The hottest Financial Strategies Substack posts right now

People often stick to familiar ideas, even if they're wrong, because those ideas feel comfortable. Just like in science, new information can be hard to accept.
Seeing the world differently can lead to better investment opportunities. Those who challenge common beliefs can find hidden chances in the market.
Making simple changes can solve big problems. Just like washing hands helped reduce childbed fever, allowing more housing construction might help lower rising costs.

Coinbase made a profit of $273 million in Q4 2023 after struggling for two years, thanks to cost-cutting and increased trading volume. This shows that the company has bounced back from a tough period.
Many retail and institutional investors are returning to Coinbase, with retail transaction revenue jumping 79% from the previous quarter. Coinbase is gaining market share in the crypto trading space.
Coinbase is on track for potential inclusion in the S&P 500, which could lead to even more attention and investment. This would be a big deal for the company and the crypto market.

Calculating a 10x return on startup investments is complex due to dilution from multiple financing rounds.
Incomplete data makes it challenging to accurately determine investment multiples.
Investors need significant exits to achieve 10x returns, necessitating a good understanding of venture capital math.

Sequoia Capital is a powerhouse in the VC landscape, known for remarkable strategies that have led to unprecedented success.
Sequoia has an impressive track record of investing in one in five private unicorns globally, with a focus on disruptive products and founders with technical knowledge.
Key figures at Sequoia, like Don Valentine and Doug Leone, have distinct investment philosophies highlighting the importance of market potential, strong founding teams, and learning from failures.

Rumors and uncertainty around Farfetch's future are causing stock price fluctuations.
There may be strategic partnerships and asset divestments in Farfetch's plan to improve liquidity.
Farfetch is facing challenges, but potential deals and cost-cutting strategies may help improve the company's financial situation.

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To be worth a million dollars, you can have a million dollars in cash, but it's rare and not always the smartest move.
People can become 'millionaires' through equity, like stock compensation, where the value can fluctuate.
Understanding tricks like using projections, earnings multiples, and fuzzy assets can help spot inflated valuations in the finance world.

The Theory of Reflexivity explains how perceptions influence situations and vice versa.
Markets can be far from equilibrium due to changing rules and reflexive connections.
Temporary solutions in the market are just that - temporary and likely to resurface.

Different business cultures like stakeholder theory and shareholder capitalism lead to distinct stock market behaviors and attract different types of investors.
The strategy of using share buybacks to boost earnings per share and stock prices can lead to acquisitions and positive market movements for growth stocks.
The transition from stakeholder theory to shareholder primacy in business cultures can impact stakeholders like employees, customers, and the community, as seen in examples like Boeing's safety concerns.

Setting the right price for a product is about making sure the extra money you make from selling one more unit is equal to the cost of making that unit. This is called finding the optimal price.
Promotions and different pricing tactics can help increase sales without permanently changing the list price. These include limited-time discounts and special offers like 'buy one, get one free'.
Mixing different product types or sizes can attract various customers. Offering a basic option for price-sensitive shoppers and a premium one for those willing to pay more can boost overall profits.

You can take advantage of illiquidity by buying assets when their prices are low due to a lack of buyer interest. This strategy allows you to sell them later when prices recover, potentially making a profit.
Using leverage can help increase your possible returns when investing in illiquid assets, but it also raises your need for liquidity, so you must be careful and patient.
Being good at predicting when markets will become more or less liquid can help you shift your investments smartly. This means keeping an eye on market trends and changes in trading volume to make better decisions.