The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics

AI And Late Stage Bubbles

QTR’s Fringe Finance • 30 implied HN points • 11 Nov 25
💰 Finance Investing
  1. People are becoming more skeptical about AI technology. This change in attitude could lead to big reactions from investors later on.
  2. When regular investors start to realize the risks in AI, it might create a rush to pull out money. This could cause a chaotic market situation.
  3. It's important to watch for signs of trouble in AI investments. Being aware of these warning flags can help avoid potential losses.

Questions VCs Will Ask You! | Positioning Your Startup is Vital, How To Do It? | VC Remote Jobs and More

Venture Curator • 179 implied HN points • 09 Oct 23
💼 Business Investing
  1. A great team is crucial for a startup's success, and investors will ask questions to understand how the team came together, their motivations, and any key gaps that need to be filled.
  2. When pitching to investors, be prepared to explain your product clearly, its target market, the problem it solves, and how it stands out. Investors want to know if customers will seek out and pay for your product.
  3. Investors focus on the market size, growth potential, competition, and go-to-market strategy when evaluating startups. Having a clear positioning statement and understanding your market's total addressable market are key.

What is a Mutual Fund?

Concepts of Finance 🧠 • 339 implied HN points • 03 May 23
💰 Finance Investing
  1. A mutual fund combines money from many people to invest in things like stocks and bonds. This way, even if one investment doesn't do well, everyone shares the impact, reducing risk.
  2. There are different types of mutual funds, like equity funds for stocks and bond funds for fixed income. Each type focuses on different investments to suit various goals.
  3. People like mutual funds because they simplify investing. Instead of picking individual stocks, investors can buy a piece of many investments at once and still have the potential for good returns.

From Google Blogger to Substack: Coming Soon!

Musings on Markets • 899 implied HN points • 25 Mar 22
💼 Business Investing
  1. The author started blogging in 2008 and has written over 600 posts on finance topics since then. This blogging experience has helped him rethink his views and develop new ideas.
  2. He is moving his blog from Google Blogger to Substack because it allows him to easily transfer his old posts and offers a better format for readers.
  3. Both platforms will continue to host his posts, and he encourages readers to choose between them while assuring that the experience will remain similar.

Spotlight: Noemie Alliel – Managing Director @ Starburst

Space Ambition • 219 implied HN points • 30 Jun 23
🕹 Technology Investing
  1. Starburst Aerospace runs accelerator programs to help startups connect with large companies and secure funding. These programs provide valuable services and expertise to entrepreneurs without requiring direct investment.
  2. Successful startups often need a strong team and a well-researched idea, along with the ability to communicate their vision clearly. Investors look for uniqueness, innovation, and a solid understanding of the market.
  3. Emerging trends in the space industry include remote sensing, in-space manufacturing, and food production in space. These areas hold potential for significant growth and investment opportunities.
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Bad Companies & Value Traps

Philoinvestor • 157 implied HN points • 05 Nov 23
💰 Finance Investing
  1. Make sure you invest in actual businesses and not just options or bets.
  2. Watch out for changes in a company's business model and the competitive environment.
  3. Pay attention to management quality and their alignment with shareholders.

Alternative Assets Explained

Concepts of Finance 🧠 • 279 implied HN points • 22 Jun 23
💰 Finance Investing
  1. Alternative assets are investments that aren't traditional stocks or bonds. They can include things like real estate, collectibles, and even parking lots, giving you many options to consider.
  2. Many people think only the rich can invest in alternative assets, but that's not true. There are plenty of investment opportunities available for regular investors too.
  3. Investing in alternative assets can be risky, but it also offers a chance to diversify and potentially earn good returns. It's important to research and understand what you're getting into.

Decoding Sequoia Capital: How Do They Dominate the VC Landscape?

Venture Curator • 199 implied HN points • 12 Jun 23
💼 Business Investing
  1. Sequoia Capital is a powerhouse in the VC landscape, known for remarkable strategies that have led to unprecedented success.
  2. Sequoia has an impressive track record of investing in one in five private unicorns globally, with a focus on disruptive products and founders with technical knowledge.
  3. Key figures at Sequoia, like Don Valentine and Doug Leone, have distinct investment philosophies highlighting the importance of market potential, strong founding teams, and learning from failures.

The Babe Ruth Effect in Venture Capital | When To Prioritize Growth Over Profitability? | VC Remote Jobs and More

Venture Curator • 179 implied HN points • 22 Sep 23
💼 Business Investing
  1. The concept of the 'Babe Ruth Effect' in venture capital explains the importance of evaluating investments based on expected value analysis to achieve superior performance
  2. Deciding between prioritizing profitability or growth in startups depends on factors like market dynamics, access to funding, and business model, and it's crucial to understand where to focus at an early stage
  3. Successful venture capital funds exhibit a 'Babe Ruth Effect' by having more 'home run' investments of greater magnitude, even though they may also have a higher percentage of investments that lose money

Goodbye NFTs?

DeFi Education • 559 implied HN points • 05 Nov 22
🔮 Crypto Investing
  1. The term 'non-fungible token' is not easy for people to understand and doesn't sound appealing. This makes it harder for NFTs to become popular.
  2. Big companies often change their names to sound better and connect with customers. This shows how important branding is.
  3. Rebranding can help new ideas like NFTs to be more accepted and embraced by the public. A catchy name might make a big difference.

The DeFi Roundup (October 8, 2022)

DeFi Education • 599 implied HN points • 08 Oct 22
🔮 Crypto Investing
  1. Celsius has revealed a huge spreadsheet with customer names and transactions as part of their bankruptcy. This move raises privacy concerns for many customers.
  2. The DeFi space is constantly evolving, and keeping up with weekly roundups helps investors stay informed. Quick updates can guide better decision-making.
  3. Being a paid subscriber can give you access to in-depth insights and analysis that is not available to free users. It can be worth it for those serious about investing.

Update on Valuations and The State of DeFi

DeFi Education • 819 implied HN points • 25 May 22
🔮 Crypto Investing
  1. DeFi has changed a lot in the last year. Many new ideas have appeared, but not all have lasted, and lending has dropped due to less interest.
  2. Trading on decentralized exchanges is still strong, showing that people keep trading even in a down market. Innovations in exchange technology are also happening.
  3. The overall value in DeFi is up, but many tokens have dropped in price. Investors need to be careful and are looking for undervalued options as the market evolves.

The Holding Companies of Our Hearts

Investing 101 • 87 implied HN points • 12 Jul 25
💼 Business Investing
  1. Everyone allocates resources, not just money, but also time and attention. People are basically investors in their own lives.
  2. Successful capital allocation is more about making smart, strategic decisions than just having money to spend. Great examples include companies like Berkshire Hathaway and Constellation Software.
  3. Venture capitalists often seek attention for their investing strategies, but it's the actual entrepreneurs and companies that are doing the hard work of building that are the real heroes.

Life is like the S&P 500

That was bullshit and so can you • 176 implied HN points • 26 Feb 23
💰 Finance Investing
  1. Life and success are not always linear - they have ups and downs like the stock market.
  2. Sometimes you might feel like things are going downhill, but remember, it could turn into a bull market.
  3. Keep pushing forward, even in tough times, because this is all part of the journey.

Links - 02/13/2023

Value Investing World • 176 implied HN points • 14 Feb 23
💰 Finance Investing
  1. Pragmatic value investors believe in achieving high return and low risk by buying things for less than they're worth.
  2. Overpaying implies both low return and high risk when it comes to investing.
  3. The 'Berkshire System' offers life advice through shareholder letters.

Lessons from Peaches 🍑

Condensing the Cloud • 176 implied HN points • 28 Mar 23
💼 Business Investing
  1. Peach prices don't determine taste; price isn't a reliable indicator of quality.
  2. Focus on short-term optimization variables for long-term company success.
  3. Prioritize efficiency and adapt metrics as market environments change.

Links - 09/17/2023

Value Investing World • 176 implied HN points • 18 Sep 23
💰 Finance Investing
  1. Cultural habits of a small group can shape the culture of a larger group.
  2. Check out the conversation between Chris Bloomstran on the Richer, Wiser, Happier Podcast.
  3. Failures can be stepping stones to success according to Ralph Waldo Emerson.

🏳️‍🌈 Embracing Diversity: Pride Month, LGBTQ+ Market, VC Diversity, Early-Stage Funding Checklist, Investor List, and More!

Lolita's Newsletter • 176 implied HN points • 11 Jun 23
💼 Business Investing
  1. LGBTQ+ community has significant spending power and presents a $3.7 trillion market opportunity.
  2. Investing in LGBTQ+-founded startups shows outsized returns and profitability.
  3. Encouraging investment in LGBTQ+-focused tech startups creates an inclusive tech industry with potential for exceptional returns.

Links - 03/13/2023

Value Investing World • 176 implied HN points • 14 Mar 23
💰 Finance Investing
  1. When uncertain, we trust the crowd, assuming they know something we don't.
  2. The crowd is often wrong because they follow social proof, not superior information.
  3. Learn from individual experts and unique perspectives, rather than crowd mentality.

Rescheduling Update

Mindset Value • 176 implied HN points • 31 Aug 23
💰 Finance Investing
  1. The US government is signaling that cannabis is less dangerous by recommending rescheduling from Schedule 1 to Schedule 3.
  2. Rescheduling could lead to the removal of excessive taxation in the cannabis industry and open the door for more financial investments.
  3. Investment opportunities may arise with companies like Grown Rogue adapting to market conditions and demonstrating competitive advantages.

March 2023 Space Stock Review+ ULA M&A

Case Closed • 176 implied HN points • 12 Apr 23
💼 Business Investing
  1. March and 1Q23 Market Overview: Space SPACs were down, legacy space stocks performed worse, and stock market volatility was influenced by changing expectations for interest rates and the economy.
  2. Space Stock Performance and Valuation: Different sectors performed differently, with manufacturing outperforming. Companies like SATL and LUNR were discussed for their valuation considerations.
  3. Analyzing the Potential Sale of United Launch Alliance: Speculation surrounds the potential sale of ULA, with Lockheed Martin likely to buy out Boeing's stake based on financial and strategic considerations.

Farmland & Ranching in Argentina

BowTiedMara - Geoarbitrage & Mobility Assets • 176 implied HN points • 08 May 23
💼 Business Investing
  1. Farmland in Argentina varies in price based on region and quality, offering opportunities for investment.
  2. Argentina's agricultural landscape is diverse, with regions specializing in different crops like soy, wheat, and corn.
  3. Ranching in Argentina is significant, with a large number of farms dedicated to bovine production and potential for increased meat exports.

Links - 03/07/2023

Value Investing World • 176 implied HN points • 08 Mar 23
💰 Finance Investing
  1. Risk management involves recognizing that normal is a transition, not a state of nature.
  2. Berkshire Hathaway increased stake in Occidental to 22.2%.
  3. Various podcasts and articles on investing and business are available for learning and insight.

Progress

The Odin Times • 176 implied HN points • 23 Apr 23
💼 Business Investing
  1. The mission at Odin is to drive progress by reimagining how we invest.
  2. Women investors on Odin are more likely to invest in female-led businesses and healthcare.
  3. Increasing diversity in investors can lead to more investments in sectors like healthcare, education, and climate tech.

Japan Reality Check #5: Are start-ups and VC a good investment in Japan?

Japan Optimist • 176 implied HN points • 25 Mar 23
💼 Business Investing
  1. Japan's start-ups and venture capital outperform global peers with a 18% net IRR per year in the decade before COVID.
  2. Japan's venture capital ecosystem attracts top talent and continues to grow, showing a 7% outperformance over TOPIX.
  3. Japan's government actively supports entrepreneurship and innovation, aiming to create '100 Unicorns by 2027' through public-private partnerships and deregulation.

Haystack VII

Aashay's Newsletter • 176 implied HN points • 10 Sep 23
💼 Business Investing
  1. Haystack announces a new $75M fund for early-stage startup investments
  2. Personnel updates at Haystack, with promotions and changes in roles
  3. Acknowledgment of founder secrets and partnerships in the venture business

Net Interest 2025 Year in Review

Net Interest • 12 implied HN points • 26 Dec 25
💰 Finance Investing
  1. AI soaked up massive capital and is reshaping finance. Hyperscalers spent hundreds of billions on data centers, and AI is changing equity research and powering new payments and agent-driven sales.
  2. Private markets are growing into the role once held by public markets, with private equity and credit expanding rapidly but raising valuation and liquidity concerns. Some private valuations look stretched and could create coordination risks if sentiment shifts.
  3. Retail investors and fintech are changing market structure while crypto infrastructure advances. Retail trading share has risen and firms like Robinhood gained influence as stablecoins and tokenization grew under looser regulation.

CPI 3.1%

Points And Figures • 666 implied HN points • 13 Feb 24
💰 Finance Investing
  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.

The DeFi Roundup (September 24, 2022)

DeFi Education • 599 implied HN points • 25 Sep 22
🔮 Crypto Investing
  1. Weekly roundups help members stay updated on important events in the DeFi world in just a few minutes.
  2. There is a concern about increased government oversight affecting DeFi activities and participants.
  3. Paid subscribers get exclusive updates and insights that can enhance their understanding of the market.

The DeFi Roundup (December 3, 2022)

DeFi Education • 499 implied HN points • 04 Dec 22
🔮 Crypto Investing
  1. The DeFi Roundup keeps you updated on important events and trends in decentralized finance. It's a great way to stay informed while others focus on major news.
  2. This report offers actionable insights and fun topics that can help you explore opportunities in DeFi. It's more about excitement than the usual heavy news.
  3. Instead of diving deep into negative stories, the roundup focuses on cooler and engaging content in the DeFi space that you might find useful.

Investing Update: Has The Santa Rally Started?

Spilled Coffee • 16 implied HN points • 20 Dec 25
💰 Finance Investing
  1. Late-week strength in tech, especially AI-linked names, pushed the S&P 500 and Nasdaq higher while the Dow slipped but remains on a strong monthly streak.
  2. The S&P 500 is very close to the year-end target of 6,900 — it sits around 6,835 with only seven trading days left, so the target could be decided in the final week.
  3. Since November 21 there’s been a rotation into undervalued, cyclical and economically sensitive sectors, prompting speculation that the Magnificent 7 may underperform in 2026, though that shift may not be permanent.

Semicap Stock Idea

Mule’s Musings • 102 implied HN points • 16 Jun 25
💰 Finance Investing
  1. The article presents a stock idea related to semiconductors, a key industry for technology. Semiconductors are essential for a lot of modern devices, making them an important investment area.
  2. It's aimed at paid subscribers, which suggests that the insights may be more detailed or exclusive. Paid content often provides deeper analysis that can help investors make better decisions.
  3. Investing in the semiconductor sector may be beneficial due to its growing importance in the tech world. Understanding trends in this field can help guide smart investment choices.

How to Earn Higher Interest Than Banks with Fantom DeFi - Hint Banks Are Zeros.

DeFi Education • 1019 implied HN points • 12 Jan 22
🔮 Crypto Investing
  1. Using Fantom DeFi, you can earn higher interest on your savings compared to traditional banks. Depositing stablecoins, like USDC, can give you returns up to 13% a year.
  2. Fantom’s blockchain allows for very low transaction fees and fast transactions, making it user-friendly. It's compatible with popular wallets like Metamask and platforms like Curve and Yearn.
  3. While the yield farming options are good now, they may not last forever. The DeFi space is competitive, and it’s beneficial to start early to make the most of these high yields.

I Am Back: Exposing the Bullsh*t Market

Behavioral Value Investor • 282 implied HN points • 26 Nov 24
💰 Finance Investing
  1. The author took a break from writing because it felt too scheduled and stressful, but now plans to write when inspired instead. This way, they can share better insights without pressure.
  2. There's a lot of strange behavior in today's markets, like people paying an outrageous amount for a banana or a company being valued more than its actual Bitcoin holdings. It shows how market psychology can be very irrational.
  3. Many financial indicators are warning signs of problems ahead, but people often ignore them because the current trends seem to last. It’s important to recognize these warnings to avoid repeating past mistakes in investing.

Rental Market Preview 2024

The Sunday Morning Post • 98 implied HN points • 14 Jan 24
💼 Business Investing
  1. Rents have been increasing but are expected to flatten and possibly decline in 2024 due to a surge in new rental units hitting the market.
  2. Vacancy rates are starting to increase, indicating an evolving rental market tied to new inventory.
  3. Investors should be cautious as margins are expected to get tighter with declining rents, a tough borrowing environment, and tighter lending standards.

CFPB Proposes Rule To Close TILA Overdraft "Loophole"

Fintech Business Weekly • 661 implied HN points • 21 Jan 24
💰 Finance Investing
  1. CFPB proposed a rule to close the TILA overdraft loophole, aiming to protect consumers from billions in junk fees.
  2. The proposed rule would require large banks to treat overdrafts like credit products, disclosing APRs and considering actual costs.
  3. Exempting banks under $10 billion in assets from the rule has sparked debate, highlighting the complexity of regulating banking fees.