Investor Due Diligence Report
We publish 5-6 articles per month on the intersection of Capital Markets, Geopolitics and the Madness of Crowds. All through the lens of the Dollar Milkshake Theory.
12K
360 paid
~0%
Subscriber count is a platform estimate
Insufficient data
15 of 30 days needed
Pricing
$39/mo
$399/yr annual option
$11K
360 paid subs
$11K/mo – $11K/mo(±0%)
1.0
17.6
0.15%
(comments + likes) / subscribers
~2x per week
2.0 posts/week
64/100
Consistent (~3.8d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Stephen Leeb, PhD > Turbulent Times Investor | 311K | +7.2% | Free | substack |
| @andrewchen | 255K | +0.2% | $10/mo | substack |
| Linas's Newsletter | 121K | +0.4% | $34/mo | substack |
| Topdown Charts | 53K | N/A | $350/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 12K | $13,031.68 | — |
| Mar 2026 | 12K | $13,031.68 | ~0% |
Platform Dependency
Uses substack platform
Publishing Consistency
Variable publishing frequency
Key Person
Single-author publication — key-person dependency
Audience Concentration
Consistent engagement across posts
Subscriber threshold
12K subscribers — above the 3K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 179 similar-size peers in Finance have paid tiers
Pricing position
$39/mo vs $1,980.95/mo category average (1205 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $39 | $399 |
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 | 48/100 | 30% |
| Paid Subscriber Ratio | 30/100 | 25% |
| Publishing Consistency | 36/100 | 10% |
| Lupton Capital - formerly Jonah’s Growth Stocks |
| 43K |
| N/A |
| Free |
| substack |
Revenue Model
Active paid subscription tier