The hottest Analysis Substack posts right now

And their main takeaways
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Top U.S. Politics Topics

Narcissists vs. pushovers

Klement on Investing • 2 implied HN points • 27 Feb 24
💼 Business Analysis
  1. Narcissistic CFOs tend to manipulate equity analysts, especially those who are perceived as easily influenced.
  2. Narcissistic CFOs employ various persuasion tactics when meeting with analysts, focusing more on analysts deemed pushovers.
  3. Analysts are more likely to issue optimistic forecasts and better ratings for companies with narcissistic CFOs, potentially leading to less reliable information for investors.

I Searched For Empirical Proof that the '80s Were a Bucket Full of Ass, Artistically

I Might Be Wrong • 2 implied HN points • 23 Feb 24
🎶 Music Analysis
  1. The author explored the idea of 'golden ages' in art and whether specific times and places foster more creativity.
  2. The study compared the music popularity of the late '60s/early '70s with the '80s, showcasing a clear difference in lasting impact.
  3. The '80s were seen as a nadir of musical creativity, with the raw energy of rock '60s/'70s music giving way to a commercially different sound.

New Model Portfolio: "Decent Dividends"

Theory A : Visualize Value Investing • 3 implied HN points • 19 Feb 23
💰 Finance Analysis
  1. New model portfolio 'Decent Dividends' aims to find companies with healthy cash flow and commitment to returning excess cash to shareholders.
  2. The portfolio includes stocks like ABBV, VZ, and EOG that show potential for dividend yield and price appreciation.
  3. Using Theory A allows investors to screen and analyze stocks based on various financial factors for long-term investment decisions.
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Kenneth Koch: The Elevation of Play

Joe Tourville • 2 implied HN points • 23 Aug 23
📚 Literature Analysis
  1. Kenneth Koch blends modernist seriousness with postmodern playfulness in his poetry.
  2. Koch's poetry oscillates between profound and whimsical, using humor to reveal profound truths.
  3. Koch's work enriches our understanding of 20th-century American poetry by melding high modernism with playful postmodernism.

The manlet Dorian

Wyclif's Dust • 1 HN point • 10 Feb 24
📚 Literature Analysis
  1. The text discusses the concept of perpetual youth and the desire to avoid growing up, using Dorian Gray as an example.
  2. It explores the idea of life as self-creation, focusing on experiences and the impact of societal values on personal development.
  3. The text also delves into the consequences of prioritizing individual desires and self-creation over traditional responsibilities like parenthood, highlighting the challenges and implications of this modern mindset.

Is it too early for 2024 advice?

Mehdeeka • 1 implied HN point • 22 Nov 23
💼 Business Analysis
  1. Plan end of year retro and start of year planning before March 2024.
  2. Give value before asking for buy-in from other teams or stakeholders.
  3. Invest time during the holiday season in learning and personal development.

🤯 A Psychological Deconstruction of the most Significant Movie/Literature Villain of all Time

The Doorman • 0 implied HN points • 23 Apr 23
📚 Literature Analysis
  1. The tension between Harry Potter and Lord Voldemort highlights the influence of upbringing and choices on one's path in life.
  2. Voldemort's desperate search for power and validation mirrors the struggle for identity and love that many face.
  3. Voldemort's lineage and actions reflect a common theme of externalizing internal conflicts, exploring the impact of personal history on behavior.

Asteroid City Redux

Aerial Shot • 0 implied HN points • 28 Jun 23
🎨 Art & Illustration Analysis
  1. The movie 'Asteroid City' explores themes of grief and the search for meaning through complex storytelling.
  2. The film uses parallel stories to depict walls of grief that slowly break down in the characters' journey.
  3. Key elements in understanding the movie include symbolic representations of grief, letting go of the past, and embracing the present moment.

It Could Be Said #44 How The Ashes Were Lost

It Could Be Said • 0 implied HN points • 24 Jul 23
🎾 Sports Analysis
  1. England lost The Ashes because they didn't have a good enough side to beat the World Test Champions.
  2. England faced selection issues with players like Bairstow and Stokes being unfit or struggling.
  3. England's preparation for The Ashes was lacking and they need to address structural problems for future success.

Arts & Letters #1

Wooly's Post Repository • 0 implied HN points • 21 Jan 24
🎨 Art & Illustration Analysis
  1. Election season feels low energy with lack of cross-party relationships.
  2. Discussion on right-wing progressives and their influence on self-help content.
  3. Exploration of banned or rare books among online platforms, despite controversial context.

Deep dive on Arista Networks ($ANET)

Jonah’s Growth Stocks • 0 implied HN points • 21 Jan 24
💰 Finance Analysis
  1. Jonah Lupton's Growth Stock Deep Dives subscription offers in-depth analysis and investment insights.
  2. Arista Networks ($ANET) is a company with significant growth potential in the networking industry.
  3. Investors can find more information through Arista Networks' Investor Relations resources.

Dahl's chickens

Numb at the Lodge • 0 implied HN points • 27 Feb 23
📚 Literature Analysis
  1. Roald Dahl's children's books are being updated to fit contemporary sensibilities, which involves removing some of the darker, more cruel elements.
  2. The author discusses the role of contrarians and the responsibility that comes with challenging prevailing beliefs and ideologies.
  3. There is widespread disapproval of the efforts to sanitize Dahl's work, with many arguing that the darkness and nastiness in his stories are essential and should not be removed.

K. in the Castle, 1

Expressive Egg • 0 implied HN points • 07 Feb 24
📚 Literature Analysis
  1. The novel 'The Castle' by Kafka portrays a sense of emptiness and confusion.
  2. The protagonist, K., struggles with alienation and a lack of meaning in a bureaucratic world.
  3. K.'s constant analysis of his predicament reflects a theme of inaction and unresolved contradictions throughout the story.

TRQ for Considering Interventions

The Right Question • 0 implied HN points • 15 Nov 23
💼 Business Analysis
  1. Consider the effectiveness and potential effects of interventions.
  2. Analyze costs and benefits using the Four Moneys and compare to opportunity costs.
  3. Compare interventions to doing nothing and to other potential actions without over-quantifying.

How Inflation Became a Fact of Life

Informer • 0 implied HN points • 26 Feb 23
💰 Finance Analysis
  1. Inflation was not always a steady increase - it used to fluctuate erratically.
  2. The concept of a 'normal price level' has shifted to a 'normal inflation rate' in public mindset.
  3. The shift from the old inflation regime to the new one happened suddenly in the 20th century.

Love: Phenomenon, Process, or Mystery?

aquaflamingo • 0 implied HN points • 22 Feb 23
📖 Philosophy Analysis
  1. Love can be viewed as a biological and evolutionary phenomenon influenced by natural selection.
  2. Love can be seen as a decision of free will, a moral process in the realm of metaphysics.
  3. Love is described as a mysterious, transcendental force that cannot be possessed or chosen.

On Milton's Paradise Lost

aquaflamingo • 0 implied HN points • 15 Feb 23
📚 Literature Analysis
  1. Milton's Paradise Lost explores the fall of Satan and humankind, questioning God's will.
  2. The story presents philosophical motives challenging divine authority, leading to reflection on human rationality.
  3. The text delves into the concept of surrendering to authority and the complexities of Good and Evil in the context of divine rule.

Model Portfolio: Too Big to Fail

Theory A : Visualize Value Investing • 0 implied HN points • 19 Mar 23
💰 Finance Analysis
  1. The FIRE movement recommends dollar cost averaging into low cost index funds like SPY for potential returns of 7-8% annually.
  2. The 'Too Big to Fail' portfolio selects high-quality subset of SP500 companies based on certain criteria for potential outperformance.
  3. Key companies like Adobe, Johnson & Johnson, and Intuit are part of the selected portfolio due to strong financial performance and future growth expectations.

All I Really Need to Know in Life, I Learned From Technical Electronic Intelligence

Cody's Version • 0 implied HN points • 27 Mar 23
🕹 Technology Analysis
  1. Lessons from technical electronic intelligence training can help us understand life and see interconnected phenomena.
  2. Understanding the electromagnetic spectrum is crucial in various real-world applications like eyesight, cellular networks, and medical imaging.
  3. Applying concepts of electromagnetism to imagination can lead to creative ideas like alien communication methods or emotional detection wearables.

More Between the Lines

American Samizdat • 0 implied HN points • 03 Apr 23
📚 Literature Analysis
  1. The text discusses the concept of 'virtue-signaling' in relation to free speech and positioning.
  2. Simony is mentioned as a form of the purchase of position.
  3. Vice is presented as standing on its head, implying a reversal or an alternative perspective.

Study 1b Pre-registration

From AI to ZI • 0 implied HN points • 17 Apr 23
🔬 Science Analysis
  1. Study 1b aims to rerun Study 1a with a different prompting method to potentially increase the rate of factually incorrect answers
  2. The study will test hypotheses related to the accuracy of large language models under new prompting formats
  3. The data will be analyzed using multiple-regression analysis to determine the effects of different variables on the model's accuracy

Study 1b: This One Weird Trick does NOT cause incorrectness cascades

From AI to ZI • 0 implied HN points • 20 Apr 23
🔬 Science Analysis
  1. Study found that changing question format from multiple choice to true/false did not significantly affect GPT-3.5's tendency to prefer factual answers
  2. The study showed mixed results for the hypotheses tested regarding the accuracy of answers based on question format and context
  3. Despite some limitations and deviations from the original plan, the study provided insights on how GPT-3.5 performs in providing factual answers