The hottest Financials Substack posts right now

And their main takeaways
Top Business Topics
SemiAnalysis 4040 implied HN points 14 Sep 23
  1. Arm is focusing on increasing their pricing and extracting more value from their innovative architecture and licensing model.
  2. Arm's dominance in smartphone instruction sets gives them leverage to potentially raise pricing significantly, similar to Qualcomm's successful pricing strategy.
  3. The IPO and change in business model showcase Arm's potential to boost revenues and profits by optimizing their pricing strategies and pursuing growth opportunities.
Liberty’s Highlights 589 implied HN points 04 Oct 23
  1. Consider replacing habits rather than trying to stop them cold turkey.
  2. Big Tech companies like Apple, Microsoft, Alphabet, Amazon, and Meta collectively generated impressive operating cash flow over the past decade.
  3. Be cautious with melatonin supplements as their actual content may vary significantly from what is labeled.
How to Glow in the Dark 550 implied HN points 06 Oct 23
  1. This is a challenging time for publishers to invest and innovate, yet many big companies are not doing so.
  2. Major publishing companies are facing reduced earnings despite increased sales, leading to layoffs and cost-cutting measures.
  3. The industry's response to financial challenges has mainly involved squeezing employees and authors, rather than focusing on long-term growth and support.
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Tanay’s Newsletter 145 implied HN points 06 Sep 23
  1. Instacart offers different products like an online grocery marketplace, an enterprise platform, and advertising services.
  2. The US grocery market has significant online growth potential, and Instacart is a major player in capturing that online market share.
  3. Instacart operates as a three-sided marketplace connecting retailers, customers, and shoppers, along with indirect involvement from CPG brands.
Startupology 19 implied HN points 05 Feb 24
  1. Rental car companies and EVs face challenges like high repair costs and poor infrastructure.
  2. Hertz faced bankruptcy, then aimed to boost business with an EV fleet but is now selling off a third of it due to low demand and high repair costs.
  3. Issues with rental companies and EVs include maintenance costs, customer education, charging infrastructure, and consumer familiarity.
Business Breakdowns 314 implied HN points 04 Apr 23
  1. Copart is a company that plays a crucial role in the automotive industry by handling totaled cars through auctions on a global scale
  2. The company's business model thrives on providing services like towing, storage, processing fees, and bidding platforms for salvaged vehicles
  3. Copart's scale advantages, intelligent shareholder base, and conservative management contribute to its strong position in the market
Journo Resources - The Opportunities 216 implied HN points 13 Jun 23
  1. The financial data showed a turnover of nearly £92,000, breakdown of revenue sources, and major expenses.
  2. Revenue sources included grants, job ad sales, memberships, sponsorships, and affiliate sales.
  3. Major expenses included staff costs, freelance payments, services, and goods like printing.
Boxcar Joe's Newsletter 19 implied HN points 07 Nov 23
  1. Boxcar's revenue is growing by 75% in Q3 2023 compared to Q3 2022, with expected growth of 100% by the end of 2023.
  2. In Q3, Boxcar upgraded its technology with two-way SMS capabilities, leading to improved customer interaction and engagement.
  3. The company's financials show positive trends, with increasing total bookings, membership revenue, and parking business expanding.
Path Nine 12 implied HN points 03 Jul 23
  1. Money is more than just compensation for entrepreneurs; it represents building the life you want.
  2. Using the MVF (Minimum Viable Financials) framework helps creatives and entrepreneurs set financial thresholds and validate their path.
  3. Setting your MVF can reduce financial stress, provide freedom and flexibility, and allow for taking risks in business or career.
The Ask Newsletter — by Ellen Donnelly 2 implied HN points 05 May 23
  1. Design your one-person business around your unique contribution, creating your dream career and life.
  2. Focus on positioning your business, designing unique offers, and standing out from the crowd to attract clients.
  3. Choose marketing activities that align with your strengths and interests for long-term success in your one-person business.
CyberSecurityMew 0 implied HN points 27 Apr 23
  1. Qi-An-Xin turned a profit in 2022 despite challenges by cutting costs and increasing efficiency, leading to revenue growth and improved profit margins.
  2. The company's critical infrastructure clients have become a significant source of revenue growth, with a focus on key industries and promoting safety solutions.
  3. Qi-An-Xin's network security products saw strong growth in 2022, positioning the company as an industry leader with innovative products and services.