Stock Market Nerd Subscribers – Attention Requested

Greetings fellow Nerds,

As previously announced, this week’s article will be the first under the new paywalled format.

If you want to continue to receive the vast majority of the content you’ve been getting, you will need to take action and subscribe to a paid tier below. In addition, please note that hosting services have been upgraded from Substack to Beehiiv to take advantage of their great tools. No action is needed on your end.

We’ve spent the last 4 years delivering to you what we view as thousands of pages of best-in-class equity research… for free.

All data-driven, evidence-based and bluntly honest. No sensationalism, puffing, or caps lock. We’ve done all your investment homework to keep you fully informed in a small fraction of the time. We've armed you with all the information needed to make thoughtful decisions on your own.

On this path, we’ve lived for equity research in the nerdiest of ways. We have built a newsletter subscription of almost 40,000, read by dozens of Global 2000 CEOs, institutional analysts, and investors in 174 countries on a weekly basis.

It’s something that we are immensely proud of, and we are so grateful that it has resonated with all of you. Now… It's time to keep delivering to you the exact same quality & consistency for many more years to come.

This model change enables us to do just that. Below, you can find a description of the paid tier options and how you can sign up. The first batch of subscribers will receive 20% off on annual Nerd Plus and Nerd Max plans as a thank-you for your support.

Don't miss out! Secure your exclusive access to in-depth research today.

Here's what you get in Nerd Plus:

• Over a hundred hours of earnings calls and materials reviewed and distilled for you each quarter.

• News of the Week articles every Saturday.

• Day-of, detailed earnings reviews.

• Periodic investment case articles.

• Day-of coverage for high profile events such as key investor days.

• All previously published content including extensive deep dives on Shopify, The Trade Desk, Amazon and others.

Here's what you get in Nerd Max:

• Everything from Nerd Plus

• Real-time communication on transactions and underlying reasoning (with updated holdings).

• Quarterly portfolio management articles after each earnings season.

• Earnings season preview articles specific to my holdings.