The hottest Investing Substack posts right now

And their main takeaways
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Weekend thoughts: investing advice (not financial advice!) for non-investors

Yet Another Value Blog • 1513 implied HN points • 13 Jan 24
💰 Finance Investing Stocks Index funds Accounting Value investing
  1. Investing in low-cost index funds can be a smart choice for non-investors.
  2. Trying to outperform the market with individual stock trading is challenging and can be risky.
  3. It's important to learn the basics, understand finding an edge, and align investments with expertise when pursuing investing as a hobby.
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Weekend thoughts: Buffett's Wells Fargo Opportunity Cost $WFC

Yet Another Value Blog • 1159 implied HN points • 27 Jan 24
💰 Finance Investing Stocks Opportunity Cost Valuation
  1. The concept of an opportunity cost stock is important in investing for making trade offs and decisions.
  2. Buffett's choice of Wells Fargo as his opportunity cost stock highlights the importance of timeless industries and consistent returns.
  3. Flexibility and adaptability are crucial in managing opportunity cost stocks as circumstances and information change.

Avoid Investors Who...

Investment Talk • 1356 implied HN points • 16 Jan 24
💰 Finance Investing
  1. Re-reading quality literature can be more valuable than reading new ones.
  2. Specialists may be more prone to cognitive dissonance compared to generalists.
  3. Management proficiency in capital allocation is crucial in investing.

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.

❄️ 💳 Prime et Netflix gratuits ? Tinder Gold et 3 pass WeWork offerts ?

Snowball • 1395 implied HN points • 09 Jan 24
💰 Finance Credit Cards Investing Fintech Rewards Banking
  1. Some credit cards offer unique benefits like free Amazon Prime or cashback in the form of investments.
  2. Revolut cards come with various advantages based on the subscription level, like free currency exchange or cashback on accommodations.
  3. American Express cards provide a range of benefits, from purchase guarantees to access to exclusive events. The higher-tier cards offer even more luxurious perks like worldwide lounge access.

❄️🏢 Acheter un immeuble de rapport : tout ce qu’il faut savoir

Snowball • 1100 implied HN points • 22 Jan 24
💰 Finance Real Estate Investing Property Management Financial planning Risk management
  1. Buying an income-building property requires thorough preparation and attention to details before making the purchase.
  2. Investing in buildings with multiple rented units can offer advantages like lower price per square meter, increased yield, and centralized management.
  3. When visiting potential properties, it's crucial to ask the right questions to sellers, observe key elements on-site, and gather essential documents for further evaluation.

Consumer Investing Struggled Even in the Boom Times. 2023 Was Worse. Can AI Save It?

Newcomer • 1316 implied HN points • 09 Jan 24
💼 Business Investing Startups AI Consumer Tech Venture Capital
  1. Consumer investing in 2023 struggled, especially in sectors like e-commerce and social media.
  2. Investors are looking towards AI-powered consumer startups for a potential resurgence in 2024.
  3. The focus is shifting towards AI tools that benefit hobbyists, workers, and small businesses, rather than consumer-facing AI apps.

CPI 3.1%

Points And Figures • 666 implied HN points • 13 Feb 24
💰 Finance Markets Inflation Investing Policy Economics
  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.

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.

S&P Addiction

Investment Talk • 707 implied HN points • 06 Feb 24
💰 Finance Investing Benchmarking Performance Global Markets Wealth Management
  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.

💥Lender on Lender Violence is Back! And on Steroids. Part III.💥

PETITION • 1002 implied HN points • 15 Jan 24
💰 Finance Bankruptcy Investing Restructuring Debt Economy
  1. The article discusses recent bankruptcy cases involving companies like Wesco Aircraft Holdings Inc. and Instant Brands Acquisition Holdings Inc.
  2. The bankruptcy cases highlighted the complex interactions between lenders and debtors, showcasing the challenges and strategies involved in negotiations.
  3. Key themes in the cases include asset stripping, liability management, regulatory approval challenges, and the role of different parties in bankruptcy proceedings.

Fighting The Fed

Points And Figures • 426 implied HN points • 27 Feb 24
💰 Finance Markets Investing Economics Trading Banking
  1. Interest rate futures, including SOFR and Fed Funds, are indicating market expectations of rate cuts by the Federal Reserve by the end of the year.
  2. The author predicts that the Federal Reserve will not lower rates in 2024 due to concerns about inflation and unemployment.
  3. Considering predictions about the Fed and interest rates, strategies like buying real estate without waiting for lower rates, buying out-of-the-money puts, and playing butterfly spreads are suggested.

News of the Week (Jan 29 - Feb 2)

Stock Market Nerd • 707 implied HN points • 03 Feb 24
💰 Finance Earnings Market Analysis Investing Economic Indicators Stock Market
  1. Apple beat revenue estimates but had mixed performance in different product segments, especially in China.
  2. Mastercard surpassed revenue estimates and saw growth in various sectors like cross-border revenue and value-add services.
  3. Match's financial results were strong, although challenges like negative payer growth from price hikes are temporary.
  4. AMD ranked well in Cloud Workload Security and continues to expand its offerings with the potential for higher revenue and margins.
  5. CrowdStrike received recognition in Forrester's Cloud Workload Security report and shows promising growth potential with increased modules for clients.

The Profile: The $18 billion AI unicorn & the 2024 Super Bowl halftime show performer

The Profile • 786 implied HN points • 21 Jan 24
💼 Business Startups Entertainment Technology Media Investing
  1. The Profile newsletter features interviews with notable figures like Taylor Tomlinson, Usher, and Naomi Osaka.
  2. Taylor Tomlinson, a rising comedian, is experiencing great professional success but questions its impact on her personal life.
  3. Usher is preparing for the 2024 Super Bowl halftime show while juggling various aspects of his life such as therapy, meditation, parenting, and career.

WTF is going on at SuperMicro? (SMCI)

Mule’s Musings • 449 implied HN points • 16 Feb 24
💰 Finance Investing Stocks Market Analysis Options
  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.

Hong Kong's death has been exaggerated

Asian Century Stocks • 471 implied HN points • 11 Feb 24
💰 Finance Investing Economy Markets Taxation Companies
  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.

OpenAI: Altman Returns

thezvi • 1383 implied HN points • 30 Nov 23
💼 Business Tech Management Investing Valuation
  1. The new board at OpenAI is officially back to its previous state.
  2. An investigation and the actions of the new board will gradually reveal the future of OpenAI.
  3. Having a strong board that can hold the CEO accountable is crucial for organizations like OpenAI.