The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics

The Great Disconnect

Buggy Humans in a Messy World • 884 implied HN points • 19 May 23
💰 Finance Investing Stock Markets
  1. Learn from the best in your domain by studying their common approaches and applying them to your own journey.
  2. In investing, aligning with the strategies of the greatest of all time can lead to success.
  3. There seems to be a disconnect in how aspiring investors follow strategies compared to successful investors.
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Who I Am and Why I Started This Newsletter

Nail It and Scale It • 119 implied HN points • 11 Jun 24
💼 Business Startups Entrepreneurship Marketing Technology Investing
  1. The author has over 10 years of experience in advertising, tech, and startups. This gives him a unique view on problems and solutions.
  2. He has worked with both big companies and startups, helping them grow and succeed. Some of his clients have achieved significant milestones like IPOs and acquisitions.
  3. The newsletter will offer practical advice for entrepreneurs on how to grow their businesses. It will cover various topics like marketing tactics, budgeting, and using AI for efficiency.

Replicating Buffett

Net Interest • 13 implied HN points • 17 Jan 25
💼 Business Investing Corporate Structure Market Analysis Financial Services Entrepreneurship
  1. Warren Buffett took control of a struggling company, Berkshire Hathaway, after realizing its potential value despite its problems. He initially bought shares to gain influence.
  2. Buffett's experience with Berkshire taught him important lessons about organizational structure and the value of permanent capital for investments.
  3. Now, investors like Bill Ackman are trying to create companies similar to Berkshire Hathaway, but it's hard to replicate its successful model because it takes time and patience.

Nvidia Record High Thoughts

Spilled Coffee • 32 implied HN points • 07 Jan 25
💰 Finance Stock Market Investing Economics Financial Analysis Market Trends
  1. Nvidia has reached a new all-time high, breaking the $150 barrier recently. This indicates the company's strong performance in early 2025.
  2. The writer remains confident in Nvidia's prospects, indicating a long-term positive view on the stock.
  3. The current stock level prompts reflections on whether to buy more, sell, or adjust their position, highlighting the decision-making process for investors.

AI's Winners, Losers and Wannabes: Valuing the AI Boost at NVIDIA

Musings on Markets • 1179 implied HN points • 23 Jun 23
💼 Business Investing Market Trends Stock Valuation Technology impact Corporate strategy
  1. The semiconductor industry has seen cycles of growth and maturity, with significant changes in who the biggest players are over time. Companies like NVIDIA have found success by targeting profitable niche markets.
  2. AI technology is currently a hot topic, with companies like NVIDIA and Microsoft seen as leaders. However, investors should be careful as many companies may falsely claim to be AI-focused, leading to potential losses if the wrong ones are chosen.
  3. When investing in AI-related companies, it's important to remember that not all will succeed. Past technological changes show that disruptive innovations can create a few big winners but also many failures.

Trump’s Victory Has "Delayed The Fiscal Meltdown Scenario"...For Now

QTR’s Fringe Finance • 15 implied HN points • 22 Jan 25
💰 Finance Investing Market Trends Monetary Policy Economic Analysis Commodities
  1. The stock market is doing well, but gold, silver, and Bitcoin are also gaining value. This shows that investors are already worried about future inflation.
  2. Gold and Bitcoin are acting as warning signs for money printing and potential economic trouble. They have seen significant growth compared to traditional U.S. Treasury bonds.
  3. There is a chance the Federal Reserve will have to resort to methods like quantitative easing again, which means they could start printing more money to stabilize the economy. This could lead to further increases in the value of sound money assets.

One more IPO for the road

Alex's Personal Blog • 98 implied HN points • 15 Nov 24
💰 Finance Investing Startups Market Trends IPOs Technology
  1. WeRide and Pony.AI are two self-driving companies going public after some ups and downs in their stock prices. WeRide's stock is doing okay since listing, while Pony.AI is also gearing up for its IPO.
  2. Investors are showing strong interest in these companies because they focus on the growing robotaxi market in China. People want to invest directly in self-driving ventures instead of just betting on big companies like Alphabet.
  3. Both companies have potential for growth and are attracting capital to expand their services. This excitement around self-driving technology might lead to significant developments in the future.

DeFi Education Bonus Q&A

DeFi Education • 539 implied HN points • 30 Dec 23
🔮 Crypto Blockchain Tokens Trends Investing Education
  1. The Q&A sessions are a chance to get insights from experienced professionals in the crypto space. It's a good way to learn about new tokens and trends.
  2. These sessions are especially helpful for new subscribers looking to understand the DeFi landscape. They can ask questions and get tailored answers.
  3. This initiative aims to support and educate subscribers as the year ends, ensuring everyone is informed and ready for upcoming market changes.

[P] VYX: Checking Out in 2025? (Part 3)

Nongaap Investing • 2 implied HN points • 11 Feb 25
💰 Finance Investing Market Analysis Economic Trends Business strategy Corporate changes
  1. James Kelly has become the new CEO, taking over from David Wilkinson. This change in leadership may lead to new strategies and directions for the company.
  2. The focus seems to be on developments in 2025, suggesting that there are important plans or changes expected in the near future.
  3. This information is part of a subscription model, indicating that there might be more in-depth content available for paying subscribers.

MMTLP: You want it to be one way... But it's the other way.

Keubiko’s Musings • 845 implied HN points • 10 May 23
💰 Finance Investing Stocks Market Regulation Financial Education
  1. Former owners of MMTLP faced challenges due to its cancellation and distribution of value through NBH shares.
  2. Understanding key dates and settlement processes is crucial in managing investments.
  3. Misconceptions around short selling, market makers, and securities registration led to confusion among MMTLP investors.

Toys for Billionaires: Sports Franchises as Trophy Assets!

Musings on Markets • 879 implied HN points • 25 Aug 23
💼 Business Finance Investing Asset Valuation
  1. Sports franchises are now seen as trophy assets, where owners often care more about the prestige of ownership than making a profit. This trend makes buying teams feel more like collecting than investing.
  2. The prices for sports teams have skyrocketed in recent years, often without clear ties to their financial performance or success on the field. This disconnect means teams can be seen as overpriced compared to their actual value.
  3. As ownership of teams shifts to extremely wealthy individuals, the dynamics of sports may change. Owners might prioritize star players for their fame, reshaping how teams are built and how fans experience the games.

Breaking Into Crypto: Investment Analyst

DeFi Education • 599 implied HN points • 12 Dec 23
🔮 Crypto Investing Technology Finance Career Innovation
  1. Being a crypto analyst means staying updated on a lot of different tokens and doing a lot of research. It involves daily tasks like checking news, writing reports, and talking to project teams.
  2. The hiring process in crypto can be less structured than in traditional finance. Networking and showing your active interest in the industry can really help land a job.
  3. It's important to have a strong curiosity about crypto and a belief in its future. This helps you stay motivated during tough times, like bear markets, and succeed in your role.

Political stability is necessary to attract investments

Klement on Investing • 3 implied HN points • 06 Feb 25
💰 Finance Investing Economic Policy Market Trends Foreign Investment Risk Assessment
  1. Political stability makes a country more attractive for investments. When governments are stable, investors feel more secure putting their money there.
  2. Economic Policy Uncertainty can hurt investment. High levels of uncertainty about policies lead to lower returns and make investors hesitant.
  3. Recent research shows a drop in foreign investments during times of high policy uncertainty. Countries like the UK saw many foreign investors pull out after political events like Brexit.

Rapid Fire: What We Looked at this Week

DeFi Education • 619 implied HN points • 03 Dec 23
🔮 Crypto Blockchain Trading Investing Security News
  1. Crypto is really active right now, and it's important to stay updated to make good choices. Keeping informed helps you navigate through the chaos.
  2. There are archives available where you can learn the basics of crypto. It's useful to check them out if you're new or want to refresh your knowledge.
  3. If there are specific topics you want to know more about, you can leave comments to ask for more information. Engaging with the community can help everyone learn better.

Share Cannibals

Investment Talk • 766 implied HN points • 24 Oct 23
💰 Finance Investing Stocks Business Strategies
  1. Warren Buffett likes companies that aggressively repurchase their shares, calling them 'share cannibals'
  2. Share repurchases can increase ownership stakes in companies without extra cost
  3. Berkshire Hathaway indirectly increased ownership in companies like Apple and American Express through share repurchases

Oxford Nanopore Interim Results

ASeq Newsletter • 21 implied HN points • 13 Jan 25
💼 Business Finance Investing Market Analysis Corporate News Tech Companies
  1. Oxford Nanopore reported total revenue of £183.0 million in 2024. This shows the company is generating significant income.
  2. The company’s performance is being compared to a steady growth rate of 12% from 2020 onward. This indicates they have been growing consistently.
  3. The interim trading update was released before a major presentation, highlighting its importance for investors and stakeholders. This kind of update can be crucial in informing decision-making.

Changing Winds

Market Sentiment • 805 implied HN points • 12 Feb 23
💰 Finance Investing Economic Forecasting Interest Rates Stock Market
  1. Top-down investing looks at big-picture factors like interest rates and GDP, while bottom-up focuses on individual company fundamentals.
  2. Combining both top-down and bottom-up approaches can lead to better investment decisions, as seen from experiences like the 2008 crash and LTCM failure.
  3. In a changing market with high inflation and rising interest rates, the best strategy is to balance top-down understanding with bottom-up analysis for successful investing.

Consumer and Enterprise in the AI era

next big thing • 67 implied HN points • 20 Nov 24
🕹 Technology AI Consumer Enterprise Investing Startups
  1. Companies today are often serving both consumers and enterprises, breaking old boundaries. This means the most exciting businesses aren't just one or the other; they cater to both.
  2. The rise of AI, especially with tools like ChatGPT, is happening faster than any tech before. Many AI companies are seeing rapid user growth from both casual consumers and big businesses.
  3. For entrepreneurs, it's important to choose the right focus but also to have a vision that spans both markets. If your product gains popularity with both types of users, it could lead to great success.

Exchange Balances Finally Affected by Bitcoin ETF Inflows

Bitcoin Magazine Pro • 412 implied HN points • 01 Feb 24
💰 Finance Cryptocurrency Economy Investing Policy Market Analysis
  1. Bitcoin ETF inflows have been strong in January, reaching $1.3 billion in net inflows.
  2. Price reactions to ETF inflows have not been strong yet, but are expected to come.
  3. The recent FOMC decision had no change in policy, causing initial stock sell-offs, but stocks rebounded, and the macro thesis suggests potential recession signals.

Links - 01/17/2024

Value Investing World • 452 implied HN points • 18 Jan 24
💰 Finance Investing Stocks Market News
  1. Value investing involves envisioning the future and solving puzzles to make successful investments.
  2. Haslam family sells remaining shares of Pilot Travel Centers to Berkshire Hathaway.
  3. Watch Nassim Nicholas Taleb speaking at Science and Business Days 2023 on video.

December 2024 Erdmann Housing Tracker

Erdmann Housing Tracker • 21 implied HN points • 14 Jan 25
💰 Finance Economics Real Estate Investing Housing Market Trends
  1. Inflation numbers are delayed because the Consumer Price Index (CPI) isn't updated yet. So, we'll have to wait a bit longer for the latest inflation details.
  2. Homebuilders, like KB Homes, continue to report strong earnings despite high mortgage rates. It seems that mortgage rates don't impact homebuilders as much as expected.
  3. There's an ongoing pattern where people keep thinking mortgage rates will disrupt the housing market, but this hasn't really happened lately. It's like a financial mystery that keeps repeating.