Net Interest vs Stratechery
Net Interest and Stratechery both sit in Equity & Company Research, and are compared here on the same fields used across the index: Research Authority Score, published price, asset class, format and vintage. Both are classified independently, and neither pays for its position on this page.
Choose Net Interest for
- —free or freemium access, where Stratechery is paid only
- —a higher Research Authority Score (96 against 94)
Choose Stratechery for
- —a cheaper entry tier ($15/mo · $150/yr against $30/mo · $300/yr)
- —a longer track record (publishing since 2013)
Data verified 2026-10-04 · independent scoring, no paid rankings
| Field | Net Interest | Stratechery |
|---|---|---|
| Research Authority | 96/100 | 94/100 |
| Type | Analysis | Analysis |
| Category | Equity & Company Research | Equity & Company Research |
| Asset classes | Equities | Equities |
| Niche | Banks, fintech & the financial sector | Technology platforms & strategy |
| Price | $30/mo · $300/yr | $15/mo · $150/yr |
| Access | Freemium | Paid Subscription |
| Founded | 2019 | 2013 |
| Region | United Kingdom | United States |
| HQ | London, UK | Taipei / US |
Also consider
Desks that overlap with Net Interest and Stratechery on category, tags or asset class, ranked by Research Authority.
Quartz Sea Research
European Aerospace & Defense Equity Research | Sovereign Procurement Ledger
Niche · European defense & aerospace equities
The Diff
Inflections in Finance & Technology
Niche · Technology & financial infrastructure
Conks
Global Monetary Mechanics & Funding Markets
Niche · Monetary dynamics & repo plumbing
SemiAnalysis
Semiconductors, AI Compute & Supply Chain Research
Niche · Semiconductors & AI compute supply chain
Compounding Quality
Quality Compounders & Portfolio Tracking
Niche · Quality compounding equities
Mostly Borrowed Ideas
Institutional-Grade Deep-Dive Equity Research
Niche · Large-cap compounders & software deep dives
Kakashii's Materials
AI, Semiconductors & the Magnificent 7 — Due Diligence & Red Flags
Niche · AI/semis red flags & the Mag-7 bear case
The Information
Deep Tech, Media & Business Journalism
Niche · Technology, media & venture capital
Capital Allocators
Allocator Interviews & Operations
Niche · Institutional allocator playbook
Frequently asked questions
Is Net Interest better than Stratechery?
They lead on different things. Net Interest scores 96/100 on Research Authority and covers Banks, fintech & the financial sector; Stratechery scores 94/100 and covers Technology platforms & strategy. Net Interest is the stronger pick if you want free or freemium access, where Stratechery is paid only, or a higher Research Authority Score (96 against 94). Stratechery is the stronger pick for a cheaper entry tier ($15/mo · $150/yr against $30/mo · $300/yr), or a longer track record (publishing since 2013).
Is Net Interest cheaper than Stratechery?
Net Interest lists $30/mo · $300/yr (Freemium); Stratechery lists $15/mo · $150/yr (Paid Subscription). Price is only comparable at the tier level: an entry tier at one desk and an institutional tier at another are not the same product, so check which tier actually gives you the coverage you need.
What is the difference between Net Interest and Stratechery?
Net Interest is classified as Analysis covering Equities, publishing since 2019 from United Kingdom. Stratechery is classified as Analysis covering Equities, publishing since 2013 from United States. The practical difference is usually format: both publish in the same format, so the split is coverage and price.
Can I subscribe to both Net Interest and Stratechery?
Yes, and for desks in the same category it is often rational: overlapping coverage confirms or contradicts a thesis, which is useful when you are sizing a position. The cost test is whether the second subscription changes a decision. If it only repeats the first, the money is better spent on a desk in a category you do not currently read.