Capital Mischief
Investor Due Diligence Report
by Charlie Garcia
substackFinance
Capital Mischief: what I learned briefing six presidents, applied to your portfolio. The market-moving events. Before the smart money sees them.
22K
660 paid
+2.8%
Insufficient data
12 of 30 days needed
Pricing
$100/mo
$720/yr annual option
$30K
660 paid subs
$30K/mo – $30K/mo(±0%)
106.7
345.6
2.06%
(comments + likes) / subscribers
~4x per week
3.6 posts/week
71/100
Consistent (~2.0d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Compounding Quality | 521K | +0.1% | $57/mo | substack |
| The Contrarian | 493K | -0.2% | $7/mo | substack |
| Sinocism | 426K | N/A | $20/mo | substack |
| Compounding Dividends | 270K | +0.4% | Free | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 4K | $6,210 | — |
| Mar 2026 | 13K | $20,160 | +224.6% |
| May 2026 | 22K | $34,155 | +69.4% |
Platform Dependency
Hosted on substack subdomain
Publishing Consistency
Regular publishing schedule
Key Person
Single-author publication — key-person dependency
Audience Concentration
Consistent engagement across posts
Subscriber threshold
22K subscribers — above the 3K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 121 similar-size peers in Finance have paid tiers
Pricing position
$100/mo vs $10.5/mo category median (1214 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $100 | $720 |
| Mar 2026 | $100 | $360 |
Disclaimer: This report is generated automatically based on publicly available data and proprietary estimation models. Estimated subscriber counts are derived from engagement patterns and should be verified through direct disclosure. Revenue estimates are based on known pricing and estimated paid subscriber counts. This report is for informational purposes only and should not be the sole basis for investment decisions.
| Component | Score | Weight |
|---|---|---|
| Engagement Rate | 95/100 | 30% |
| Paid Subscriber Ratio | 30/100 | 25% |
| Growth Consistency | 45/100 | 15% |
| Publishing Consistency | 34/100 | 10% |
| 269K |
| +0.9% |
| $99/mo |
| substack |
Revenue Model
Active paid subscription tier