Reletter
Artwork for Vestrule

Vestrule

Ben Tewey

Monthly deep dives into public companies

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues17Founded4 years agoLast Issuea year ago
Active

Read this Newsletter

vestrule.substack.com
Artwork for Vestrule

Latest Issues

VMS Manifesto

To start, this is written by someone in their early twenties who has never worked in a software business before and lacks first hand experience, many of these ideas purely from what I have read such as the wonderful resources at Tidemark. I...

a year ago
3
1

Somnigroup [SGI]

Kingmaker to Grim Reaper

Thesis Summary

As Scuttleblurb wrote in the intro to his SHW analysis:

“In some industries you will find one player that uniquely and above all peers excels at something that is foundational to exc...

a year ago
4

AI and Vertical Market Software

The bear case for software goes something like: the cost and technical ability to develop software is coming down because of generative AI → therefore new entrants can take more shots on goal at incumbents → therefore the chance someone, so...

a year ago
5
1

PAR Technology [PAR]

This is the PDF of a PAR Technology pitch done in April 2024.

Par Presentation Vf

1.24MB ∙ PDF file

Download

Download

a year ago

Driven Brands [DRVN]

This post was originally written on 1/5/2025 with numbers current as of that date.

Investment Overview:

Driven brands (DRVN) is now at an inflection point over the next 18-36 months where the US car wash business has stabilized, managemen...

a year ago
7

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for Vestrule.

SubscribersMonthly Web VisitsAccepts Sponsors
Estimated Cost per Ad

Authors

The writers behind this newsletter.

  • Ben Tewey

    Tenacious learner.

  • Frequently Asked Questions

    How can I access the email archive for Vestrule?

    You can find recent issues that have been published by Vestrule 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 Vestrule have?

    To see how many people subscribe to Vestrule, 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 Vestrule?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch Vestrule 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 Vestrule?

    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 Vestrule using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to Vestrule?

    Scroll up to where it says Related Newsletters to see other publications like Vestrule. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact Vestrule?

    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.