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Lin
@pyhrroll
Ran a 300m dau social platform / Now @ frontier AI lab in the Bay Area / Dad of 2.
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Feb 27
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8 tweets
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4 min read
I spent $9,600/year on Substack so you don't have to.
I subscribed to 23 paid investment newsletters, crawled 1,782 articles, and tracked 3,519 stock picks over the past year.
Here's who actually made money and who didn't. A thread. I work in AI. Last year I got into public equities and fell down the Substack rabbit hole.
Subscribed to everyone — semi analysts, macro traders, small-cap hunters, commodities folks, and the legendary Michael Burry.
Problem: too many newsletters, not enough time to read, and no way to tell who's actually good.
So I built a system to find out.
Here's what $9,600/year of Substack looks like: