After the market close on Tuesday afternoon (September 19th), I will be increasing prices for the TSOH Investment Research service. If you’re a paid subscriber before the price change goes into effect, you will be grandfathered in at today’s rates for as long as you’re subscribed to the service (currently $49 per month or $349 per year; the new pricing is $74 per month or $499 per year).

This is the first pricing change since the service launched in April 2021. Over the past two and a half years, I’ve shared roughly 200 write-ups with subscribers. That list has included dozens of deep dives, portfolio holding and watchlist updates, investment philosophy discussions, and complete portfolio transparency (disclosure of all portfolio changes before they are executed).

If you’re a long-term investor who aspires to own high-quality businesses, we share a similar investment philosophy. If you’re interested in having complete access to my equity research, now is an ideal time to consider a subscription. If I can answer any further questions to help with your decision, please let me know (DM or email).

Thank you.