AutoRetailStocks.comAn Efficient Insights, LLC, domain.The mission is in the name. AutoRetailStocks.com and The Auto Retail Informer,© the domain name and e-newsletter are the property of Efficient Insights, LLC. The purpose of this website and the newsletter is to help society's resource allocators (you) better understand the industry so that you can deploy said resources in a manner that generates the greatest long term sustainable return. Subscription plan (rate schedule) Below is the schedule for the annual subscription rate depending on when you sign up: | Period | Rate | | September 17, 2007 – September 24, 2007 | Introductory $200 annual subscription plan | | September 25, 2007 – October 31, 2007 | Introductory $300 annual subscription plan | | November 1, 2007 – December 1, 2007 | Introductory $400 annual subscription plan | | After December 1, 2007 | $500 annual subscription plan |
All articles will be available for viewing on the website for $5 apiece. If you choose not to subscribe, that’s cool. It just gives me greater motivation to write thought provoking pieces (so you’ll want to subscribe.) Dots coming together I’ve never been a huge art fan. For example, a few months ago a friend and I decided to go to MOMA (New York’s Museum of Modern Art) to kill some time before we met up with a larger group of friends to go to dinner. I still remember going into an empty room. Every 10 seconds the light would go off. And then 10 seconds later the light would come back on. When the light would come on, my friend and I would feverishly look at the blank walls to try to see where the art was. “Maybe there is supposed to be some sort of ‘glow in the dark’ artwork that has faded?” I wondered to myself. Eventually we found the placard explaining the artwork. I seem to recall it was titled something like: “empty room with light that goes on and off.” “Of course, it’s the empty room with light that goes on and off” my friend and I sarcastically announce once we discovered what the art was. The other patrons did not seem as amused. For the thirty two years I have existed on this planet, I have never really understood art. Until now. Because I recently heard about neoimpressionism. And after doing a little research, I have really come to appreciate it. According to Wikipedia one of the most famous pieces of neoimpressionist art was done by a guy named Georges Seurat. Seurat’s most famous painting done sometime around 1884 – 1886 is called “Sunday Afternoon on the Island LaGrande Jatte.” It hangs at the Art Institute of Chicago today. Neoimpressionist art is essentially a bunch of tiny dots, that when viewed at the proper distance and lighting can create a rather stunning picture. Of say, a bunch of people spending an afternoon on an island (for example.) When viewed up close, however, the painting is just a bunch of dots. Efficient insights and the Auto Retail Informer are very similar (if not just a different form of) neoimpressionist art. Up close, the periodic emails seem like a bunch of dots. Sometimes the dots are quirky. Sometimes the dots make you sit up and really think about the world differently. Sometimes they seem to have nothing to do with your business or investment interest. And sometimes the dots are downright enraging. But even when I write the most thought provoking pieces. . . Up this close, they are nothing more than dots. When I left Wall Street (almost 20 months to the date,) I saw an opportunity to provide a better product at a lower cost. The idea was to Use the internet and email as a more efficient means to communicate completely independent and objective thought. I never anticipated what would happen next. Beyond providing objective and independent analysis of the investments (businesses,) idea creation and sharing has been a natural outgrowth of this newsletter. It has hopefully helped management teams reduce unnecessary investments sooner (like expanding in a saturated market.) Helped public and private companies understand the most effective ways to compete (or at least provoked thought and discussion about existing prevailing business practices.) Generated new ideas or ways for companies to fill consumer needs best. And along the way let investors in on the discussion long before it shows up in the press releases, media reports, or is even considered a “new trend” in the industry. It is a new type of “inside information.” Because it is about insights (understanding.) Creating a dialogue. And being open to criticisms and comments about the thoughts articulated in the newsletter. I cannot be more proud. More honored. And more humbled with the role each of you have allowed me to play in this industry. And all of this has been accomplished with just a lap top computer and my thoughts (for the most part.) Imagine when real revenues and capital justify investments into improving the product? Or even better yet, imagine 5, 10, 20 years down the road as proceeds are reinvested into developing new thought creators (employees/partners) and the model is replicated across multiple industry sectors? What happens to the health care industry? Biotechnology? Consumer electronics? Or any other industry when a similar platform is provided for analysts to develop real thoughts/opinions? Georges Seraut started with a few simple dots on a piece of Canvas. When he was done, he not only developed a beautiful portrait of people spending an afternoon on an island. He helped pioneer a new form of art. I get excited about how much better society will function when the analysts and opinion makers of the world are allowed to be just that (thought creators) versus being conflicted with things like banking business or trading commissions (which are a lot of times dependent on analysts getting senior management teams to meet with fund managers.) So I hope you will find the courage to jump in the car and subscribe to this website and newsletter. Because as the dots come together, I think you are going to see something amazing emerge. Sincerely, Jerry Marks Founder and Managing Member, efficient insights llc
|