Business Model Mastery
Daily business model and economic moat research for long-term investors. Discover why some companies earn extraordinary profits, what protects their competitive advantages, and how those advantages are changing. Build knowledge that compounds.
- Top in Finance
- #523
- Subscribers
- 6.0K
rounded by Substack
Growth history
Subscribers (thousands, nightly)
6.0K on Sep 10, 2026 → 6.0K on Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #523 today · #521 a week ago · #495 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 42 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 100%
- Best rank seen
- #485
- Rank, 7 days
- −2 places
- Rank, 30 days
- −28 places
- Reactions per post
- 5
- Reactions tracked
- 56
- Tickers covered
- 1
of 525 ranked finance newsletters
on Sep 14, 2026
average, recent posts
across 12 posts
in tracked posts
Most-reacted post we have seen: Yubico Stock Analysis: The Security-Key Moat Is Real, but Passkeys Could Shrink the Market It Created — 8 reactions on Sep 3, 2026.
Recent posts
- Discover Financial Services Stock Analysis: A Valuable Payments Network Was Undermined by a Governance Failure
- Edenred Stock Analysis: A Powerful Payments Network Just Discovered the Limits of Pricing Power
- Infratil Stock Analysis: The Portfolio Is Becoming a Data Centre Bet
- DiaSorin Stock Analysis: Exceptional Diagnostic Margins Must Now Justify a Much Larger Capital Base
- Dino Polska Stock Analysis: The Store Rollout Still Works, but the Easy Growth Is Getting Harder
- Walmart Stock Analysis: The World’s Largest Retailer Is Becoming More Profitable Without Abandoning Low Prices
- Firefly Stock Analysis: The Product Is Small. The Cost of Failure Can Be Enormous.
- Yubico Stock Analysis: The Security-Key Moat Is Real, but Passkeys Could Shrink the Market It Created
- Aristocrat Leisure Stock Analysis: A Gaming Content Moat Is Moving Online, but the Economics Must Follow
- Oriental Land Stock Analysis: Tokyo Disney’s Pricing Power Is Exceptional, but the Next ¥330 Billion Bet Is at Sea
- Texas Instruments Stock Analysis: The Analog Giant Has Built the Fabs. Now It Must Earn the Return.
- Grand Canyon Education Stock Analysis: An Asset-Light Cash Compounder With 90% of Revenue Tied to One University
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Business Model Mastery. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 21, 2026.