The Geyser
Investor Due Diligence Report
by Joy Moore
Hot Takes & Deep Thinking on the Information Economy
5K
~0%
Subscriber count is a platform estimate
Pricing
$20/mo
$175/yr annual option
$5K
~288 est. paid subs
$2K/mo – $7K/mo(±50%)
0.1
0.00%
(comments + likes) / subscribers
~5x per week
5.3 posts/week
93/100
Very Consistent (~1.5d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Paul Krugman | 624K | +0.3% | $7/mo | substack |
| Noahpinion | 460K | +0.2% | $10/mo | substack |
| Kyla’s Newsletter | 168K | N/A | $10/mo | substack |
| Economics Matters by Laurence Kotlikoff | 163K | N/A | $15/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 5.5K | $5,121.83 | — |
| Mar 2026 | 3K | $2,804.04 | -45.3% |
| Apr 2026 | 3K | $2,804.04 | ~0% |
| May 2026 | 3K | $2,804.04 | ~0% |
| Jun 2026 | 3K | $2,804.04 | ~0% |
| Jul 2026 | 3K |
Platform Dependency
Uses ghost platform
Publishing Consistency
Regular publishing schedule
Key Person
Single-author publication — key-person dependency
Revenue Model
Active paid subscription tier
Subscriber threshold
5K subscribers — above the 4K category median for first paid tier
Has paid tier
Active paid subscription offering
Peer monetization
50% of 20 similar-size peers in Economics have paid tiers
Pricing position
$20/mo vs $8.5/mo category median (88 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Feb 2026 | $20 | $175 |
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 | 0/100 | 30% |
| Publishing Consistency | 79/100 | 10% |
| Nassim Nicholas Taleb |
| 36K |
| +3.2% |
| Free |
| substack |
| $2,804.04 |
| ~0% |
| Aug 2026 | 4K | $3,727.92 | +32.9% |
| Sep 2026 | 4K | $3,727.92 | ~0% |
| Oct 2026 | 5K | $4,668 | +25.2% |