Founding Member Survey

Welcome new Founders! This survey is to get to know you a little better and how I can tailor this newsletter to better fit your goals.

Email*

1.What's your first name?*

2.Where are you based? (Country. If in USA, please include state.)*

3.How would you describe your investing experience?*

Beginner - just getting started or mostly index funds

Intermediate - actively picking stocks for 1-5 years

Advanced - 5+ years managing a concentrated portfolio

4.What topics do you want me to go deeper on? (Select all that applies.)*

Macro themes (e.g. Big-picture trends driving markets)

Deep dives on specific companies

Portfolio construction and sizing

Frameworks (e.g. Repeatable systems for decision-making)

Options strategies (e.g. LEAPs, CSPs, and other entry methods)

5.What's the one thing you're hoping to get from this newsletter that you can't find anywhere else? (Write your response.)*

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