Climbing the Summit: Shifting to a Premium Model

Summit Stocks is launching a paid tier with premium research, fully transparent portfolio updates, and a powerful new stock analysis tool

Summit Stocks has grown into an incredible community of over 1,060 like-minded investors.

To continue delivering even better, long-term investing content—and to bring you a brand-new stock analysis platform—I’m making a difficult but important change.

Starting next week, Summit Stocks will offer a paid subscription tier.

Now, I know the current stock market is a big mess. I even considered delaying this step. But that wouldn’t reflect the long-term mindset we stand for. In times like these, quality research and clarity matter more than ever.

But don’t worry—free content isn’t going away. I’ll keep publishing posts for everyone, but some content will become exclusive to paid members.

Source

What Paid Members Will Get

• One Investment Thesis Per Month

  Each month, I’ll share one high-conviction, deeply researched stock idea. Quality over quantity.

• Monthly Portfolio Letters
  Full transparency: positions, trades, and rationale. Every decision in the portfolio, shared directly with paid members.

• Stock Updates & Valuations
  Ongoing analysis, earnings breakdowns, and updated valuations on stocks I cover—exclusive for paying members.

Introducing Summit’s Analytics

Paid members will also get access to Summit’s Analytics—a powerful research tool to analyze any listed company with 30+ years of historical data, presented through clean, easy-to-understand visuals.

The first version will go live soon. While it starts with historical data and stock charts, we’re already working on future features like DCF models based on Michael Mauboussin’s framework. We’ll improve it continuously—with your feedback at the center.

Once the site is live, paid subscribers will get immediate access. Stay tuned!

What’s Staying Free

A solid chunk of content will remain free and accessible to all:

• Key Investing Concepts

  I’ll keep breaking down core investing ideas like the two examples below. These types of posts give a taste of what to expect in the paid tier and are designed to help you become a better investor.

Common Errors in DCF Models From Michael Mauboussin

ROIC, Reinvestment Rate, Intrinsic Value Growth

• Quick Pitches

  With one investment thesis per month, there’s room for shorter posts on stocks that seem interesting but don’t (yet) warrant a full write-up.

• Previews

  Free subscribers can preview paid posts to get a sense of what’s inside.

Pricing

You’ll be able to choose between:

• €15/month (converted to your local currency)

• €150/year (2 months free)

Both plans include full access to premium content and Summit’s Analytics.

Launch Offer: 30% Off

To celebrate this new chapter, I’m offering a 30% discount for early annual subscribers:

• Just €105 for the first year (€8.75/month)

This special launch price will be limited to the first 40 paid members.

Starting next week, you’ll be able to upgrade to a paid plan. I’ll send you a follow-up email as soon as it’s live!

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I’m looking forward to what’s ahead, and hope you’ll be a part of it.

Lucas
Author & Founder, Summit Stocks

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Disclaimer: the information provided is for informational purposes only and should not be considered as financial advice. I am not a financial advisor, and nothing on this platform should be construed as personalized financial advice. All investment decisions should be made based on your own research.