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Tom Shaughnessy
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Tom Shaughnessy is owner of SecretCaps.com, an independent investor and analyst. He has been investing in the stock market since the age of twelve. His style is comprehensive and includes multi-layered research on a concentrated set of stocks. Tom enjoys constructive dialogue regarding various... More
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  • Full Portfolio View And Live Chat - Get It Now

    Full Portfolio View:

    SecretCaps members are able to track all of our positions in real time with immediate trade alerts and analysis.

    To view our entire portfolio, don't hesitate, and check it out now.

    Get the microcap edge you want with the transparency you crave.

    Live Chat Room Session:

    Also, SecretCaps will be holding a live chat room session to go over our past ideas and update on new events this Saturday at 1pm.

    This session will encompass an overview of some of our current ideas with recent updates. Members will be able to chat, share ideas and post questions. Further, this chat allows all members to share their ideas and viewpoints to further the due diligence required for successful microcap investing.

    This session will be recorded and saved for members who can not attend.

    Nov 19 10:31 PM | Link | Comment!
  • Series Overview: It's Better To Know What You Own, Than To Buy What You Don't

    Often we are so busy chasing the next best idea, and the next, that we forget about the compelling investment opportunities we already researched. The fact of the matter is that microcap companies can take several quarters or years to come into fruition, thus continued analysis is a requirement. Investors must constantly revisit and review their thesis' on what they own and why they own it.

    If I told you to go out screening and find me the best microcap idea each day, diminishing returns would set in and by the end of the week you would be returning a sub-par idea. Point in case, there is no reason to lower your quality standards through a shot-gun approach. A shotgun approach to investing diversification does insulate an investor from risk, but also breeds a sense of ignorance. This ignorance is that each investment is such a small portion of your portfolio that it isn't worth the time to conduct the proper due diligence. But remember, a portfolio is made up of any numbers of companies, and if this approach is applied an investor literally has not done the proper due diligence on their aggregate portfolio.

    There is no need to invest in more companies than you can conduct reasonable due diligence on. An investor only needs one or two companies in their portfolio to materialize to have a huge impact on their investment goals, and life. Through continued analysis, an investor understands what is affecting their company, and how they should reasonably react. If a company shoots down on an overreaction, and investor can identify this as a potential buying opportunity, where an overly diversified investor or trader may cut their losses without the proper investigation.

    This is why I lead my investing activities with an adage I formed, "It's better to know what you own, than to buy what you don't", as there is nothing worse than seeing a microcap you sold grow substantially while the one you sold it for fails.

    Our quick and intuitive continued analysis is a members only feature, and will be released for each company when events warrant an update. At SecretCaps we achieve strong continued analysis for our members through pertinent status updates, analysis blog posts, trade alerts and recorded management interviews.

    Members, click here to view our first post in this series on ICTV Brands.

    Nov 18 6:29 PM | Link | 2 Comments
  • SecretCaps Interview With Rich Ransom, President Of ICTV Brands

    View The Recorded Interview Here

    ICTV Brands is an interesting microcap company

    We began covering ICTV on Seeking Alpha, but have continued our coverage of the company, blog posts below.

    Coupled with the revert to normal marketing spending, ICTV's huge international efforts (and success therein) and DermaWand being made available in 4,000 Rite Aid Stores, ICTV looks to be in a very good position. Also, the company is rolling out numerous new products with a variety of marketing mediums - described in a past blog post. Due to these reasons, ICTV's revenue and growth should be very strong moving forward. The company is still looking to open up Japan and the U.K. with its pending double-blind study.

    I am bullish as the new version and infomercial of DermaWand being marketed in the U.S., and successful international efforts including Canada and Mexico will bolster the top line - coupled with new product offerings and DermaWand now being available in 4k Rite Aid stores and a return to normal marketing spending in the coming quarter.

    Disclosure: The author is long ICTV.

    Additional disclosure: Disclosure: This is not investment advice, is educational and is in our personal opinion. By viewing this post or video you fully agree to SecretCaps' disclosure.

    Tags: ICTV, RAD, CVS
    Nov 14 4:59 PM | Link | Comment!
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