You Don't Want To Miss This Deal

Today’s post is a little different. Because today marks a turning point in the DualEdge Invest story.

Let us explain.

We recently passed 500 subscribers here on Substack.

That number—500 real people voluntarily reading what we put out every week—felt surreal. It was the first time we realized: hey, we might actually be getting somewhere with this.

And we’re not going to lie: we’re proud. But more than that, we’re deeply motivated. Because before DualEdge existed publicly, we were already doing this—meeting up, pitching stock ideas to each other, debating them, sometimes buying, sometimes not.

Eventually, friends started asking to sit in. And that sparked the idea: why not publish our research? We were already putting in the work—writing reports, forming theses, digging deep. Might as well share it with a wider audience.

From the beginning, our goals were twofold:

1. Create consistency in our research and writing (no more sporadic weekend binges).

2. Build a newsletter that actually meant something.

We experimented a lot. What topics click? Where do we bring something different to the table? What kind of investor community do we want to build?

Nine months in, we feel confident saying: we hit those initial goals.

Two articles a week, every week. Zero missed deadlines.
And now… 500 of you reading along.

So: what’s next?

Two weeks ago, we sat down to answer that question.

What do we want this newsletter to become?
What kind of value do we want to offer you—our readers?
And how do we make this sustainable, long-term?

The answer, we think, is a win-win.

We’ve decided to launch a paid version of the newsletter.

Now, before you roll your eyes at yet another newsletter going paid — hear us out.

This isn’t about building a paywall just to make money.
This is about building deeper value — for both sides.

The kind of research we want to do takes time. Serious time. And while we’ve happily sacrificed evenings and weekends to write what we believe in… rent still exists. Energy isn’t infinite. And we want to go further.

This isn’t about “earning more.”
It’s about buying back our time so we can do better.

We’re not aiming for a luxury yacht. Just a bit more freedom to build something great with this community.

What Exactly Will Change?

We’ve decided to split our content into two clear tracks: free and paid.

Let’s start with what stays free.

Our free content is here to help you think better, not just invest better. That means: questioning popular investing dogmas, breaking down frameworks and mental models, offering guides on specific investing challenges, and sharing raw takes on major investing news. All without dumbing it down or dressing it up.

You’ll continue to get deep perspectives that go beyond the typical headline-chasing noise. You know — the kind of stuff you can’t just Google.

Examples of what will remain free:

[FREE] A Guide On Key Financial Metrics

The Hidden Cost In Dollar-Cost Averaging

Black Swan in the White House

In short: education stays free. We believe the tools to think should be accessible to all.

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So what will be paid?

Once we’ve shared the thinking, we’ll take it a step further — and apply it.

That means: detailed research into companies, sectors, and themes. Our valuation models. SWOTs and strategic breakdowns. And yes — whenever we buy or sell in our personal portfolios, paid subscribers will get full access to the what, why, and how.

This is where theory meets practice.

Why I Sold Tesla

Is Amazon Undervalued?

The Market Punished Aris. Was It Right?

You’ll also get access to the actual tools we use ourselves. Like our custom Monte Carlo simulator that runs thousands of DCF variants with variable discount rates, IRR simulations, and more.

Want to see what the Monte-Carlo Simulator can do for you? Check this article out:

Melexis - Part V

And — we’ll be publishing our personal portfolios via a live tracker. You’ll be able to peek behind the curtain: how we size positions, allocate capital, and structure around themes. We’ll be transparent, but one disclaimer: don’t copy us blindly. We make mistakes too.

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The Core Message:

Free = learning how to think about investing.
Paid = putting that thinking into practice.

With an edge. A DualEdge.

Two different perspectives — one sharp and behavioral, the other strategic and systematic. Ratio use with context, not as gospel. We dissect ROIC, FCF yields, IRR trees, yes — but always ask: what’s priced in, and what’s the actual strategic moat behind the math? Together, we try to see what the spreadsheet misses.

We don’t worship the P/E ratio. We don’t blindly DCA. And we sure as hell don’t think 'just buy the index' is a satisfying answer for curious minds.

We believe investing is a thinking sport — and sharp thinking rarely fits inside a one-size-fits-all rule of thumb.

Act Now — or Miss Out on Badly

The paid subscription starts on the first of July.

That gives us time to fine-tune everything behind the scenes and make sure you get the best possible experience from day one.

But it also gives you time to pledge.

And honestly? Now’s the time.

We’ve introduced a heavily discounted early supporter deal to thank those of you who’ve been with us from the start. These first few months were the hardest — and it’s your support that helped us push through, refine our voice, and believe this project deserves to go bigger.

So here’s how it works:

You can now pledge in two ways:

• $8/month (vs $20/month after launch)

• $80/year (vs $200/year after launch)

That’s 60% off — no small thank you.

If you’ve been thinking about going paid eventually, now’s the smartest moment. After this pledge period, these prices will be gone for good.

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Final Thoughts

We know today’s post wasn’t our usual investing breakdown. But we didn’t want to skip a week or disappoint our regular readers.

So — to thank you for the continued support, and to give a taste of what the paid tier will actually offer — we’ll be dropping a full company deep dive tomorrow (Monday). It’s sharp, strategic, and grounded in numbers. And yes, it’ll be free for now — a small gift to say thanks.

We’re incredibly excited about what comes next. Not just because it helps us grow, but because it allows us to go deeper, be bolder, and serve you better.

If you’ve found value in our work — if we’ve ever helped sharpen your thinking, challenge your assumptions, or just made investing feel a little less lonely — we’d love for you to consider going paid.

Let’s sharpen the edge.
Let’s challenge the defaults.
Let’s invest — wisely, bravely — together.

With respect,
Cas & Milan
DualEdge Invest