The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics

A Simple Framework For The Drivers of Wealth

Neckar’s Notes • 255 implied HN points • 23 May 23
💰 Finance Investing
  1. Factors for increasing wealth: Create economic value, capture/control that value, apply leverage, compound capital over time.
  2. Factors for decreasing wealth: Over-consumption, charity, catastrophe, legacy.
  3. Balancing wealth: Focus on creating, capturing, and compounding wealth while avoiding over-consumption and catastrophe.

Only in Hell Can the Dow Ever Climb

The False Consensus Effect • 39 implied HN points • 10 Oct 23
💰 Finance Investing
  1. The author discusses the complexities of wealth, power, and inequalities tied to investment portfolios, questioning the morality behind profiting from people's suffering
  2. A critical view is presented on the impact of financial markets, politicians, and media propagating a system that prioritizes profit over social justice
  3. The importance of reflecting on societal values, advocating for equity, and challenging the status quo of wealth accumulation and economic structures

How do I invest in startups

Tech Ramblings • 39 implied HN points • 12 Oct 23
💼 Business Investing
  1. Founders should be experts in their field. It's important that they have deep knowledge and experience to succeed.
  2. Hard work is crucial for startup founders. If they aren't responsive or dedicated, it could be a sign of problems ahead.
  3. Investing in startups with revenue is safer. It helps reduce risks and increases the chances of getting your money back.

Why VCs Won't Fund Your Startup

Athena Scale • 39 implied HN points • 20 Mar 23
💼 Business Investing
  1. VCs care about making money for investors and partners.
  2. VCs look for products that scale fast, have high margins, and a market.
  3. To prove worth to VCs, provide market research, financial predictions, pricing strategy, and customer acquisition plan.
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Your Value Proposition Is Finally Here

Athena Scale • 39 implied HN points • 21 Mar 23
💰 Finance Investing
  1. Traditional banks are losing trust, leading to a need for decentralized blockchain solutions.
  2. Banks have historically controlled money and systematically placed risk on depositors.
  3. The future lies in blockchain banks with transparency and user-controlled funds.

Cryoport

axialdaily • 39 implied HN points • 11 Apr 23
💼 Business Investing
  1. Axial partners with great founders and inventors in early-stage life sciences companies.
  2. Cryoport is a leading biotech logistics company for cell therapies and more, with over $200M in annual sales.
  3. Cryoport's IntegriCell platform streamlines distribution with strategic locations across the US.

Brammer Bio

axialdaily • 39 implied HN points • 06 Apr 23
💼 Business Investing
  1. Axial partners with inventors and invests in early-stage life sciences companies
  2. Brammer Bio was formed through a merger and acquired by Thermo Fisher
  3. Structured finance is crucial for building successful biomanufacturing startups

The Bipolar Market

Life on the Trail • 39 implied HN points • 04 Oct 23
💼 Business Investing
  1. There are two sides in the early stage market: AI-hype and non-AI companies.
  2. Startups should focus on solving hard problems and gaining customers' validation before raising capital.
  3. Opportunities for angels and smaller funds lie in supporting startups raising between $500k and $1.5M.

Approaching the Edge

sidkasbekar • 39 implied HN points • 19 Jul 23
💼 Business Investing
  1. Approaching the edge of knowledge is exciting and impactful in both academia and business.
  2. Having a unique insight for a startup involves being at the frontier of knowledge and noticing gaps.
  3. Consider specializing early to expedite your journey to the edge and explore investing in trends if invention isn't your focus.

Walk in the Pines #107

Pinecone Weekly Brief • 39 implied HN points • 05 Mar 23
💰 Finance Investing
  1. The post shares best reads, listens, and watches of the week
  2. It includes links to articles about macroeconomics, biocomputers, and podcasts
  3. The content is focused on providing diverse educational resources for subscribers

Megapost Part #2

Philoinvestor • 39 implied HN points • 11 Jun 23
💰 Finance Investing
  1. Philo updates on Farfetch and Wayfair along with ASOS.
  2. Netflix stock is up 120% since it was written about.
  3. Farfetch stock has seen an 83% decrease and faces challenges due to various market conditions.

Walk in the Pines #132

Pinecone Weekly Brief • 39 implied HN points • 17 Sep 23
💰 Finance Investing
  1. The post shares various recommended reads, listens, and watches of the week.
  2. It includes links to interesting articles, podcasts, and videos for further exploration.
  3. The content seems focused on macroeconomic research and investment-related topics.

The presumptive no

Atypical Angle • 39 implied HN points • 26 Jul 23
💼 Business Investing
  1. Don't let fear of rejection stop you from asking for what you want.
  2. Always start with existing connections when seeking money or referrals.
  3. Reframe your asks as opportunities to increase your chances of success.

August 2023 Space Stock Review

Case Closed • 39 implied HN points • 15 Sep 23
💼 Business Investing
  1. August is typically a tough month for stocks due to factors like trader vacations and profit-taking.
  2. Market weakness in August could be due to concerns about inflation and potential interest rate hikes.
  3. Space SPACs saw declines in August, with specific focus on LEO satcom valuation and ViaSat's satellite failures.

In tech we trust?

Jon’s Newsletter • 39 implied HN points • 24 Sep 23
💰 Finance Investing
  1. The stock market has seen a drop recently, with tech stocks struggling more than others. Investors are worried about rising interest rates and potential recession.
  2. Despite the downturn, some experts believe investing in tech can lead to growth in the long run. Companies in tech can adapt and thrive even during tough economic times.
  3. Certain tech stocks, like Apple and Microsoft, are still seen as good investments due to their potential for continued growth and strong market positions.

Quitting

Seeking Solutions • 39 implied HN points • 29 Mar 23
💼 Business Investing
  1. Consider the revenue multiple when evaluating a startup's valuation.
  2. Realistically project if the company can grow enough for you to make a return.
  3. Evaluate the company's spending efficiency and runway to decide if it's time to quit.

Digest 5/21/23

axialdaily • 39 implied HN points • 21 May 23
💼 Business Investing
  1. Axial partners with inventors in life sciences for early-stage investments
  2. Nimbus Therapeutics has successfully sold assets for significant amounts
  3. Scientist David Ross focuses on integrating neuroscience into psychiatry

Digest 5/20/23

axialdaily • 39 implied HN points • 20 May 23
💼 Business Investing
  1. Axial partners with great inventors and invests in early-stage life sciences companies
  2. Be Biopharma focuses on developing engineered B-cells for cancer & rare diseases
  3. Scientist Stories highlight the role of nature in solving environmental challenges through new enzymes

Opendoor Update

Modern Value Investing • 39 implied HN points • 08 Mar 23
💰 Finance Investing
  1. Disappointing Q4 earnings and weak Q1 2023 guidance affect Opendoor's capital base in a tough market.
  2. Changing interest rates and inflation impact Opendoor's financial outlook, causing concern.
  3. Opendoor's shrinking capital base may pose challenges in potential borrowing power and financial stability in the future.

[Q1 CY24] ARM Short Squeeze, Fabrinet Sus

Irrational Analysis • 19 implied HN points • 08 Feb 24
💰 Finance Investing
  1. ARM experienced a significant short squeeze after hours, showing wild price movement.
  2. Fabrinet's weak guidance and management's unconvincing excuses suggest something suspicious, leading the author to liquidate their position.
  3. Qualcomm showcased steady growth in the automotive semiconductor market despite challenges, with a rough response to questions about partnership details and future seasonality.

The Great Climate Tech Debate – “Digital” or “Frontier”?

Equal Ventures • 39 implied HN points • 04 Mar 23
🕹 Technology Investing
  1. The capital flow and returns in the cleantech market show that digital investments have outperformed frontier investments, with digital returning close to 3x the capital invested.
  2. Frontier tech companies in cleantech have faced challenges with manufacturing, production delays, and advancing technologies, leading to significant failures and losses.
  3. Successful companies in the cleantech bubble focused on digital and consumer products, leveraged existing technology for better user experience, and built strong brand relationships.

Portfolio Update & 3 Stocks I'm Comparing

Spilled Coffee • 24 implied HN points • 19 Jun 25
💰 Finance Investing
  1. The stock market isn't reacting strongly to geopolitical issues between Iran and Israel, which shows bullish behavior. It seems to be holding steady near all-time highs, suggesting investor confidence.
  2. The market has managed to ignore negative news, both from tariffs and geopolitical risks, proving to be resilient, like a 'teflon' stock market.
  3. There are three stocks being considered for potential purchase, and a decision will be made on whether one, none, or all three are worth buying.

Things nobody taught me about money

Basta’s Notes • 245 implied HN points • 02 Jun 23
💰 Finance Investing
  1. Financial literacy is crucial, but not prioritized - learn about managing your money.
  2. Understand how to use credit cards wisely: treat them like debit cards and read the terms for benefits.
  3. Be strategic with debt - consider investments to outweigh potential interest costs.

Trade Ideas for 2025

The Last Bear Standing • 53 implied HN points • 27 Dec 24
💰 Finance Investing
  1. There are 17 stock ideas for 2025 that include 10 buying opportunities and 4 stocks to sell. These ideas focus on different industries and market trends.
  2. The author had success in the past year by betting on precious metals and cryptocurrencies. This year, the focus shifts entirely to equity markets.
  3. The listed stocks cover various topics like space expansion, energy storage, and datacenter needs, showing a diverse range for potential investment.

Investing Update: Insiders & Hedge Funds Bearish?

Spilled Coffee • 48 implied HN points • 01 Feb 25
💰 Finance Investing
  1. January showed positive trends for the Dow, indicating a potentially good year for the market. The Dow was up 4.7%, a promising start compared to the other indexes.
  2. Many S&P 500 stocks are reaching new highs, suggesting a strong market performance. This is the highest level since last November, which could be a positive sign.
  3. Investors are shifting money into U.S. equities, with noticeable inflows in financials and consumer cyclical sectors. This trend indicates growing confidence in these areas.

Swiggy's IPO inches closer to trading, and is the stock market dangerously overvalued?

Alex's Personal Blog • 65 implied HN points • 11 Nov 24
💰 Finance Investing
  1. Swiggy's IPO is almost finished and it's expected to have a very high valuation. Many people are excited about it, but there are some concerns too.
  2. The stock market might be overvalued right now, which could be risky for investors. It's important to stay informed about the market trends.
  3. There are various economic factors influencing the market, like changes in inflation and company performance. Keeping an eye on these factors can help investors make better decisions.

Why Gold At $10,000 Is Possible

QTR’s Fringe Finance • 18 implied HN points • 22 Jul 25
💰 Finance Investing
  1. We might be in a situation called a 'Crack-Up Boom,' where people lose faith in money and rush to buy real goods. This can lead to high inflation or even a total currency collapse.
  2. The stock market seems to be in an 'Everything Bubble,' with asset prices being higher than they should be. While some indicators suggest it's a bubble, it can still get bigger before it bursts.
  3. Investing in gold and Bitcoin is seen as a safe bet during uncertain times, and there are signs suggesting gold prices could go much higher than they are now.

Americans Are In Love With Stocks

Spilled Coffee • 52 implied HN points • 08 Jan 25
💰 Finance Investing
  1. The percentage of American households investing in stocks is at an all-time high, showing strong interest in the stock market. Many people now understand how important it is to invest for their future.
  2. Over half of Americans believe stock prices will keep rising. This can be seen as optimistic, but some worry it's a sign that the market may soon turn downward.
  3. Educational efforts around investing have improved, making it easier for people to understand the importance of stocks. This is helping more individuals make informed investment decisions.

Why Applovin is the best-performing tech stock of the year

Alex's Personal Blog • 65 implied HN points • 08 Nov 24
💰 Finance Investing
  1. Applovin's stock has skyrocketed this year, with more than a 500% increase thanks to strong earnings and revenue growth.
  2. The company's transition to a focus on advertising is paying off, driven by a machine-learning model called AXON that improves ad targeting.
  3. Applovin has made significant investments in technology and infrastructure, which is helping them stay ahead in the competitive market.

Gambling with language models

Rain Clouds • 51 implied HN points • 31 Dec 24
🕹 Technology Investing
  1. Using AI models, like ModernBert, can help in predicting which stocks might perform better based on financial reports and market data. This means you can get insights without needing to be a finance expert.
  2. The project combines cloud computing with machine learning, making it easier to process large amounts of financial data quickly. This is important for anyone looking to analyze stocks more efficiently.
  3. While the model can make predictions, it's important to remember that investing in stocks always carries risks. Just because a model suggests a stock might do well, it doesn't guarantee success.

Links - 01/29/2024

Value Investing World • 19 implied HN points • 30 Jan 24
💰 Finance Investing
  1. Investors can benefit from making decisions with imperfect knowledge and by taking risks.
  2. Spending too much time researching can cause investors to miss out on great opportunities.
  3. Buying at low prices can offer a margin of safety, even with incomplete information.