Finance 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
Deep fundamental thinking on equities, business, and geofinance.
Earnings Estimates (Gross MRR)
Subscriber Composition
Revenue Estimates (Gross MRR)
$2.4KRange $1.6K – $3.6K
Free Subscribers
24KPaid Subscribers (est.)
147Post Activity
7 posts/moMedian Engagement per Post
Reactions
28
over 200 posts
Comments
4
over 200 posts
Restacks
3
over 200 posts
Paid Plans
Included in all plans
Recent Posts

The market is driven by a reflexive loop created by the AI demand. I don't see it end anytime soon.

Portfolio is now up 43% over the last twelve months against 18% of the S&P 500!

Recurring revenue business, growing at an exceptional rate. Nobody watches it. The stock can make 2x in the next few quarters and 4x over the next 3-4 years.

The market is afraid that Kimi 3 invalidates the AI capex thesis, and spending will collapse. I don't think so.