First Founding Members idea arrives next week
Late in arriving, but trying to make this at least a quarterly feature, and increasing the frequency as more subscribers sign up for that tier of service.
As I have spelled out in my “About” section, my goal starting this Substack was to keep it fairly small and focused and targeted at a section of the professional investment community that is actively searching for hedges to the long side of their portfolios, or for what I at least call Short Ideas.
I was fortunate enough to have the support of some former clients when making the transition to Substack, each of which was kind enough to keep the level of support they were providing prior to my transition, in spite of the ability of paying much less for the ordinary subscriber level.
It is for these former clients and any new subscribers wishing to keep the distribution for these ideas fairly limited that I keep a “Founding” level option open and where I will be providing some exclusive and premium content. There is a rather drastic price increase for this level, but as I mention elsewhere, if I can manage to increase the number of subscribers opting for this service above maybe 20 or so, then that would be enough to keep the distribution small and focused and thereby hopefully make the idea flow more valuable.
On that note, next week I will be sending out my first idea only for those subscribers who have signed up for the “Founding Member” tier of service. Any ideas or updates sent out to this group will not find their way to my quarterly interest list or annual report card, but will remain exclusive for this group of subscribers.
To those of my “Founding Members” who have chosen to use alternative methods of funding Short Ideas outside of the standard Substack/Stripe ecosystem, this idea and all other forthcoming ideas and updates will arrive by the email account I have on record (much as I did prior to moving to Substack). Please let me know if this is not ideal. If you are a Founding Member and subscribing through the Substack application, you will continue receiving ideas in the normal manner.
To my Founding Member subscribers, this transition would not have been possible without your support, and I hope to continue providing you with original, novel Short Ideas for years to come, and increasing the number of exclusive ideas heading your way.
To my paid members, I will continue providing Short Ideas and updates as I have been been doing since starting this Substack, including ideas, updates, quick takes, interest lists, and report cards.
To my free subscribers still thinking about upgrading, I plan to continue transitioning more of my new content exclusively for my paid members and removing paywalls on older ideas after I have removed them from my interest list. I will continue doing some previews from time to time on new ideas, but with increasingly less frequency.
If you have liked, enjoyed, found useful or beneficial, any of the content I create here, and are able to pass it along to others who may be looking for original Short Ideas, please feel free to like, recommend, or pass along this Substack. Your support is truly appreciated.
Thanks for reading, and hope you have a great weekend.