The hottest Financial reports Substack posts right now

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The Bear Cave #258

The Bear Cave • 583 implied HN points • 26 Jan 25
💰 Finance Investments Market Trends Financial reports Stock Analysis Corporate Governance
  1. Recent reports by researchers highlighted concerns about companies like AppLovin and Construction Partners, suggesting they are facing serious revenue and operational issues.
  2. There have been notable executive resignations at companies such as Blue Bird Corp and Lanzatech Global, indicating potential instability within those organizations.
  3. The SEC released FOIA logs suggesting certain companies are under investigation, as many investors see this as a red flag about their business practices.

Autos deepdive 🚗

Genuine Impact - Charting Finance, Investing & Tech • 982 implied HN points • 08 Jan 24
💼 Business Automotive Financial reports Electric Vehicles Revenue
  1. 2022 saw a significant rise in the electric vehicle market, with companies like Tesla and BYD achieving impressive results.
  2. Tesla's revenue in 2022 hit $81.5 billion, showing a 51% increase from the year before, with net income growing by 128%.
  3. BYD, a Chinese company, reported a remarkable 319% year-on-year increase in net profit in 2022 due to the expansion of the new energy vehicle industry.

Oxford JPM Market Breakdown

ASeq Newsletter • 14 implied HN points • 14 Jan 25
💰 Finance Market Analysis Investment Trends Stock Performance Financial reports
  1. Oxford's market mostly focuses on research, making up over 80% of their business. This is different from Illumina, which has a bit more than 50% of its work in clinical areas.
  2. There seems to be some confusion about how much applied research is included, as it may come from a service provider.
  3. The information comes from a presentation at the JPM conference, which is aimed at understanding the different market sectors for these companies.

Clouded Judgement 11.29.24 - Big Tech Strength

Clouded Judgement • 3 implied HN points • 29 Nov 24
💰 Finance Investing Market Trends Tech Stocks Valuation Metrics Financial reports
  1. Big Tech companies showed mixed performance last week, with some like Amazon and Google doing well, while others like Nvidia and Tesla fell. It seems hard to predict a solid trend right now.
  2. Valuation for software companies often relies on revenue multiples, especially since many aren’t profitable yet. This helps investors compare companies within the same industry.
  3. Growth metrics matter a lot; high-growth software firms have higher valuations compared to slower-growing ones. This shows how investors are willing to pay more for potential future success.
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