Irrational Analysis

Investor Due Diligence Report

substackFinance

Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**.

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Key Metrics

Subscribers

14K

Verified

Weekly Growth

+4.9%

Quality & Publishing

Publishing Pace

Previously Weekly

1.0 posts/week

Publishing Consistency

68/100

Consistent (~7.2d avg)

Competitive Landscape (Finance)

Newsletter	Subscribers	Weekly Growth	Price	Platform
Graham’s Newsletter	39K	N/A	Free	substack
10x Research Market Updates	32K	-1.6%	$250/mo	substack
FAANG FIRE	26K	N/A	$10/mo	substack
The Bubble Bubble Report	24K	N/A	$25/mo	substack

Risk Assessment

Key risk factors for due diligence

High

Platform Dependency

Hosted on substack subdomain

Medium

Publishing Consistency

Variable publishing frequency

Medium

Key Person

Single-author publication — key-person dependency

High

Revenue Model

Pre-monetization — no paid subscription tier

Monetization Readiness

Readiness for paid subscriptions

Subscriber threshold

14K subscribers — above the 3K category median for first paid tier

Has paid tier

No paid subscription tier yet

Peer monetization

100% of 168 similar-size peers in Finance have paid tiers

Data Quality

Report Data QualityLimited - Key metrics unavailable

Subscriber Confidenceverified

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.