The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics
The Generalist • 1941 implied HN points • 22 Feb 24
  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.
Brad DeLong's Grasping Reality • 76 implied HN points • 24 Feb 24
  1. Questioning beliefs in web3 technologies is valid, especially in the context of Chris Dixon's book 'Read, Write, Own'.
  2. Advocating for ownership and control of personal data on the internet, believing in the importance of owning digital tracks and controlling access to them.
  3. Suggesting that for credibility in promoting web3 technologies, there is a need for substantial investment in software infrastructure and genuine use cases rather than hyperbolic promotion.
Investing 101 • 27 implied HN points • 24 Feb 24
  1. The history of venture capital reveals a significant role played by hardware companies in the tech industry's early days, tracing back to the 1950s and even earlier.
  2. The decline in hardware investment by VCs in favor of software has had implications on manufacturing and American industrial capabilities, with a recent resurgence in manufacturing employment in the US.
  3. The recent interest in hard tech and manufacturing by VCs has led to a new wave of investment, sparked by success stories like SpaceX and Nvidia, raising concerns about hype cycles and the need for a deeper understanding of the complexities of hard tech startups.
Erdmann Housing Tracker • 126 implied HN points • 22 Feb 24
  1. Developers and builders fear the loss in the value of their land investments if political obstructions to construction were lifted.
  2. Rents are unlikely to decline significantly in a whole metropolitan area due to new housing supply - housing demand is inelastic.
  3. Invest carefully in real estate market based on real trends but don't let fears about collapsing rents impact your views on housing justice or macroeconomic trends.
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Peter Navarro's Taking Back Trump's America • 1768 implied HN points • 09 Feb 24
  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.
Concoda • 259 implied HN points • 20 Feb 24
  1. Dollar liquidity remains high with low failures to deliver, stable bond volatility, tight dealer repo spreads, and tightening cross-currency bases
  2. Changes in the Fed's rescue mechanism are upcoming, as discussed in a recent post by Concoda
  3. Exploration of the transformation in the repo market and its potential impact on other dollar markets
Yet Another Value Blog • 1395 implied HN points • 10 Feb 24
  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.
Doomberg • 8751 implied HN points • 13 Jan 24
  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.
Mule’s Musings • 443 implied HN points • 16 Feb 24
  1. An ongoing gamma squeeze at SuperMicro has led to a significant buying pressure, possibly due to high volumes of options expiring.
  2. The significant demand for shares due to in-the-money calls can lead to billions of dollars worth of shares needing to be accounted for.
  3. After the gamma squeeze peaks, there may be a period of share buying, but ultimately, there are expectations for SuperMicro's stock to stabilize and return to normal.
Points And Figures • 666 implied HN points • 13 Feb 24
  1. Inflation might be higher than reported due to isolated evidence like price increases in certain sectors.
  2. The government's policies are putting strong inflationary pressure on the economy, impacting various sectors and housing market.
  3. Business news sources may have biases and push narratives, so it's important to seek objective insights for informed decisions.
Not Boring by Packy McCormick • 130 implied HN points • 20 Feb 24
  1. Venture capital is considered to be the best asset class due to its ability to fund innovation and high potential returns.
  2. Despite its risks and failures, venture capital has historically delivered strong returns and funded groundbreaking ideas.
  3. Venture capital's free lunch concept is the idea that through the failures and successes in investment, society benefits from innovation without direct costs.
PETITION • 2456 implied HN points • 28 Jan 24
  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.
Superfluid • 106 implied HN points • 20 Feb 24
  1. Rampersand is backing Hatch, a company changing how the next generation finds work. Hatch uses AI to match candidates with jobs based on core values and aspirations.
  2. Hatch redefines job searching with its AI-driven platform for Gen Z professionals, saving time for both job seekers and employers.
  3. Gen Z professionals seek fulfilling roles, leading to a transformation in company cultures and employment nature. Companies like Hatch are adapting to meet the demands of this new workforce.
2nd Smartest Guy in the World • 4658 implied HN points • 15 Jan 24
  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.
Daily Chartbook • 288 implied HN points • 17 Feb 24
  1. The Daily Chartbook #384 is available for paid subscribers only.
  2. The chartbook covers the day using 30 charts for analysis.
  3. Readers can subscribe to access the content at dailychartbook.com.
Points And Figures • 319 implied HN points • 14 Feb 24
  1. Bitcoin is often underestimated as a fraud, but it has potential for legitimate uses in finance and marketing.
  2. Investing in new, seemingly 'crazy' ventures like cryptocurrency is risky but crucial for progress and innovation.
  3. Cryptocurrency has the potential to revolutionize industries by breaking down monopolistic structures and introducing new possibilities like tokenized systems for immigration and voting.
Compounding Quality • 1690 implied HN points • 28 Jan 24
  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
Yet Another Value Blog • 1159 implied HN points • 02 Feb 24
  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.
Asian Century Stocks • 471 implied HN points • 11 Feb 24
  1. Investor sentiment in Hong Kong is currently negative, but the perception of the city changing or dying may be misplaced due to its advantages like low taxes, currency stability, and efficient infrastructure.
  2. Despite economic struggles in China, Hong Kong's economy is recovering with tourist returns, retail sales growth, and positive net migration, with potential for lower interest rates in the future.
  3. Hong Kong remains vital in Asia, benefiting from low taxes, reliable legal system, and financial hub status, even amidst challenges like interest rate impact and risks from geopolitics and National Security Law.
Investment Talk • 707 implied HN points • 06 Feb 24
  1. Benchmarking can be a humbling but necessary process for investors to evaluate their performance relative to others.
  2. Choosing a benchmark is crucial for measuring investment success, considering time, effort, and opportunity costs involved in managing a portfolio.
  3. Fund managers and advisors use benchmarks for various reasons like performance evaluation, risk assessment, and ensuring accountability to clients.