Naval's Archive
Investor Due Diligence Report
substackUncategorized
Naval's writings, explained.
110K
2.8K paid
+1.4%
+7.8%
net growth
Pricing
$599/mo
$5999/yr annual option
$126K
2.8K paid subs
$126K/mo – $126K/mo(±0%)
16.6
392.1
0.37%
(comments + likes) / subscribers
Bi-weekly
0.5 posts/week
49/100
Variable (~14.3d avg)
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Jun 2026 | 102K | $117,045 | — |
| Jul 2026 | 108K | $123,930 | +5.9% |
Platform Dependency
Hosted on substack subdomain
Publishing Consistency
Variable publishing frequency
Key Person
Single-author publication — key-person dependency
Audience Concentration
Consistent engagement across posts
Subscriber threshold
110K subscribers — above the 1K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 135 similar-size peers in Uncategorized have paid tiers
Pricing position
$599/mo vs $5/mo category median (23162 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Jun 2026 | $599 | $5,999 |
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 | 97/100 | 30% |
| Paid Subscriber Ratio | 78/100 | 25% |
| Growth Consistency | 90/100 | 15% |
| Publishing Consistency | 20/100 | 10% |
Revenue Model
Active paid subscription tier