The hottest Corporate Substack posts right now

And their main takeaways
Category
Top Technology Topics

Prepare for the Next Bitcoin Mining Infrastructure Boom

Miner Weekly • 59 implied HN points • 14 Dec 23
💰 Finance Corporate
  1. Texas is becoming a major global hub for Bitcoin mining, with plans for significant power capacity expansions.
  2. Several major mining companies are gearing up for infrastructure booms by expanding their mining power capacity in various locations.
  3. Regulation news and corporate developments, like the acquisition of power plants, showcase the ongoing growth and changes in the Bitcoin mining industry.

Hmmm, Danone

Thoughts on Writing • 419 implied HN points • 25 Oct 21
💼 Business Corporate
  1. The research study found that purpose-driven campaigns were less effective than non-purpose campaigns, but after filtering out 'weaker' cases, the best purpose campaigns showed more positive results.
  2. The response to the research was split, with purpose advocates emphasizing the positive findings, while purpose skeptics pointed out flaws in the methodology.
  3. The involvement of Danone in funding the purpose research highlights the importance of understanding the context and motivations behind research findings in the corporate world.

Public Miners Are HODLing Strong Again

Miner Weekly • 19 implied HN points • 11 Apr 24
💰 Finance Corporate
  1. Public mining companies are holding a significant amount of Bitcoin reserves, with the top three miners accounting for 74% of the total reserves.
  2. There was a decline in the collective Bitcoin reserves held by public mining companies in the past but a major reversal occurred starting in July 2023.
  3. With the upcoming halving, it may become more challenging for mining companies to accumulate Bitcoin at a lower cost through mining operations.

Can Japan Afford To Cut Consumption Tax If It Rolls Back Corporate Tax Cuts?

Japan Economy Watch • 219 implied HN points • 17 Jun 22
💰 Finance Corporate
  1. Japan has lost a significant amount of tax revenue due to cuts in corporate taxes, impacting the budget deficit.
  2. Rolling back corporate tax cuts to mid-1990s rates could offset losses and allow for a reduction in consumption tax without affecting overall revenue.
  3. The rise in corporate profits in Japan was primarily due to wage austerity and reduced interest payments, negatively impacting consumer demand.
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DirectorMoves

DirectorMoves • 19 implied HN points • 24 Jan 24
💼 Business Corporate
  1. Promotions and changes in leadership roles in various companies
  2. Shift towards more gender diversity on company boards
  3. Updates on CFO and General Counsel appointments

The FIRST law Elon Musk and DOGE should ask Donald Trump to dump

Unreported Truths • 54 implied HN points • 13 Dec 24
🇺🇸 U.S. Politics Corporate
  1. A new law requires companies to report their owners' information to the government. Many people think this is a bad idea because it expands government control.
  2. A judge recently ruled that this reporting requirement could be unconstitutional. He said it goes against the principles of how states manage corporate laws.
  3. Business owners could face big fines if they don’t comply with these rules. If the government doesn't drop the appeal against this ruling, many people will be unhappy.

Mara deleverages

Miner Weekly • 59 implied HN points • 07 Jan 23
💰 Finance Corporate
  1. Marathon Digital adhered to its hodl strategy despite market turbulence in 2022, closing with 12,232 BTC and increased liquidity.
  2. Mara reduced revolving credit and paid off debts in December with capital injection, facing volatile stock prices.
  3. 36% of Mara's bitcoin holdings were restricted as of Dec. 31, secured against loans, with a safety net against a decrease in Bitcoin value.

The Sino-US bitcoin ASIC War Begins

Miner Weekly • 19 implied HN points • 16 Nov 23
💰 Finance Corporate
  1. Bitcoin's network growth is increasing production costs for mining companies as the halving event nears.
  2. Major mining firms are experiencing both increased and decreased costs of bitcoin production in Q3 compared to Q2.
  3. There is a brewing competition between Sino-U.S. companies in the bitcoin ASIC industry as new equipment is rolled out to meet demands and sustain operations.

This company mined bitcoin for free in Q3

Miner Weekly • 19 implied HN points • 09 Nov 23
💰 Finance Corporate
  1. Bitcoin's price and hashprice have been on the rise, showcasing a positive trend in the market.
  2. Several mining companies found success through industry consolidation amid challenges faced by others in the past year.
  3. Riot Platforms effectively mined bitcoin for free in Q3 by leveraging power curtailment credits, showcasing innovative cost-saving methods in the mining industry.

Leverage is back for mining cos.?

Miner Weekly • 19 implied HN points • 02 Nov 23
💼 Business Corporate
  1. Recent Bitcoin market rally is reviving interest in leverage for mining companies like Northern Data.
  2. Public mining companies have been deleveraging since Q3’22 but are now making moves like securing unsecured debt facilities and reorganization plans.
  3. Upcoming earnings calls for mining companies reveal varied growth estimations based on production capacities and changing market conditions.

Miners are Profiting Without Mining

Miner Weekly • 19 implied HN points • 07 Aug 23
💰 Finance Corporate
  1. Mining companies are finding ways to profit without traditional mining, utilizing strategies like energy sales and renting out hashpower.
  2. Charts comparing bitcoin production and realized hashrate of mining companies show a difference due to flexible use of proprietary hashrate for various purposes.
  3. The evolving use of proprietary hashrate by mining companies highlights their adaptability to changing conditions in the industry.

Bitdeer strengthens rebuttal to NYT's mining piece

Miner Weekly • 19 implied HN points • 15 Apr 23
🔮 Crypto Corporate
  1. Bitcoin mining companies like Bitdeer are pushing back against claims made in a New York Times article, challenging the credibility of the media outlet and questioning the accuracy of the reported numbers.
  2. The article in question raised concerns about the alleged financial benefits and energy consumption associated with bitcoin mining operations, leading to a series of rebuttals from industry players like Riot and Bitdeer.
  3. It remains unclear whether Bitdeer received financial benefits from energy-related programs, highlighting the importance of clarifying such details when framing narratives about the industry.

✅ Monday briefing: Exiting Russia, brand vandals, war misinformation, niche podcasts, local media newsletters, Socially Mobile, Twitter downvote, Google Analytics, and more...

Wadds Inc. newsletter • 59 implied HN points • 21 Mar 22
📰 News Corporate
  1. Over 400 companies have stopped doing business in Russia due to the war in Ukraine, but some still remain there. Yale researchers are tracking these corporate decisions.
  2. Niche podcasts are becoming popular and can make money through sponsorships and branded content. They offer creative and focused storytelling.
  3. Twitter has added a downvote feature to help users filter out unwanted content. This change is now available on both Android and iOS apps.

Miner Weekly: Lenders own 50% of Core’s self-mining hashrate

Miner Weekly • 19 implied HN points • 24 Dec 22
🔮 Crypto Corporate
  1. Lenders own 50% of Core's self-mining hashrate, which is significant in the cryptocurrency mining industry.
  2. Core's self-mining capacity produces an average of 50 BTC per day, showcasing its mining capabilities.
  3. Regulation news includes British Columbia pausing electricity connections for crypto mining due to high consumption and Kazakhstan tightening regulations for miners to develop the crypto industry further.

Messages Sent During the Plandemonium

Rounding the Earth Newsletter • 13 implied HN points • 04 Dec 24
🇺🇸 U.S. Politics Corporate
  1. A CEO from one of the biggest healthcare companies in the U.S. was murdered in a very organized way. This raises questions about the motive and the circumstances surrounding the event.
  2. The assassination seems like it was planned carefully, making it hard to believe that the person behind it will be caught or punished. The case suggests deeper issues in the healthcare industry amid the ongoing pandemic.
  3. Historically, there have been other suspicious deaths among powerful leaders and executives during times of crisis. This pattern makes people wonder if these events are messages or part of a larger scheme.

The Week in Repair: Feb 20-27

Fight to Repair • 19 implied HN points • 28 Feb 22
🕹 Technology Corporate
  1. Some John Deere dealerships consolidating, leaving farmers with limited repair options. Right to Repair reforms could offer more choices for farmers.
  2. Apple now offers Face ID repair without replacing whole iPhone, reducing both hassle for technicians and carbon footprint.
  3. Farmers in multiple states advocating for Right to Repair laws to lower repair costs, increase repair options, and maintain self-reliance.

[P] HSY: Applying Governance Molds

Nongaap Investing • 7 implied HN points • 19 Jan 25
💰 Finance Corporate
  1. Governance molds help organizations shape their operations effectively. This can lead to better decision-making and overall success.
  2. Investors should consider how governance practices can impact a company's performance. Good governance can mean higher returns.
  3. Applying these governance molds requires careful planning and understanding of a company's needs. It's important to tailor approaches to fit specific situations.

[P] HSY: Succession Alternatives

Nongaap Investing • 5 implied HN points • 18 Jan 25
💼 Business Corporate
  1. Hershey is considering different options for leadership succession. It's important for companies to have a plan for who will lead them in the future.
  2. The article shares insights on evaluating these succession options at Hershey. Understanding different leadership paths can help the company maintain stability.
  3. Having a clear succession plan can also help reassure investors and employees. It's crucial for the company's ongoing success and growth.

[P] BL: Accounting for Henshall

Nongaap Investing • 5 implied HN points • 14 Dec 24
💼 Business Corporate
  1. BlackLine has a new director known for his skill in mergers and acquisitions. People are curious if he can help the company grow through strategic takeouts.
  2. Nongaap investing focuses on understanding the true value of companies beyond just their financial reports. This approach can give investors a better idea of potential investments.
  3. The content shared is meant for paid subscribers, indicating a focus on delivering exclusive and premium insights.

March 1, 2024

Letters from an American • 10 implied HN points • 02 Mar 24
🇺🇸 U.S. Politics Corporate
  1. President Joe Biden signed a resolution giving lawmakers more time to finalize government funding bills, as Republicans have been stalling by inserting cultural demands and seeking budget cuts.
  2. There are discussions about creating a 'debt commission' to address the budget deficit, even though it faces opposition from 70% of voters.
  3. The ITEP report revealed that many profitable corporations paid very low effective tax rates due to loopholes, raising questions about the fairness of the tax system.

Whatever happened to the industrial R&D lab?

The Works in Progress Newsletter • 10 implied HN points • 28 Sep 23
🕹 Technology Corporate
  1. In the past, industrial R&D labs within large corporations led to a surge in innovation, but this trend declined over time.
  2. The decline of industrial R&D labs has shifted innovation towards small companies, startups, and academic teams.
  3. Current trends show a resurgence of large firm R&D labs, particularly in Big Tech, driven by factors like anti-tech antitrust enforcement and innovation investments.

Corporate site visits are a win-win

Klement on Investing • 1 implied HN point • 28 May 25
💼 Business Corporate
  1. Corporate site visits help investors understand how a company works and improve trust. They can lead to more accurate forecasts and stable share prices.
  2. Aligning the company's information with investor concerns during these visits is really important. If the answers match the questions, it makes the visit more effective.
  3. Investors should take the chance to attend site visits. Even if the company can't share all the details, learning about the people and processes can help them make better investment decisions.

A quiet week sheds light on the value of 'thought leadership'

Fund Marketer • 3 implied HN points • 10 Apr 24
💼 Business Corporate
  1. Media coverage is really important for investment firms. Good press can lead to more money coming in, especially for smaller funds.
  2. Having a strong 'thought leader' in the media can boost a company's image and stock price. For example, Jamie Dimon's influence seems to have helped JP Morgan's stock rise significantly.
  3. Companies like Robinhood are starting their own media outlets to control their press coverage. This trend shows how important it is to own the narrative in finance.

Aswath Damodaran's Narrative and Numbers

Joe Tourville • 4 implied HN points • 31 May 23
💰 Finance Corporate
  1. Investors often make the mistake of favoring either storytelling or data in corporate valuation instead of blending both.
  2. Compelling narratives can drive corporate value while numbers provide grounding and empirical evidence.
  3. Narrative-based valuation by Aswath Damodaran emphasizes the marriage of narratives and numbers for a more comprehensive view of a company's worth.

OpenAI: Facts from a Weekend

Don't Worry About the Vase • 1 HN point • 20 Nov 23
🕹 Technology Corporate
  1. OpenAI underwent significant leadership changes, including the removal of CEO Sam Altman and the appointment of an interim CEO.
  2. The board's handling of the situation was criticized, with disagreements over the decision and communication methods.
  3. There was a strong reaction from employees, with many signing a letter demanding the board to resign and reinstate the previous leadership.

Antpool's hashrate resurgence

Miner Weekly • 0 implied HN points • 30 Oct 23
🔮 Crypto Corporate
  1. Antpool's hashrate saw a significant increase in October, reaching the highest number of blocks mined since 2016.
  2. Antpool is in close competition with Foundry USA Pool, with their combined market share at a historic high of 55%.
  3. The rise in Antpool's hashrate could be connected to their cloud mining business launch and importation of S19XPs to the U.S.

Core Settles $34M Claims Stemming from 70K Non-Existent Miners

Miner Weekly • 0 implied HN points • 04 Jan 24
💰 Finance Corporate
  1. Core Scientific settled a $34 million claim with Sphere 3D and Gryphon Digital Mining due to 70,000 nonexistent miners, shedding light on failed grand plans during the crypto winter of 2022.
  2. The dispute arose when Gryphon failed to deliver the promised 70,000 mining units, leading to legal battles and bankruptcy filings, emphasizing the risks in the volatile crypto industry.
  3. In the cryptocurrency mining world, promises and contracts must be carefully scrutinized, as demonstrated by the fallout from NuMiner's unfulfilled promises and its impact on major companies like Core Scientific and Sphere 3D.

S19XPs May Not be Entirely Safe Post Halving

Miner Weekly • 0 implied HN points • 25 Jan 24
💰 Finance Corporate
  1. Bitcoin's hashprice is expected to drop by roughly 50% immediately after halving, potentially impacting miners' profitability.
  2. Owners of S19XP bitcoin miners may face challenges post-halving if hashprice decreases below $40/PH/s.
  3. Bitcoin mining is designed to self-regulate, with less efficient operators possibly unplugging from the network in case of bearish hashprices.

Public Miners Stock Up BTC Reserves

Miner Weekly • 0 implied HN points • 08 Feb 24
💰 Finance Corporate
  1. Public mining companies are increasing their Bitcoin reserves, reaching a total of 40,000 BTC for the first time since May 2022.
  2. Some public mining companies have been selling a portion of their monthly Bitcoin production, but others, like Riot, plan to retain more in the near term.
  3. The level of Bitcoin liquidation varies among mining companies, with some selling less than others and some even selling more than they mine in a month.

Marathon Eyes $1.5B Offering after Raising $750M

Miner Weekly • 0 implied HN points • 29 Feb 24
💼 Business Corporate
  1. Publicly traded mining companies are raising substantial funds through stock offerings, with three top miners collecting $1.6 billion since October.
  2. Marathon has raised $750 million through its ATM program and plans for an additional $1.5 billion offering, focusing on infrastructure investments for 2024 and 2025.
  3. Major mining companies like Riot and CleanSpark are also making significant purchases of new miners and infrastructure upgrades to enhance their operations.

Bitmain US Ramps Up S19XP Imports Ahead of Halving

Miner Weekly • 0 implied HN points • 04 Apr 24
🕹 Technology Corporate
  1. Bitmain's US subsidiary in Georgia imported a significant amount of miners in March to prepare for the upcoming halving.
  2. Bitmain's recent boost in imports includes models like S19XP, S19j XP, and S19XP Hydro, marking a strategic move in the crypto mining industry.
  3. The growth and strategic decisions of Bitmain and its subsidiaries, like BitFuFu, can influence the overall hash rate landscape in the crypto mining sector.

Finally, Bitcoin Miners Can Catch a Short Breath

Miner Weekly • 0 implied HN points • 09 May 24
🔮 Crypto Corporate
  1. Bitcoin's mining difficulty dropped by 6% after nearly 20 days post-fourth halving, giving miners relief.
  2. Some inefficient miners unplugged due to low hashprice, causing a decline in hashrate, but public mining companies remained steady.
  3. Despite the difficulty drop, bitcoin's hashprice is expected to recover, benefitting those who stay connected to the network.

The Guardian tries to besmirch Richard Edelman’s reputation

Richard’s Substack • 0 implied HN points • 30 Jan 24
💼 Business Corporate
  1. The Guardian is targeting Richard Edelman's reputation in their reporting.
  2. The Guardian relies on biased sources and innuendo without providing definitive evidence of malfeasance at Edelman.
  3. Edelman has a wide global presence, but The Guardian focuses on UAE and Saudi Arabia without considering other influential countries like Japan, Germany, UK, and USA.

Riot realizes 132% of proprietary hashrate

Miner Weekly • 0 implied HN points • 11 Sep 23
🔮 Crypto Corporate
  1. Riot achieved 132% of its proprietary hashrate by utilizing power trades and taking advantage of low hashprices, showcasing a unique approach during the bear market.
  2. Due to dropping hashprices, mining companies like Riot may opt to divert some proprietary hashrate to other activities for better profitability rather than focusing solely on mining.
  3. Riot's strategic energy programs in Texas not only contributed to the state's position as a mining hub but also influenced the overall North American power capacity distribution, strengthening the mining industry.

MANIFESTO

Erasmus’s Newsletter • 0 implied HN points • 08 Apr 23
💰 Finance Corporate
  1. Bitcoin has a built-in path to $1 million and beyond, presenting a strong case for becoming the world's reserve currency.
  2. Corporate adoption is crucial for Bitcoin's widespread acceptance and transition into a global reserve currency.
  3. Bitcoin 2.0 introduces the SAT as a currency, aiming to disrupt the current monetary system and address key issues like inflation and currency value.

A $200M Mining Heist and a Life Sentence

Miner Weekly • 0 implied HN points • 28 Aug 23
💰 Finance Corporate
  1. Xiao Yi, a former Chinese official, received a life sentence for his involvement in a $200M crypto mining heist.
  2. The case involved bribery, embezzlement, and misuse of government resources, ultimately leading to a significant mining ban in China.
  3. The story showcases the complex interplay between politics, business, and cryptocurrency in the mining industry.

These mining pubcos outgrow bitcoin in Q3

Miner Weekly • 0 implied HN points • 09 Oct 23
💼 Business Corporate
  1. Bitcoin mining companies have been aggressively expanding their operations, leading to a significant increase in the network's hashrate.
  2. Some public mining companies like Bitdeer, CleanSpark, Marathon, and others have surpassed Bitcoin's growth in hashrate during Q3.
  3. The increased competition and growth in mining pubcos are squeezing out smaller players in the market share of Bitcoin production.