Sycamore Capital Management
Investor Due Diligence Report
substackFinance
Concentrated investment management | 6-Year CAGR 25.1%.
1K
50 paid
N/A
Pricing
$15/mo
$79/yr annual option
$410
50 paid subs
$410/mo – $410/mo(±0%)
Unknown
0.0 posts/week
Score based on available components only.
| Component | Score | Weight |
|---|---|---|
| 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 |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Mar 2026 | 1K | $664 | — |
| Apr 2026 | 1K | $664 | ~0% |
Platform Dependency
Hosted on substack subdomain
Key Person
Single-author publication — key-person dependency
Revenue Model
Active paid subscription tier
Subscriber threshold
1K subscribers — below the 3K category median (based on 749 newsletters)
Has paid tier
Active paid subscription offering
Peer monetization
100% of 448 similar-size peers in Finance have paid tiers
Pricing position
$15/mo vs $12/mo category median (1204 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Apr 2026 | $15 | $79 |
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.
| Paid Subscriber Ratio |
| 57/100 |
| 25% |
| The Last Bear Standing |
| 20K |
| N/A |
| Free |
| substack |