The hottest Earnings Substack posts right now

And their main takeaways
Top Business Topics
Yet Another Value Blog β€’ 2103 implied HN points β€’ 10 Jan 24
  1. The rental car companies Avis and Hertz are trading at extremely low multiples compared to their earnings.
  2. Investors have concerns about the sustainability of the earnings of rental car companies due to potential overearning from increased rental prices and undervaluation of depreciation from high used car prices.
  3. Despite the record earnings of rental car companies, there are serious bear cases to consider, such as inflated earnings potentially dropping significantly in the future.
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Stock Market Nerd β€’ 1257 implied HN points β€’ 13 Jan 24
  1. Bank of America and J.P. Morgan's big bank earnings showed a resilient consumer despite some slowing signs.
  2. Disney's new partnership with the NFL for ESPN content distribution is a smart move for exclusive access and success of the streaming service.
  3. SoFi's recent layoffs were part of a strategic move to focus on key priorities for continued profitability and growth.
Stock Market Nerd β€’ 825 implied HN points β€’ 10 Feb 24
  1. Cloudflare provides web optimization and security, showing strong revenue growth and expanding services beyond traditional security tools like network firewalls
  2. Spotify had a mixed quarter, with growth seen in 2023 but missed revenue estimates for Q4, leading to a focus on evolving its operations
  3. Amazon plans cost cuts in its healthcare unit, while Duolingo faces the risk of potential disruption by emerging GenAI language translation technologies
lawrence’s Substack β€’ 219 implied HN points β€’ 12 Apr 24
  1. Attorneys' fees in legal cases can be substantial, with requests reaching billions of dollars, setting new records
  2. Tesla may face implications in its stock price due to potential sale of awarded shares, creating a significant influence on the market
  3. The _Tornetta_ decision could result in a significant earnings windfall and raises questions about the fundamental duty of a board of directors in improving shareholder value
Stock Market Nerd β€’ 707 implied HN points β€’ 03 Feb 24
  1. Apple beat revenue estimates but had mixed performance in different product segments, especially in China.
  2. Mastercard surpassed revenue estimates and saw growth in various sectors like cross-border revenue and value-add services.
  3. Match's financial results were strong, although challenges like negative payer growth from price hikes are temporary.
  4. AMD ranked well in Cloud Workload Security and continues to expand its offerings with the potential for higher revenue and margins.
  5. CrowdStrike received recognition in Forrester's Cloud Workload Security report and shows promising growth potential with increased modules for clients.
Compounding Quality β€’ 2614 implied HN points β€’ 23 Feb 23
  1. In the short term, stock prices are driven by fluctuations in valuation, while in the long term, they follow the intrinsic value of a company.
  2. When investing, it's crucial to buy stocks at a discount to their true worth to avoid poor results.
  3. Consider factors like Return On Invested Capital (ROIC) and expected growth when evaluating the value of a company to make informed investment decisions.
Mule’s Musings β€’ 295 implied HN points β€’ 22 Feb 24
  1. Nvidia's quarterly results exceeded expectations, with significant revenue growth in the Datacenter segment despite challenges like China's revenue dropping to almost zero.
  2. Nvidia achieved its highest gross margin ever, despite expectations that it would decrease in the future, hinting at potential pricing strategies for new products like B100.
  3. Nvidia is facing supply constraints but anticipates strong demand for upcoming products like B100, suggesting promising revenue growth opportunities and potential bottlenecks in the networking industry.
The Wolf of Harcourt Street β€’ 393 implied HN points β€’ 01 Feb 24
  1. The newsletter discusses investing in NU Holdings as a new position due to its growth potential in Latin America.
  2. The author shares insights on adding to their Auto Partner position, seizing an opportunity when the stock price dropped.
  3. The author presents a buy list, highlighting Evolution and NU as stocks to watch and potentially add to the portfolio.
Yet Another Value Blog β€’ 1022 implied HN points β€’ 23 Oct 23
  1. If you're looking at banks below tangible book value, you don't need to worry much about hidden disasters on their balance sheets.
  2. Even though there are concerns like a potential commercial real estate crisis or a recession, banks seem well-prepared and overcapitalized.
  3. Rising interest rates could actually make banks more profitable due to their interest rate sensitivity.
Stock Market Nerd β€’ 334 implied HN points β€’ 07 Feb 24
  1. Uber's demand is strong, with growth in bookings, revenue, and take rates across its segments.
  2. Uber's profitability metrics show efficiency improvements in various cost categories.
  3. Uber has a healthy balance sheet with high investments, debt, and potential buyback, while its guidance indicates growth expectations and favorable valuation.
More Than Moore β€’ 186 implied HN points β€’ 19 Feb 24
  1. AMD had a strong Q4 in 2023 with record-breaking revenue, driven by its Data Center Business Unit.
  2. The Client computing sector saw improvement in Q4 2023 after facing challenges in the first half of the year due to market shifts and inventory digestion.
  3. AMD's Gaming unit experienced a decline in Q4 revenue, mainly due to semi-custom sales, but overall yearly numbers were up with increased Radeon sales.
How to Glow in the Dark β€’ 550 implied HN points β€’ 06 Oct 23
  1. This is a challenging time for publishers to invest and innovate, yet many big companies are not doing so.
  2. Major publishing companies are facing reduced earnings despite increased sales, leading to layoffs and cost-cutting measures.
  3. The industry's response to financial challenges has mainly involved squeezing employees and authors, rather than focusing on long-term growth and support.