PLANS & PRICING

Every earnings call, three levels of depth.

Start with the free first take. Subscribe for the considered view a few days later, or go all the way to original primary research.

IMMEDIATE CALL POSTMORTEM

Free

Unfiltered first reactions posted the moment an earnings call ends.

✓ Live on X within minutes of the call

✓ Archived on Substack and this site

✓ Every covered company we can get to each quarter

Read the postmortems
Read the postmortems

UPON FURTHER REVIEW

$350/yr

Focused reports at least once a quarter on each covered company: guidance, management commentary and what changed.

✓ A report after every earnings call

✓ Typically delivered 3–5 business days after each call

✓ Coverage of 20 retail and consumer companies

✓ Full archive of Upon Further Review reports

Upon Further Review
$350.00
Every year

A focused report on every earnings call we cover, published within 3–5 business days. Billed annually. Renews automatically. Non-refundable.

✓ Upon Further Review report after every earnings call
✓ Typically delivered 3-5 business days of each call
✓ Coverage of 20 retail and consumer companies
✓ Full archive of Upon Further Review reports

DEEP DIVES

$500/yr

Original primary research you won't find anywhere else, plus everything in Upon Further Review.

✓ Two or more original deep dives a year

✓ Every Upon Further Review report

✓ Financial models for all 20 covered companies

✓ Full archive of past deep dives

Deep Dives
$500.00
Every year

Original primary research on the companies we cover, plus every Upon Further Review report and all financial models. Billed annually. Renews automatically. Non-refundable.

✓ Two or more original deep dives per company a year
✓ Every Upon Further Review report
✓ Financial models for all 20 covered companies
✓ Full archive of past deep dives

How it works around an earnings call

DAY 0 · CALL ENDS

The first take

Postmortem goes live on X, then Substack and this site. Free for everyone.

DAY 3–5

The considered view

Upon Further Review lands in subscribers' inboxes with the full report.

TWICE A YEAR+

The primary research

Deep dives go well beyond the calls, with original work on a single company.

Compare plans

FREE$350 / YR$500 / YR
Immediate Call PostmortemsYesYesYes
Upon Further Review reports—YesYes
Deep dives (2+ per year)——Yes
Research archiveFree notesUFR archiveEverything
Email alertsNewsletterYesYes

Questions

Which companies do you cover?

[List or link to the coverage universe, and whether every company gets an Upon Further Review each quarter.]

Can my firm pay by invoice?

[Your answer — institutional buyers often need an invoice or a multi-seat option.]

I subscribed during your first year. What happens now?

Thank you. As a founding member you keep full access to everything, including Deep Dives, at your original $350.

Can I cancel?

[Your renewal and cancellation terms.]