Founding Status & Value Investing FM Member Perks
An upgrade for our sharpest readers (and an early thank you to our Value Investing FM attendees)
In the last few weeks, we’ve covered a lot of ground, from the complex debt structures of Aurora ($ASG) and the high-margin “shovels” of the AI (shovel) gold rush, to a deep dive into Modular Medical’s disruption of diabetes care.
Our goal is to provide an expert, ‘inner circle’ vision of the market that’s easy to digest but impossible to find in the mainstream press. Trust us, all of this information comes from primary field research and one-on-one conversations.
We want to get more of you into these deep dives, so for the next 72 hours, we’re opening up a special window for our free spectator community members.
The Founding Member Upgrade
If you upgrade to an Annual Subscription within the next 3 days, we will automatically move you to our Founding Member tier.
This is priority access just for you. As we continue to track $100+ oil scenarios and uncover uncorrelated returns, you’ll be at the front of the line for every priority briefing, deep dive, and Pick of the Week.
Important Note: pls don’t use the iOS in-app purchase, it will charge you an additional 30% that goes straight to Apple, use this link on your web browser.
For our Value Investing FM Attendees
Firstly, we prepped an excellent presentation that you’ll be the first to get, and that will later be posted online for everyone.
For those of you who joined us at the Value Investing FM event, we know you’ve already invested $200+ to level up your education. We want to honor that commitment.
Use code VIFM at checkout [hrmt.substack.com/vifm]
… and you’ll get 20% off for life. Plus, if you choose the annual option in the next 72 hours, you’ll get the same Founding Member upgrade mentioned above.
How to claim it:
Choose the Annual plan.
Use the discount code provided at the event (or click the link above).
We’ll handle the manual upgrade to Founding status on our end.
It’s your time to take advantage of the oil price-induced chaos, be the first to access opportunities. We’d love to have you with us for the next big breakdown.
See you on the cap table.
- Alejandro Yela, Founder, Equity Focus FIL





