John’s Substack
Investor Due Diligence Report
My personal Substack.
89K
5.9K paid
+0.6%
Insufficient data
29 of 30 days needed
Pricing
$8/mo
$80/yr annual option
$38K
5.9K paid subs
$38K/mo – $38K/mo(±0%)
80.0
273.5
0.40%
(comments + likes) / subscribers
~3x per week
2.7 posts/week
67/100
Consistent (~2.8d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Endless Urgency with Mike Nellis | 2M | N/A | $8/mo | substack |
| Robert Reich | 1.1M | N/A | $6.5/mo | substack |
| The Bulwark | 1M | +0.1% | $12/mo | substack |
| Meidas+ | 921K | +0.6% | $10/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 70K | $34,045.08 | — |
| Mar 2026 | 77K | $37,454.04 | +10.0% |
| Apr 2026 | 85K | $41,340 | +10.4% |
| May 2026 | 88K | $42,802.8 | +3.5% |
Platform Dependency
Hosted on substack subdomain
Publishing Consistency
Variable publishing frequency
Key Person
Single-author publication — key-person dependency
Audience Concentration
Some posts outperform significantly
Subscriber threshold
89K subscribers — above the 6K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 81 similar-size peers in Politics have paid tiers
Pricing position
$8/mo vs $6/mo category median (1268 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $8 | $80 |
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 | 37/100 | 30% |
| Paid Subscriber Ratio | 90/100 | 25% |
| Growth Consistency | 83/100 | 15% |
| Publishing Consistency | 50/100 | 10% |
| 670K |
| +0.3% |
| $12/mo |
| substack |
Revenue Model
Active paid subscription tier