The hottest Equity Research Substack posts right now

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AI Eats Equity Research

Net Interest • 13 implied HN points • 07 Feb 25
💼 Business Equity Research Artificial Intelligence Financial Analysis Investment Trends Technology impact
  1. AI tools like OpenAI's Deep Research can now quickly gather and analyze financial information, making research much faster than before. This is changing how equity analysts do their jobs.
  2. Instead of relying on research assistants, analysts can use AI to find critical insights in real-time during meetings. This allows them to ask smarter questions based on the latest data.
  3. As AI technology improves, it could take over more of the research tasks that analysts do. This raises questions about the future roles of these analysts in the finance industry.

A Viral Market Update IX: A Do-it-Yourself S&P 500 Valuation

Musings on Markets • 0 implied HN points • 04 Jun 20
💰 Finance Market Analysis Valuation Methods Equity Research Investment strategy Risk Assessment
  1. Stock prices can rise even when the economy is doing badly. This happens because companies can still make money, which keeps investors interested.
  2. The market doesn’t always reflect the current situation. Sometimes, it takes time for stock prices to catch up with economic changes.
  3. Investors should have a clear story or a plan about why they think the market will go up or down. It’s important to avoid getting mad when the market doesn’t match their expectations.

Valuation of the week 1: A Tesla Test

Musings on Markets • 0 implied HN points • 05 Sep 13
💰 Finance Valuation Investing Market Analysis Equity Research Risk Assessment
  1. Tesla's current market value seems too high given its low revenue and operating loss. Many investors wonder if it can continue to grow without making profits soon.
  2. For Tesla to succeed, it needs to increase its revenues and eventually turn a profit. This requires a lot of investment in production and technology.
  3. The risks for Tesla are significant, especially due to market competition and its financial status as a young company. It might have a tough road ahead despite its high market price.

Alternatives to the CAPM: Wrapping up

Musings on Markets • 0 implied HN points • 30 Apr 11
💰 Finance Investment Risk management Valuation Market Analysis Financial Models Investment Risk Valuation Methods Financial Analysis Market Theory Equity Research
  1. Ignoring risk in investments is a big mistake. You need your own way to measure and manage risk because investments have different levels of risk.
  2. Using numbers is important for valuing companies, but don't forget the stories behind them. The results in numbers should reflect the company's real situation.
  3. Keep your methods simple. A straightforward approach, like CAPM, can be useful, and it's important to question and refine your risk assessment regularly.
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