The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics

Short Attacks and Tobacco Stocks

Tidefall Notes • 98 implied HN points • 11 Feb 24
💰 Finance Investing
  1. Short attacks on tobacco stocks can lead to short-term dips in stock prices, but may not significantly impact a company's overall value or trajectory.
  2. Investing in undervalued sectors like tobacco stocks with strong financials and low valuations can offer potential for growth and profitability.
  3. Understanding industry trends like the shift to next-gen products in tobacco can help investors anticipate stock reratings and capitalize on emerging opportunities.

Letter #154: Josh Kushner and Kareem Zaki (2023)

A Letter a Day • 98 implied HN points • 10 Feb 24
💼 Business Investing
  1. When starting a venture capital firm, consider going against conventional wisdom and focus on a unique approach. Josh Kushner and Kareem Zaki emphasize the importance of building a firm that is hands-on and sector-agnostic, going beyond traditional boundaries in investment strategies.
  2. In consumer investments, look at trends like the rise of creators and the power of brands. Thrive Capital highlights the significance of coupling an extraordinary product with strong brand presence across different industries, not just limited to direct-to-consumer businesses.
  3. Consider major life decisions beyond a specific industry. The intersection of software and hardware, growth in healthcare technology, and trends like brain-machine interfaces offer promising investment opportunities. Keeping a flexible mindset and being able to adapt to fast-paced changes is crucial in today's evolving landscape.

Top Links 540 Gloom over US equities. Soros on investing first and investigating later. Active clubs & the cellular landscape.

Chartbook • 371 implied HN points • 24 Oct 24
💰 Finance Investing
  1. There's a lot of concern about the future of US stocks, as some experts like Goldman Sachs are predicting gloominess. Many investors are feeling nervous about what comes next.
  2. Soros believes in investing quickly and doing research afterwards, suggesting a bold approach to investing. This method can be risky but may lead to interesting opportunities.
  3. The discussion includes active clubs and the cellular industry, indicating that there are various sectors to pay attention to. These areas might be key for future growth and innovation.

Conviction-Led Contrarianism

Investing 101 • 138 implied HN points • 24 May 25
💼 Business Investing
  1. It's important to think differently and go against the crowd sometimes. Instead of just trying to fit in, being a contrarian can lead to amazing innovations.
  2. Don't let what other people think stop you from pursuing your ideas. Often, we worry too much about others' opinions, but we can be more free and creative when we focus on what we truly believe.
  3. Always aim to have strong reasons for your beliefs. It's great to be a contrarian, but make sure you're right and not just being difficult for the sake of it.

Links - 10/18/2023

Value Investing World • 196 implied HN points • 18 Oct 23
💰 Finance Investing
  1. Berkshire Hathaway doesn't have a set strategy, they react to opportunities
  2. Read articles by Paul Graham, James Montier, and Ben Thompson
  3. Subscribe to Value Investing World for access to full post archives and a 7-day free trial
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Top Links 539 Peru's blueberry boom. El Salvador's $1 billion US-backed loan & the legacy of migrant jails.

Chartbook • 371 implied HN points • 23 Oct 24
💰 Finance Investing
  1. Peru is seeing a big increase in blueberry production, which is good for its economy. Blueberries are becoming a popular export from the country.
  2. El Salvador has received a $1 billion loan from the US, which is aimed at improving economic conditions. This is part of a larger effort to support the country's development.
  3. There is ongoing discussion about the long-lasting effects of migrant jails. These facilities have complex legacies that affect many communities.

Yield Farming Model v1.0

DeFi Education • 999 implied HN points • 21 Apr 22
🔮 Crypto Investing
  1. Providing liquidity is not just free money; it's an investment. You need to know the risks and possible rewards before jumping in.
  2. To really get into yield farming, it's helpful to understand liquidity providing first. It's good to have some hands-on experience with it.
  3. This discussion builds on previous knowledge, so it's a bit more advanced. Make sure you're comfortable with the basics before diving deeper.

Renesas's Wolfspeed Bath and Micron Earnings

Mule’s Musings • 109 implied HN points • 30 Jun 25
💰 Finance Investing
  1. Renesas, Wolfspeed, and Micron are key players in the tech industry. Their earnings can impact the market significantly.
  2. Understanding the financial performance of these companies helps investors make better decisions. Good earnings reports often signal growth and stability.
  3. Keeping an eye on these companies is important for anyone interested in the technology market. Trends in their earnings can indicate future opportunities.

Figma’s IPO range is a little light

Alex's Personal Blog • 98 implied HN points • 22 Jul 25
💼 Business Investing
  1. Figma has set its IPO price range at $25 to $28 per share, which is lower than expected compared to its past valuation of $20 billion. This pricing may attract mixed reactions from investors.
  2. Anthropic and OpenAI are facing challenges in raising funds and scaling their AI efforts, showing that the competition in AI is intense and requires significant investment.
  3. Ambiq, another company preparing for an IPO, is noted for its low-power AI chips but faces uncertainties due to its exiting the Chinese market. Its pricing may be viewed as risky or promising, depending on future growth.

Tokenomics Primer Part 3

DeFi Education • 399 implied HN points • 05 Apr 23
🔮 Crypto Investing
  1. This part of the Tokenomics series focuses on projects chosen by readers, showing community involvement.
  2. The series aims to help readers develop their own understanding and skills in cryptocurrency.
  3. Chainlink is highlighted for its depth, indicating it’s an important topic within the broader discussion of tokenomics.

Overview of AAVE (Part 1 of 2)

DeFi Education • 1598 implied HN points • 15 Jul 21
🔮 Crypto Investing
  1. AAVE is a complex DeFi platform that requires careful analysis to understand its value. It's important to research to find the right information.
  2. The launch of AAVE pro caters to institutional investors and is attracting significant interest. This shows that AAVE is growing in the investment space.
  3. Understanding AAVE can be challenging, but it's essential for anyone interested in decentralized finance. Gaining knowledge on this platform can help in making informed investment decisions.

The VC Corner 📰 #4

The VC Corner • 139 implied HN points • 15 Dec 23
💼 Business Investing
  1. Venture capital news is important for anyone involved in startups. Staying updated helps investors and teams make better decisions.
  2. The newsletter offers resources and insights that can guide new and experienced investors alike. It’s a useful tool for the venture capital community.
  3. A free trial is available to explore past posts. This makes it easy for readers to see if the content fits their needs.

Could It Be True?

The Better Letter • 176 implied HN points • 03 Nov 23
💰 Finance Investing
  1. Constantly seek out errors in your ideas and be willing to admit and fix them.
  2. Don't assume that past investment success guarantees future results or that beating the market is easy.
  3. Focus on reducing debt, living within your means, and accumulating savings for financial peace.

The DeFi Roundup (August 13, 2022)

DeFi Education • 759 implied HN points • 14 Aug 22
🔮 Crypto Investing
  1. A major government has added a DeFi protocol to its economic sanctions, which could change things in the cryptocurrency space. This is important because it shows how officials are reacting to decentralized finance.
  2. The consequences of these sanctions could impact users and projects associated with the affected DeFi protocol. People involved in DeFi need to stay updated on how these changes can affect their investments.
  3. Staying informed about crypto developments is crucial since the landscape is constantly changing. Following reliable crypto news can help you understand what's happening.

Links - 02/05/2024

Value Investing World • 98 implied HN points • 05 Feb 24
💰 Finance Investing
  1. Understanding businesses is crucial for investment decisions.
  2. Learning from successful investors like Warren Buffett is valuable.
  3. Accessing relevant and insightful resources is essential for making informed investment choices.

January 2023 Space Stock Review

Case Closed • 196 implied HN points • 22 Feb 23
💰 Finance Investing
  1. Legacy space companies outperformed space SPACs in 2022
  2. In 2023, focus on analyzing legacy space companies due to heightened interest in 'dual-use' investing
  3. New year brings updated analysis tools, including a broader set of space companies in the valuation comp sheet

Network Effects (part 1)

The Odin Times • 196 implied HN points • 04 Jul 23
💼 Business Investing
  1. Network effects occur when a product or service becomes more valuable as more people use it.
  2. Standard Oil leveraged network effects to dominate the oil industry by controlling the entire supply chain.
  3. Modern economy relies on network effects, with companies like Google and Apple benefiting from data and platform network effects.

🦜CD PROJEKT RED: Understanding CDPR, The Paradigm Shift Epic 📚📖 - This 'Cyberpunk' Is Laying The Groundwork for '2077'! (Part 1/2)

Value Investing Substack • 196 implied HN points • 15 May 23
💼 Business Investing
  1. CD Projekt Red faced challenges similar to American Express' Salad Oil Scandal, but their Big Gaming moats could offer a favorable risk-reward balance.
  2. The botched release of Cyberpunk 2077 raised questions about third-party negligence and customer response, but only 2% requested refunds.
  3. CD Projekt Red is aiming for transformation by adopting industry standards and potentially entertaining acquisition offers, while maintaining large insider ownership.

Letter #78: Julian Robertson (2000)

A Letter a Day • 196 implied HN points • 02 May 23
💰 Finance Investing
  1. year run of Tiger Management saw impressive returns but faced struggles from 1998-2000, leading to the decision to shut down the fund
  2. Julian Robertson emphasized the importance of value investing over speculative, short-term gains driven by irrational markets
  3. Regardless of setbacks, Robertson believes in the long-term potential of value investing and the cyclicality of market trends

Making Money

The Odin Times • 196 implied HN points • 23 Jul 23
💼 Business Investing
  1. Venture capitalists aim for exit strategies rather than profitable products
  2. European founders and investors should focus on building profitable businesses over valuations
  3. Some industries may struggle to raise traditional VC funding, leading to new business opportunities

Which Is The Better Option For Growth Funding: Venture Debt or Venture Capital?

Venture Curator • 199 implied HN points • 30 Jun 23
💼 Business Investing
  1. If you're deciding between venture debt or venture capital for growth funding, venture debt can be a cheaper option for founders due to lower overall costs.
  2. Venture debt involves warrant coverage, which gives the holder the right to purchase company stock at a set price within a specific period.
  3. Understanding the financial implications of each funding option, such as equity dilution and interest payments, is crucial for making the best decision for your startup's growth.

GenAI for Hedge Funds Startups

Magis • 127 implied HN points • 03 Jun 25
💼 Business Investing
  1. Hedge funds are using AI to be more productive and to find new investment opportunities. Many startups are working in this area with various backgrounds and experiences.
  2. There is no clear leader in the AI startup space for hedge funds yet, as many companies are still developing their products. The founder backgrounds vary widely, from PhDs to former hedge fund workers.
  3. A list of AI startups focused on hedge funds has been compiled, and input is welcomed to make it more complete. If someone is looking for a job in this field, they are encouraged to reach out.

Wall Street Investors Enter Single Family Rentals

Arpitrage • 339 implied HN points • 04 Nov 24
💰 Finance Investing
  1. Large institutional investors are entering the single-family rental market, which affects housing affordability. They often buy homes in high-demand areas, leading to concerns about rising house prices.
  2. These big investors have cost advantages over small landlords. They can charge lower rents due to better management and bargaining power, which can help some renters find affordable housing.
  3. The overall impact of these investors on home prices is mixed. While they might push prices up in certain markets, their presence can also increase rental availability, benefiting some renters despite potential price hikes.

Investing Update: Hedge Fund Buys & Holdings

Spilled Coffee • 28 implied HN points • 22 Nov 25
💰 Finance Investing
  1. The stock market has recently seen a decline, with all major indices dropping for three weeks in a row. Even strong earnings from companies like Nvidia couldn't change the downward trend.
  2. Many popular tech stocks are significantly below their record highs, indicating market struggles. Investors are feeling cautious as market breadth has hit a two-year low.
  3. Despite the pullback, November is usually a strong month for stocks. Observing key stock levels and certain companies can provide insight into the market's next moves.

Why it's Better To Raise Less Capital In The First Funding Round? | Finding Early Adopters For Your MVP! | VC Remote Jobs & More

Venture Curator • 139 implied HN points • 08 Dec 23
💼 Business Investing
  1. Start Small, Stay Nimble: Raising less capital early on gives flexibility for strategic adjustments while retaining control.
  2. Small Beginnings, Bigger Rewards: Raising less initially leads to diluting fewer shares later as the startup's valuation naturally increases.
  3. Grow Smart, Grow Strong: It's not about the amount of capital raised but how strategically it is used for smarter growth.

The DeFi Roundup (January 7, 2023) + Q&A!

DeFi Education • 499 implied HN points • 07 Jan 23
🔮 Crypto Investing
  1. DeFi is constantly changing, and it's important to stay updated on the latest news and trends. Keeping an eye on the upcoming week can help you be prepared.
  2. This platform focuses on delivering important information about various DeFi protocols, which helps users know what to watch for.
  3. The content is created for paid subscribers, ensuring that they receive exclusive and actionable insights.

Investing Update: Where Are The IPOs?

Spilled Coffee • 20 implied HN points • 13 Dec 25
💰 Finance Investing
  1. The S&P 500 hit new all-time highs and is tracking toward a 6,900 year-end target.
  2. The rally is broadening beyond AI and the Mag 7 — equal-weight S&P and sectors like small-caps, industrials, and financials are making new highs.
  3. Markets got volatile as the Nasdaq underperformed after tech earnings and rising yields, and IPO activity remains surprisingly quiet.

What Is DeFi Education?

DeFi Education • 719 implied HN points • 18 Aug 22
🔮 Crypto Investing
  1. DeFi Education offers independent and high-quality research on crypto. They focus on helping people understand complex topics in the crypto world without the influence of paid promotions.
  2. The mission is to empower individuals with the knowledge to make informed decisions in the crypto space, avoiding scams and bad investments.
  3. They have built a strong community of readers, ranging from beginners to experts, who share valuable insights and support each other in navigating the fast-changing crypto landscape.

Facebook (Meta) Lesson 3: Tell me a story!

Musings on Markets • 539 implied HN points • 18 Nov 22
💼 Business Investing
  1. A good business valuation combines numbers with a compelling story. The story helps make sense of the numbers and gives them context.
  2. Storytelling is important for investors because it makes a business memorable and helps communicate its potential. However, numbers are crucial to maintain credibility and accountability.
  3. As market conditions change, so must a business's story. Companies like Facebook need to adapt their narratives to remain relevant and regain investor trust.

A Must Watch

QTR’s Fringe Finance • 25 implied HN points • 25 Nov 25
💰 Finance Investing
  1. Watch _The China Hustle_ documentary for insights into financial fraud, especially in the context of U.S.-listed companies. It's important for anyone involved in markets to understand these issues.
  2. The documentary focuses on fraud in Chinese companies, but it highlights similar problems in the U.S. market too. Many companies are not accurately reporting their finances.
  3. Real research into these issues is rare, especially among investment banks that want to maintain relationships with companies they cover. Be cautious and do your own due diligence.

Hartalega update (HART MK)

Asian Century Stocks • 176 implied HN points • 22 Oct 23
💰 Finance Investing
  1. Hartalega is a major producer of disposable gloves, with a focus on synthetic nitrile gloves.
  2. The glove industry experienced a boom-bust cycle due to the pandemic, leading to oversupply and low prices.
  3. There are signs that glove prices may be reaching a bottom, signaling a potential return to supply-demand balance in 2-3 years.

Links - 01/27/2024

Value Investing World • 98 implied HN points • 28 Jan 24
💰 Finance Investing
  1. Business projections can be misleading and should be approached with caution.
  2. Endurance by Ernest Shackleton is a recommended book to read.
  3. Jason Zweig shares insights on the impact of stopping to watch the stock market.

The Ultimate Startup Quest: Building Something Special (in VC)

Equal Ventures • 99 implied HN points • 25 Jan 24
💼 Business Investing
  1. Equal Ventures focuses on proactive research and industry connectivity to have a point of view on markets and build thoughtful partnerships with founders.
  2. Equal Ventures supports founders with continuous learning, frameworks, and best practices to help them navigate challenges and succeed in their industries.
  3. Equal Ventures' slow investment pace allows for deep alignment and meaningful support for portfolio companies, building long-term relationships beyond current roles.