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Conor Mac's avatar

Great issue Michael.

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Michael Fritzell's avatar

Thanks Conor! That's great to hear. Just let me know if there's anything particular you'd like me to cover, including source materials. I go through the usual podcasts, Substacks and investor letters.

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Conor Mac's avatar

The wider coverage is great for me. Really enjoyed the Burberry article.

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Michael Fritzell's avatar

Awesome. Yeah, I've been doing the same curation work anyway. The only difference is, with global coverage I'm finding 5x more ideas. And the number of potential readers must be multiples higher as well.

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Emerging Value's avatar

what? there was a burbury article? I skipped all the blue country flags instinctively :D

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Michael Spencer's avatar

Oh I found it. I'm actually looking more into minimalistic link aggregation rundowns (e.g. the Milk Road formula) , because it seems that free model is viable for scale for advertising revenue.

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Michael Fritzell's avatar

Yes this newsletter will be 100% free. Just an ad to my own newsletter at the bottom to create greater visibility.

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Michael Spencer's avatar

Yes I do that with the headers and footers of my many Newsletters here on Substack.

But I found the platform diversification: LinkedIn, beehiiv, Convert Kit, Locals, etc... is likely a better use of my time in the end. Mainly because Substack lacks data, attribution, reader referrals, sequencing, segmentation, network effect at scale, automation and the ESP stats I need for a better picture of what is really going on.

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Michael Fritzell's avatar

Super interesting. Could this be a topic for another newsletter of yours? How to use such data to make create and market better newsletters.

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Michael Spencer's avatar

Email marketing metrics around the benefits of sequencing and segmentation are well known, but weirdly enough in the Creator Economy, it's like we ignore all the literature and the last 20 years of data. I often wonder why Substack decided to dumb things down so much that the lack of data becomes a real barrier to scale and being reader centric? Maybe one day I'll be qualified to write more about it.

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Emerging Value's avatar

Finance is a bit niche in terms of where the audience is. AI can interest a wider public.

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StockOpine's avatar

Glad to see that global stocks are now part of Monday Morning Links.

And thank you Michael for sharing our Booking Holdings analysis.

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Michael Fritzell's avatar

My pleasure!

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