What you get as a premium member

Full access to my Substack.

You see what I buy, what I sell and why. Straight to your inbox, the moment I do it.

—

Since Jan-23 · S&P 500 —

100%

Of my trades shared

Become a member

Perks

  • Trade update

    Every buy and sell, with my reasoning.

  • Deep dive

    The full analysis, with bear/base/bull cases.

  • Earnings one-pager

    Each quarter's results on a single page.

  • Portfolio update

    All positions, weights and performance.

Also included

Live portfolio

Tracked vs S&P 500 and VWRL

Transaction log

Every trade since day one

Watchlist & library

Entry levels, models, DCFs, prompts

Member chat

Questions and direct contact

My own decisions, never investment advice.

Membership plans

Choose your plan

Checkout runs on Substack. Prices on this page follow my Substack subscribe page.

Monthly

€40/month

  • Full access to my portfolio (30% CAGR since 2023), and all updates and real-time buys/sells.
  • Exclusive deep dives, sector breakdowns and access to all my valuation models behind the thesis
  • Access to my investment library (AI prompts, DCF models and watchlists)
Select

Annual

Best value

€249/year

(€20.75/month)

  • Full access to my portfolio (30% CAGR since 2023), and all updates and real-time buys/sells.
  • Exclusive deep dives, sector breakdowns and access to all my valuation models behind the thesis
  • Access to my investment library (AI prompts, DCF models and watchlists)
  • 48% cheaper than subscribing monthly
Select

Founding Member

€495/year

(or more)

  • Full access to my portfolio (30% CAGR since 2023), and all updates and real-time buys/sells.
  • Exclusive deep dives, sector breakdowns and access to all my valuation models behind the thesis
  • Access to my investment library (AI prompts, DCF models and watchlists)
  • Stock analysis on request, a personalized portfolio review, introduction call call and priority access and support
Select

Free

Free

  • Full access to my portfolio (30% CAGR since 2023), and all updates and real-time buys/sells.
  • Exclusive deep dives, sector breakdowns and access to all my valuation models behind the thesis
  • Access to my investment library (AI prompts, DCF models and watchlists)
  • Teasers to all deep dives and access to free material
Subscribe for free

Questions before joining? Contact Rick directly →