The hottest Finance Substack posts right now

And their main takeaways
Category
Top Business Topics

Logista: Old Roots, Green Sprouts

Invariant • 491 implied HN points • 07 Jan 24
💼 Business Finance Pharmaceuticals Distribution Mergers & Acquisitions Companies
  1. Quaking aspens have a unique way of growing, with all trees in a colony connected as part of the same single organism.
  2. Logista, a Spanish distribution company, is diversifying away from tobacco distribution and focusing more on next-generation nicotine products and pharmaceutical distribution.
  3. Logista is strategically growing through acquisitions, particularly in the pharmaceutical sector, aiming for inorganic growth to expand its reach.

💥One down, eleven to go...💥

PETITION • 334 implied HN points • 01 Feb 24
💼 Business Bankruptcy Legal Finance Retail Consulting
  1. Recent bankruptcies in the corporate sector include companies like Humanigen Inc., Audacy Inc., and Eye Care Leaders.
  2. GOL Linhas Aéreas Inteligentes S.A. filed for chapter 11 bankruptcy in January 2024 due to financial struggles and liquidity issues.
  3. In Rite Aid's bankruptcy case, issues arise regarding store closures, conflicts over lease rejections, and negotiations with stakeholders.
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Artificial Intelligence: The Rise of AI in Earnings Call Summarization

The Fintech Blueprint • 334 implied HN points • 30 Jan 24
🕹 Technology AI Finance Analysis Tools Applications
  1. AI is revolutionizing financial analysis through earnings call summarizations by tools like Bloomberg, AlphaSense, TiredBanker, and Aviso.
  2. AI helps in quickly isolating key points from earnings calls and deriving insights that improve financial decision-making.
  3. AI-driven tools have the potential to mitigate human error in analyzing financial data and are expected to see universal adoption in the financial services sector.

❄️ 🚀 Une grosse annonce à vous faire. Ready ?

Snowball • 2614 implied HN points • 29 Mar 23
💼 Business Finance News Technology Crypto Marketing
  1. Snowball+ is a new collective of newsletters focused on personal finance in France, featuring various experts and tools.
  2. The launch price for Snowball+ is 9€ per month or 80€ per year, offering additional content and a diverse range of financial topics.
  3. Existing subscribers to Snowball will experience a price increase soon; new content will be added regularly to Snowball+.

Newcastle United Finances 2022/23

The Swiss Ramble • 373 implied HN points • 15 Jan 24
🎾 Sports Finance Ownership Revenue Expenses
  1. Newcastle United's financial performance improved with new ownership, benefiting from significant investment.
  2. Despite impressive revenue growth, the club still ended up with a substantial pre-tax loss of £73m.
  3. Major revenue growth was seen in all streams, establishing new club records in commercial, match day, and broadcasting.

Daily Chartbook #398

Daily Chartbook • 131 implied HN points • 09 Mar 24
💼 Business Finance Subscription
  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.

Apologies for yet more radio silence/forthcoming book

Building a New Economics • 275 implied HN points • 31 Jan 24
🚌 Education Economics Research Publishing Finance
  1. The author has been busy working on a new book and various projects for BC4LS.
  2. The new book includes chapters on economics, pricing, energy, and the role of neoclassical economics in misleading about global warming.
  3. The author plans to release the manuscript to financial supporters only to avoid jeopardizing potential sales for the publisher.

Notorious: Common Mistakes Founders Make

Notorious PLG • 235 implied HN points • 08 Feb 24
💼 Business Entrepreneurship Startups Investing Finance Tech
  1. Valuable lessons for early-stage founders include focusing on customer needs, finding product-market fit, and maintaining rapid adaptation.
  2. Operating benchmarks for PLG startups include metrics on organic traffic, conversion rates, activation rates, and user retention.
  3. Financial benchmarks from PLG public companies cover EV/NTM revenue multiples, stock gainers, and recent PLG + AI financings.

The 'discounted' Yandex offload

The PhilaVerse • 247 implied HN points • 05 Feb 24
💼 Business Technology Geopolitics Finance
  1. Yandex is selling its remaining Russian businesses for $5.2 billion due to a mandatory discount imposed by the Russian government.
  2. The transaction involves cash in Chinese Yuan and is led by a consortium of senior managers and investors.
  3. Yandex aims to recover value for divested businesses, unlock growth for international businesses, and allow divested businesses to operate under new ownership.

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.

💥Here's Adam!?💥

PETITION • 235 implied HN points • 07 Feb 24
💼 Business Bankruptcy Healthcare Finance Legal Restructuring
  1. The WeWork debtors are in conflict with landlords over unpaid rent, leading to a heated legal battle.
  2. Cano Health Inc. and its affiliates filed for Chapter 11 bankruptcy in Delaware due to financial struggles and bad acquisitions.
  3. The restructuring support agreement for Cano Health aims to deleverage the company's balance sheet through a sale process and a proposed $150 million DIP financing.

Vượng In Control

Vietnam Weekly • 353 implied HN points • 10 Jan 24
💼 Business Automotive Finance International
  1. Vietnamese carmaker VinFast is expanding to India and other countries.
  2. The subscription price for Vietnam Weekly is increasing from $5/month to $8/month.
  3. VinFast has made significant announcements, including a leadership transition, plans for India, CES presentation, and facing challenges with bad press.

The 20 Year Fall of Japan's Sharp Corporation

The Asianometry Newsletter • 1692 implied HN points • 12 Jul 23
💼 Business Technology Leadership Finance Manufacturing Acquisition
  1. Sharp Corporation, a giant in consumer electronics, faced a 20-year decline due to reliance on the challenging LCD panel business.
  2. Founder Tokuji Hayakawa's journey from a young apprentice to creating iconic products like the Hayakawa Mechanical Pencil and Sharp radios.
  3. Sharp's move towards LCD technology led to financial strain, intense competition, and ultimately being acquired by Foxconn in 2016, marking the first foreign takeover of a major Japanese electronics firm.

💥Nobody Care(ismatic)💥

PETITION • 275 implied HN points • 24 Jan 24
💼 Business Bankruptcy Finance Crypto Legal
  1. A medical apparel seller has filed for bankruptcy due to various financial challenges and changes in the industry.
  2. The restructuring process involves equitizing first lien debt and securing a DIP financing with interesting features.
  3. The bankruptcy filing of Terraform Labs Pte. Ltd., known for the failed stablecoin Terra USD, has led to ongoing legal proceedings and the company's intent to continue its business plan.

Judicial Notice (02.03.24): Musk’s Money Troubles

Original Jurisdiction • 216 implied HN points • 04 Feb 24
📰 News Legal Politics Finance Law Entertainment
  1. Elon Musk's $56 billion pay package was ruined by lawyers, led by Greg Varallo, Jeroen van Kwawegen, and David Tejtel.
  2. Litigation boutiques like Lehotsky Keller Cohn are achieving significant wins in cases like FedEx's punitive damages.
  3. ChatGPT's suggestion of non-existent legal cases highlights the need for caution when using AI in legal research.

Venture Capital & Free Lunch

Not Boring by Packy McCormick • 156 implied HN points • 20 Feb 24
💼 Business Venture Capital Investing Tech industry Finance Startups
  1. Venture capital is considered to be the best asset class due to its ability to fund innovation and high potential returns.
  2. Despite its risks and failures, venture capital has historically delivered strong returns and funded groundbreaking ideas.
  3. Venture capital's free lunch concept is the idea that through the failures and successes in investment, society benefits from innovation without direct costs.

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.

Can new look Chelsea actually succeed?

Grace on Football • 982 implied HN points • 03 Sep 23
🎾 Sports Football Finance Management Player analysis Team performance
  1. Chelsea has undergone a significant squad overhaul with new signings and a new manager.
  2. There are concerns about Chelsea's financial compliance with UEFA's rules and the long-term sustainability of the club's investments.
  3. The success of Chelsea's revamped team depends on the performance and development of young players in a stable environment.

Betting the kingdom

SuperJoost Playlist • 176 implied HN points • 08 Feb 24
🕹 Technology Gaming Entertainment Finance Media Online Platforms
  1. Disney's $1.5 billion investment in gaming highlights the shift of entertainment firms towards the gaming industry.
  2. Microsoft's potential move to release Xbox games on PlayStation has stirred controversy among fans.
  3. Nintendo's decline in earnings, future of the Switch, and Roblox's strategy of user-generated content indicate interesting trends in the gaming industry.

How health-tech founders can survive a brutal 2024

Second Opinion • 471 implied HN points • 20 Nov 23
💼 Business Startups Investment Strategy Entrepreneurship Finance
  1. In 2024, health-tech founders may face challenges due to market conditions like the difficulty of fundraising.
  2. It's okay to let go of a struggling company and start over; it can make you smarter for the next venture.
  3. Founders should practice ruthless prioritization, focus on achieving break-even, and be realistic about liquidity events.