Noahpinion
Investor Due Diligence Report
by Noah Smith
substackEconomics
Economics and other interesting stuff.
Investor Due Diligence Report
by Noah Smith
Economics and other interesting stuff.
443K
26.4K paid
-1.3%
-1.8%
net churn
Pricing
$10/mo
$100/yr annual option
$210K
26.4K paid subs
$147K/mo – $272K/mo(±30%)
113.0
299.0
0.09%
(comments + likes) / subscribers
~3x per week
3.4 posts/week
82/100
Very Consistent (~2.1d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Kyla’s Newsletter | 149K | +0.7% | $10/mo | substack |
| Economics Matters by Laurence Kotlikoff | 124K | +0.4% | $25/mo | substack |
| Notes on the Crises | 57K | N/A | Free | substack |
| Stay-At-Home Macro (SAHM) | 41K | N/A | $10/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Jan 2026 | 456K | $248,055.9 | — |
| Feb 2026 | 455K | $247,507.35 | ~0% |
| Mar 2026 | 455K | $247,507.35 | ~0% |
| Apr 2026 | 443K | $240,980.4 | -2.6% |
Platform Dependency
Operates on custom domain (www.noahpinion.blog)
Publishing Consistency
Regular publishing schedule
Key Person
Single-author publication — key-person dependency
Audience Concentration
Consistent engagement across posts
Subscriber threshold
443K subscribers — above the 5K category median for first paid tier
Has paid tier
Active paid subscription offering
Pricing position
$10/mo vs $13.44/mo category average (189 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Jan 2026 | $10 | $100 |
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.
Score based on available components only.
| Component | Score | Weight |
|---|---|---|
| Engagement Rate | 84/100 | 30% |
| Paid Subscriber Ratio | 100/100 | 25% |
| Publishing Consistency | 76/100 | 10% |
| The Daily Feather |
| 34.1K |
| N/A |
| $59/mo |
| substack |
Revenue Model
Active paid subscription tier