The $400 Arbitrage
Upgrading ALL ANNUAL paid members to the new $699 tier for free
On December 7th, we sent you a note titled “This Isn’t a Newsletter.”
In it, we pointed out an anomaly: we were providing institutional-grade research, the kind usually locked behind a $20,000 Bloomberg terminal, for what amounts to a rounding error.
We called it a “no-brainer”.
The response forced us to pause and look at the sustainability of that model.
Touching Base
We don’t just look for management teams that obsess over optimization; we practice it. We audit our settings daily to find marginal gains that improve your experience.
The Hemit is no longer just a newsletter; it is a research terminal.
We’ve stripped away the noise to give you direct access to:
Deep Dives & Portfolio: Find our highest-conviction ideas instantly
Hedge Fund: Live, transparent tracking of our own performance
Start Here & Media: A library of our methodology and appearances
While optimizing the platform, we found a flaw in the business model.
We are publishing institutional research for pennies on the dollar. Selling Bloomberg-level alpha for a $9 add-on doesn’t just undervalue the work; it misrepresents it… and us.
We are correcting that mistake today.
The New Structure (Effective in 48 Hours)
We are simplifying The Hermit into two distinct paths: The Investor (Consumer of Research) and The Inner Circle (Access & Influence).
Here is how the pricing will change on Wednesday, December 17th, at midnight:
1. Annual Plan (The New Standard)
Old Price: $290/year
New Price: $329/year
The Upgrade: This plan will now INCLUDE the Monthly Deep Dives (50+ Pages) previously reserved for the LP tier.
Why: This becomes the complete toolkit for the serious investor. You get the Portfolio, the Weekly Ideas, and the Institutional Thesis.
2. 🧙♂️ Inner Circle (Formerly Equity Focus LP)
Old Price: $299/year
New Price: $699/year
The Shift: This is no longer just about reading reports. This is for high-net-worth individuals who want access. It includes Priority Briefings (Early Access to Summaries of our Write-Ups), Quarterly Strategy Calls (60-minute Zoom), and voting rights on our research pipeline.
Your 48-Hour Opportunity
We want to honor the early believers who have been with The Hermit before we hit this new scale.
If you upgrade to Annual ($300) before Wednesday, not only will you keep this price forever, but we’ll upgrade you to the 🧙♂️ Inner Circle
Here is the math:
Subscribe now for less than $300.
We upgrade all annual subscribers into the 🧙♂️ Inner Circle
In 48 hours, the price for this tier rises to $699.
Because you are locked in, you get the 50+ Page Deep Dives (worth $1,000s), Priority Briefings (new Executive Summaries), Quarterly Strategy Calls (new Zoom calls), and new voting rights on our research.
You are effectively getting the Inner Circle research for the Standard legacy price.
The Choice
The “spectator” phase is over. We are moving toward a professional research model.
Option A: Wait, and pay $699/year for this access later.
Option B: Lock it in now at sub $300/year and save +$400 every single year you remain a member.
The loophole closes on December 17th at midnight.
See you on the cap table.
- Alejandro Yela, Founder, Equity Focus FIL
