A Pricing Update for The Mikro Kap

existing subscribers are NOT affected

Hello, here’s a quick but important update on The Mikro Kap pricing.

On Saturday, January 10th, prices for NEW subscribers are going up.

The monthly subscription is going from $30 to $45 per month.
The annual subscription is going from $240 to $300 per year (a $25/month equivalent).

If you’re already a paid subscriber, or sign up by Saturday, your price will not change as long as you remain a subscriber.

The reason I’m raising prices ONLY for new subscribers is that it’s now been a little over a year since I turned on paid subscriptions, and I want to thank those who chose to support me and made it possible for me to dedicate all my time to The Mikro Kap. Grandfathering you in at the lower rate, in perpetuity, feels like a more meaningful way to show that appreciation than words alone.

And the reason I’m raising prices much more for monthly subscribers is that I want to encourage a base of longer-term thinkers. In the same way funds prefer permanent or “patient” capital, I prefer readers who judge me on my annual output, not on a monthly cadence. I don’t want to promise 3x actionable ideas per month or turn this into something meant to entertain on a weekly basis. I simply research a lot and write in depth about whatever I think offers the best risk-reward at the time. That approach won’t change with higher prices.

For reference, last year—which was both the highest-turnover year I’ve ever had and the year I found the most “actionable” ideas—I wrote 14 research reports on 17 new ideas and invested my own money in 12 of them.

But Mikro Kap isn’t only about new ideas. It’s also about constantly reassessing whether the initial thesis still holds through proper maintenance due diligence: closely following filings and news releases, speaking with management, and sometimes visiting companies in person.

If you’d like to read more about the publication, you can do so here:

The Mikro Kap

In case you’d like to read more about my investing style, you can do so here:

My life in Value

Panta Rhei

Or if you’re curious how the returns looked for companies profiled in the first 365 days after I turned on paid subscriptions, you can do so here:

LINK

Again, a massive thank you to those of you who made this investing publication possible. I’m incredibly grateful and will do my best to make the subscription worth your hard-earned money.

Feel free to share this post with anyone who might find it useful.

David