The hottest Finance Substack posts right now

And their main takeaways
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Top Business Topics

Avio under the microscope

Europe in Space • 196 implied HN points • 20 Mar 23
💼 Business Space Finance Quality control Ownership Executive Compensation
  1. Avio received a significant funding from European Union for space programs, raising questions on allocation of funds.
  2. Avio faced quality control issues in rocket launches, leading to failures and significant financial losses.
  3. Avio's financial activities, CEO remuneration, and conflicts of interest are under scrutiny amidst stock buybacks and public funding support.

Letters #82/83: Evan Spiegel and Mitch Lasky (2014)

A Letter a Day • 196 implied HN points • 16 May 23
💼 Business Finance Technology Investments Companies Market Analysis
  1. Email exchange between Evan Spiegel and Mitch Lasky focused on financing, hiring, and communicating with Facebook
  2. Discussion on the importance of sustainable monetization before seeking high valuations and the need for strategic hiring for growth
  3. Insight into the market conditions, the importance of revenue generation, and Snapchat's focus on innovation and growth

Plandemic playbook (3) $5TRILLION spent on Covid by the US government; $400billion was misused and half of that went to organized foreign criminals in the biggest transfer of wealth in history

DrV’s Newsletter, Notes, Essays, Articles, Videos, and Book Chapters • 196 implied HN points • 20 Mar 23
📰 News Corruption Public Health Finance
  1. $5 trillion spent by the US government on Covid.
  2. $400 billion was misused, half to organized foreign crime syndicates.
  3. This is the biggest transfer of wealth in history due to medical fraud.

Which Is The Better Option For Growth Funding: Venture Debt or Venture Capital?

Venture Curator • 199 implied HN points • 30 Jun 23
💼 Business Venture Funding Finance Startups Investing Events
  1. If you're deciding between venture debt or venture capital for growth funding, venture debt can be a cheaper option for founders due to lower overall costs.
  2. Venture debt involves warrant coverage, which gives the holder the right to purchase company stock at a set price within a specific period.
  3. Understanding the financial implications of each funding option, such as equity dilution and interest payments, is crucial for making the best decision for your startup's growth.
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Marvell Industry Analyst Day

Mule’s Musings • 256 implied HN points • 17 Dec 23
💼 Business Technology Finance AI Semiconductors Networking
  1. Marvell's Industry Analyst Day focused on AI and highlighted strong revenue growth expectations for the company related to AI technologies.
  2. Marvell expects significant revenue from AI in 2024, with over two billion dollars projected, driven by AI demand and server attach rates.
  3. Marvell's strategy involves leveraging networking, custom silicon, and pluggable transceivers to position themselves as a key player in the AI semiconductor market.

The DeFi Roundup (January 7, 2023) + Q&A!

DeFi Education • 499 implied HN points • 07 Jan 23
🔮 Crypto Blockchain DeFi Investing Finance Technology
  1. DeFi is constantly changing, and it's important to stay updated on the latest news and trends. Keeping an eye on the upcoming week can help you be prepared.
  2. This platform focuses on delivering important information about various DeFi protocols, which helps users know what to watch for.
  3. The content is created for paid subscribers, ensuring that they receive exclusive and actionable insights.

What Is DeFi Education?

DeFi Education • 719 implied HN points • 18 Aug 22
🔮 Crypto DeFi Blockchain Finance Investing Education
  1. DeFi Education offers independent and high-quality research on crypto. They focus on helping people understand complex topics in the crypto world without the influence of paid promotions.
  2. The mission is to empower individuals with the knowledge to make informed decisions in the crypto space, avoiding scams and bad investments.
  3. They have built a strong community of readers, ranging from beginners to experts, who share valuable insights and support each other in navigating the fast-changing crypto landscape.

Abe Left Japan’s Economy Worse Than He Found It

Japan Economy Watch • 519 implied HN points • 13 Sep 22
💼 Business Economy Politics Finance Government Labor
  1. Shinzo Abe failed to improve Japan's economy during his tenure as Prime Minister, falling short of his promises and leaving living standards on a decline
  2. Abe's economic policies led to suppressed GDP growth, low wages, and a shift in national income from people to corporations
  3. Despite claimed achievements like 'womenomics' and ending deflation, Abe's tenure was marked by hollow measures and missed opportunities for real structural economic reforms

Crypto: Providing for Your Safety and Security in Emergencies

DeFi Education • 1019 implied HN points • 18 Feb 22
🔮 Crypto Finance Security Decentralization Technology Investment
  1. Crypto can help you feel safer during emergencies. It’s designed to protect your money when things get tough.
  2. Recent events show that having access to your funds is really important. We should pay attention to how DeFi can help in crises.
  3. Understanding the value of DeFi is essential for the long term. It’s not just about making money, but also about security and safety.

The Gravitational Force of Tech Money

The Future, Now and Then • 167 implied HN points • 13 Mar 24
💼 Business Tech Wealth Economy Capital Finance
  1. Gravitational impact of money increases with scale, where extreme wealth creates societal problems beyond personal purchasing power.
  2. Tech billionaires accumulating astronomical sums of money have industry-warping and societal impacts, shaping the future and institutions.
  3. The concentration of vast capital in the hands of a few leads to comical ineptitude and problems society struggles to address, highlighting flaws in the tax system.

From Google Blogger to Substack: Coming Soon!

Musings on Markets • 899 implied HN points • 25 Mar 22
💼 Business Finance Investing Economics Publishing Blogging
  1. The author started blogging in 2008 and has written over 600 posts on finance topics since then. This blogging experience has helped him rethink his views and develop new ideas.
  2. He is moving his blog from Google Blogger to Substack because it allows him to easily transfer his old posts and offers a better format for readers.
  3. Both platforms will continue to host his posts, and he encourages readers to choose between them while assuring that the experience will remain similar.

Why Did the Tesla Board Attempt to 'Ratify' Musk's Obscene Options Package Instead of Granting a New One?

lawrence’s Substack • 36 HN points • 13 May 24
💼 Business Finance Law Tax Compensation Corporate Governance
  1. The Tesla board attempted to 'ratify' Musk's 2018 options package instead of granting a new one due to legal challenges and potential losses for the company.
  2. Creating a new stock options grant for Musk would lead to massive expenses for Tesla and put the company in financial jeopardy.
  3. Musk does not want a new package as the prospects for Tesla's stock price growth have diminished, making a new reward less appealing, and also resulting in potential tax issues for him.

ARM IPO Breakdown

Mule’s Musings • 346 implied HN points • 12 Sep 23
💼 Business Tech industry Finance Valuation Competitive Analysis
  1. ARM is an important company in the IP industry, famous for its power efficiency and reduced instruction set.
  2. ARM's history includes significant milestones like going public in 1997 and being acquired by Softbank in 2016.
  3. The ARM IPO is highly anticipated, with the company aiming to list between 50-55 billion, showcasing its key role in the industry.

ASML earnings, slowing cloud growth, and the Perplexity question

Alex's Personal Blog • 32 implied HN points • 16 Oct 24
💼 Business Finance Investing Economics Startups Technology
  1. ASML did really well in the last quarter, earning more than expected and making a lot of profit. This surprised many investors.
  2. Cloud growth is slowing down, which could be a challenge for tech companies relying on it. It's important to keep an eye on this trend.
  3. There's a legal issue with Perplexity as they were told by The New York Times to stop using their content. This has raised questions about the future of AI and content use.

The DeFi Roundup (October 8, 2022)

DeFi Education • 599 implied HN points • 08 Oct 22
🔮 Crypto Blockchain Finance Investing Regulation Technology
  1. Celsius has revealed a huge spreadsheet with customer names and transactions as part of their bankruptcy. This move raises privacy concerns for many customers.
  2. The DeFi space is constantly evolving, and keeping up with weekly roundups helps investors stay informed. Quick updates can guide better decision-making.
  3. Being a paid subscriber can give you access to in-depth insights and analysis that is not available to free users. It can be worth it for those serious about investing.

March 2023 Space Stock Review+ ULA M&A

Case Closed • 176 implied HN points • 12 Apr 23
💼 Business Finance Science Technology Investing Space
  1. March and 1Q23 Market Overview: Space SPACs were down, legacy space stocks performed worse, and stock market volatility was influenced by changing expectations for interest rates and the economy.
  2. Space Stock Performance and Valuation: Different sectors performed differently, with manufacturing outperforming. Companies like SATL and LUNR were discussed for their valuation considerations.
  3. Analyzing the Potential Sale of United Launch Alliance: Speculation surrounds the potential sale of ULA, with Lockheed Martin likely to buy out Boeing's stake based on financial and strategic considerations.

The Satisfaction of Paying Bills

Kamui Whisky Newsletter • 176 implied HN points • 30 Sep 23
💼 Business Entrepreneurship Finance Startups Management Economics
  1. Paying bills can bring a deep sense of satisfaction, especially after overcoming financial hurdles in a startup.
  2. Paying invoices quickly can have a positive impact on relationships with contractors, small businesses, and vendors.
  3. Prioritizing timely payment of invoices and bills is not only responsible but can also be a rewarding practice.

The Lifecycle of an Edtech Company - Part 1

system bashing • 176 implied HN points • 20 Jul 23
💼 Business EdTech Startup Finance
  1. Starting small and doing what you love can lead to building a strong community and following.
  2. As a business grows, the transition from a passionate creator to a structured company can bring challenges in managing relationships and revenue.
  3. Scaling a startup involves evolving into a company with defined roles, managing financial aspects, and adapting to market demands.

The DeFi Roundup (December 3, 2022)

DeFi Education • 499 implied HN points • 04 Dec 22
🔮 Crypto DeFi Blockchain Investing Finance Technology
  1. The DeFi Roundup keeps you updated on important events and trends in decentralized finance. It's a great way to stay informed while others focus on major news.
  2. This report offers actionable insights and fun topics that can help you explore opportunities in DeFi. It's more about excitement than the usual heavy news.
  3. Instead of diving deep into negative stories, the roundup focuses on cooler and engaging content in the DeFi space that you might find useful.

Deep Dive: Maple Finance

DeFi Education • 499 implied HN points • 30 Nov 22
🔮 Crypto DeFi Fintech Blockchain Investments Finance
  1. DeFi stands for decentralized finance, which means financial services that operate without central authorities or intermediaries. It's like banking without a bank, where everybody can access services freely.
  2. Maple Finance is a platform that combines finance technology with decentralized finance. It offers users a chance to lend and borrow funds in a decentralized way.
  3. The goal of DeFi is to create an open finance system accessible to anyone. It aims to improve transparency and inclusivity in financial transactions.

Reddit S-1 Breakdown

Tanay’s Newsletter • 164 implied HN points • 27 Feb 24
💼 Business Technology Finance Data AI IPO
  1. Reddit boasts a massive user base with 500M monthly active users but faces challenges in user engagement and monetization compared to platforms like Facebook and Snap.
  2. In terms of revenue, Reddit earns primarily from advertising, making $804M in 2023, but needs to address its high R&D spending to achieve profitability.
  3. Reddit holds valuable conversational data with 1 billion posts and 16 billion comments, making it attractive in the AI market; however, it must also navigate potential challenges where AI models could replace users asking questions on the platform.

Railgun: Hide Your DeFi Private Parts

DeFi Education • 939 implied HN points • 10 Feb 22
🔮 Crypto Blockchain DeFi Privacy Transactions Finance
  1. DeFi transactions are public, which can expose your entire financial history. This means it's easy for anyone to see what you've been doing financially.
  2. Using the same device for different tasks can link your real identity to your DeFi activities, even if you think you're being anonymous.
  3. Railgun is a tool designed to help protect your privacy in DeFi, allowing you to manage your transactions more discreetly.

Intellectual Laziness

MD&A • 404 implied HN points • 04 Jul 23
💼 Business Finance Management Strategy Corporate culture Accounting
  1. Intellectual laziness can lead to catastrophic corporate failures, as seen in the case of GE and SVB.
  2. Managers who prioritize manipulating short-term earnings over creating long-term shareholder value are intellectually lazy.
  3. Intellectual rigor is essential in identifying underrated managers and avoiding overrated ones.

How to Read Smart Contracts Part 1

DeFi Education • 859 implied HN points • 23 Mar 22
🔮 Crypto Smart Contracts DeFi Blockchain Cryptocurrency Finance
  1. This post gives an overview of how to read smart contracts, focusing on Uniswap v2's structure. It's meant for those interested in understanding the basics of smart contracts.
  2. The author introduces key terminologies related to smart contracts, which will help readers grasp the concepts better.
  3. In the next part, the author will break down the code line by line, making it easier to understand what each part does.

What History Will Say About Crypto 2022

DeFi Education • 439 implied HN points • 01 Jan 23
🔮 Crypto Blockchain Finance Investment Technology Digital Assets
  1. Crypto will likely be seen as a significant part of our cultural history, reflecting its rise and impact over time.
  2. Future generations may explore our digital era using advanced technology, giving them insights into our online lives.
  3. The evolution of finance through crypto could change how we understand money and investments in the future.

The New Sports-Only Streaming Service Ignores Traditional Media's Biggest Problem

Huddle Up • 175 implied HN points • 12 Feb 24
💼 Business Media Streaming Sports Partnerships Finance
  1. A new sports-only streaming service is being launched by ESPN, Fox, and Warner Bros. Discovery, bundling various sports rights into one package.
  2. The pricing for the new service hasn't been finalized but is expected to be more than ESPN+ and cheaper than YouTubeTV, likely around $40/month.
  3. This move highlights the trend in the industry where companies either bundle or unbundle content to make money, showcasing the evolution in how media services are structured.

Why P/E Ratios Are Broken In Crypto

DeFi Education • 699 implied HN points • 22 Jun 22
🔮 Crypto Finance Investment Tokenomics Market Analysis DeFi
  1. P/E ratios aren't very useful in crypto because they rely on earnings that can fluctuate wildly. DeFi protocols often make money one month and lose it the next, making it hard to predict overall earnings.
  2. Crypto tokens have different roles than stocks and aren't just about cash flow. They can be used for voting or earning more tokens, which makes comparing them using P/E ratios tricky.
  3. It's better to focus on cash flows rather than P/E when analyzing crypto. Ignoring token issuance costs and looking at other measures like Price to Sales (P/S) can give a clearer picture of value.