The hottest Finance Substack posts right now

And their main takeaways
Category
Top Business Topics

Comenzando con Zeus Mobile Node

DarthCoin’s Bitcoin Guides • 19 implied HN points • 05 Feb 24
🕹 Technology Finance
  1. This guide provides a step-by-step overview of using Zeus Mobile Node, a powerful LND node in a mobile device, particularly suited for Lightning Network newbies seeking a self-sovereign journey.
  2. Zeus Mobile Node now offers an integrated LND node feature, providing a private LN node experience with continuous LND service and Neutrino block filter synchronization for efficient operation.
  3. Key features of Zeus Node include private LND node, persistent LND service, Neutrino block filtering, simple Taproot channels, integrated LSP Olympus for instant LN transactions, and a built-in Point of Sale (POS) system for merchants.

Why won't they give us the resources?

Sunday Letters • 159 implied HN points • 12 Jun 22
💼 Business Finance
  1. Deciding when to invest in new projects is tricky for companies because they need to balance costs and benefits. Too much spending too quickly can lead to financial problems.
  2. Finance teams focus on overall company health, like cash flow and profit margins. If a new project risks the company's profitability, they might hesitate to fund it.
  3. To get funding for new ideas, it's helpful to understand the financial risks and show how the project can improve profit margins. Developing strategies to lower risks can increase chances of approval.

Arm's 2025 Q3 Financial Results

More Than Moore • 46 implied HN points • 06 Feb 25
💼 Business Finance
  1. Arm's recent financial results show a big increase in revenue, largely thanks to the growing demand for AI and new technology. They set records in both total and royalty revenues this quarter.
  2. The company is heavily investing in research and development, increasing their spending and hiring more engineers to stay competitive. This is helping them innovate and improve their products.
  3. Arm faces competition from other chip designers and ecosystems like RISC-V, so they must navigate these challenges carefully to maintain their market share and continue growing.

Klaviyo S-1 breakdown

Tanay’s Newsletter • 201 implied HN points • 29 Aug 23
💼 Business Finance
  1. Klaviyo is a marketing automation platform that helps retail and eCommerce businesses drive revenue growth through digital channels like email and SMS.
  2. Klaviyo has strong financial metrics, with $585M in revenue over 12 months, impressive retention rates, and profitability with 76% gross margins.
  3. The efficient growth model of Klaviyo, its ability to resonate with eCommerce businesses, and reliance on partnerships like Shopify have contributed to its success.
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1/30/2024: Google Q4 Earnings Beat Expectations

depression2022 • 19 implied HN points • 30 Jan 24
💼 Business Finance
  1. Google's Q4 earnings beat expectations.
  2. There is concern about Google's search business in the future due to changing user behavior and competition from AI applications like ChatGPT.
  3. Google Cloud revenue growth accelerated in Q4, making it profitable, but there are concerns about the changing landscape of AI and its impact on Google's services.

Daily Chartbook #398

Daily Chartbook • 131 implied HN points • 09 Mar 24
💼 Business Finance
  1. The post is for paid subscribers only, requiring subscription to access it.
  2. The Daily Chartbook #398 includes a collection of 30 charts to catch up on the day.
  3. There are options to share the post on various platforms like Facebook, email, or a direct link.

Actual Security vs. Security Theatre

Confronting the Future • 19 implied HN points • 28 Jan 24
🕹 Technology Finance
  1. Using public blockchains can provide better detection of illicit finance compared to traditional financial systems.
  2. Focusing on actual security measures is more effective than engaging in security theater.
  3. Regulators, banks, and crypto communities need to work together to enhance financial security and combat illicit activities.

Going Beyond Buffett

What's Important? • 46 implied HN points • 02 Feb 25
💼 Business Finance
  1. Warren Buffett is aging, and people are wondering who will carry on his legacy. The focus should not only be on who continues his investment success but also on who can embody his wisdom.
  2. The current market is like a fragile ecosystem dominated by familiar players. Instead of just choosing the best investments, we should be looking for more innovative and holistic approaches to business.
  3. To truly thrive in the future, businesses should embrace new, creative thinking that values quality and human experience over just profits. It's about being adaptable and aware, like a hare evading a predator, instead of a predictable stoat.

Intel's Terrifying Future

Irrational Analysis • 19 implied HN points • 27 Jan 24
💼 Business Finance
  1. Intel's IDM model faces challenges in managing both chip design and fabrication under one company.
  2. Separating out P&L for design and fabrication units allows for increased accountability within Intel.
  3. Analysts are skeptical about Intel's future success, citing ongoing market share losses and competition from AMD, Nvidia, and others.

Buffett, Draper, & Partners

Jay's Data Stream • 23 implied HN points • 06 Jun 25
💼 Business Finance
  1. Mad Men shows the dark side of success, where the main character struggles with his identity and personal relationships due to his career. It highlights how chasing success can cost us our true selves and loved ones.
  2. Both Warren Buffett and Don Draper show that a drive for success often leads to family neglect. While one character battles addiction, the other realizes too late the emotional distance created by his obsession with work.
  3. Greg Abel, Buffett's successor, represents a new way of balancing work and family life. His choices suggest a shift toward valuing personal connections over pure financial success.

Best Business Thinker?

Bet On It • 135 implied HN points • 14 Feb 24
💼 Business Finance
  1. The post discusses the search for the best business thinker who is intellectually responsible and data literate, with a focus on making money through various mediums like lectures, podcasts, or books.
  2. There is an exploration of finding a voice of reason in the realm of business, investing, finance, and other related fields, seeking individuals who can provide intellectual clarity and resist biases.
  3. The post mentions the question of whether there is a 'LessWrong' equivalent in financial mathematics, business, and career development, pointing out the quest for insightful and reasonable resources in these domains.

DirectorMoves

DirectorMoves • 19 implied HN points • 24 Jan 24
💼 Business Finance
  1. Promotions and changes in leadership roles in various companies
  2. Shift towards more gender diversity on company boards
  3. Updates on CFO and General Counsel appointments

Starbucks Shares Plunge After Sales, Earnings Miss

Dr.John B’s Newsletter • 8 HN points • 01 May 24
💼 Business Finance
  1. Starbucks experienced a significant drop in sales and earnings, leading to a plunge in shares due to a 4% decrease in global comparable store sales
  2. The decrease in sales was particularly notable in China where competition with lower prices impacted transactions and average spend negatively
  3. Despite new store openings, Starbucks struggled to offset the declining sales in existing cafeterias due to various factors like colder weather, cautious consumers, and conflicts globally

Is $7.2B a lot of money for Squarespace?

Alex's Personal Blog • 65 implied HN points • 17 Oct 24
💼 Business Finance
  1. Squarespace was recently sold for $7.2 billion, which some believe is a lot of money. They managed to increase their sale price by over 5% from a previous offer.
  2. The company showed strong growth, with its revenue growing by 20% year over year, and it has a solid cash position. This performance raises questions about whether they sold themselves too cheaply.
  3. Even though the sale price seems high, Squarespace might have been worth more based on its growth and financial metrics. Some think they could have waited for better market conditions before selling.

Daily Brief: Income Statements & Heat Engines

Math Meets Money • 1 HN point • 20 Aug 24
💼 Business Finance
  1. Every business operates on a basic principle: income equals revenue minus costs. This is like a simple equation that explains how money flows in and out.
  2. A business can be thought of as a heat engine where revenue is the input, total costs are the output, and net income is the useful energy left over to be used by the company.
  3. Businesses help organize and order capital, just like heat engines organize particles. Understanding these similarities can make it easier to grasp how businesses function.

The dismal return of the avocado toast guy

Can We Still Govern? • 178 implied HN points • 13 Sep 23
💼 Business Finance
  1. Avocado toast guy resurfaces with controversial comments on productivity and unemployment.
  2. Gurner's statements express disdain for employees and a desire to impose pain on the laboring class.
  3. The resurgence of Gurner highlights the antagonism between the rich and the working class in society.

DirectorMoves

DirectorMoves • 19 implied HN points • 17 Jan 24
💼 Business Finance
  1. Content is available to paid subscribers only.
  2. Director and CEO moves are highlighted in the post.
  3. The post includes news, analysis, and governance in company boardrooms.

Enduring Value

Steelhead • 19 implied HN points • 17 Jan 24
💼 Business Finance
  1. Raising more private capital pre-IPO shows a weak positive correlation with larger enduring public market cap.
  2. Companies that raise more private capital pre-IPO tend to have slightly higher growth rates post-IPO.
  3. There is a weak/negligible positive correlation between raising more private capital pre-IPO and greater enduring sales efficiency.

PacBio Thoughts

ASeq Newsletter • 14 implied HN points • 06 Aug 25
💼 Business Finance
  1. PacBio's earnings call is coming up and they recently laid off 80 workers.
  2. In the first quarter, they sold a limited number of instruments, indicating potential struggles in sales.
  3. Other companies in the field also seem to be facing challenges, suggesting PacBio might not see significant improvements.

Is This the End of Low-Cost Airlines in the U.S.?

Gad’s Newsletter • 50 implied HN points • 09 Dec 24
💼 Business Finance
  1. Low-cost airlines in the U.S. are struggling due to rising costs and operational challenges. These airlines have smaller profit margins, making it hard to survive when problems arise.
  2. Successful low-cost carriers like Frontier and Southwest are adapting by adding premium options and changing their services. They’re evolving to meet customer demands while trying to keep their budget-friendly roots.
  3. In Europe, low-cost airlines are doing well thanks to higher population densities and a culture that accepts budget travel. This shows how different markets can impact the success of low-cost airline models.

Mobileye's Rancid Kitchen Sink

Irrational Analysis • 19 implied HN points • 06 Jan 24
💼 Business Finance
  1. Mobileye's CFO actions hinted at potential manipulations with revenue and earnings data, raising concerns of corporate mismanagement.
  2. The preliminary financial outlook for 2024 revealed a significant decline in revenue that might continue for a few quarters, hinting at wider challenges in the automotive semiconductor market.
  3. Investors are advised to diversify into safer stocks, considering the uncertainties in the auto semi industry, with Mobileye's situation being a concerning outlier.

Welcome to Tim Culpan's Substack

Tim Culpan’s Position • 59 implied HN points • 13 Apr 23
💼 Business Finance
  1. Tim Culpan plans to share exclusive insights and updates through his Substack. You can expect valuable content even if there are only a few emails per month.
  2. He hints that the subscription will likely be free for a long time, so it's low-risk for readers. Signing up won't hurt, and it can easily fit in with other newsletters.
  3. All the posts and opinions shared here are personal and not connected to his work at Bloomberg. So, it's a space for his own thoughts.

Bitcoin Lending: The Trojan Horse

The Held Report • 13 implied HN points • 31 Jul 25
🔮 Crypto Finance
  1. Bitcoin lending can seem convenient, but it often requires giving up control of your Bitcoin to banks and custodians, which goes against the idea of self-custody and sovereignty.
  2. When you deposit Bitcoin with a custodian, they can treat your assets like their own, risking your ownership and leading to potential losses, similar to what happened with past exchanges.
  3. Using platforms like Mezo allows you to borrow against your Bitcoin without losing control, helping you achieve financial goals while keeping your assets secure.

Juan Soto's $765 Million Contract Is A Bad Deal (But Steve Cohen Doesn't Care)

Huddle Up • 46 implied HN points • 11 Dec 24
🎾 Sports Finance
  1. Juan Soto's $765 million contract is seen as a bad deal due to the risks involved. It raises questions about long-term investments in sports players.
  2. The high value of Soto's contract can create pressure for him to perform consistently. This could impact his performance and overall career.
  3. Steve Cohen, the owner of the New York Mets, doesn't seem to mind the potential downsides of the deal and is willing to invest heavily. This shows a willingness to take risks for big talent.