I was recently featured on Swen Lorenz’s blog for an in-depth conversation about building a content business in the investment research space. The interview covered my journey from launching The Bear Cave in 2020 to now running five different websites, and we dug into the specific strategies, lessons, and opportunities I see for content entrepreneurs in finance.
This was a departure from my usual interviews. Rather than focusing on specific investment ideas or market calls, Swen and I explored the business side of what I do—how I create and monetize value for investors, the products I’ve launched, and what I’ve learned building this enterprise. We also looked ahead at where the industry is going and what niches remain underserved.
What We Discussed
The conversation covered several key areas:
Building a personal monopoly – Why focusing on unique niches (like corporate misconduct, stock promotion tracking, and FOIA requests) creates sustainable competitive advantages, and how I’ve applied this across multiple products
Lessons from launching five services – What worked with The Bear Cave and Sunday’s Idea Brunch, what didn’t with FOIAsearch.com, and how I’m using AI to automate StockPromotionTracker.com‘s operations
The economics of content entrepreneurship – Why this path can rival fund management financially, the importance of directly helping people do their jobs better, and why finance is an excellent field for entrepreneurship (deep-pocketed customers, limited competition due to golden handcuffs)
Opportunities still available – Specific ideas I see for aspiring content entrepreneurs, from AI-powered alternatives to Value Line to Europe short disclosure trackers to prediction market products
Takeaway
If you’re interested in building a content business in finance—or just curious about the intersection of independent media, investment research, and entrepreneurship—I think you’ll find this conversation useful. Swen asked questions I haven’t been asked before, and I shared more about the business mechanics than I typically do.