The hottest Acquisition Substack posts right now

And their main takeaways
Category
Top Business Topics
The Asianometry Newsletter 1692 implied HN points 12 Jul 23
  1. Sharp Corporation, a giant in consumer electronics, faced a 20-year decline due to reliance on the challenging LCD panel business.
  2. Founder Tokuji Hayakawa's journey from a young apprentice to creating iconic products like the Hayakawa Mechanical Pencil and Sharp radios.
  3. Sharp's move towards LCD technology led to financial strain, intense competition, and ultimately being acquired by Foxconn in 2016, marking the first foreign takeover of a major Japanese electronics firm.
CDR Salamander 1257 implied HN points 17 Jul 23
  1. During wartime, aircraft are crucial and seaplanes historically played a role in rescuing flyers in distress.
  2. The ShinMaywa US-2 seaplane is seen as a modern, versatile, and necessary asset for military operations.
  3. Issues in military acquisition systems can hinder the procurement of vital equipment like seaplanes.
Fintech Business Weekly 81 implied HN points 25 Feb 24
  1. Capital One's acquisition of Discover is a complex deal that has both good and bad elements for competition, creating a potential shake up in the US payments space.
  2. The CFPB is using once-dormant authority to supervise nonbank entities like World Acceptance Corp, focusing on risks to consumers.
  3. Acting Comptroller Hsu suggests creating a federal money transmitter licensing framework to better regulate non-bank companies providing bank-like services, highlighting potential risks in the growing role of non-bank firms in banking areas.
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First 1000 452 implied HN points 19 Oct 23
  1. TechCrunch's journey started with a personal blog and grew into a media giant through credibility and breaking big tech news stories.
  2. TechCrunch rode the wave of the Web 2.0 era, evolving from a research tool into a significant news outlet.
  3. The pivotal moment for TechCrunch was breaking the accurate story of Google acquiring YouTube, leading to a surge in subscribers and solidifying its position in the tech media industry.
First 1000 1041 implied HN points 28 Feb 23
  1. Let the 1% help you build, they're probably more willing than you think
  2. Reward the 9% for their efforts, they just want to know they'll be recognized
  3. Make the 90% feel something, sometimes emotion is more powerful than utility
benn.substack 991 implied HN points 14 Apr 23
  1. dbt Labs' success has had a significant impact on people's lives by providing better job opportunities and higher salaries in the data industry.
  2. Despite its success, dbt Labs may face increasing competition in the future from startups and other companies that are challenging its position in the market.
  3. dbt Labs could consider evolving its business strategy by focusing on its community, exploring new product opportunities, or even exploring options like selling the company to better align with market trends and potential challenges.
ASeq Newsletter 21 implied HN points 21 Feb 24
  1. The acquisition of Solexa by Illumina involved strategic financial decisions and a combination of technology strengths to create a successful sequencing platform.
  2. There were missed opportunities and challenges due to financial constraints and differing viewpoints among key players in the sequencing technology industry.
  3. The early 2000s marked a period of significant innovation and the emergence of next-generation sequencing technologies, with various companies maneuvering to establish themselves in the market.
Business Breakdowns 353 implied HN points 18 Apr 23
  1. Adobe sells software for designers and marketers, known for products like Photoshop.
  2. Adobe's business is divided into three segments: Digital Media, Digital Experience, and Publishing.
  3. Adobe transitioned from product sales to subscription revenue model, leading to significant growth and challenges.
No-Code Exits 157 implied HN points 27 Jul 23
  1. Paul Metcalfe successfully sold his product, Lettergrowth, in just 4 months after building it with no-code tools.
  2. He used a landing page, DMs, and a community to find users, and relied on sponsorships for revenue.
  3. The acquisition happened quickly via Telegram Chat, with the buyer seeing potential in the product for their own business.
Value Investing Substack 196 implied HN points 15 May 23
  1. CD Projekt Red faced challenges similar to American Express' Salad Oil Scandal, but their Big Gaming moats could offer a favorable risk-reward balance.
  2. The botched release of Cyberpunk 2077 raised questions about third-party negligence and customer response, but only 2% requested refunds.
  3. CD Projekt Red is aiming for transformation by adopting industry standards and potentially entertaining acquisition offers, while maintaining large insider ownership.
ASeq Newsletter 58 implied HN points 04 Aug 23
  1. PacBio is acquiring Apton BioSystems for approximately $110M to enhance their sequencing technology.
  2. The acquisition of Apton seems strategic for PacBio to develop a competitive high-throughput sequencing instrument.
  3. PacBio's new instrument lineup includes a range of sequencers from mid-range short reads to high-throughput long reads.
Exponential Industry 39 implied HN points 30 Jul 23
  1. Room temperature superconducting material LK-99, could revolutionize various industries from transportation to computing.
  2. Companies are racing to replicate the results and bring new products to market quickly.
  3. Investments, partnerships, and acquisitions in the industry are accelerating innovations and expansions.
Nathan’s Substack 4 HN points 09 Feb 24
  1. In the face of drone threats, the issue is more political than technical, with acquisition processes being slow and bureaucratic.
  2. Obsolete air defense doctrines make it difficult to track and counter drones effectively, necessitating a shift in strategies.
  3. Technologically, there are solutions for detecting and neutralizing drones, including directed energy weapons, but bureaucratic hurdles are hindering their deployment.
Exponential Industry 39 implied HN points 02 Jul 23
  1. Focused technology development bets lead to world-leading products and enduring companies.
  2. Advancements in automation technologies are reshaping industries and changing the balance between automation and human labor.
  3. Investments in high-tech solutions like robotics, AI, and additive manufacturing are driving innovation and efficiency across various sectors.
From the Desk 18 implied HN points 26 Sep 23
  1. Gear is an integral part of our lives and can be nostalgic, tied to experiences and memories.
  2. Gear enthusiasts have philosophies in acquiring gear, like brand loyalty or minimalism.
  3. Having a 'Point of Unrecognized Satisfaction' helps assess optimal spending on gear based on usability.
Exponential Industry 19 implied HN points 25 Jun 23
  1. AI adoption is rapidly advancing in various industries like automotive design, robotics, and textile handling.
  2. Manufacturers are increasingly incorporating AI technologies, with a strong preference for cloud vendors like Microsoft.
  3. Companies are investing billions of dollars in AI, automation, and manufacturing facilities to drive innovation and efficiency.
Captain's Log 8 implied HN points 08 Jul 23
  1. Entrepreneurship Through Acquisition involves acquiring small to medium-sized businesses and becoming the CEO without climbing the corporate ladder.
  2. The process includes raising funds for a search fund, locating a business to acquire, operating it for 5-7 years, then selling it.
  3. Despite the value in AI-driven businesses, the lengthy search process and moderate outcomes may deter pursuing Entrepreneurship Through Acquisition.
Richard Lewis 1 HN point 25 Apr 23
  1. Evil Geniuses faced financial struggles under new ownership, leading to a decline in performance and brand reputation.
  2. The takeover by Peak6 brought in new management, leading to a shift in company culture and a focus on rebranding.
  3. Former and current employees reported negative experiences, citing a lack of care for staff well-being and a culture of intimidation.
Exponential Industry 0 implied HN points 21 Jan 24
  1. Manufacturing is becoming trendy with an increased focus on showcasing the manufacturing process through videos.
  2. Automated equipment and robotics are gaining importance in manufacturing industries to cut costs and improve efficiency.
  3. Partnerships, funding rounds, and collaborations are key in advancing technologies and driving innovation in the industrial sector.
Stemble - for the love of STEM! 0 implied HN points 18 Jul 23
  1. Microsoft and Sony sign a 10-year deal to keep 'Call of Duty' on PlayStation.
  2. This partnership aims to address concerns about limiting access to the game solely on Xbox consoles.
  3. Microsoft's acquisition of Activision Blizzard faces challenges from regulators but progresses towards completion.
Newsletter Circle 0 implied HN points 10 Jul 23
  1. The newsletter industry is growing with the emergence of platforms like Duuce dedicated to buying and selling newsletters.
  2. Duuce shifted to a vetted marketplace model, focusing on quality newsletters, success fees, and proper due diligence.
  3. Educating and providing tools for growth and monetization are key to preparing for the future of trading newsletters.