substack-thesis — launch kit

1-liner

SEC 8-K → bull/bear thesis newsletter engine. Operator runs a single-ticker or sector Substack at $29-99/mo.

Tweet hook

Free SEC 8-K filings + Claude analysis = a daily investment-thesis newsletter.

$0 data cost. Substack subs at $29-99/mo. 200 subs = $7-20K/mo recurring.

Stack + ticker-list selection 🧵

Reddit

• r/Substack: "Auto-thesis newsletter — Claude analyzes earnings"
• r/investing: "What would you pay for a daily ticker-thesis newsletter?"

Cold-email ICP

• Existing finance Substack writers (compete on speed, partner on quality)
• Investment-banking research analysts side-hustling
• Family-office back-office staff

Cold-email template

Subject: thesis newsletter on autopilot

Hi {first} — saw your {Substack / Twitter posts on tickers}.

Built an engine that pulls 8-K filings + generates structured bull/bear
theses (you edit + add personal-take). $0 data cost; $29-99/mo Substack
sub price.

Operator math: 200 subs × $49 = $9.8K/mo. Engine handles 80% of work.

DIY MIT-licensed; DFY $1.5K/mo if you want me to operate it for you.

SEO content

1. "Investment newsletter ROI math 2026"
2. "Free SEC data → paid Substack: full pipeline"
3. "Bull/bear thesis structure — what readers actually skim"
4. "Confidence-tagged research: trust building over time"

substack-thesis

Investment-thesis newsletter engine. Pulls SEC 8-K earnings filings, generates structured bull/bear thesis via Claude, publishes to Substack/Beehiiv.

Pricing

• Operator-as-owner (run it yourself, sell subscriptions): $0 to start; $29/mo Substack subscription tier
• DFY operation (we run it for a fund/family-office): $2,000/mo
• Sponsorships: at 5K subscribers, $400-1500/issue ad slots

Niche picks

Architecture

ticker
   │
   ▼
transcript.py  fetch SEC 8-K via EDGAR
   │
   ▼
analyze.py     Claude → structured bull/bear thesis
   │
   ▼
(your Beehiiv publisher OR newsletter-engine integration)

Run

cd C:\openclaw-products\substack-thesis
python -m venv .venv
.\.venv\Scripts\activate
pip install -e .
$env:ANTHROPIC_API_KEY="sk-ant-..."

thesis latest AAPL
thesis latest TSLA

Roadmap

• Pull full transcripts (paid earningscall.biz API)
• Track historical theses → grade accuracy quarterly
• Ticker-list watcher: cron through 50 tickers nightly, pick interesting deltas
• Substack publishing API (or Beehiiv)
• Audio version via ElevenLabs (5-min daily podcast)