The hottest Industry Analysis Substack posts right now

And their main takeaways
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Diamonds Aren’t Forever

The Bear Cave • 629 implied HN points • 06 Feb 25
💼 Business Retail Market Trends Consumer behavior Jewelry Industry Analysis
  1. The diamond industry is in trouble because lab-grown diamonds are cheaper and just as good as natural ones. More people are choosing lab-grown diamonds over mined ones.
  2. Diamond prices are dropping fast, with reports showing sharp declines recently. Many buyers are frustrated with companies that refuse to lower their prices.
  3. Younger women are moving away from traditional mined diamonds. They find lab-grown options more reasonable and prefer spending money on experiences rather than expensive stones.

ONE IMAGE: HOISTED FROM THE ARCHIVES FROM 2020: The Moment I Realized Intel Was in Huge Trouble—But I Did Not See the TSMC-NVIDIA Angle

Brad DeLong's Grasping Reality • 161 implied HN points • 03 Dec 24
🕹 Technology Hardware Semiconductors Innovation Corporate strategy Industry Analysis
  1. Intel has been struggling to keep up with competitors like TSMC and Apple, especially in chip performance and manufacturing processes. This gap has raised concerns about Intel's future viability.
  2. Performance per watt is becoming more important in chip design, meaning companies like Apple that focus on this can gain a significant advantage over others, including Intel.
  3. Many believe Intel is in a tough spot with little hope for recovery. If things don’t improve, its value may only come from any cash payments the government might offer, rather than from future profits.
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Rushfield: The 6-Month Shutdown Scenario

The Ankler • 1022 implied HN points • 23 May 23
📰 News Industry Analysis
  1. The duration of the strike is uncertain and may last longer than initially predicted.
  2. Various parties involved are shifting away from a settlement rather than towards one.
  3. There are multiple related plot lines, including the situation with the WGA, to be aware of.

Why HBM is the Hottest Thing in Memory

Mule’s Musings • 411 implied HN points • 03 Mar 24
🕹 Technology Semiconductors Memory Industry Analysis Investing
  1. Investing in semiconductors involves identifying secular trends and market dislocations for potential opportunities.
  2. HBM technology is driving a significant change in the memory industry, with SK Hynix being highlighted as a key player to watch for.
  3. Suppliers in the memory market are strategically shifting focus and investments towards HBM, anticipating a boost in market demand and profitability in the coming years.

Evolution Gaming

Business Breakdowns • 412 implied HN points • 05 Sep 23
💼 Business Finance Market Analysis Industry Analysis Business strategy Company Overview
  1. Evolution Gaming provides back-end services for online gambling games, focusing on live casino games and RNG games.
  2. The company's revenue model involves charging a fee based on operators' winnings, with a focus on high-quality customer experiences.
  3. Evolution is the market leader in live casino with significant global market share, and is expanding into RNG games for further growth opportunities.

Cannabis Shortages Spread in the West

Mindset Value • 314 implied HN points • 23 Feb 23
💼 Business Supply and Demand Market Trends Industry Analysis
  1. Cannabis shortages are spreading in the Western states like Oregon, Nevada, and Colorado, following California's increase in prices.
  2. Prices are rising due to low inventory after challenging market conditions that led to a decrease in cannabis production and many inefficient producers going out of business.
  3. The interconnectedness of the cannabis market is leading to shortages in various states, impacting pricing and supply dynamics.

🦜CD PROJEKT RED: Understanding CDPR, The Paradigm Shift Epic 📚📖 - This 'Cyberpunk' Is Laying The Groundwork for '2077'! (Part 1/2)

Value Investing Substack • 196 implied HN points • 15 May 23
💼 Business Investing Gaming Acquisition Management Industry Analysis
  1. CD Projekt Red faced challenges similar to American Express' Salad Oil Scandal, but their Big Gaming moats could offer a favorable risk-reward balance.
  2. The botched release of Cyberpunk 2077 raised questions about third-party negligence and customer response, but only 2% requested refunds.
  3. CD Projekt Red is aiming for transformation by adopting industry standards and potentially entertaining acquisition offers, while maintaining large insider ownership.

How to find industry problem as young founder

Recontact • 39 implied HN points • 15 Mar 24
💼 Business Entrepreneurship Startup Industry Analysis Problem Solving Market research
  1. Start by finding a common interest field, building hypotheses around it, and validating them. It helps provide direction in problem-solving.
  2. When searching for industry problems, focus on non-core issues that companies face. This approach can lead to valuable insights and potential solutions.
  3. Conduct interviews with a variety of people in the industry, from executives to lower-level employees, to gather a diverse set of perspectives and understand the depth of the problem. It can help in identifying the right problem to tackle.

The Equal Ventures Insurance Index - Q4 2023

Equal Ventures • 39 implied HN points • 30 Jan 24
💰 Finance Insurance Investing Mergers & Acquisitions Stock Market Industry Analysis
  1. Insurtech indices outperformed legacy peers in Q4 2023, showing strong recovery throughout 2023 but still below 2021 highs.
  2. Legacy brokers faced challenges in Q4 with tougher revenue growth comps, while insurtech companies in distribution & marketing excelled.
  3. P&C carriers had a positive Q4, demonstrating improved profitability expectations with lower combined ratios, notable improvements in personal lines carriers.

Industry Transformation: Enablement, Disruption and Competitive Dynamics Along the Value Chain

Equal Ventures • 59 implied HN points • 07 Jun 21
💼 Business Transformation Disruption Industry Analysis
  1. Industry transformation involves more than just disruption; it includes enablement and impacts the entire value chain.
  2. Successful companies in industry transformation both disrupt some stakeholders and enable others within the value chain.
  3. Understanding competitive dynamics of the value chain is crucial for founders aiming to transform industries.

What to make of BYD's huge discounts

TP’s Substack • 5 implied HN points • 02 Mar 24
💼 Business Automotive Market Trends Competition EVs Industry Analysis
  1. BYD has drastically lowered prices on its 2024 models, resetting the market expectations for NEVs in China's EV market.
  2. BYD's vertical integration and control over the battery supply chain allow it to keep costs lower than competitors and maintain a strong market position.
  3. Lower costs of batteries and chips have enabled BYD to implement these price cuts and make NEVs more affordable compared to ICE vehicles in China.

✅ Monday briefing #9: NHS comms, Twitter transparency, tackling Qanon, PR hiring, women forward, RIP Sir Ken, AI generated media, accessibility primer...

Wadds Inc. newsletter • 39 implied HN points • 24 Aug 20
💼 Business Public Relations Social media Industry Analysis Marketing Strategy
  1. The COVID-19 crisis led to better communication practices in the NHS, allowing healthcare workers to showcase their dedication and innovate in sharing important info.
  2. Twitter and Facebook are making moves to be more transparent and tackle misinformation, including taking down harmful groups like Qanon on their platforms.
  3. There's growing support for women in PR, including new awards to recognize their contributions, while companies are actively hiring again in the communications sector.

What happened to markups and dynamism?

Economic Forces • 2 implied HN points • 14 Mar 24
💼 Business Economics Market Power Competition Industry Analysis
  1. Rising market power and falling business dynamism are being discussed as potential signs of competition decline.
  2. Industry-level evidence does not clearly show a causal relationship between rising markups and falling dynamism. Some industries with higher markups saw less decline in dynamism.
  3. Theoretical perspectives on market barriers to entry and free entry show the complexity of the relationship between markups, competition, and dynamism in economics.

OLO's Dilemma... (part 1)

Guasty Winds Investment Ideas • 2 HN points • 23 Mar 23
💼 Business Finance Technology Competition Market Trends Industry Analysis
  1. OLO experienced rapid growth during the pandemic but is now facing challenges with slowing growth and increasing competition.
  2. The industry tech stack is evolving, and OLO's role as a platform is being questioned as competition intensifies.
  3. OLO's foray into payments may face challenges in adoption and profitability, impacting its future growth potential.

Economic Calendar for the Week of March 2, 2025

Alex's Personal Blog • 0 implied HN points • 02 Mar 25
💰 Finance Economic Events Market Trends Earnings Reports Global Economics Industry Analysis
  1. This week has a full schedule of important economic events in the U.S. and globally. Pay attention to manufacturing and employment data, as they can affect the economy.
  2. Many companies are reporting their earnings this week, including big names like Target and JD.com. Knowing how these companies are doing can give insights into the market trends.
  3. Different countries are also releasing key data like unemployment rates and GDP growth. Checking on these figures can help understand the global economic landscape.

China Releases "Digital China Development Report (2022)” , Cybersecurity Industry Scale Reaching CNY 217 Billion, a YoY Growth of 13.9%

CyberSecurityMew • 0 implied HN points • 24 May 23
🕹 Technology Cybersecurity Industry Analysis Data security Education
  1. China released the 'Digital China Development Report (2022)' highlighting the importance of digital security in advancing the construction of Digital China.
  2. In 2022, China's cybersecurity industry experienced significant growth, reaching nearly CNY 217 billion with a year-on-year growth of 13.9%.
  3. The cybersecurity sector in China saw expansion with over 3,000 enterprises involved, and a growing talent pool with over 500 educational institutions offering related majors.

How I judge the potential of startup?

The Tech Bubble • 0 implied HN points • 08 Apr 24
💼 Business Startup Evaluation Industry Analysis Business Models
  1. The industry a startup operates in is crucial because it determines market size, competition, barrier to entry, and potential profit margins.
  2. A startup's business model, including target customer base and monetization methods, plays a vital role in its future success and scalability.
  3. Having founders with relevant industry experience, complementary skills, and a strong investment commitment indicates a higher chance of a startup succeeding and growing.

An Introduction to Leading Sectors

America in Crisis • 0 implied HN points • 15 May 23
💼 Business Economic Growth Market Dynamics Industry Analysis
  1. Strong economic growth requires both optimal policy and ample opportunities for growth in leading sectors.
  2. Innovation cycles in the economy follow phases like growth, maturity, and shakeout, impacting industries such as broadcasting and auto manufacturing.
  3. Leading sectors of the economy play a crucial role in the rise of hegemonic powers, with innovation waves shaping economic dominance over time.

Financial Management: Final Thoughts

Logos • 0 implied HN points • 22 Aug 20
💼 Business Financial Management Decision-making Automation Industry Analysis Pricing Strategy
  1. Understanding how to grow revenue by adjusting volume, price, or mix is important in any industry. This principle can apply to companies from tech giants like Google to service providers.
  2. It’s crucial for managers to set prices based on the relationship between marginal revenue and cost. This can lead to better profit margins, and companies should explore creative pricing tactics.
  3. Many financial processes should be automated, but employees often don’t push for it due to inertia or lack of skills. To improve efficiency, companies need to encourage streamlining operations and invest in good data.

Good companies in bad businesses

Musings on Markets • 0 implied HN points • 17 Nov 08
💼 Business Corporate strategy Economics Profitability Market structure Industry Analysis Economics Corporate strategy Market Analysis Industry Trends Financial Performance
  1. Some businesses are really tough, even for great companies. For example, many car manufacturers struggle to make a profit.
  2. Certain industries, like airlines and automobiles, face structural issues that make it hard for companies to succeed consistently. This can be due to factors like competition and high legacy costs.
  3. For consumers, it's important that these companies eventually find a way to make money. We rely on cars and airlines, so it's beneficial for them to be profitable.