The hottest Company performance Substack posts right now

And their main takeaways
Category
Top Finance Topics

❄️ 📈 Meta et Apple, une bonne idée ? La fin de Google Search ?

Snowball • 727 implied HN points • 04 Feb 24
💰 Finance Technology Market Analysis Company performance Investment Economic Trends
  1. Apple announces mixed quarterly results, with higher iPhone and wearables sales but lower revenues in China.
  2. ESG funds' popularity drops due to rising interest rates.
  3. Startups like Perplexity and Arc are reshaping internet search with artificial intelligence, possibly challenging Google's traditional method.

TBM 226: Stuck In The Valley of "Doing OK"

The Beautiful Mess • 1190 implied HN points • 15 Jun 23
💼 Business Company performance Organizational dynamics Change Management Innovation Leadership
  1. Being stuck in a state of 'doing ok' is dangerous for a company.
  2. Companies can be in a 'doing ok' basin where they neither thrive nor fail, leading to eventual decline.
  3. To disrupt the 'doing ok' situation in a company, try seeding new behaviors, increasing connectivity, and introducing disturbances.
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Design and Measure the REAL Customer Experience to Win

The Digital Leader Newsletter -- By John Rossman • 216 implied HN points • 02 Mar 23
💼 Business Customer Experience Innovation Metrics Company performance
  1. Focus on designing and measuring the real customer experience to win.
  2. Provide customers with an 'easy button' by ensuring a frictionless experience across all touchpoints.
  3. Integrate customer experience metrics alongside financial and operational metrics to drive operational excellence and customer obsession.

End Of the Purpose Era & IRL Meetups | #246

Boundless by Paul Millerd • 130 implied HN points • 11 Nov 23
💼 Business Purpose Marketing Company performance Employee Satisfaction Job Satisfaction
  1. Purpose within companies can sometimes become convoluted and disconnected from the core product or service.
  2. Employees and consumers are seeking more clarity and sincerity in company communications.
  3. The pursuit of purpose in work can lead to burnout if it doesn't align with personal values and goals.

Downside at Moderna.

Philoinvestor • 78 implied HN points • 04 Apr 23
💰 Finance Investing Stocks Company performance Executive Compensation Business strategy
  1. Moderna has faced significant insider selling of stock by top executives, leading to questions about their management and future prospects.
  2. Despite recent success with COVID vaccine sales, Moderna is now facing a period of cash burn and uncertainty as they seek to pivot post-pandemic.
  3. Investors in Moderna are banking on the company's RNA-technology pipeline to potentially deliver groundbreaking solutions, but there is high risk involved.

Clouded Judgement 2.23.24 - Rule of X

Clouded Judgement • 15 implied HN points • 23 Feb 24
💰 Finance Market Analysis Valuation Metrics Company performance Investment Strategies Financial trends
  1. The importance of growth and profitability in the Rule of 40 for cloud software companies varies over time, with current public markets valuing growth 3.0x more than FCF margin in valuation multiples.
  2. 2024 guides from Q4 calls are not increasing consensus estimates, indicating companies are setting cautious expectations amidst market uncertainty.
  3. Valuation multiples for SaaS businesses are calculated based on their projected revenue, with growth, FCF margin, and NTM growth rate influencing stock valuations.

Union Karenina

Malt Liquidity • 6 implied HN points • 19 Sep 23
💼 Business Labor relations Automotive Industry Market Analysis Economic Policy Company performance
  1. Coordinated efforts become stronger as the numbers grow, but the value of the individual diminishes.
  2. Union bargaining gains power with a critical mass of numbers, enabling negotiation for better terms.
  3. Tesla's success in the market is partly due to its non-unionized workforce, providing cost advantages compared to unionized competitors.

RDEL #32: Do return-to-office (RTO) mandates lead to better performance?

Research-Driven Engineering Leadership • 0 implied HN points • 04 Mar 24
💼 Business Research Company performance Employee Satisfaction Work-life balance Productivity
  1. Reducing flexibility by mandating a return to the office decreases employee satisfaction, work-life balance, and culture.
  2. Just being in the office every day does not necessarily lead to improved firm performance.
  3. Enforcing return-to-office mandates should consider factors beyond just performance, as decisions involve balancing WFH flexibility with in-office collaboration and culture.

Explaining a Paradox: Why Good (Bad) Companies can be Bad (Good) Investments!

Musings on Markets • 0 implied HN points • 09 Mar 17
💰 Finance Investing Management Valuation Market Analysis Company performance
  1. Good companies can be bad investments if they are overpriced. It's important to consider both the company's quality and its market price when investing.
  2. Management quality doesn't always reflect how well a company performs. A poorly managed company might make good investment decisions at the right price.
  3. Investing successfully means looking for mismatches between what a company is worth and what it costs. This helps identify opportunities to buy undervalued stocks.

January 2017 Data Update 7: Profitability, Excess Returns and Governance

Musings on Markets • 0 implied HN points • 30 Jan 17
💼 Business Corporate Finance Investment Analysis Company performance Financial Metrics Governance
  1. Companies need to earn more than their cost of capital to be successful. Just making money isn't enough; they must create value for their investors.
  2. Return on Invested Capital (ROIC) is a common way to measure how well a company is doing, but it has its flaws. Investors should be careful when interpreting this metric for young or troubled companies.
  3. There are many companies that are not creating value for their shareholders, with a large number classified as 'value destroyers.' This can limit resources for better investment opportunities in the economy.