The Next Phase: Why I am "Going Paid"
To take my deep-dive analysis to the next level, I am launching a paid tier. I wanted to share the game plan and a special 'Charter Member' offer to lock in the lowest price forever.
I started this newsletter with a single goal, simply put to share the kind of investment analysis I wanted to read but could not always find, and also as a personal outlet for myself to sharpen my thinking.
Over the last half-year, the response has been incredible. The community has grown faster than I ever imagined, and discussions on various stocks have proven that there is a real appetite for serious, deep-dive research.
But - producing high-quality analyses takes time. A lot of it. The Hexatronic and Evolution analyses I just published took basically all my waking time since the reports came out to finalize.
To sustain this level of depth and take it further, I need to evolve the model.
Investing in “The (Fjord) Alpha”
Starting February 1st, I am introducing a paid subscription tier.
By moving to a paid model, I can align my incentives 100% with yours. I don’t work for advertisers or sponsors, but for you. My only goal is to help you (and myself!) make better investment decisions.
Here is how the new structure will look:
1. The Free Tier
I will never stop writing for the public. Free subscribers will still receive, e.g.:
Market commentary and macro thoughts
Teasers on earnings reports
Occasional full articles
2. The Paid Tier
This is for the serious investors who want the full game plan.
Deep Dives: Full, unredacted access to reports like recent Q4 Analyses.
“Game Plans”: Actionable advice on what to do (Buy, Sell, Hold ratings) immediately after earnings prints.
Portfolio moves: Full transparency on what I am buying, selling, or watching in my own portfolio - plan to launch in 2026
The Archive: Unlimited access to the library of past reports and deep-dives.
The “Charter Member” Offer: Join the Seed Round
I want to reward the people who have been here from the start, the ones who read the early posts and helped build this community.
I am treating you like the “seed investors” in this new business.
If you upgrade before February 28th, you will lock in the Charter Member Rate, which gives you 20% OFF the subscription price FOREVER.
Why Join Today?
We are heading into a volatile 2026 (Conflicts, GenAI, Politics…), and I think the next few years will be defined by stock picking. I plan to be right there in the trenches, turning over every rock to find the compounders that will drive our returns.
I hope you will join me for this next chapter!
Thank you for reading,
Fjord
P.S.
The Q4 Deep Dives are starting to come live for paid subscribers. If you upgrade now, you can read the full analysis immediately and see exactly why I think;
Evolution Q4-25: A floor, not a victory lap
Hexatronic Q4-2025: The Fallen Angel has stopped falling
Many more to come…