Diamond in the rough
Josh| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 17 | Founded | 6 years ago | Last Issue | a month ago |
| Active | |||||
Read this Newsletter
joshzkq.substack.comLatest Issues
Memo #13
Software ETFs such as IGV and XSW are down more than 25% YTD. Rapid AI advancement has done more than just disrupt the sector — it has exposed just how thin the moats were for software businesses that previously leaned on scale, flywheel ef...
Memo #12
The portfolio experienced volatility in Q4 25 after two core positions were established.
This memo serves to lay out the theses for these two positions briefly.
Thanks for reading Diamond in the rough! Subscribe for free to receive new p...
Memo #11
Over the next few memos, I will provide brief updates on the core positions in the portfolio. The portfolio is currently 66% invested. I will continue to search for new ideas as led by God.
Thanks for reading Diamond in the rough! Subscri...
Memo #10
Dear all, the portfolio performance was +6.91% YTD vs S&P 500’s +5.91% YTD, as of 30 June 2025. This is the last time I will be comparing our performance directly against the S&P 500 index, given the idiosyncratic nature of the portfolio. I...
Memo #9
The portfolio is down -6.82% in 2024 compared to the S&P500 +23%. By God’s grace, my personal portfolio has been doing great since its inception. I believe that this is an important blip in the long-term compounding journey.
The road was...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Diamond in the rough.
| Subscribers | Engagement | 57 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Value growth
Frequently Asked Questions
How can I access the email archive for Diamond in the rough?
You can find recent issues that have been published by Diamond in the rough 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 Diamond in the rough have?
To see how many people subscribe to Diamond in the rough, 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 Diamond in the rough?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Diamond in the rough 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 Diamond in the rough?
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 Diamond in the rough using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Diamond in the rough?
Scroll up to where it says Related Newsletters to see other publications like Diamond in the rough. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Diamond in the rough?
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.