The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics

Index funds: everything you need to know

Concepts of Finance 🧠 • 199 implied HN points • 27 Oct 23
💰 Finance Investing
  1. Index funds are a way to invest in a group of stocks without having to pick individual ones. They are designed to follow a certain market index, making them a good choice for beginners.
  2. Investing in index funds usually costs less than actively managed funds, and they are less volatile over time. This means they can offer a safer investment option with decent returns.
  3. Index funds can be bought easily through brokerage accounts, and they often have low barriers to entry. This makes them accessible for everyday investors looking to grow their money.

Shadows & Traps

Philoinvestor • 216 implied HN points • 25 Jun 23
📖 Philosophy Investing
  1. Investors are often chained to shadows - like obsessions with market factors, analyst targets, and narratives.
  2. True investors break free from ideological chains, focusing on long-term business value over short-term noise.
  3. Great investing is like alchemy - balancing analytical skills with understanding the shadows that influence prices.
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The Sun Shines Through Glass House

Mindset Value • 216 implied HN points • 15 May 23
💼 Business Investing
  1. Glass House had a strong first quarter with impressive sales and cost management
  2. The company's greenhouse has significant cost and quality advantages over competitors
  3. Glass House has potential for exponential growth in the long term

The DeFi Roundup (February 19, 2023)

DeFi Education • 499 implied HN points • 19 Feb 23
🔮 Crypto Investing
  1. There's a new secure laptop product launching soon, and the first batch sold out quickly.
  2. A New York regulator has taken action against a particular entity, which highlights ongoing regulatory developments in the DeFi space.
  3. It's important to stay updated on recent happenings in DeFi so you can prepare for the coming week.

#Trending: 2Q23 Space SPAC Earnings Scorecard

Case Closed • 216 implied HN points • 03 Oct 23
💰 Finance Investing
  1. When analyzing space SPAC earnings, focus on capital management, scaling efficiency, and solvency metrics.
  2. Evaluate companies based on trends over multiple quarters to understand their financial health.
  3. Different space SPAC companies showcase varying financial positions and strategies, with some focusing on future growth, while others are racing towards profitability.

April 2023 Space Stock Review + 2022 SPAC Guidance Analysis + 1Q23 Earnings Scorecard

Case Closed • 216 implied HN points • 31 May 23
💰 Finance Investing
  1. Space stocks lagged behind the broader market in April due to mixed signals and economic uncertainties.
  2. Many space SPACs did not meet their original revenue projections, highlighting the risks involved in relying on overly optimistic guidance.
  3. Evaluating space SPAC earnings can help identify companies that show potential for growth and survival during economic challenges.

The Mindset Value Fund Q2 2023 Investor Letter

Mindset Value • 216 implied HN points • 17 Jul 23
💰 Finance Investing
  1. The Mindset Value Fund had a strong performance, up 14.2% in Q2 2023 and 33.3% for the year.
  2. HireQuest, a staffing company, saw a 25% stock increase after entering the Russell 3000 index.
  3. Grown Rogue, a cannabis cultivator, is positioned for significant growth and revenue increase.

Why We Need To Angel “Invest” in Individuals

America 2.0 (by Gary Sheng) • 216 implied HN points • 23 Mar 23
💼 Business Investing
  1. Web3 is changing how we fund public goods by encouraging individuals to contribute to funding infrastructure.
  2. Funding individuals, or 'Public Greats,' is essential for maximizing the impact of projects and ecosystems.
  3. Supporting Public Greats through Angel Investors and Mintable Milestones can free them from traditional grant application challenges and empower them to make a significant difference.

Letter #97: Henry Kravis (2004)

A Letter a Day • 216 implied HN points • 04 Jul 23
💼 Business Investing
  1. The private equity industry has evolved over the past three decades, facing challenges due to its success.
  2. Private equity firms need to start adding value to their investments from day one, not just in year two.
  3. Success in private equity today requires skilled people, disciplined approach to managing operations, and global opportunities.

Letter #72: Don Valentine (2000)

A Letter a Day • 216 implied HN points • 11 Apr 23
💼 Business Investing
  1. Venture capitalists should focus on building great, lasting companies.
  2. Short-term, get-rich-quick investments can harm the innovation and progress of the industry.
  3. Long-term commitment to building sustainable companies can lead to significant market impact and success.

Links - 09/07/2023

Value Investing World • 216 implied HN points • 07 Sep 23
💰 Finance Investing
  1. During prosperous times, people tend to invest in new and innovative projects without considering potential risks.
  2. Li Lu has an incredibly remarkable life story.
  3. Bernard Arnault's lessons can be valuable for learning.

Best of March in Asia-Pacific

kalanis • 216 implied HN points • 05 Apr 23
💼 Business Investing
  1. Don't get trapped in chasing productivity without focusing on the right problems.
  2. Vietnam's coffee culture has survived despite a low number of Starbucks locations.
  3. China's aging population may lead to economic challenges similar to Japan's lost decade.

Fortune tellers

Klement on Investing • 3 implied HN points • 13 Feb 26
💰 Finance Investing
  1. Chinese investors often use superstitions like horoscopes when making investment decisions, showing a cultural difference from the West.
  2. A lab experiment found positive Chinese fortune-telling reports raised willingness to invest by over 20 percentage points, and Chinese horoscopes influenced choices more than Western ones.
  3. Worryingly, venture capital managers were even more swayed than individual investors, so these beliefs can meaningfully affect market behavior.

Earnings Season

Human Capitalist • 39 implied HN points • 13 Jun 24
💼 Business Investing
  1. Companies that grow their sales teams tend to see their stock prices rise. This shows that a bigger sales team can mean better future earnings.
  2. On the other hand, companies that cut their sales teams often experience a drop in market value. This suggests they may be less confident in selling their products.
  3. There may be other human capital factors that also relate to stock performance, and it's worth exploring these connections further. There could be more signs that predict how well a company will do financially.

Frog Nation Series: Wonderland Money (TIME)

DeFi Education • 1278 implied HN points • 09 Jan 22
🔮 Crypto Investing
  1. Wonderland Money (TIME) is built on the Avalanche Network and is a popular version of another project called OHM. It has a large market cap, making it one of the most successful forks.
  2. TIME is considered a 'stablecurious coin', which means it tries to maintain a stable value in the market. Its value is closely watched by investors.
  3. This content is meant for paid subscribers, indicating that it offers in-depth information not available to the general public. If you want more insights, you need to subscribe.

Hidden Trap Of Convertible Note and Liquidation Preference Multiples | Marc Andreessen On Risk-Cash Relation | VC Remote Jobs & More

Venture Curator • 179 implied HN points • 13 Nov 23
💼 Business Investing
  1. One should be aware of the hidden traps of convertible notes and liquidation preference multiples, especially in funding rounds.
  2. Founder should keep the liquidation preference multiples in check to prevent undesired outcomes for themselves.
  3. To tackle the impact of multiple liquidation preferences, founders can consider issuing sub-series of preferred stock for protection.

Welcome to the BTB DeFi Substack

DeFi Education • 1798 implied HN points • 15 Jun 21
🔮 Crypto Investing
  1. A team is dedicated to DeFi because many people are interested in it. They are starting with a free Substack that will later become paid.
  2. Subscribers will get examples of paid posts first. This way, they can decide if they want to invest based on the information provided.
  3. The DeFi substack offers in-depth analysis of DeFi coins to help people make informed investment decisions, even if the team isn't investing in specific projects.

Facebook (Meta) Lesson 2: Accounting Inconsistencies and Consequences

Musings on Markets • 619 implied HN points • 10 Nov 22
💼 Business Investing
  1. Accounting mistakes can misclassify expenses, affecting a company's reported profits and overall valuation. When money is wrongly categorized, it can look like a company is performing worse than it actually is.
  2. Correctly categorizing expenses like R&D can show a company’s true financial health. For example, treating R&D as a capital expense can increase reported profits and the value of the company.
  3. Understanding these accounting practices is important for investors. If investors misjudge a company due to these accounting errors, it may lead to undervaluation, making the company look cheaper than it really is.

Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 59 implied HN points • 13 Apr 24
💰 Finance Investing
  1. Market corrections can happen quickly, but historically, the S&P 500 often recovers most losses in just a few months. It's usually better for long-term investors to hold on rather than sell during downturns.
  2. Apple is working to integrate AI into its products, aiming to boost sales, especially in its Mac line. However, the overall impact might not be enough to offset current weaknesses in iPhone sales.
  3. Several tech companies are expected to see significant sales growth in the coming years. Nvidia, Micron, and Shopify are leading the way, showing that tech is still a strong sector for investment.

Overview of Portfolio Construction & Risk Management - Owl and Iguana

DeFi Education • 1398 implied HN points • 12 Nov 21
🔮 Crypto Investing
  1. When building a crypto portfolio, it's important to balance between keeping your money safe, growing your investments, and managing your emotions. This helps ensure you're making smart decisions.
  2. It's smart to have a good chunk of your portfolio in Bitcoin and Ethereum before diving into other high-risk projects. This way, you can still benefit from their growth while taking some risks with other assets.
  3. Understanding the volatility of your investments can help you decide how much to invest in each asset. More volatile assets might require smaller investments to manage risk and avoid big losses.

Daily Chartbook #197

Daily Chartbook • 1388 implied HN points • 16 May 23
💰 Finance Investing
  1. Food commodity prices are easing from record highs.
  2. European Commission upgraded inflation and growth forecasts for EU.
  3. US supply chain stress tracker fell, putting downward pressure on goods prices.

Stunning SBA7(a) Fraud May Be Largest In Agency's History. Why Isn't Anyone Talking About It?

Fintech Business Weekly • 89 implied HN points • 03 Aug 25
💰 Finance Investing
  1. A major fraud scheme linked to the SBA 7(a) loan program involved a company called WaterStation, which is accused of running a Ponzi scheme and taking millions in loans that weren't properly secured.
  2. Lenders, including UniBank and Celtic Bank, allegedly knew or should have known about the fraudulent activities but continued to provide loans, causing severe financial harm to investors.
  3. The fallout from this fraud has led to numerous lawsuits, with victims struggling to repay loans for machines that mostly did not exist, highlighting serious issues in the oversight of loans by the SBA.

Top Links 558 Lending against chips. Cuba's oil collapse. India's financial revolution & Unger on our counterrevolutionary interlude.

Chartbook • 357 implied HN points • 12 Nov 24
💰 Finance Investing
  1. There's a growing trend of lending money using chips as collateral, which shows a new way to finance activities. It's like using your poker chips to get cash when you need it!
  2. Cuba's oil industry is facing major challenges, leading to significant changes in the economy there. This might affect everyday life for many Cubans.
  3. India is undergoing a financial revolution that is reshaping how its economy works. This could create more opportunities for people and businesses in the country.

Introducing The Generalist's Reading and Deal Clubs

The Generalist • 260 implied HN points • 07 Feb 25
💼 Business Investing
  1. The Generalist has started two clubs: a Reading Club and a Deal Club to share interesting articles, books, and startups.
  2. Every Friday, members can participate in the Reading Club by sharing and discovering new information and insights together.
  3. On Mondays, the Deal Club will focus on interesting startups and funding news, allowing members to discuss and learn from each other.

The Seeds We Plant

Mindset Value • 196 implied HN points • 24 Oct 23
💰 Finance Investing
  1. The Mindset Value Fund increased by 11% in Q3 2023.
  2. Positive performance mainly driven by cannabis surge since last year.
  3. Grown Rogue emerges as an undervalued cannabis stock with potential for high growth.

How to Use a Block Explorer

DeFi Education • 1039 implied HN points • 19 Apr 22
🔮 Crypto Investing
  1. A block explorer like Etherscan lets you see Ethereum addresses and their transactions without needing to run a full node. It's much easier than downloading all the blockchain data yourself.
  2. You can use block explorers to interact with smart contracts, mint NFTs, revoke token approvals for security, and check if influencers actually minted NFTs or were sent them by others.
  3. Checking token vesting schedules and verifying contracts is important to avoid scams. Always verify contracts and be cautious about unverified ones, as they can be tied to risky projects.

Sonder’s Sudden Collapse: What Went Wrong?

Gad’s Newsletter • 29 implied HN points • 24 Nov 25
💼 Business Investing
  1. Sonder expanded too quickly without a solid plan. They treated their hospitality business like a tech startup, which led to high costs and financial problems.
  2. Sonder struggled to make money because their fixed costs were too high. Even when occupancy rates were good, they still lost money due to ongoing expenses that kept piling up.
  3. Partnerships can fail if companies are not aligned. Sonder's deal with Marriott seemed good, but their different customer expectations and technology issues hurt both businesses.

Year in Review + 2022 Predictions!

DeFi Education • 1278 implied HN points • 30 Dec 21
🔮 Crypto Investing
  1. The year 2021 was very eventful for the crypto market, filled with many developments. It felt like a lot happened in just six months of being involved.
  2. Crypto markets operate 24/7, which creates constant opportunities for profit. This means there's always movement and change in the market.
  3. Global participation in crypto is increasing, making it a truly worldwide financial system. The market's growth and interest are unlikely to slow down anytime soon.

Thesis Drift

MD&A • 118 implied HN points • 29 Jun 25
💰 Finance Investing
  1. Investing can be a fun and intellectually stimulating puzzle, similar to solving crosswords or watching movies. If you enjoy it, picking stocks can be a rewarding hobby even if it's not always financially beneficial.
  2. Thesis drift is when investors create new reasons to hold onto a stock after their original reasons have failed. Instead of admitting they were wrong and moving on, they keep justifying their position and often end up losing more money.
  3. In both investing and life, it's important to recognize when a strategy isn't working. Instead of sticking to failed ideas, we should be willing to change course and learn from our mistakes to find better paths.

The Game is About to Start

Mindset Value • 196 implied HN points • 23 Oct 23
💰 Finance Investing
  1. The Mindset Value Wellness Fund had a strong performance in Q3, up 27.4% and about 60% for the year.
  2. Potential positive changes in cannabis regulations, like rescheduling, could open up new opportunities for investors.
  3. Investing in companies like Grown Rogue and Glass House with operational excellence and growth potential can lead to significant returns.

Top Links 610 China's procyclical fiscal. Whole Foods v. Trader Joe's. Pakistan's surprise rally & chess dominance.

Chartbook • 286 implied HN points • 06 Jan 25
💰 Finance Investing
  1. China's fiscal policy has become procyclical, which means it is tightening when the economy needs support. This could actively hinder economic recovery in challenging times.
  2. Whole Foods and Trader Joe's represent contrasting business models, with Whole Foods focusing on premium offerings and Trader Joe's emphasizing value and unique products. This highlights different consumer preferences in grocery shopping.
  3. Pakistan experienced an unexpected rally, demonstrating resilience in its economy, alongside notable achievements in chess. This showcases the potential for growth and excellence in different fields, even in difficult circumstances.

crvUSD Deep Dive

DeFi Education • 279 implied HN points • 21 Jul 23
🔮 Crypto Investing
  1. crvUSD is a new stablecoin from Curve, and it might change the DeFi space. It could provide more options for users in decentralized finance.
  2. Borrowers need to consider if crvUSD is right for them. It's important to think about how borrowing this token can affect their financial situation.
  3. The post aims to dive deeper into the potential effects of crvUSD. It encourages readers to look at its impact on both the market and individual users.

Sushi Update: Rekt...?

DeFi Education • 1318 implied HN points • 08 Dec 21
🔮 Crypto Investing
  1. Ethereum has been performing better than Bitcoin recently, especially during a market sell-off.
  2. There have been updates and changes regarding Sushi, which are important to monitor in the DeFi space.
  3. Keeping track of these updates can help in making informed decisions about investments in cryptocurrency.

So Far, So Good

QTR’s Fringe Finance • 13 implied HN points • 05 Jan 26
💰 Finance Investing
  1. The nuclear industry is off to a decent start this year because of today’s news.
  2. Two favored nuclear names are showing good early performance after the news.
  3. The piece is behind a paywall but offers a free post and a subscription option.

War Cap Year End 2023 letter

Warden Capital • 117 implied HN points • 18 Jan 24
💰 Finance Investing
  1. Investment returns in 2023 exceeded benchmarks, showing strong performance
  2. Real estate market values are expected to rise in the coming years
  3. The commercial real estate market is influenced by interest rates and operating fundamentals