Elliot’s Musings
ElliotOpinions on companies and markets. Not investment advice.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 77 | Subscribers | Read | alphaseeker84.substack.com |
Curious about how many subscribers Elliot’s Musings has or want to find similar newsletters? Reletter has got you covered. We collated all the information we could find from across the web in our database of over three million newsletters.
Check the email archives, get traffic estimates, engagement scores and more to discover the best advertising opportunities.
Our search tool helps you locate relevant newsletters for any topic and compare their stats for better sponsorship decisions.
Latest Issues
Recent posts by this newsletter. Browse the email archive.
APO: Two Earnings Streams, One Mispriced Stock
APO is trading at ~$115, 30% off its late-2025 highs and roughly 13X trailing DE for a business that just reported record results across every segment. The stock has de-rated alongside the entire alternative asset manager complex amid renew...
The Efficiency Trap: Why AI’s Micro-Success Could Become a Macro Problem
The AI revolution is currently being sold through a remarkably clean narrative of micro efficiency. In this story a company replaces its junior analysts with autonomous agents and its customer support with voice models and its project manag...
How I Think About SBC in Valuation
Every time software stocks decline, the internet rediscovers SBC and turns it into a hot take factory because software is basically the poster child for SBC abuse. Arguments like FCF is fake because of SBC and subtract SBC from FCF and that...
SaaS Isn’t Dead, the Pricing Model Might Be
Something broke in software over the last few months. NOW’s NTM P/FCF compressed from 43x to 25x. went from 26x to 16x. from 40x to 23x. This wasn’t broad market selloff but a precise repricing within application software land. The patter...
Similar Newsletters
Other publications recommended by the authors of this newsletter.
Authors
The writers behind this newsletter.
This is a personal blog and not investment advice
Frequently Asked Questions
How can I access the email archive for Elliot’s Musings?
You can find recent issues that have been published by Elliot’s Musings 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 Elliot’s Musings have?
To see how many people subscribe to Elliot’s Musings, 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 Elliot’s Musings?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Elliot’s Musings 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 Elliot’s Musings?
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 Elliot’s Musings using the contact information provided and ask for a copy of their media kit.
How can I find newsletters similar to Elliot’s Musings?
Scroll up to where it says Similar Newsletters to see other publications like Elliot’s Musings. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Elliot’s Musings?
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.