The hottest Earnings Substack posts right now

And their main takeaways
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Top Business Topics

Deep dive on Axon ($AXON)

Jonah’s Growth Stocks • 0 implied HN points • 22 Jan 24
💰 Finance Stocks Investment Earnings Valuation Risks
  1. Axon, formerly known as Taser, is a company worth paying attention to in the investment world.
  2. Paid subscribers of Jonah's Growth Stock Deep Dives get in-depth analysis on stocks and access to investment portfolios.
  3. Detailed information on Axon, such as stock performance, market cap, and financial reports, is available for those interested in investing.

Deep dive on Toast ($TOST)

Jonah’s Growth Stocks • 0 implied HN points • 20 Jan 24
💰 Finance Stocks Investing Earnings Valuation Business
  1. Paid subscribers to Jonah's Growth Stock Deep Dives get detailed insights and access to investment portfolio updates.
  2. Toast ($TOST) is a company based in Boston, Massachusetts, with details on its IPO, stock price, market cap, and more.
  3. The post covers an outline with sections like Company Background, Opportunity, Competitive Advantages, Valuation, and more for paid subscribers.
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Did Netflix Just Make Their Best Strategic Move in the Last Five Years?

The Entertainment Strategy Guy • 0 implied HN points • 25 Jan 24
💼 Business Entertainment Streaming Strategy Competition Earnings
  1. Netflix made a strategic move by acquiring WWE rights, addressing growth limitations by expanding into live content.
  2. The deal with WWE signals Netflix as a potential bidder for other sports rights, which may affect the future of sports media rights.
  3. Despite past skepticism, Netflix's strong performance in 2023 suggests the need for a rethink of their competitive position.

The Nvidia Surge

Spilled Coffee • 0 implied HN points • 14 Feb 24
💰 Finance Stock Market Investing Companies Earnings Valuation
  1. Nvidia is experiencing an incredible surge in its stock price, reaching historic levels of growth which are uncommon for a company of its size.
  2. Nvidia has surpassed major companies in market value and stock performance, becoming one of the top companies globally.
  3. Despite the impressive growth, there are concerns about Nvidia's future, such as competition, supply chain risks, and the hype surrounding AI driving its valuation.

At the Crossroads: Bitcoin ETFs & Coinbase

Coin Metrics' State of the Network • 0 implied HN points • 21 Feb 24
💰 Finance Crypto Investing Earnings Regulation Market Analysis
  1. The launch of Bitcoin spot ETFs has led to significant changes in Bitcoin distribution and trading volume, with inflows into new ETFs and outflows from existing ones.
  2. Coinbase's Q4 2023 earnings reported strong revenue, with a notable increase in transaction revenue and diversification into subscription and services revenue.
  3. Coinbase's revenue growth is attributed to factors such as staking services, stablecoins, and new business verticals, showcasing strategic diversification and adaptation to market trends.

Investing Update: Hedge Funds Buys & Holdings

Spilled Coffee • 0 implied HN points • 24 Feb 24
💰 Finance Stock Market Investing Hedge Funds Earnings Market Analysis
  1. The stock market experienced a significant boost, with all three major indices reaching new all-time highs.
  2. Nvidia's exceptional earnings led to a remarkable single-day market value increase, highlighting its crucial role in the market.
  3. Hedge funds are showing increased interest in high-risk, high-growth tech companies, indicating a rising appetite for risk and growth in the market.

Investing Update: Is Energy The New Leader

Spilled Coffee • 0 implied HN points • 16 Mar 24
💰 Finance Investing Markets Earnings Commodities Stocks
  1. The S&P 500 finished down for two consecutive weeks for the first time since October, showing a short-term cooling trend after many positive weeks.
  2. Energy has emerged as the top performing sector in 2024, with notable gains in oil and energy stocks outpacing the Nasdaq 100.
  3. Commercial real estate prices are rebounding and attracting investor interest, leading to substantial inflows into real estate-related investments, especially REITs.

Coca-Cola is getting a boost from higher prices

Dr.John B’s Newsletter • 0 implied HN points • 01 May 24
💼 Business Earnings Market Share Revenue growth
  1. Coca-Cola has been able to increase prices and gain market share due to the strength of its brands, leading to revenue and profit growth.
  2. The company saw a significant boost in organic revenue in the first quarter of 2024, exceeding analyst estimates and leading to an increase in full-year growth forecast.
  3. Sales of Coca-Cola products were affected by the war in Gaza, with volume growth impacted in the first quarter and uncertainty about future impacts.

Meta loses $200 billion in value as Zuckerberg focuses earnings call on all the ways company bleeds cash

Dr.John B’s Newsletter • 0 implied HN points • 26 Apr 24
💰 Finance Technology Investment Markets Earnings Expenses
  1. Meta loses $200 billion in value due to increased spending and investment forecasts, particularly for boosting artificial intelligence tools.
  2. Despite strong quarterly results, including a significant increase in revenue and profit, the market reacted negatively to Meta's plans of heavy spending on AI.
  3. Mark Zuckerberg emphasizes the long-term potential of AI for Meta, but investors remain skeptical about the company's ability to effectively monetize new AI services and generate revenue.