StackRanksFinance newsletter earnings, ranked by estimated MRR
Public revenue estimates for tracked finance newsletters.
| Rank | Publication | MRR | ARR | YoY |
|---|
Public revenue estimates for tracked finance newsletters.
| Rank | Publication | MRR | ARR | YoY |
|---|
Tracked Publication
A newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Not affiliated with any fund. If you find my writings actionable, a paid sub is appreciated. Nothing I write is financial advice. Do your own due dilligence!
Earnings Estimates (Gross MRR)
Subscriber Composition
Revenue Estimates (Gross MRR)
$2.6KRange $1.7K – $4K
Free Subscribers
5KPaid Subscribers (est.)
158Post Activity
1 posts/moMedian Engagement per Post
Reactions
33
over 26 posts
Comments
9
over 26 posts
Restacks
2
over 26 posts
Paid Plans
Included in all plans
Recent Posts
The stock trades at just ~5.5x P/E, the founder family controls 52%, core margins are improving, and a similar Japanese PC company was just taken private at ~7x forward EBITDA.
The operating business, a fabless semiconductor company that designs and sells custom ASICs, is also capital light and worth something, but we're rounding that down to zero.
Data center tailwinds, the Kodensha comp, and updates on a few old ideas
Factory site located in prime logistics hub where a previous steel site were redeveloped into major logistics project. Land could be worth ¥16bn+. We assume ¥8bn to be conservative.