The hottest Financial Performance Substack posts right now

And their main takeaways
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Meta & Amazon Earnings Reviews

Stock Market Nerd • 884 implied HN points • 02 Feb 24
💰 Finance Market Analysis Financial Performance
  1. Meta Platforms (META) had strong earnings, beating estimates in demand, margins, guidance, and financials.
  2. Amazon (AMZN) also had a successful quarter, exceeding revenue and margin expectations, especially in AWS growth and advertising.
  3. Both companies showcased solid performance, indicating positive trends for their business strategies and financial outlook.

Naming and shaming in Japan

Asian Century Stocks • 884 implied HN points • 17 Jan 24
💼 Business Corporate Governance Market Analysis Investor Relations Financial Performance
  1. Japan's corporate governance reforms, starting with Abenomics, have been driving positive change in the capital allocation practices of Japanese companies.
  2. The Tokyo Stock Exchange's new listing structure, especially the Prime Market, has raised standards for companies, promoting better corporate governance.
  3. The practice of naming and shaming low price/book ratio companies in Japan is pushing them to improve profitability, enhance investor communication, and comply with new capital allocation rules.

Eggheads

Doomberg • 8689 implied HN points • 08 Apr 23
💼 Business Market Dynamics Financial Performance
  1. Egg production industry faces challenges like feed costs, disease management, and fluctuating demand.
  2. Global egg shortages post-Covid have unique causes in different countries.
  3. Cal-Maine Foods in the US demonstrates success in supplying eggs during shortages, leading to profits and political controversies.
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Deep Dive into DuPont

The Polymerist • 182 implied HN points • 20 Feb 24
💼 Business Chemicals Innovation Financial Performance Corporate strategy Mergers & Acquisitions
  1. DuPont started as a company selling explosives before pivoting to synthetic polymer chemistry in the 1920s, leading to significant innovations like Nylon and Teflon.
  2. Chemours was spun off from DuPont due to the controversy around environmental issues related to Teflon, resulting in significant legal liabilities.
  3. Despite its reputation as a specialty chemicals company, DuPont's financial reports show challenges in generating high profits, possibly due to a focus on commoditized products and significant settlements.

Auto Partner: A Boring Business with Brilliant Results

The Wolf of Harcourt Street • 530 implied HN points • 23 Nov 23
💰 Finance Stock Market Business Growth Financial Performance Investment Opportunities
  1. Auto Partner, a distributor of spare parts, is focusing on automation to strengthen its distribution capabilities and increase competitiveness.
  2. The company's revenue growth is attributed to market responsiveness, geographic expansion, and effective management of economic challenges.
  3. Auto Partner's growth strategy includes building new hubs, expanding branches, and increasing automation in warehouses and logistics to prepare for potential expansion into other verticals.

MercadoLibre, Inc Investment Thesis

The Wolf of Harcourt Street • 334 implied HN points • 24 Mar 23
💰 Finance Market Analysis Investment Strategies Financial Performance Business Analysis Risk Assessment
  1. MercadoLibre (MELI) is a Latin American e-commerce giant with remarkable growth, experiencing over 4,000% return in 16 years since its IPO.
  2. MELI's success is driven by a strong ecosystem of online commerce, digital payments, logistics, and advertising solutions.
  3. The company faces risks like regulatory changes, geopolitical instability, and increasing competition, but has growth opportunities in the unbanked market and logistics services.

CD PROJEKT RED - The AMEX of the Big Gaming Industry? (1Q23 Update)

Value Investing Substack • 196 implied HN points • 04 Jun 23
💼 Business Gaming Industry Financial Performance
  1. CD PROJEKT RED's Witcher 3 has sold over 50 million units, a significant milestone in the gaming industry.
  2. CD PROJEKT RED is highly anticipated for its upcoming expansion pack Phantom Liberty for Cyberpunk 2077, expected to be as large as the original game.
  3. The company is strategically focusing on projects like Project Polaris and Sirius within The Witcher franchise and shifting resources accordingly.

Layoffs for what

SuperJoost Playlist • 19 implied HN points • 10 Aug 23
💼 Business Gaming Industry Financial Performance Investors Employment Stock Market
  1. Letting go of talent to improve share price performance is a common strategy in the gaming industry.
  2. Investors often value cost reductions and efficiencies in companies to impact profitability and share price.
  3. Reductions in workforce may lead to positive effects on share price value, but other external factors can also play a significant role.

Part 2: Deep dive writeup of Nubank ($NU)

Jonah’s Growth Stocks • 0 implied HN points • 04 Mar 23
💰 Finance Stocks Investing Earnings Reports Company analysis Financial Performance
  1. NU is a company with an IPO date of December 9, 2021, at $9.00 per share.
  2. NU has a market cap of $23.1 billion with a 52-week high of $8.47 and a 52-week low of $3.26.
  3. NU has positive net cash/debt of +$3.42 billion and an average analyst price target of $7.20, which is 45.7% higher than the current stock price.