The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics

Mining stocks could sync up with bitcoin rally soon?

Miner Weekly • 19 implied HN points • 07 Mar 24
💰 Finance Investing
  1. Bitcoin set an all-time high after more than 840 days, while mining stocks have lagged behind, presenting a history of this disconnect.
  2. Mining stocks mostly underperformed compared to bitcoin, with many still down over 60% from their highs in November 2021.
  3. Historical data shows that mining stocks have often trailed behind bitcoin's return to all-time highs, but when the full bull run returns, they have the potential to outperform.

Daily Chartbook #381

Daily Chartbook • 183 implied HN points • 14 Feb 24
💰 Finance Investing
  1. Daily Chartbook offers a daily summary of the day's events in 30 charts for paid subscribers.
  2. The content in the Daily Chartbook post is only accessible to paid subscribers.
  3. To access the full content and subscribe to Daily Chartbook, users can follow the provided link.

Earnings: ON, AMKR, RMBS, UCTT, AMD, ASMI, KLAC, MPWR, ALGM, STM, INTC

Mule’s Musings • 83 implied HN points • 04 Nov 24
💰 Finance Investing
  1. Several companies, including AMD and INTC, have recently released their earnings reports. This is important for investors to understand how these companies are performing.
  2. The list of companies mentioned are all key players in the tech and semiconductor industries. Keeping an eye on their earnings can provide insight into market trends.
  3. This information is mainly aimed at subscribers, indicating it may include in-depth analysis or additional insights for those interested in stock performance.
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My Portfolio Breakdown

Spilled Coffee • 72 implied HN points • 20 Dec 24
💰 Finance Investing
  1. The author's portfolio has increased by 52.10% in 2024, showing strong performance. It's great to see a significant growth in investments like this.
  2. For 2024, this might be the sixth time in eight years that the portfolio has outperformed the S&P 500. It indicates a consistent strategy that works well over time.
  3. The author is sharing the current portfolio details exclusively with paid subscribers. It's a way to provide more in-depth insights for those who are more engaged.

Part 1: Current State of the Housing Market; Overview for mid-August 2025

CalculatedRisk Newsletter • 19 implied HN points • 14 Aug 25
💰 Finance Investing
  1. The housing market has seen a big increase in inventory this year, with listings up 24.8% compared to last year. This means buyers have more options now.
  2. Sales of existing homes are down slightly, creating pressure on prices, but there won't be a massive increase in distressed sales.
  3. New homebuilders are facing challenges with many unsold homes and are lowering prices to compete with the existing inventory.

Personal Finance for Tech 101 [Finance Fridays]

Technology Made Simple • 79 implied HN points • 26 Nov 22
💰 Finance Investing
  1. Have an Emergency Fund: Save 6-12 months of expenses to prepare for unexpected layoffs without selling investments.
  2. Pay off Debt: Prioritize paying high-interest debt to prevent it from draining your finances over time.
  3. Allocate Finances Wisely: Follow the 50-30-20 rule to budget your income for expenses, investments, and savings, ensuring a balanced financial plan.

What Company Earnings Calls Should Be About (But Are Not)

Behavioral Value Investor • 193 implied HN points • 08 Jan 24
💰 Finance Investing
  1. Over 50% of an earnings call focuses on short-term demand trends, which is not helpful for long-term investors.
  2. Earnings calls should address long-term value, competitive environment changes, and management's strategies for improving competitive advantage.
  3. Investors and CEOs should prioritize questions that affect the business's value in the long term, rather than short-term fluctuations.

Why Tech and Crypto Stocks are so extreme [Finance Fridays]

Technology Made Simple • 119 implied HN points • 22 Jul 22
💰 Finance Investing
  1. Blitzscaling in tech leads to high valuations and rapid growth without immediate profitability, creating potential for massive crashes when unsustainable models are exposed.
  2. Tech companies often lack clear paths to profitability, growing on funding alone. When market conditions shift, these companies can implode quickly, impacting investors.
  3. Investing in tech involves a game of passing the hot potato, where VCs aim for profitable exits even if the invested companies are unsustainable. This dynamic can lead to losses for unsuspecting retail investors.

Earnings: TXN, LRCX, MXL, SK Hynix, TER, BESI

Mule’s Musings • 83 implied HN points • 27 Oct 24
💰 Finance Investing
  1. Lam's performance is better than what people expected. This suggests some positive surprises in the market.
  2. Telecom is showing strong growth after a rough time. This is a sign that the industry may be recovering.
  3. Companies like TXN, LRCX, and SK Hynix are mentioned, indicating key players are having important earnings releases.

Top 5 financial posts of the trading week 8/2024

Global Markets Investor • 19 implied HN points • 26 Feb 24
💰 Finance Investing
  1. Weekly performance update: Last week saw significant increases in major US indexes, VIX volatility, Bitcoin, and gold. Nvidia stood out with a 9% rise after surpassing earnings and guidance expectations.
  2. Nvidia's remarkable growth: Nvidia's market cap doubled to $2 trillion in just 8 months, making it the third largest US company. Its outstanding revenue forecast and stock performance pose a question about its future success.
  3. Chinese market support and US bank debts: Chinese authorities are propping up their stock market, while major US banks are facing challenges with bad property debt surpassing loss reserves. Keep an eye on US government bond yields and PCE inflation data for potential impacts on various markets.

Which profits matter most?

Klement on Investing • 2 implied HN points • 13 Jan 26
💰 Finance Investing
  1. Operating profit (EBIT) is the main profit measure that moves share prices. Institutional investors also check net income to capture interest and other real costs.
  2. Gross profit or EBITDA is often presented as ‘profits before the bad stuff’ and can be misleading. Be wary of adjusted profit numbers that deviate from accounting standards.
  3. Which metric matters most depends on the market. In the US investors focus on profitability, while in the UK and Europe they pay more attention to past and future earnings growth because growth is scarcer there.

The Ultimate Investors List of Lists 🚀

The VC Corner • 1 HN point • 27 Aug 24
💼 Business Investing
  1. Finding the right investors is crucial for startup success. It helps to connect with the right people whether you're just starting out or already growing.
  2. Using curated lists of investors saves time and effort in your search. This way, you can focus more on running and building your business.
  3. Access to a variety of potential investors increases your chances of finding the right match for your startup's needs. More options mean better opportunities!

"Anonymous" Crypto Debit Card Startup Sues BaaS Platform, Ex-Evolve Partner Solid

Fintech Business Weekly • 66 implied HN points • 15 Dec 24
💰 Finance Investing
  1. Fraud and scams are becoming bigger issues for businesses compared to individuals. Companies need better tools to protect themselves from these threats.
  2. Many fintech companies are raising significant funding, which shows growth in the industry. Some are also getting ready for potential IPOs in the coming years.
  3. There's a legal battle between a crypto debit card company and its banking partner. It highlights the risks and challenges in the fintech sector, especially in compliance and service delivery.

The Fed Pours Jet Fuel On The Inequality Gap

QTR’s Fringe Finance • 22 implied HN points • 19 Jul 25
💰 Finance Investing
  1. The monetary system is broken and helps wealthy people while hurting regular workers. It's designed to benefit the rich rather than the working class.
  2. Rising costs and stagnant wages are making it hard for people to trust capitalism. When central banks interfere too much, it creates problems like inflation and high prices.
  3. An interview with economist Steve Hanke explains how the Federal Reserve is making inequality worse. He believes both past and current leaders deserve criticism for their economic policies.

Daily Chartbook #400

Daily Chartbook • 157 implied HN points • 13 Mar 24
💰 Finance Investing
  1. Daily Chartbook provides a daily summary of the market through 30 charts on their website.
  2. The post shared is for paid subscribers only, with an option to subscribe for access to more content.
  3. There is an opportunity to sign in as a paid subscriber for additional benefits and access to Daily Chartbook content.

Why you'll hate my investment advice

Erdmann Housing Tracker • 63 implied HN points • 02 Jan 25
💰 Finance Investing
  1. Understanding the basics of an investment can clarify why certain opinions might seem oversimplified or dismissive at times.
  2. It's important to recognize different perspectives in investing, as they can affect how one interprets market issues.
  3. Sharing investment strategies can help others see the reasoning behind specific choices and thought processes.

💬 Dom Wells: Lessons on how to acquire a digital business

Concepts of Finance 🧠 • 59 implied HN points • 26 Jul 23
💼 Business Investing
  1. When buying a digital business, you need to be careful of scammers. Always verify financial information and ensure the business is truly what it claims to be.
  2. Focus on finding good businesses rather than thinking you can easily flip a struggling one. It's better to invest in a solid company with growth potential.
  3. Successful digital business owners are curious, adaptable, and able to learn on the job. It's important to be able to delegate tasks and stay committed to the process.

The Market Does Not Care!

Behavioral Value Investor • 156 implied HN points • 10 Mar 24
💰 Finance Investing
  1. The market does not care about titles, appearances, or labels - what matters are the quality of your decisions over time.
  2. It doesn't matter which school you went to, what clothes you wear, or if you have a fancy office - the effort you put into research and your convictions is key.
  3. The market doesn't care what others think about you, so it's important to focus on your own investment process and not be swayed by external opinions.

Cathie Wood is as bullish as ever.

Jon’s Newsletter • 119 implied HN points • 19 Nov 22
💰 Finance Investing
  1. Cathie Wood believes innovation in technology will drastically grow in the future. She thinks areas like AI and blockchain will reshape industries and bring big profits.
  2. Despite recent losses in her main fund, she sees this as a chance for investment. Wood is still confident in the companies she backs, claiming their potential for growth remains strong.
  3. Wood warns about the risk of economic downturn if current policies remain unchanged. She advocates for companies to invest in their growth during these challenging times.

Alternative Investment Guide #3 - Equity Crowdfunding

Concepts of Finance 🧠 • 59 implied HN points • 25 Jul 23
💰 Finance Investing
  1. Equity crowdfunding lets everyday people invest in startups by buying shares. This means you can own a small part of a new company, hoping it grows in value over time.
  2. Investors can make money through equity ownership, dividends, or selling their shares later if the company does well. However, there's always a risk of losing your investment since many startups fail.
  3. Before investing, it's important to research the company and its team, as well as understand the risks involved. Doing your homework can help you find promising investments.

How Kobe Bryant's $400 Million Investment Win Set The Standard For Athlete Investing

Huddle Up • 55 implied HN points • 27 Jan 25
💼 Business Investing
  1. Kobe Bryant made a significant investment of $400 million, which shows how athletes can succeed financially after their sports careers. It highlights the importance of smart investing for athletes.
  2. Kobe's dedication and work ethic were key to his success, not just in sports but also in business. This shows that hard work can pay off in multiple fields.
  3. His achievements in investing have set a new standard for how other athletes think about their financial futures. Athletes today can learn from his example.

What I read in October 2023

Asian Century Stocks • 39 implied HN points • 29 Oct 23
💰 Finance Investing
  1. The author read 10 write-ups in October from various sources like Value Investors Club and Substack newsletters.
  2. Australia's Alumina Limited is trading close to an all-time low.
  3. Consider subscribing to Asian Century Stocks for full access to the post archives.

Venture Capital & Free Lunch

Not Boring by Packy McCormick • 156 implied HN points • 20 Feb 24
💼 Business Investing
  1. Venture capital is considered to be the best asset class due to its ability to fund innovation and high potential returns.
  2. Despite its risks and failures, venture capital has historically delivered strong returns and funded groundbreaking ideas.
  3. Venture capital's free lunch concept is the idea that through the failures and successes in investment, society benefits from innovation without direct costs.

Crazy bets on 2025 - 12 personal hedge funds predict the year

Five Links (and three graphs) by Auren Hoffman • 56 implied HN points • 13 Jan 25
💰 Finance Investing
  1. A group of twelve people made predictions about 2025 and placed bets on the outcomes. This makes it fun and competitive to see who can guess the future better.
  2. Last year's predictions didn't go well overall, with only a few being correct. It shows that forecasting the future can be really tricky.
  3. This year, they have some bold predictions about events in politics, the economy, and culture. Some predictions sound far-fetched, but others seem more likely.

ServiceTitan just kicked the IPO door wide open

Alex's Personal Blog • 65 implied HN points • 13 Dec 24
💼 Business Investing
  1. ServiceTitan recently went public, and its stock price rose significantly on the first day, showing strong investor interest. This kind of IPO performance typically generates excitement in the market.
  2. The company managed to raise more money than expected, which can indicate positive investor confidence and a solid business outlook.
  3. With ServiceTitan's success, there's hope for more tech companies to follow suit and achieve similar or even greater valuations in the future.

The Fed and Lennar

Erdmann Housing Tracker • 63 implied HN points • 19 Dec 24
💰 Finance Investing
  1. Inflation is still high, which affects the economy and people's spending. It's a major concern for many people right now.
  2. The Fed raises borrowing costs to control inflation, but this can also influence mortgage rates. Higher borrowing costs usually mean higher mortgage rates.
  3. There's a belief that when the Fed slows down on rate cuts, mortgage rates will rise further, impacting people's desire to buy homes. However, this idea may not be as straightforward as it seems.

July 2025 Homebuilder Thoughts

Erdmann Housing Tracker • 21 implied HN points • 16 Jul 25
💰 Finance Investing
  1. The housing market could be misjudging homebuilders, suggesting a chance for profit. It's important to pay attention to the factors affecting builders' performance.
  2. There may be systematic issues in how the market is evaluating the homebuilding sector. Understanding these issues can help in making informed decisions.
  3. Investors should consider the potential for trading gains by looking deeper into the housing market trends and builder performance.

Consumer and Enterprise in the AI era

next big thing • 67 implied HN points • 20 Nov 24
🕹 Technology Investing
  1. Companies today are often serving both consumers and enterprises, breaking old boundaries. This means the most exciting businesses aren't just one or the other; they cater to both.
  2. The rise of AI, especially with tools like ChatGPT, is happening faster than any tech before. Many AI companies are seeing rapid user growth from both casual consumers and big businesses.
  3. For entrepreneurs, it's important to choose the right focus but also to have a vision that spans both markets. If your product gains popularity with both types of users, it could lead to great success.

Confido

next big thing • 16 implied HN points • 11 Aug 25
💼 Business Investing
  1. Confido is building an AI platform for consumer brands to manage their financial operations better. It helps brands keep track of their money and improve sales forecasting.
  2. The company connects directly with many retailers and distributors, making it easier for brands to handle their finances all in one place. This should help them save time and reduce mistakes.
  3. Recent funding will allow Confido to grow its team and enhance its technology. They aim to support brands of all sizes and make financial management simpler and more effective.

Building in public, IPO watch, and what to do about Europe

Alex's Personal Blog • 65 implied HN points • 02 Dec 24
💼 Business Investing
  1. Building in public means sharing both the successes and struggles of a startup. It's refreshing to see companies like Roam be transparent about their challenges.
  2. ServiceTitan is planning to go public soon, which could be a significant event in the IPO space. Their recent financial growth shows they are doing well, even if profits have slightly decreased.
  3. Europe's startup scene is not evolving as rapidly as expected. Despite some successful companies, the overall impact on the market has been limited.

Walk in the Pines #149

Pinecone Weekly Brief • 19 implied HN points • 11 Feb 24
💼 Business Investing
  1. The post features weekly recommendations for readings, podcasts, and videos related to finance and leadership.
  2. Various links are provided for further exploration, including articles from WSJ and podcast episodes discussing diverse topics.
  3. Disclosure at the end explains that the content is for informational and educational purposes, not as direct investment advice.

The Silver Bull Is Finally Here

QTR’s Fringe Finance • 25 implied HN points • 16 Jun 25
💰 Finance Investing
  1. Silver is experiencing a significant price increase and is expected to outperform gold as the market shifts. This could be a great time to invest in silver before prices rise higher.
  2. Demand for silver is growing due to its use in technology and renewable energy, especially solar panels. However, silver production is struggling to keep up with this rising demand.
  3. The current economic conditions, like inflation and instability in traditional financial assets, are pushing investors toward silver, seen as a safer and more stable investment.