Racket News
Investor Due Diligence Report
by Matt Taibbi
substackMedia
“We care if it’s true. We don’t care why.”.
Investor Due Diligence Report
by Matt Taibbi
“We care if it’s true. We don’t care why.”.
453K
38.5K paid
-0.1%
Insufficient data
29 of 30 days needed
Pricing
$7/mo
$70/yr annual option
$214K
38.5K paid subs
$150K/mo – $279K/mo(±30%)
156.0
314.3
0.10%
(comments + likes) / subscribers
Daily
9.7 posts/week
84/100
Very Consistent (~1.3d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Popular Information | 541K | -0.1% | $6/mo | substack |
| Under the Desk News | 184K | -0.3% | $7/mo | substack |
| The official Ryan McBeth Substack | 132K | -0.4% | $5/mo | substack |
| Died Suddenly's Substack | 109K | N/A | $5/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 486.5K | $230,129.45 | — |
| Mar 2026 | 477K | $225,632.93 | ~0% |
| Apr 2026 | 458K | $216,645.45 | -4.0% |
| May 2026 | 454K | $214,753.35 | ~0% |
Platform Dependency
Operates on custom domain (www.racket.news)
Publishing Consistency
Regular publishing schedule
Key Person
Single-author publication — key-person dependency
Audience Concentration
Hit-driven — top post engagement 3x+ above average
Subscriber threshold
453K subscribers — above the 3K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
100% of 6 similar-size peers in Media have paid tiers
Pricing position
$7/mo vs $6/mo category median (864 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Jan 2026 | $7 | $70 |
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 | 76/100 | 30% |
| Paid Subscriber Ratio | 100/100 | 25% |
| Growth Consistency | 87/100 | 15% |
| Publishing Consistency | 66/100 | 10% |
| The Schiff Notes |
| 101K |
| +0.6% |
| Free |
| substack |
Revenue Model
Active paid subscription tier