New Start to Analyzing Good Businesses

Finally Going Paid, Fully Committing

First, Thank you!

I want to show my appreciation for those that have read and supported this Substack newsletter over the past 4 and a half years. The open rates have remained consistently high (a good sign that my writing and research are still relevant) and the churn rates have been low. After much contemplation about what I want to do with the Substack going forward, I decided that I plan to fully commit to AGB.

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What’s the Format Going Forward?

The key to having a sustainable format is to start with what I can reasonably achieve and then add on more from there if time permits. I’m going start with:

1. continuing with the deep-dive write-ups on a universe of good businesses, and

2. adding updates to companies that I’ve already written about and including a financial model.

You can expect 1-2 new posts per month, depending on how long the updates take vs. the initial write-ups.

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Paid vs. Free Subscribers and Timeline

[Updated from original post]

This is a reader supported newsletter. We don’t participate in sponsorships or ads.

Paid subscribers get access to (1) New AGB & Update write-ups with models and (2) the 2023-2025 archive.

Prime supporters get access to All 70+ write-ups with models (2020-2022 included).

Free subscribers get access to the No Paywall tab and the first section preview of new write-ups. Content under this tab will rotate over time, so it’s worth staying a free subscriber.

The monthly plan price is $20 and the annual plan price is $100. I’ve priced the plans to highly encourage paid subscribers to go with the annual plan. For those that want access to the entire archive, the prime supporter annual plan price is $250.

Thank you everyone for your continued support!