The Private Ledger

The Private Ledger

About the Substack

Deep-dive research on Anthropic, OpenAI, Stripe, Anduril, Saronic and the companies shaping tomorrow's public markets.
Financials. Valuations. Competitive advantages. IPO analysis.

Free Subscription Benefits

• Deep dives into private companies.

Paid Subcription Benefits

• 🔓 Subscriber-only posts on IPO macro trends and full archive.
• 🔜 On-Demand Research: Priority requests for comprehensive breakdowns.
• 🧐Full Access: To my portfolio and my thesis on 12 different companies including Amazon, Uber and Mastercard.

Paid Subscription Plans

• $35 a month
• $220 a year

About The Private Ledger

Private Market Research. Asymmetric ideas before they become mainstream. Deep dives on Anthropic, OpenAI, Anduril and more.