Leveling Up Lekker Insights
Join us for what's coming next
I started posting here more regularly as a way to think out loud about markets, test theses, share analysis I use to manage capital and contribute to the fintwit ecosystem. I appreciate everyone who has joined our community and contributed in some form or fashion.
Moving Lekker Insights to a paid subscription model allows me to go deeper on ideas, share more analysis and provide more of my time and access. It will also help us build the best community of engaged participants and create a more fruitful environment for everyone involved, facilitating both collaboration and debate. It’s one thing to read a trade idea or investment thesis, but it’s another to be able to stress test it, ask questions and contemplate structure/execution to truly learn, understand and action it.
In a world of mass AI and technological adoption, I believe there will be an increasingly necessary role for human connection and communities. Lekker will solve that, serving as a go-to hub to escape the clutter and madness of social media. How you filter the noise, curate ideas and who you surround yourself with will become even more important.
As a member of this community you will have insights into my investment process, portfolio positioning and trading strategies in as real-time as possible. Here’s what that looks like in practice.
Paid subscribers will receive:
Scouting the Tape delivered weekly, most weeks (~40-50 issues per year)
Interactive market update calls held every 1-2 months (~5-10 calls per year)
Deep-dive and thematic research (~5-10 reports per year)
Live chat and Q&A
Annual Lekker Capital meetup (TBD, in ideation phase)
I plan to continue to take a quality over quantity approach to ensure I am delivering actionable ideas and relevant conviction. The above gives you a sense of what I expect to deliver from the jump, but this space will be improving and expanding over time.
Free subscribers will continue to receive our Forward Guidance podcast chartbooks.
Founding member pricing for those who got here early.
If you’ve been a part of this community from the beginning (or close to it), I want that to mean something. For the next two weeks, I’m offering founding member pricing at 25% off / $300 per year. After the founding member window closes on June 30th, pricing moves to the standard rate of $400 per year.
The work you receive from me will be the result of thousands of hours of my time and energy. If over the course of a year a single idea or trade helps you generate 10% on a $4,000 position, the subscription has paid for itself.
One last thing.
If you’ve followed me for any amount of time you have probably been able to tell that I absolutely love markets, geopolitics and current events. That passion led me to investing and the understanding that the efficient and free allocation of capital is essential to a strong economy and society as a whole. It’s meaningful to me.
I also love working with people, learning from others, gaining new perspectives and lending a helping hand where I can. I have been sharing my research and ideas across Twitter/X and various platforms for free for a number of years and I am better for it. I have had a lot of great people and mentors that I’m grateful I’ve been able to learn from over the years and I believe giving back where possible is what you do. We’ve all had help along the way - that’s what life is all about.
If you’re someone who’s seriously interested and an active follower but unable to commit to the annual subscription required to be a member, reach out and I’ll see what I can do. We also have a referral program that can provide free access to a subscription after sharing it with others.
I hope you’ll come along.
Thank you for your continued support and participation. I promise this will be an informative, fun and rewarding community to be a part of.