The hottest Financials Substack posts right now

And their main takeaways
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Top Business Topics

Arm and a Leg: Arm's Quest To Extract Their True Value

SemiAnalysis • 4040 implied HN points • 14 Sep 23
🕹 Technology Semiconductors Licensing Business Model Financials Competitive Landscape
  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.

452: Constellation Software's Big Win, Big Tech Deep Value, Excel Era, TikTok & Bytedance, Herb Kelleher, LEGO, DALL-E 3, and Melatonin

Liberty’s Highlights • 589 implied HN points • 04 Oct 23
🕹 Technology Software AI Generative AI Financials Entertainment
  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.

This is a time publishers ought to be investing and exploring new territory vs. laying people off and hunkering down. So why are so few of the big companies doing that?

How to Glow in the Dark • 550 implied HN points • 06 Oct 23
💼 Business Publishing Financials Management Earnings Investments
  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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Instacart S-1 Breakdown

Tanay’s Newsletter • 145 implied HN points • 06 Sep 23
💼 Business Technology Market Scale Financials Membership
  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.

Copart

Business Breakdowns • 314 implied HN points • 04 Apr 23
💼 Business Investment Management Financials Growth Risks
  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

Car Rentals and Electric Cars are filing for Divorce, for now...

Startupology • 19 implied HN points • 05 Feb 24
💼 Business Transportation Financials Consumer behavior Sustainability Market Analysis
  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.

Jobs and Opps at The Financial Times, Prospect Magazine, Arts Professional, and Many, Many More ☀️

Journo Resources - The Opportunities • 216 implied HN points • 13 Jun 23
💼 Business Job Opportunities Financials Media industry Journalism Marketing
  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.

Q3 2023 Investor Update

Boxcar Joe's Newsletter • 19 implied HN points • 07 Nov 23
💼 Business Technology Financials Growth Strategy
  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.

Paths to Prosperity

Path Nine • 12 implied HN points • 03 Jul 23
💼 Business Entrepreneurship Financials Self-employment Career development
  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.

How to design a one-person business around yourself

The Ask Newsletter — by Ellen Donnelly • 2 implied HN points • 05 May 23
💼 Business Entrepreneurship Marketing Sales Financials Coaching
  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.

Qi-An-Xin Releases 2022 Annual Report and Q1 2023 Report

CyberSecurityMew • 0 implied HN points • 27 Apr 23
💼 Business Financials Market Growth Product Development
  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.