The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics

Becoming a Master-Investor

Philoinvestor • 137 implied HN points • 06 Oct 23
💰 Finance Investing
  1. Learn continuously and improve by combining knowledge and experience.
  2. Simplify your approach and focus on constant improvement.
  3. Develop patience, emotional control, and adaptability in the investing journey.

💰Q3 Predictions, $1M+ in Fresh Funding Opportunities, Fundraising Cheat Sheet, Spotting Cap Table Red Flags, and More

Lolita's Newsletter • 137 implied HN points • 06 Aug 23
💼 Business Investing
  1. US economy is experiencing ups and downs with increased interest rates and reduced consumer spending
  2. Global VC funding dropped significantly in Q2 2023 but some areas like AI and female founders are showing promise
  3. Despite the challenges, tough times can present opportunities for staying informed, resilient, and adaptable

What's happening with Uranium?

Philoinvestor • 137 implied HN points • 16 Sep 23
💰 Finance Investing
  1. Prices of Uranium have been affected by historical events like the Fukushima disaster.
  2. Global geopolitical shifts are increasing interest in nuclear power and Uranium.
  3. Investing in Uranium is volatile and may lead to sudden spikes, but requires caution and careful consideration.
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The Best New Podcast by Far

Christopher’s Newsletter • 137 implied HN points • 19 Apr 23
💼 Business Investing
  1. When exploring new markets, it's important to understand and respect the local distinguishing factors and adjust go-to-market strategies accordingly.
  2. In emerging markets, there is a growing trend of revolutionizing traditional, local businesses with technology and data tools to create efficiency.
  3. AI is just as transformative and widely used in emerging markets as it is in Silicon Valley, with entrepreneurs embracing AI tools for operational efficiency.

WTHIH? The Bank Run Version of 2023

Philoinvestor • 137 implied HN points • 13 Mar 23
💰 Finance Investing
  1. Silicon Valley Bank faced a liquidity problem due to dropping deposit balances from VC-backed companies.
  2. Traditional banking model of borrowing short and lending long can be fragile.
  3. Forced recapitalization could lead banks to drastic financial losses.

OXY's Outsider CEO, Vicki Hollub & Warren Buffett's Next AAPL (Divd Yield - ST: 6%, LT: 11.0%)

Value Investing Substack • 137 implied HN points • 17 Apr 23
💼 Business Investing
  1. Warren Buffett has been acquiring Occidental Petroleum shares and the company is focused on returning shareholder capital.
  2. Occidental Petroleum is committed to limiting production growth and allocating capital towards shareholder return.
  3. Crude oil prices are expected to be volatile, and Occidental Petroleum has a high dividend yield compared to other E&P competitors.

How to mess up a good company and not make any money along the way

SaaS Engineering • 137 implied HN points • 02 Jul 23
💰 Finance Investing
  1. Investing early in a successful company may not guarantee returns if mispricing and over financing occur.
  2. Selling secondary shares at various funding rounds can lead to a more secure return than waiting for a long-term exit.
  3. Maintaining a conservative financing trajectory can lead to attractive outcomes, even if less exciting than high-risk strategies.

A quick update on Net Income

Net Income • 137 implied HN points • 01 Sep 23
💼 Business Investing
  1. Net Income blog will return on September 15th with new content
  2. Posts will now be scheduled every two weeks for higher quality
  3. A variety of past topics and recommended readings are available on the blog

Terra DeFi (Part 1 of 2)

DeFi Education • 719 implied HN points • 19 Mar 22
🔮 Crypto Investing
  1. Terra is a unique ecosystem within decentralized finance (DeFi) that offers different tools and opportunities. It's important to understand how it works to take advantage of its features.
  2. Being familiar with Ethereum and its DeFi protocols is a good starting point for exploring other platforms like Terra. Understanding one ecosystem helps you learn about others.
  3. This guide is aimed at those who want to dive deeper into DeFi, especially non-Ethereum blockchains. It's meant for readers who are ready to enhance their knowledge and skills.

Infographics: The Fed's Standing Repo Facility In Action

Concoda • 216 implied HN points • 25 Nov 24
💰 Finance Investing
  1. The Federal Reserve has a special tool called a repo facility to manage money supply in the economy. It helps banks borrow money quickly when they need it.
  2. This repo facility can provide short-term loans to banks, which helps keep the financial system stable. It's like a safety net during times of financial stress.
  3. Understanding how this facility works is important for grasping the bigger picture of economic stability and the Fed's role in it. It helps us see how money flows in the economy.

Yields Can Remain High and Quick Market Opportunity Maths

DeFi Education • 999 implied HN points • 09 Sep 21
🔮 Crypto Investing
  1. DeFi yields can stay high longer than expected because they have lower costs compared to traditional banks. This means more profit can be made from loans and savings.
  2. Many high yields in DeFi come from risky projects that can be scams or unsustainable. It's important to be cautious and aware of the risks involved.
  3. The DeFi market has a massive growth potential. Comparing it to traditional finance, it's estimated that DeFi could be worth significantly more because of its unique advantages.

There are Complex-Number One-Norm Square-Root of Probability Amplitudes of 0.006 in Which Sam Bankman-Fried Is Happy

Brad DeLong's Grasping Reality • 676 implied HN points • 05 Oct 23
💰 Finance Investing
  1. Amplitudes in quantum-mechanical superposition relate to philosophy-of-probability vs. psychology.
  2. Understanding the Kelly Criterion for betting based on win-loss odds and maximizing returns.
  3. Traders use the Kelly Criterion for survival, making positive-value bets, and psychological factors.

The DeFi Roundup (November 5, 2022)

DeFi Education • 419 implied HN points • 06 Nov 22
🔮 Crypto Investing
  1. Andre Cronje, a well-known figure in the DeFi space, has come back to crypto as the 'Vice President of Memes' at the Fantom Foundation. This shows his ongoing influence and creativity in the industry.
  2. The DeFi space is always changing, and it's important to keep up with the latest news and trends. Staying informed can help you make better investment decisions.
  3. Community engagement is key in DeFi. Sharing insights and updates can help strengthen connections and keep everyone in the loop.

Come on in, the party's just getting started

Alex's Personal Blog • 65 implied HN points • 23 Jul 25
💼 Business Investing
  1. AI companies are racing to build better technology using vast amounts of data and computing power. However, just having advanced models doesn't guarantee a strong market position.
  2. There's a growing trend of startups staying private longer, which means regular investors might miss out on potential growth. Recent legislation aims to open private investments to more people.
  3. A company called Vanta has seen significant growth in customers and funding, indicating a strong demand for its compliance automation services in the tech industry.

The posters decide

benn.substack • 460 implied HN points • 15 Mar 24
💼 Business Investing
  1. In political elections like the presidential primaries, insiders within the party can heavily influence candidate selection, impacting how votes translate into nominations.
  2. Silicon Valley, despite its reputation for meritocracy and free-market capitalism, also shows signs of elite insiders shaping success by directing funds, influencing hiring decisions, and controlling media narratives.
  3. Public perception and hype generated by influencers play a significant role in Silicon Valley, from selecting blogging platforms to predicting success of new technologies, often superseding personal experiences and independent analysis.

Stablecoin Farms

DeFi Education • 639 implied HN points • 30 Apr 22
🔮 Crypto Investing
  1. Stablecoins are designed to be worth around $1 all the time, making them a stable form of digital money.
  2. Farming stablecoins involves risks, especially since they are mostly issued by private companies.
  3. It's important to understand how stablecoin farms work and to be cautious with investments in this area.

The DeFi Roundup (August 20, 2022)

DeFi Education • 499 implied HN points • 20 Aug 22
🔮 Crypto Investing
  1. JPEG'd is doing really well in the market, especially with a proposal to increase credit for rare collectibles if people stake its tokens.
  2. Overall, crypto markets are struggling because of worries about the economy.
  3. Frax's founder, Sam Kazemian, is planning something new with Fei, which could be important in the DeFi space.

Coming soon

Space Ambition • 439 implied HN points • 24 Aug 22
🕹 Technology Investing
  1. A group of passionate people is focusing on space technology and its benefits. They want to make space tech easier to understand for everyone.
  2. Their goal is to inspire discussions about space, encourage investments in SpaceTech, and help people find careers in this field.
  3. They plan to share clear insights and updates about SpaceTech to help people stay informed about its developments.

Options for Beginners

DeFi Education • 799 implied HN points • 17 Dec 21
🔮 Crypto Investing
  1. Options are contracts giving you the right to buy or sell an asset at a set price before a certain date. They help in managing risk and leveraging investments.
  2. Trading options is becoming popular, especially in DeFi. Understanding how to use options can create big opportunities as the market grows.
  3. When using options, be cautious of risks like time decay and volatility. It's important to know what you're doing to avoid costly mistakes.

How to build wealth with little risk

A Bit Gamey • 6 implied HN points • 18 Jan 26
💼 Business Investing
  1. Make lots of small, low-downside bets so failures are survivable but winners can run; structure optionality instead of gambling everything.
  2. Enter proven markets by copying what works and then improve on execution; cheap entry and fast learning beat trying to be original from day one.
  3. Protect wins by controlling costs and building simple moats, then be patient and let low fees and long-term compounding do the heavy lifting.

Frog Nation (Part 2/2 for *today*): TIME to cast an ICE SPELL

DeFi Education • 759 implied HN points • 07 Jan 22
🔮 Crypto Investing
  1. User growth can be measured by looking at new loans opened each week. This approach helps understand overall activity even if wallet data isn't complete.
  2. Offering incentives to borrow, like providing liquidity, can encourage more borrowing and can be cost-effective in the long run.
  3. Borrows can be profitable if the borrowing cost is lower than what you earn from investments, like stablecoin farming. It's all about balancing costs and earnings.

Uniswap Part 2 - Valuation and Q&A

DeFi Education • 999 implied HN points • 26 Jul 21
🔮 Crypto Investing
  1. Understanding Uniswap's valuation helps investors see its financial health and growth potential.
  2. Different investors may have different opinions on ownership and exposure in Uniswap, which can affect decision-making.
  3. Having a clear view of how Uniswap works can lead to better investment choices in the DeFi space.

Risk-Free Rate: What is the Price of Risk?

DeFi Education • 759 implied HN points • 04 Jan 22
💰 Finance Investing
  1. The risk-free rate is the return expected from a very safe investment, like U.S. Treasury bonds, and it helps investors judge the risk of other investments.
  2. As the risk-free rate rises, investors expect higher returns from riskier assets, meaning they want more compensation for taking on extra risk.
  3. In the world of DeFi, expected returns are usually much higher than traditional markets, but it’s important to understand the type of risks involved with different assets.

State of the Market

Spilled Coffee • 56 implied HN points • 06 Aug 25
💰 Finance Investing
  1. The stock market had a rough day recently with big drops in jobs reports, but it quickly bounced back the next week. It's surprising how the market can recover so fast.
  2. There have been major downward revisions in jobs numbers for the past few months, removing a significant amount of jobs from the data. This shows there might be issues in the job market that we need to worry about.
  3. Despite bad news like job losses and global tensions, the stock market keeps going up instead of staying down. This raises questions about whether these problems are already reflected in market prices.

Get Rich or DAO Trying

DeFi Education • 339 implied HN points • 28 Dec 22
🔮 Crypto Investing
  1. Working in decentralized teams can be a fun experiment. You don't need a traditional office to collaborate.
  2. People from different types of institutions can come together and work in new ways. This wide variety of backgrounds can lead to unique ideas.
  3. Being part of a pseudonymous community adds an interesting layer to teamwork. It allows for creativity and innovation without the usual constraints.

Controlled Demolition Warning: Tokenization

Dr. Pippa's Pen & Podcast • 69 implied HN points • 02 Jul 25
💰 Finance Investing
  1. The global markets are facing big changes, preparing for a major cleanup of issues left from the past financial crisis. This is seen as necessary to fix economic problems that haven't been addressed.
  2. The current financial system is struggling, and there are plans to rewrite how it all works using new technology. This could involve drastic measures to help those affected by the mistakes of wealthier investors.
  3. There are multiple options for dealing with high debt, and one approach might involve using stablecoins to create a new financial system. This could help many people who don't realize the severity of the economic issues.

Coinbase Earnings + How To Avoid Troubled Companies

DeFi Education • 459 implied HN points • 25 Aug 22
🔮 Crypto Investing
  1. Coinbase is considered a leading company in the crypto space but still faces challenges. It's important to stay updated on how larger market trends affect even strong companies like Coinbase.
  2. Investors should be aware of signs that companies might be struggling, especially in unpredictable markets like crypto. This can help them make better decisions about where to put their money.
  3. Keeping a close watch on public crypto companies is essential for making informed investment choices. Monitoring these companies can reveal important insights about the overall health of the crypto market.

Long on shovels, short on gold

benn.substack • 434 implied HN points • 08 Mar 24
💼 Business Investing
  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.

DOPEX: The Decentralized Options Exchange

DeFi Education • 759 implied HN points • 21 Dec 21
🔮 Crypto Investing
  1. Dopex is a decentralized options exchange built on the Arbitrum platform. It allows users to trade options in a more open and flexible way.
  2. On-chain options in DeFi are still in the early stages and not as advanced as other markets, like borrowing or lending.
  3. If you're new to decentralized finance, it might be helpful to learn more about the basics before diving into options trading.

💎 Lab-grown diamonds, +$10M in funding opportunities, fundraising in 2024, BHM and more

Lolita's Newsletter • 58 implied HN points • 11 Feb 24
💼 Business Investing
  1. Lab-grown diamonds are trending, attracting over $10M in funding opportunities.
  2. In startup investment, there's a shift towards valuing business durability over growth obsession, with a focus on sectors like AI and defense.
  3. Founders have access to various funding opportunities ranging from grants for underrepresented groups to equity crowdfunding up to $5 million.

Bootstrapping Berry Bot: 'from revenue to robot'

Robots & Startups • 19 implied HN points • 02 Jun 24
💼 Business Investing
  1. The beauty and wellness robotics industry is growing, with Berry Bot being a soap making robot that showcases the potential for automation in the sector.
  2. The global personal care and beauty market is significantly larger than the industrial robot market, providing ample opportunity for innovation and growth.
  3. Berry Bot, a smart system for making natural soaps, highlights the importance of scalability and automation in the production process for success in the industry.

The Wrong Price

Ironsides Macroeconomics 'It's Never Different This Time' • 58 implied HN points • 10 Feb 24
💰 Finance Investing
  1. Thematic investing is dominating the price action, with themes like generative AI boom and strong performance in the industrial sector attracting attention.
  2. Misdiagnosis of issues like prohibitive financing costs instead of asset quality is occurring, impacting treasury markets and regional bank stocks.
  3. Outlook on sustainable disinflation post CPI revisions and the association between regional banks and treasury market are key areas of focus.

Putting The "Ce" In "DeFi" (Part 1)

DeFi Education • 519 implied HN points • 24 Jun 22
🔮 Crypto Investing
  1. Crypto is always changing and can be confusing for many people. Even with ups and downs, it continues to be an exciting topic.
  2. Recent events in the DeFi world highlight the challenges and developments happening in the space. It's important to pay attention to these changes.
  3. This piece is geared toward those who want to dig deeper into DeFi. It aims to educate and engage those seriously interested in the topic.

WTF is going on at SuperMicro? (SMCI)

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

The DeFi Roundup (October 29, 2022)

DeFi Education • 379 implied HN points • 30 Oct 22
🔮 Crypto Investing
  1. Elon Musk has completed his purchase of Twitter, which is creating a lot of buzz.
  2. There's a big focus on 'meme coins' or 'Shitcoins', which are fun but risky investments.
  3. Staying updated on the latest in decentralized finance (DeFi) is important for navigating these trends.