You give that information directly to your premium members first (via email alerts or a premium section of the site), then after a few days, you publish the information on geoinvesting for the entire public. This way, paying members are compensated by getting the info before everyone else (very valuable).

3) You then use your network of members and your reputation to push for companies to reform and to "assist" them in the process. Specifically, you establish a set of standards that have to be met, and then you "certify" those companies that meet the standards, or that have shown a commitment to meeting them. Alternatively, when companies pull the usual shit, you publicize that in a negative light, blacklist the companies, and restrict their ability to get capital. Force a change.

Basically, what I think is necessary here is for retail investors to unionize in order to get access to critical information before hedge funds and shorts, and also in order to be able to exert influence over these companies.

Some of them, like CCME, don't need leverage or pressure to "get clean", because they already are clean, but there are others that are legit and that need "assistance" in being made presentable to the markets. Many of them are not getting that assistance from the unscrupulous and uninformed RTO i-bankers and IR groups that are focused solely on getting their own financial cut.

Getting out in front of transitions, where they successfully occur, will be very profitable.

Other people feel free to chime in with recommendations here.

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