Exciting Changes Ahead: Moving to a Paid Substack Model
I’m writing to share some important news about the future of this substack. After nearly three years of providing content, I’ve reached a point where I need to make a significant decision: I’m moving this publication to a paid model.
Now, I understand your initial reaction might be, “These are exciting changes for you, not for me.” But let me explain why I believe this change should benefit us both, especially if you’ve found my content valuable.
Why Go Paid?
There are two simple and nuclear reasons: content quality and sustainability. Researching and writing the in-depth posts you’ve come to expect requires a significant amount of time and effort. To continue producing high-quality content, I need to be able to devote myself fully to this work, and that’s not possible without the support of subscribers like you. By moving to a paid model, I can ensure that I continue to provide you with the insights and analyses you’ve come to rely on, and do it as a sustainable long-term project.
What You’ll Get as a Paid Subscriber
Here’s what you can look forward to as a paid subscriber:
Actionable Investment Theses: At least one detailed analysis per month, focusing on individual companies, primarily U.S. mid-sized public companies, with a mix of value and quality ideas.
Curated Professional Investment Ideas: Compilations of intriguing investment ideas from professional investors that have caught my attention recently.
Thought-Provoking Content: Articles about investment concepts, shareholder letters, and reports that I believe could be of interest to you as an investor.
Sectorial Analyses: In-depth sector analyses that serve as starting points for further examination of individual public companies within those sectors.
Pricing
After careful consideration and benchmarking against my peers, I’ve settled on a fair price for this substack:
$20 per month
$200 per year (a savings of 20% compared to the monthly rate)
I truly believe that this new model will allow me to deliver even greater value to you. Your support means the world to me, and I’m committed to ensuring that you receive content that’s well worth the investment.
Thank you for being part of this journey. I’m excited about the future and hope you’ll continue to join me as a subscriber.