The hottest Investing Substack posts right now

And their main takeaways
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Winner Takes All

Doomberg • 5270 implied HN points • 17 Mar 24
💰 Finance Investing Stock Market Cryptocurrency Economics
  1. In the stock market, rapid swings in market value can be astonishing, such as Nvidia's $270 billion intraday swing – highlighting the unpredictable nature of markets.
  2. Rampant speculation in assets like Bitcoin can be a sign of impending currency devaluation, drawing parallels to historical financial crises like the Weimar Hyperinflation.
  3. Michael Saylor's aggressive strategy of leveraging debt to buy Bitcoin with MicroStrategy serves as a unique case study of riding high in the volatile crypto market, showcasing the power of 'pumpamentals.'

Gold in Resolution

Doomberg • 8751 implied HN points • 13 Jan 24
💰 Finance Investing Geopolitics Market Dynamics
  1. 2024 may be a significant year for gold investors, due to potential moves by the Group of Seven countries.
  2. There are discussions about seizing Russian assets worth billions, which could impact the global financial system.
  3. The decisions made by the G7 regarding these assets could influence gold prices and highlight its role in the financial system.

Monkey Laundering

Where's Your Ed At • 20772 implied HN points • 26 Sep 23
💼 Business Cryptocurrency Venture Capital Investing Market Analysis
  1. Investing in NFTs as a way to own unique digital assets may not guarantee value or ownership of intellectual property.
  2. Many NFT projects overpromise benefits like voting power and ownership in the company, leading to unfulfilled expectations.
  3. The NFT industry is often characterized by scams, fake transactions, and inflated values, preying on the desperation of people seeking investment opportunities.

Messi, Inc.

The Generalist • 2341 implied HN points • 22 Feb 24
💼 Business Sports Technology Investing Entrepreneurship Marketing
  1. Being considered the GOAT in a sport can lead to lucrative opportunities and wealth accumulation, as seen with athletes like Michael Jordan and Lionel Messi.
  2. Changes in social media, technology, and athlete earnings have given superstar athletes more power and control over their wealth and commercial endeavors.
  3. Lionel Messi's strategic moves, like moving to America and establishing Play Time, indicate a growing potential for immense wealth through business ventures beyond his football career.

A Midas Winning VC Playbook

The Generalist • 1401 implied HN points • 07 Mar 24
💼 Business Investing Venture Capital Startup Strategy Operations
  1. Primary Venture Partners focuses on being the best seed fund by sticking to their core ethos of 'Startups are hard, founders deserve better.'
  2. They prioritize selective investing, focusing on high-risk, high-reward opportunities in the early stages of startup funding.
  3. Using a substantial impact team and unique operational approach, Primary Venture Partners aims to differentiate themselves in the competitive venture capital landscape.
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Is Vivek Ramaswamy A BioTech Ponzi Schemer & Deep State Asset?

2nd Smartest Guy in the World • 4658 implied HN points • 15 Jan 24
💼 Business Biotech Scams Investing Entrepreneurship Finance
  1. Vivek Ramaswamy made millions from biotech companies that failed, leading to accusations of running a Ponzi Scheme.
  2. Ramaswamy has been critiquing corporations engaging in what he calls 'socially conscious investing' as a threat to America's well-being.
  3. Despite accusations and controversies, Ramaswamy's net worth has been estimated to be over $950 million, raising questions about his business practices.

Junk Bond Trader

Where's Your Ed At • 13056 implied HN points • 26 Oct 23
💼 Business Entrepreneurship Finance Marketing Management Investing
  1. Elon Musk is perceived as a modern-day hustler, skilled at manipulating media and markets without creating tangible value.
  2. Musk's success lies in picking companies and products that promise eternal growth, even if the reality doesn't align with the hype.
  3. The acquisitions of SolarCity, Twitter, and the Cybertruck showcase Musk playing outside the odds, relying on emotion, and making risky bets.

🤖⏭ Nvidia's surge hints at AI's transformative potential. But what's next?

Faster, Please! • 913 implied HN points • 15 Mar 24
💰 Finance Stock Market AI Economics Technology Investing
  1. Nvidia's surge in the stock market indicates the potential of AI and its transformative impact.
  2. The stock market reflects high optimism towards AI, but it hasn't reached the levels of previous tech bubbles.
  3. The increase in Nvidia's market value seems to be supported by actual earnings, not just speculative investments.

Problems at an ARK Invest Favorite

The Bear Cave • 1026 implied HN points • 07 Mar 24
💰 Finance Investing Stocks Analysis Market
  1. The Bear Cave raises concerns about an ARK Invest favorite, suggesting it may not live up to the hype and bold promises of innovation.
  2. The company in question has been spending on questionable celebrity partnerships, leading to doubts about its true potential.
  3. Despite predictions of high growth, The Bear Cave predicts a potential crash for this company, signaling a caution for investors.

💥Leaky Container💥

PETITION • 2456 implied HN points • 28 Jan 24
💰 Finance Stocks Retail Investing Company analysis Economy
  1. The post discusses underperforming retailers like The Container Store Inc. ($TCS) specializing in storage solutions.
  2. The Container Store Inc. is known for its premium pricing compared to competitors for products like coat hangers and laundry baskets.
  3. The company's history involves acquisitions by PE firm Leonard Green and Partners LP and an IPO in 2013.

Onward and Upward Past 5,000 As Communist China Swoons and AI Destroys More Jobs

Peter Navarro's Taking Back Trump's America • 1768 implied HN points • 09 Feb 24
💰 Finance Stock Market Geopolitics Inflation Investing Artificial Intelligence
  1. The stock market has shown a technical rally with S&P 500 surpassing 5000, driven by trend traders focusing more on technical aspects than fundamentals.
  2. Artificial intelligence is significantly impacting the job market, with companies using AI for tasks like layoff decisions, with some notable companies like United Parcel Service and BlackRock making significant staff reductions.
  3. China's economy is being compared to past scenarios like Japan's real estate market crash, highlighting concerns about potential global repercussions.

Weekend thoughts follow up: $NYCB insider buying and mea culpa

Yet Another Value Blog • 1395 implied HN points • 10 Feb 24
💰 Finance Investing Banking Stocks Economy Insider trading
  1. The loan book for NYCB is in worse shape than expected, potentially facing huge losses due to rent-regulated properties and increasing expenses.
  2. Despite the challenges, NYCB has over $7 billion in tangible equity, which could help the bank navigate through the crisis.
  3. Insider buying at NYCB following a special update call shows confidence in the institution, highlighting efforts to stabilize the stock amid a tough situation.

Irresistible Insights

Venture Prose • 299 implied HN points • 24 Mar 24
💼 Business Entrepreneurship Investing Startups
  1. Founders can stand out when they combine genius with the obvious in their industry or approach.
  2. Sometimes unique and brilliant ideas may seem natural to founders, requiring help to highlight these insights for investors.
  3. Investors seek out founders with irresistible qualities and ideas, often discovering hidden gems in unexpected places.

The posters decide

benn.substack • 457 implied HN points • 15 Mar 24
💼 Business Influence Startups Technology Investing Entrepreneurship
  1. In political elections like the presidential primaries, insiders within the party can heavily influence candidate selection, impacting how votes translate into nominations.
  2. Silicon Valley, despite its reputation for meritocracy and free-market capitalism, also shows signs of elite insiders shaping success by directing funds, influencing hiring decisions, and controlling media narratives.
  3. Public perception and hype generated by influencers play a significant role in Silicon Valley, from selecting blogging platforms to predicting success of new technologies, often superseding personal experiences and independent analysis.

My favorite FAANG stock

Compounding Quality • 1690 implied HN points • 28 Jan 24
💰 Finance Stocks Investing Technology
  1. FAANG stocks (Facebook, Amazon, Apple, Netflix, Google) have shown impressive performance, but sustainability is a key consideration
  2. Facebook (Meta Platforms) has a massive user base, over 3.96 billion monthly active users
  3. Companies like Apple, Netflix, and Google have interesting founding stories and have evolved significantly over time

❄️💥 Quels risques en 2024 ?

Snowball • 1886 implied HN points • 21 Jan 24
💼 Business Tech Finance Economy Startups Investing
  1. Taiwan Semiconductor (TSMC) is a major tech company that manufactures chips for various devices.
  2. Experts and global leaders predict risks that could cause crises in 2024 like environmental issues and technology advancements.
  3. The internet's evolution to omnipresence due to smartphones raises questions about implications and opportunities.

Letters to a Young Investor: Reid Hoffman on Signals and Mirages

The Generalist • 1941 implied HN points • 16 Jan 24
💼 Business Investing Technology Venture Capital AI Startups
  1. Investors need to differentiate between signals and mirages in venture capital to find potential winners.
  2. The process of identifying successful investments involves filtering out flawed ideas and making bets on plausible opportunities.
  3. Successful investments are like oases in the technology landscape that investors strategically seek out.

❄️ 🎰 Investir dans un monopole monégasque ? Où acheter les ETF Bitcoin ?

Snowball • 1965 implied HN points • 14 Jan 24
💰 Finance Investing Cryptocurrency Business News Stock Market Economic Analysis
  1. Investing in a Monaco monopoly like SBM can be interesting due to its history and unique position.
  2. The French government agency SISSE has the power to block international investors; exploring its role can be informative.
  3. The SEC's approval of Bitcoin ETFs marked a significant moment, raising questions about the future of decentralized finance and traditional finance.

Why the low multiple series: Rental Car companies edition, part 1

Yet Another Value Blog • 2103 implied HN points • 10 Jan 24
💰 Finance Investing Stocks Earnings
  1. The rental car companies Avis and Hertz are trading at extremely low multiples compared to their earnings.
  2. Investors have concerns about the sustainability of the earnings of rental car companies due to potential overearning from increased rental prices and undervaluation of depreciation from high used car prices.
  3. Despite the record earnings of rental car companies, there are serious bear cases to consider, such as inflated earnings potentially dropping significantly in the future.

Dealing with a big loser (business brew appearance / companion post)

Yet Another Value Blog • 1159 implied HN points • 02 Feb 24
💰 Finance Investing Portfolio Management Risk management
  1. Investing is a psychological game - need confidence to swing hard at good ideas.
  2. Having a big loser can shake confidence but it's important to avoid going "on tilt" and getting overly aggressive.
  3. To deal with big losses, reflect on decisions made, re-evaluate portfolio positions with a clear mind, and seek insights from others.

Long on shovels, short on gold

benn.substack • 432 implied HN points • 08 Mar 24
💼 Business Tech Investing Entrepreneurship Venture Capital Startups
  1. In the tech world, many companies are heavily investing in AI, with billions of dollars being raised for AI startups and established companies shifting focus towards AI.
  2. Liquidation preferences in startup funding can lead to conflicts of interest between investors and founders, affecting decisions around company sale and financial outcomes.
  3. Despite the hype around AI, success stories of companies profiting from AI technology are not yet as abundant, raising questions about the actual impact and returns of AI investments.