The hottest Industry Analysis Substack posts right now

And their main takeaways
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Even More Problems at DraftKings (DKNG)

The Bear Cave • 559 implied HN points • 05 Feb 26
💼 Business Industry Analysis
  1. Kalshi offers deeper, broader betting options and can absorb very large bets without moving prices, making it more attractive than traditional sportsbooks.
  2. DraftKings is losing ground and investor confidence as its value proposition weakens and the stock has fallen significantly.
  3. Consumer data shows growing adoption of Kalshi among sportsbook users, fueled by marketing, social virality, and unique non-sports and novelty markets.

Gonzo Awards: Worst Manager Of The Year

Richard Lewis • 1356 implied HN points • 14 Jan 24
🎾 Sports Industry Analysis
  1. In esports, there are often inexperienced people leading big projects and teams.
  2. Nicole LaPointe Jameson won the Worst Manager Of The Year award for a string of concerning actions at Evil Geniuses.
  3. Despite failures, some in the industry excused her behavior, leading to negative impacts on those working in esports.

We don't need to just make up fantasy stories

Economic Forces • 21 implied HN points • 26 Feb 26
💼 Business Industry Analysis
  1. GDP accounting means output turned into income never just disappears; if automation shifts income from workers to capital owners, that money gets spent or saved and fuels other parts of the economy.
  2. Prices provide a natural brake: cheaper AI-driven supply pushes prices down, which tends to raise demand or shift consumption and prevents an endless negative spiral unless a specific blocking mechanism exists.
  3. You can’t extrapolate from a few firms to the whole economy — comparative advantage and new consumer demand lead people and firms to reallocate into new roles, so automation changes jobs and wages but doesn’t automatically cause total collapse.
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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.

Diamonds Aren’t Forever

The Bear Cave • 629 implied HN points • 06 Feb 25
💼 Business 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.

Evolution Gaming

Business Breakdowns • 412 implied HN points • 05 Sep 23
💼 Business Industry Analysis
  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.

Software Siphon

Voss Capital • 334 implied HN points • 13 Jun 23
💰 Finance Industry Analysis
  1. Stock based compensation remains historically high in software companies.
  2. The 'True' Rule of 40 score is down across the board in software stocks.
  3. Revenue growth for software stocks has decreased while margins have not improved enough to compensate.

Cannabis Shortages Spread in the West

Mindset Value • 314 implied HN points • 23 Feb 23
💼 Business 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.

Letter #72: Don Valentine (2000)

A Letter a Day • 216 implied HN points • 11 Apr 23
💼 Business Industry Analysis
  1. Venture capitalists should focus on building great, lasting companies.
  2. Short-term, get-rich-quick investments can harm the innovation and progress of the industry.
  3. Long-term commitment to building sustainable companies can lead to significant market impact and success.

🦜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 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.

Hartalega update (HART MK)

Asian Century Stocks • 176 implied HN points • 22 Oct 23
💰 Finance Industry Analysis
  1. Hartalega is a major producer of disposable gloves, with a focus on synthetic nitrile gloves.
  2. The glove industry experienced a boom-bust cycle due to the pandemic, leading to oversupply and low prices.
  3. There are signs that glove prices may be reaching a bottom, signaling a potential return to supply-demand balance in 2-3 years.

Why HBM is the Hottest Thing in Memory

Mule’s Musings • 411 implied HN points • 03 Mar 24
🕹 Technology Industry Analysis
  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.

How to find industry problem as young founder

Recontact • 39 implied HN points • 15 Mar 24
💼 Business Industry Analysis
  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.

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 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.

The Equal Ventures Insurance Index - Q4 2023

Equal Ventures • 39 implied HN points • 30 Jan 24
💰 Finance 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.

Does Generative AI Pose a Threat to Industry Analyst Firms?

The Security Industry • 20 implied HN points • 04 Aug 25
🕹 Technology Industry Analysis
  1. AI can help with many tasks that industry analysts do, like researching and analyzing market conditions. This means analysts might use AI more and improve their work.
  2. While AI is good at some things, it can struggle with completeness, like listing all companies in a market. Analysts still have an edge in this area if they have complete data.
  3. The future of industry analysis might shift as AI changes how information is processed and shared. Analysts will need to adapt to this new landscape to stay relevant.

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

Equal Ventures • 59 implied HN points • 07 Jun 21
💼 Business 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.

✅ 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 Industry Analysis
  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.

OLO's Dilemma... (part 1)

Guasty Winds Investment Ideas • 2 HN points • 23 Mar 23
💼 Business 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.