The hottest Finance Substack posts right now

And their main takeaways
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Top Business Topics

What they don’t teach you in coach training (but probably should)

The Ask Newsletter — by Ellen Donnelly • 25 implied HN points • 29 Jan 25
💼 Business Finance
  1. Many coaching programs focus on pure coaching techniques, but real clients often want specific advice and solutions to their problems. Coaches need to understand this difference to succeed.
  2. Combining coaching with mentoring can be valuable. Clients appreciate a mix of self-reflection and practical guidance to achieve their goals.
  3. Success in coaching comes from really knowing your clients’ needs and being flexible in your approach. Building relationships and offering direct help can lead to better outcomes.

Congressman: Republicans Would Not Have Standing to Sue If Biden Uses 14th Amendment

The Washington Current • 19 implied HN points • 24 May 23
🇺🇸 U.S. Politics Finance
  1. Republicans may not be able to legally challenge if President Biden invokes the 14th Amendment to ensure the government pays its bills and avoids economic calamity.
  2. Section 4 of the 14th Amendment guarantees that the U.S. government's debts will be paid.
  3. Rep. Jamie Raskin believes that using the 14th Amendment doesn't invite legal challenges, and Republicans would struggle to prove injury if they sued.
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Why Your Valuation Matters

Life on the Trail • 19 implied HN points • 19 Jun 23
💼 Business Finance
  1. Raising more capital at a high valuation can limit options and promote wrong behavior.
  2. Ignore the money you've raised and focus on finding urgent problems early on.
  3. Keep your team small and charge enough for your product to sustain growth.

Part 2: What goes wrong when business, finance, data, and technology worlds collide?

The Data Score • 19 implied HN points • 16 Aug 23
💼 Business Finance
  1. Silos and problems in business, finance, data, and technology worlds are mostly self-contained and are becoming more complex over time
  2. Challenges arise when experts talk past each other, fall into the 'smartest person in the room' syndrome, and fear failure in collaborative projects
  3. Successful collaboration requires effective communication, empathy, and psychological safety to navigate jargon, unstated motivations, and pressure of high stakes

NBA Valuations Reach $4.4 Billion As The Focus On Real Estate Development Intensifies

Huddle Up • 34 implied HN points • 30 Oct 24
💼 Business Finance
  1. NBA teams are now worth an average of $4.4 billion. This shows how valuable basketball franchises have become.
  2. The Golden State Warriors are the most valuable team at $8.8 billion, followed by the Knicks and Lakers. These teams are leading the pack in terms of worth.
  3. Real estate development is becoming more important for NBA teams. It seems teams are trying to boost their value through property investments.

Twitch Bans Gambling [Finance Fridays]

Technology Made Simple • 39 implied HN points • 23 Sep 22
💼 Business Finance
  1. Twitch banned unlicensed gambling on their platform which was a huge niche worth hundreds of millions, leading to a significant impact on the streaming community.
  2. The ban followed a major scam by a popular Twitch streamer that exposed concerns about minors and addicts being drawn to unregulated gambling sites.
  3. The decision by Twitch highlights the importance of regulations in online gambling, the risks associated with unregulated systems, and the societal impact of excessive gambling content consumption.

JPMorgan's AI Chatbot to Replace Research Analysts 😳

Sector 6 | The Newsletter of AIM • 1 HN point • 30 Jul 24
🕹 Technology Finance
  1. JPMorgan has introduced an AI chatbot named LLM Suite to assist its employees in idea generation and document summarization. This means that many tasks traditionally done by research analysts may now be handled by AI.
  2. About 15% of JPMorgan's workforce in asset and wealth management will use this AI, showcasing the bank's large investment in artificial intelligence. It shows how serious the company is about improving efficiency with technology.
  3. JPMorgan is not new to using AI, as they already have over 300 AI projects. This AI push is part of a broader trend in the finance sector to integrate advanced technology into everyday operations.

Intel to IPO the FPGA Group

More Than Moore • 93 implied HN points • 04 Oct 23
💼 Business Finance
  1. Intel is planning to IPO its FPGA Group, following a similar model as with Mobileye.
  2. The Programmable Solutions Group, formed from the Altera acquisition, has been a consistent revenue generator for Intel.
  3. Intel's reorganization will provide better financial transparency and strategic flexibility for the FPGA business unit.

On A New Decade: How To Save Yourself

Day One • 159 implied HN points • 21 Dec 20
💼 Business Finance
  1. New lifestyles bring new results, not just setting new goals.
  2. Entering a new decade requires building essential structures to seize opportunities.
  3. Key steps for success in a new decade: Learn skills for earning and build a business to generate income.

Google and Adobe go on a shopping Spree [Finance Fridays]

Technology Made Simple • 39 implied HN points • 17 Sep 22
💼 Business Finance
  1. Companies like Google and Adobe are still investing in valuable acquisitions even during a tech crash, emphasizing the importance of staying focused on building valuable products.
  2. Big money acquisitions like Google's Mandiant and Adobe's Figma prove that focusing on quality over short-term gains can lead to significant success in the long run.
  3. Being able to identify valuable companies early can be financially rewarding, emphasizing the importance of developing expertise in specific domains and staying informed through diverse sources.

Stripe's slower growth

The PhilaVerse • 123 implied HN points • 07 Apr 23
💼 Business Finance
  1. Stripe's growth is slowing down, affecting its short-term IPO plans
  2. Stripe processed transactions worth $817 billion in 2022, with a 26% increase from the previous year
  3. Stripe's customer count is up by 19%, but it's lower than the previous year

Ning Gaoning on How Sinochem bought Syngenta

Pekingnology • 30 implied HN points • 14 Nov 24
💼 Business Finance
  1. Ning Gaoning played a key role in significant mergers and acquisitions in China. His leadership at major companies helped shape the chemical industry in the country.
  2. The acquisition of Syngenta by ChemChina was the largest overseas buy by a Chinese company, costing over $43 billion. This move aimed to upgrade China's agricultural technology and meet international standards.
  3. Financing large acquisitions is complex and required careful planning. ChemChina successfully collaborated with Sinochem to secure funding through a combination of loans and bonds for the Syngenta deal.

Afridigest Executive Brief: Beyond VC - Africa's new era of securitization

Afridigest • 7 implied HN points • 11 Aug 25
💼 Business Finance
  1. There's a new focus in Africa on securitization rather than just relying on venture capital. This means companies are looking for different ways to secure funding and manage risks.
  2. Executives need to stay informed about these new finance trends to adapt their strategies. It's important to understand how these changes affect business opportunities in Africa.
  3. This shift could lead to innovative financial solutions and investments in various sectors across the continent. It might open doors for more diverse economic growth.

Grit vs. Quit

SatPost by Trung Phan • 127 implied HN points • 04 Mar 23
💼 Business Finance
  1. Knowing when to quit is as important as perseverance
  2. Quitting can be difficult due to biases like sunk-cost fallacy and identity
  3. Successful pivots often involve quitting the wrong idea to pursue a better one

Genapsys Lawsuit!

ASeq Newsletter • 21 implied HN points • 04 Feb 25
💼 Business Finance
  1. A lawsuit is happening involving Genapsys, and it claims the company engaged in serious fraud. This includes manipulating scientific data and misleading investors about its technology and financial health.
  2. The lawsuit highlights issues within the biotech industry, where some companies might exaggerate their capabilities or results. This has made investors more cautious and skeptical of bold claims.
  3. Internal documents suggest the CEO directed employees to present false information during due diligence. This raises questions about trust and honesty in biotech business practices.

Being Early—And Patient—In Psychedelics

QTR’s Fringe Finance • 9 implied HN points • 09 Jul 25
🇺🇸 U.S. Politics Finance
  1. Psychedelics are gaining more attention and acceptance in society, including unexpected support from political parties. This shift could help the industry grow and become more legitimate.
  2. Investing in psychedelics has been unpredictable and challenging this year, especially compared to other sectors that are doing well.
  3. Despite the current volatility, there are still promising companies in the psychedelics space that may be worth considering for the future.

ASML earnings, slowing cloud growth, and the Perplexity question

Alex's Personal Blog • 32 implied HN points • 16 Oct 24
💼 Business Finance
  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.

PacBio Earning Call

ASeq Newsletter • 7 implied HN points • 07 Aug 25
💼 Business Finance
  1. PacBio's recent earning call showed they did a bit better than expected, even though overall expectations were low.
  2. They had a positive sign with the sale of the Vega, selling 38 units this quarter, which is up from the last one.
  3. Other instruments aren't selling as well, likely due to less research funding and concerns about global trade.

What if the Current Tech IPO Drought isn't a Drought but the New Normal for Venture?

Venture Reflections • 18 implied HN points • 25 Feb 25
💼 Business Finance
  1. The slowdown in tech IPOs might not be a temporary issue, but rather a shift to fewer, larger IPOs that happen less frequently. This could change how we view the IPO landscape.
  2. Many companies are now able to raise enough money privately, so they don't feel the need to go public. This reduces the urgency for IPOs as a source of liquidity.
  3. As companies wait longer to go public, secondary sales could become the main way smaller investors get returns. This change means that the investment landscape might focus more on private equity than on public markets.

Clouded Judgement 8.8.25 - Earnings Season Starts Strong

Clouded Judgement • 7 implied HN points • 08 Aug 25
💼 Business Finance
  1. This week saw big AI model releases from Anthropic and OpenAI, with mixed reactions from users. While developers liked some improvements, many felt these were not groundbreaking innovations.
  2. Currently, the software earnings season is showing positive results, with companies generally beating revenue estimates. However, stock prices are not reflecting this optimism, suggesting market concerns.
  3. SaaS companies are often valued based on their revenue multiples because many are not profitable yet. It's a key way to compare companies in this sector.

What happened in marketing: Gemini, Advantage+, Trump, DeepSearch and Earnings

The Social Juice • 19 implied HN points • 09 Feb 25
💼 Business Finance
  1. OpenAI has introduced a new feature called Deep Search, which helps with deep research online. This could change how we find and understand complex information.
  2. LinkedIn is focusing more on video content, with a 36% increase in video uploads. This shift could influence how professionals share and engage with content.
  3. Google's new AI updates aim to improve advertising performance and user experience. These advancements highlight the growing role of AI in digital marketing.

Last Month’s $83.3 Million Civil Jury Verdict Against Donald Trump in Federal Court Raises Historically Serious National Security Concerns

Proof • 60 implied HN points • 02 Feb 24
🇺🇸 U.S. Politics Finance
  1. Donald Trump faces serious legal and financial challenges, including an $83.3 million civil jury verdict against him.
  2. There are doubts about Trump's claims of having $400 million in liquid assets to pay off judgments against him.
  3. The concern over Trump's financial situation and potential debt raises national security concerns.

Oxford Nanopore JPM Presentation Thoughts

ASeq Newsletter • 21 implied HN points • 14 Jan 25
💼 Business Finance
  1. Oxford Nanopore is showing 31% revenue growth, but this excludes some major projects like the Emirati Genome Project and COVID-related work. This might not give a full picture of their earnings.
  2. The company seems to rely heavily on a single new large customer for much of its revenue growth. This could be a risk if that customer changes or goes away.
  3. Historically, large customers can disappear when their projects finish, meaning Oxford Nanopore needs a steady influx of new clients to maintain growth.

Welcoming Liz Hart to Equal Ventures!

Equal Ventures • 59 implied HN points • 25 Jan 22
💼 Business Finance
  1. Bringing talented individuals together is crucial for a company's success. Each new hire is an opportunity to further strengthen the company's goals.
  2. Liz Hart, joining Equal Ventures, brings a diverse background in areas like private equity, entrepreneurship, and climate justice. Her valuable skills and passion make her a great addition to the team.
  3. Liz Hart's role at Equal Ventures will involve utilizing her research skills across multiple sectors such as climate, retail, supply chain, insurance, and care economies. She is expected to contribute significantly to the NYC venture community.

Oxford Nanopore Interim Results

ASeq Newsletter • 21 implied HN points • 13 Jan 25
💼 Business Finance
  1. Oxford Nanopore reported total revenue of £183.0 million in 2024. This shows the company is generating significant income.
  2. The company’s performance is being compared to a steady growth rate of 12% from 2020 onward. This indicates they have been growing consistently.
  3. The interim trading update was released before a major presentation, highlighting its importance for investors and stakeholders. This kind of update can be crucial in informing decision-making.

WEEKLY BRIEFLY NOTED: For 2024-12-11 We

Brad DeLong's Grasping Reality • 23 implied HN points • 11 Dec 24
🇺🇸 U.S. Politics Finance
  1. Quasars are super bright and energetic objects in space, powered by black holes consuming material. They help astronomers understand our universe better.
  2. Current economic policies, especially under recent U.S. leadership, are shaping the economy in complex ways, with stock market reactions being particularly important.
  3. Using AI can be helpful, but it's important to know when to rely on it. It can aid in tasks we could do ourselves but shouldn't replace deep learning and understanding.

Fund Raiser! Please buy a subscription.

C.O.P. Central Organizing Principle. • 18 implied HN points • 05 Feb 25
💼 Business Finance
  1. Money is tight, and it's important to be mindful of our spending. Choosing the cheapest options can help during tough financial times.
  2. Supporting creators and writers through subscriptions can ensure they continue providing content. Your support can make a big difference!
  3. Weather can impact activities like busking, so it's okay to take a break when conditions aren't favorable. Staying safe is a priority.

Clouded Judgement 11.28.25 - Q3 Earnings Check In

Clouded Judgement • 2 implied HN points • 28 Nov 25
💼 Business Finance
  1. Q3 has shown strong performance for software companies, with a year-over-year growth of 23% in net new Annual Recurring Revenue (ARR). This suggests a positive trend in the industry.
  2. Valuation of SaaS companies is primarily based on revenue multiples, with high-growth companies having a median multiple of 15.2x. This indicates how investors assess the value of these businesses based on their growth potential.
  3. Operating metrics show that median growth rates are around 12% to 14%, with strong margins. This highlights that, while growth is good, many companies still need to improve their profitability.

How we built a business out of recession - chapter 24 - a series of unfortunate events

The ZIPster • 26 implied HN points • 08 Nov 24
💼 Business Finance
  1. Starting a business can be tough, especially when facing constant challenges. It's important to stay focused and adapt to changing situations as they arise.
  2. Making mistakes is part of the learning process in business. Recognizing and addressing them helps avoid repeating the same errors.
  3. Building good relationships with banks and financial partners is crucial for success. Gaining their trust can help secure the necessary funding to grow the business.

Bitcoin’s Next 10 Years & Victor Mentality

QTR’s Fringe Finance • 25 implied HN points • 14 Nov 24
🔮 Crypto Finance
  1. Bitcoin has a long-term potential that many investors believe in. Holding onto it for over a decade has shown significant promise.
  2. The approach to investing in Bitcoin involves buying, mining, and even bidding in auctions to acquire coins.
  3. New strategies in finance can impact how Bitcoin is traded and valued, making it crucial to stay informed about market changes.