Lock In Today’s Price Before October 1 (with a Discount): A Note to Readers
Why I’m Raising Prices on October 1 – And Why The Blog Is Still Undervalued
Starting October 1, subscription prices on my blog will increase. The annual subscription will rise by 16% (from 249€ to 289€), while the monthly plan will move from €79 to €99.
The monthly tier has always been positioned as a flexible way to try things out, but the new pricing reflects both the additional value being created (more on this below) and my preference for incentivizing long-term membership and community building via the annual plan.
“I think I've been in the top 5% of my age cohort all my life in understanding the power of incentives, and all my life I've underestimated it. And never a year passes but I get some surprise that pushes my limit a little farther.” – Charlie Munger
Lock in a “Forever Price Guarantee” (10% on pre-October prices forever) – more on this offer below.
Why Now? The Value Has Changed
At first glance, a blog is not the type of business that commands strong competitive advantages. Anyone can write, publish, and charge a fee.
That’s true – but it’s also incomplete.
In my view, the vast majority of investing blogs struggle to provide differentiated insights. Many stay on the surface, recycling commentary you can find for free elsewhere, or just sharing shallow AI-generated content that a single prompt can create in seconds.
But in investing, you are paid for true insights, which is by the way, why I’m not overly worried about AI yet (but this would deserve a seperate post).
What I’ve tried to build is the opposite: a place for truly in-depth research, original investment ideas, and process-driven frameworks that help readers become sharper investors.
If you think about the economics of it, the “return on subscription spend” so to speak, the equation can be incredibly attractive. A single differentiated investment idea can be worth tens of thousands of dollars (or more) over a holding period. If, on top of that, the blog teaches you frameworks and mental models you can apply across your entire portfolio, the subscription turns into one of the highest-returning investments you’ll ever make.
Arguably, compared to other investor publications that charge two to four times my current pricing, my blog – even after the October price increase – remains underpriced.
A Growing Backlog of Deep Dives
Another reason for the price increase is the growing archive of material. When you subscribe today, you don’t just get the next post – you gain access to everything I’ve published so far.
Over the last year, that backlog has expanded significantly, covering detailed deep dives, strategic stock commentary, company updates, and process pieces that are timeless in nature.
Here are some of the deep analyses currently available:
“A Royalty Machine at 12x EBIT Masquerading as a Commodity Business”
Tiger Brokers
Novo Nordisk
Wix.com
LVMH
Edenred
Ashtead Technology
DigitalOcean
Brockhaus Technologies
Moncler
Monday.com
Zalaris
“Germany’s Best Kept Tech Secret? 64% EBIT margin + 150% Growth Trading at a 14x Multiple”
Duolingo
… and so much more! In total, I’ve published more than 200 pieces so far. The backlog is growing.
On the process side, I’ve published valuation frameworks (including my Total Shareholder Return approach with an Excel template), the “ultimate base rates guide,” and most recently, a primer on using Koyfin for charting.
Together, the backlog is now substantial enough to keep a new subscriber busy for months, if not years.
Hitting My Stride
Another factor is rhythm. Over the past year, I’ve found a balance between consistency and quality. I don’t want to put myself on a treadmill of posting a certain number of times per month, because that would risk diluting the quality. But I do believe that what I’ve published so far sets a high bar. I aim for the kind of depth you find at blogs like Mostly Borrowed Ideas, which has long been a north star for me.
Few investing blogs combine detailed financial analysis, strategic context, and concise “90-second pitches” the way I try to. That’s part of the value.
Beyond Content: Community
The blog has never been just about static posts. The WhatsApp community has become an equally important part of the value proposition. Within it, members discuss investment ideas, compare notes, and build networks across multiple subgroups. It’s not only about information flow – it’s about belonging to a group of like-minded investors who challenge each other and grow together.
This is also the reason why the monthly plan is rising faster. I want to nudge readers toward the annual subscription, because that’s where most people fully engage with both the content and the community. Of course, the monthly tier is still available if you want to dip in for a specific deep dive, but it comes at a premium compared to the effective monthly cost of the annual plan.
Lock in the Current Price
If you’ve been on the fence about subscribing, there’s a simple way to benefit:
As explained, on October 1, my subscription prices will increase. But before that happens, I want to give my readers a chance to secure very favorable terms for a subscription.
I’m calling this the Forever Price Guarantee: a 10% discount on annual subscriptions (based on the current price) with the guarantee that your price will remain locked in forever. As long as you keep your subscription active, you’ll never see a price increase.
Think of it as a reward for early supporters and a way to compound your savings year after year. This offer is only available on annual plans and it expires on October 1 – after that, the door closes.
What Readers Are Saying
It’s one thing for me to tell you about the value of this research, but it’s another to hear it directly from the people who read and use it. Below you’ll find a selection of comments from subscribers who over time have shared how they perceive the provided value, how the blog has shaped their investing style and thinking, how it has sharpened their process, or paid for itself many times over.
Final Thoughts
Raising prices is always a balancing act. But in this case, I believe the value has increased to a point where it’s not just justified, but still represents an attractive deal compared to peers.
The combination of deep dives, process-oriented writing, and community access is unique, and the backlog has grown into something substantial.
If you’ve been getting value from the free posts, now’s the time to consider locking in. I’m looking forward to interacting more closely with you.
Have a great day ahead!