The hottest Industry Analysis Substack posts right now

And their main takeaways
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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.
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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.

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.

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.

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.

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.

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.

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.

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.

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.

How I judge the potential of startup?

The Tech Bubble • 0 implied HN points • 08 Apr 24
💼 Business 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.

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.