The Inner Conflict of Being a Finance Blogger

Blogging isn't as easy as this guy makes it out to be.

Without a doubt, being a finance blogger is one of the most rewarding experiences I’ve had so far in my young career.  I have worked at 2 major corporations as an analyst and I consider blogging almost equally important as those two roles.

Over the last year and a half, I have published articles covering a wide range of tech companies:  $AMD $NVDA $FIO $STM $VMW $RAX $ZNGA $CAVM $OPEN $LNKD $Z $SREV $YELP $GRPN $SINA $RIMM $NFLX

Unlike a standard analyst position where you have a very defined set of objectives and tasks, blogging provides me to the latitude to be creative and flexible about my analysis.   Phil Pearlman, editor of Stocktwits, does *not* send me e-mails asking me to write about certain tech companies.   I do the nitty-gritty fundamental analysis on my own and then I publish it exclusively on  Because I have this freedom, I can cover a wide range of stocks and tech-related news on my website.  The joys of having “no conflicts of interest”.

It’s truly a pleasure to be able to write about tech companies, interview key industry luminaries, and making money never hurts either.

Even though I really enjoy blogging and I plan to continue for the foreseeable future, there are still some conflicts about being an independent blogger.  When I opened up this site in October 2010, I published my material without really thinking twice about the repercussions.  If there was a hot company that looked interesting, I would publish an opinion on it.  However, after doing this for the last year and a half, I feel that it’s worth mentioning the main conflict that I grapple with.

Focusing Too Much On One Company

If you meet any legendary investor, most of them have developed a unique strategy that they base their portfolio around.  For me, I focus my energies on targeting undervalued small to mid-sized growth technology companies.  Examples: $RAX $FIO $VMW $OPEN.   I have had good success with this strategy so far, which is why I tend to stick with my bread and butter approach.

From a blogging perspective though, I can see how talking about the same stocks might rub some of my readers the wrong way.  There are times where I wanted to publish more research on Rackspace ($RAX) or Fusion-IO ($FIO), but I have held off because I don’t want to be viewed as a “pumper”.  (i.e. someone who continually talks about stocks in their portfolio).

It’s tough because on one hand I want to add value and explain the solid reasoning behind my investment thesis, but I also don’t want to be portrayed as someone who endlessly “talks their book”.  Plus, I am going to own those stocks either way regardless if I blog about them or not.  See what I’m getting at?

In the interim, I have taken the approach of reducing my posting frequency in order to minimize these conflicts.

So while I am fully independent about the stocks that I cover, there are still some conflicts that make this job difficult.  There are challenges to every job and blogging is no different.  In the end though, I am still extremely happy to be a part of a great blog network that produces amazing content on a regular basis.

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

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