The hottest Earnings Substack posts right now

And their main takeaways
Category
Top Business Topics

Apple: News, Noise and Value

Musings on Markets • 0 implied HN points • 30 Apr 13
💰 Finance Investing Valuation Earnings Market Trends Corporate Finance
  1. Apple's earnings reports create a lot of buzz, making it tricky for investors to sort out valuable information from all the hype. It's important to focus on the company's fundamentals rather than get caught up in the noise.
  2. The company's financial position shows cash is strong, but they face challenges with revenue growth and shrinking margins. The decision to return cash to shareholders through buybacks and dividends is seen as a positive move.
  3. There are concerns about Apple's future growth and competition in the smartphone market, but if you're already holding the stock, it might still be worth keeping due to its strong cash flow and potential for new products.

Auld Lang Syne: Remembering 2011

Musings on Markets • 0 implied HN points • 01 Jan 12
💰 Finance Market Trends Investments Earnings
  1. In 2011, US companies saw a good rise in earnings, but stock prices didn't reflect that, staying nearly the same at year's end.
  2. Cash flows improved significantly, with dividends increasing and buybacks skyrocketing, showing companies were returning more money to shareholders.
  3. Despite a drop in treasury bond rates, which ended below 2% for the first time in 50 years, it suggested mixed signals for future growth in the economy.

Defense funding, Lyft earnings, inflation data, and the sad state of IPOs

Alex's Personal Blog • 0 implied HN points • 12 Feb 25
💰 Finance Investments Earnings Inflation Market Trends Funding
  1. Defense funding is increasing, and it looks like 2025 will have a record high in investments for defense companies. New opportunities in this sector are popping up, indicating strong growth potential.
  2. Recent inflation data shows consumer prices rising more than expected, which suggests interest rates might stay higher for longer. This could affect economic decisions moving forward.
  3. Lyft's recent earnings report was disappointing, and the company's announcement about future self-driving taxis seemed like an attempt to distract from weaker financial results.

Without AI, are startups crawling?

Alex's Personal Blog • 0 implied HN points • 26 Feb 25
💼 Business Startups Finance AI Earnings Policy
  1. Startups that focus on AI are growing really fast, much faster than traditional ones. This has shifted what success looks like in the startup world.
  2. Some companies that used to do well with steady growth are now feeling the pressure from these high-growth AI startups. This makes their past achievements seem less impressive.
  3. It's becoming more common for businesses to buy government favor to get favorable regulations. This raises questions about fairness and ethics in business practices.