Dear Influidencers,
Welcome to the very first edition of our newsletter - The Sentinel! I’m excited to share this adventure with you.
I’ll publish a free newsletter once a month, sharing pieces of my investing discoveries. It will also serve as a gateway to the reports published in our paid subscriptions (more details below).
Since this is the first edition, I will focus on introducing what we do. As a teaser, a fund analysis of a Shanghai-based fund and primary research on maritime shipping should be published in the coming days. A postcard from Seoul will follow next week, and you can find the last postcard on China here. (Password: cloud9)
Now, let’s start with the basics.
What is this all about?
We provide equity and fund research with a focus on niche strategies and small- to medium-sized companies. Our goal is to deliver useful and actionable insights for investors while shedding light on investing opportunities often ignored by the market.
In an age of information overload, we focus on finding the signal in the noise. Only high-conviction reports and ideas will be published here, emphasizing quality over quantity.
Our main differentiators:
A nomadic lifestyle that helps us source ideas directly from the ground.
An extensive network of investors and entrepreneurs to test and refine ideas.
Dual expertise in stock picking and fund selection, creating unique synergies.
An inquisitive mind that digs deeper than annual reports.
What is our goal?We are dedicated to delivering the purest and most impactful insights to our clients. Whether derived from meticulous research, engaging dialogues with industry experts, or keen observations in everyday moments, our goal is to uncover actionable, qualitative investment opportunities that drive meaningful outcomes.
How do we work?We are hunters—seeking the right information, the perfect manager, or the most promising company. This journey involves both deliberate, targeted efforts—like attending industry conferences, tapping into expert networks, or participating in forums—and an openness to the unpredictable. Some of our most transformative insights arise from serendipitous moments: a chance encounter on a subway ride, a stroll through a mall, or an overheard conversation. It’s in these unplanned experiences that randomness becomes our ally, sparking creativity, driving innovation, and turning luck into opportunity.
How can you benefit?
1- Subscribe to one of our plans:
Equity Circle: Unconventional SMEs stock ideas with deep fundamental analysis and primary research from the ground.
Fund Speakeasy: Due diligence, and interviews with top niche managers, as well as white papers on asset management. (Exclusive to fund selectors.)
First Look: A preview of our fund and equity reports, ideal for those who want a glimpse of what we offer before diving deeper.
Postcards will be accessible to all plans. Subscriptions are limited to a few investors to maintain exclusivity – reach out to secure your spot.
2- Request personalized research:I also offer customized research. Each month, I’ll share my travel agenda in the newsletter so you’ll know where I am—or feel free to request that I visit a location of your choice.
In December, Seoul, Hong Kong, London and France will be my playground.
If you’re curious to learn more, request samples of our research, or subscribe, feel free to contact me directly by email. You can also follow Influidence’s Linkedin page where we will share the links to our articles.
If you think it could be of any interest to them, share it with your friends & colleagues.
Yours faithfully,
Marie
Influidence | Email: marie.boye@influidence.com | Website: https://www.influidence.com. This report is intended for the exclusive use of Influidence’s clients. It is for informational purposes only and does not constitute financial advice.© 2024 Influidence. All rights reserved. Report Date: February 2025
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