Deep fundamental thinking on equities, business, and geofinance.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 222 | Founded | 3 years ago | Last Issue | 9 days ago |
| Active | |||||
Read this Newsletter
capitalist-letters.comLatest Issues
Data Center Power Play Trading At 30% Discount
Revenues jumped by 48% last year driven by data center contracts and it's just the beginning.
The past two weeks have been incredible for us.
🚨Trade Alert 15: Buying Two New Stocks, Trimming Two Positions
Trimming two high flying positions, buying two overlooked opportunities.
The past two weeks couldn’t be better for us.
Buying This Boring Business With 3x Potential!
A rare undervalued opportunity in a broadly overvalued market.
Markets are exhibiting more casino-like behavior than they did in the past—this is what Warren Buffett said in his 2023 Annual Letter to Berkshire shareholders:
Finishing April: Our Portfolio Outperforms S&P 500 by 32%, Here Is What We Own!
Our portfolio is now up 62% year-to-date against 30% of S&P 500. Here is our updated portfolio.
💥Our portfolio is outperforming the market by 30%!
🚨 Trade Alert 14: Exiting One Position And Opening One New Position
Closing a low conviction position, and rolling proceeds to a new position with higher conviction and secular tailwinds.
If you went back to March, what happened this month would look pretty improbable given the war, macro pessimism, etc.—o...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Capitalist Letters.
| Subscribers | Engagement | 81 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where Capitalist Letters ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 54 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #138 | |
| #115 |
Authors
The writers behind this newsletter.
Analyst. I write about undervalued global stocks with durable competitive advantages and occasional essays on investing.
Frequently Asked Questions
How can I access the email archive for Capitalist Letters?
You can find recent issues that have been published by Capitalist Letters on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Capitalist Letters have?
To see how many people subscribe to Capitalist Letters, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Capitalist Letters?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Capitalist Letters as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Capitalist Letters?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Capitalist Letters using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Capitalist Letters?
Scroll up to where it says Related Newsletters to see other publications like Capitalist Letters. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Capitalist Letters?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.