It would be interesting to compare the financials and KPIs of Substack versus other newsletter services (e.g., Beehiiv) and, more broadly, other content paywall gateways like Patreon and, um, Onlyfans.
Furthermore, on Substack, I suspect Elon Musk may want to strike a more conciliatory tone given the arrival of Threads, Zuck’s latest salvo in their METAphorical cage match.
So, Israelis have this funny tendency - we always try to figure out how much someone is making from something.
For example, you go to a stand up show, you start doing the math of how much the performer is making that evening.
Or you see a corn stand at a carnival, you do the math to figure out what is his take home that day.
So naturally, I did some math on the total subscription revenue you take home monthly, and I think it's fabulous that the Internet has reached a phase where an individual can make a good living off of generating paid content. It feels like it took decades to get here. Well deserved.
Thank you Marc i am happy subscriber.i am wondering what do you recommend for some one to learn about insurance industry .i am generalist and i would love to develop my understanding of how to analyze insurance companies.
Would you provide some commentary on how the rise of low cost ETFs has impacted the financial advisory industry and actively managed funds?
My view is it has basically made both obsolete for most retail investors. Vanguard made the point that maybe financial advisors are worth the fee because they’ll stop you from letting emotion cause you to deviate from your strategy (paper linked below). But, I see no counterpoint for why actively managed funds should play a part in retail investors strategies, which is a crazy thing to say!
Marc,
It would be interesting to compare the financials and KPIs of Substack versus other newsletter services (e.g., Beehiiv) and, more broadly, other content paywall gateways like Patreon and, um, Onlyfans.
Furthermore, on Substack, I suspect Elon Musk may want to strike a more conciliatory tone given the arrival of Threads, Zuck’s latest salvo in their METAphorical cage match.
Congratulations! I really enjoy reading your column every week.
Great post. Thanks for sharing your insights.
BEN STOKES! Give that man a knighthood ...
Congratulations!
So, Israelis have this funny tendency - we always try to figure out how much someone is making from something.
For example, you go to a stand up show, you start doing the math of how much the performer is making that evening.
Or you see a corn stand at a carnival, you do the math to figure out what is his take home that day.
So naturally, I did some math on the total subscription revenue you take home monthly, and I think it's fabulous that the Internet has reached a phase where an individual can make a good living off of generating paid content. It feels like it took decades to get here. Well deserved.
To the next 150!
Not sure that’s an exclusively Israeli trait! Thanks Yoni.
Mark
I thought I read you offer a different higher fee research service.
What’s that?
If easier to explain please just call my cell
Bruce Paulson
6123606623.
Thank you Marc i am happy subscriber.i am wondering what do you recommend for some one to learn about insurance industry .i am generalist and i would love to develop my understanding of how to analyze insurance companies.
Thank you, as always, Marc!
Would you provide some commentary on how the rise of low cost ETFs has impacted the financial advisory industry and actively managed funds?
My view is it has basically made both obsolete for most retail investors. Vanguard made the point that maybe financial advisors are worth the fee because they’ll stop you from letting emotion cause you to deviate from your strategy (paper linked below). But, I see no counterpoint for why actively managed funds should play a part in retail investors strategies, which is a crazy thing to say!
Vanguard paper:
https://www.ch.vanguard/content/dam/intl/europe/documents/en/putting-a-value-on-your-value-quantifying-vanguard-adviser-alpha-eu-en-pro.pdf
What’s the best way to get in touch? On a Zoom call?
Email is marc@netinterest.email
Am I really reading a foreign news letter?
Is the cricket reference not a give away? Sorry!