The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics

Best Buys February 2024

Compounding Quality • 1867 implied HN points • 04 Feb 24
💰 Finance Investing
  1. The post provides a list of favorite stocks for February 2024.
  2. Automatic Data Processing and Text SA are among the recommended stocks.
  3. The stocks are highlighted for their industry position, financial performance, undervaluation, and potential returns.

Onward and Upward Past 5,000 As Communist China Swoons and AI Destroys More Jobs

Peter Navarro's Taking Back Trump's America • 1768 implied HN points • 09 Feb 24
💰 Finance Investing
  1. The stock market has shown a technical rally with S&P 500 surpassing 5000, driven by trend traders focusing more on technical aspects than fundamentals.
  2. Artificial intelligence is significantly impacting the job market, with companies using AI for tasks like layoff decisions, with some notable companies like United Parcel Service and BlackRock making significant staff reductions.
  3. China's economy is being compared to past scenarios like Japan's real estate market crash, highlighting concerns about potential global repercussions.

Top Links 935 What hedge funds are shorting. The electrotech revolution. Monroe Doctrine 2.0 & how Napoleonic mathematicians brought the blackboard to America.

Chartbook • 414 implied HN points • 28 Nov 25
💰 Finance Investing
  1. Hedge funds are increasingly betting against utility companies, which shows a rise in their short interest. This may indicate that investors are worried about the future of these companies.
  2. There's a significant focus on the electrotech revolution, suggesting big changes and advancements in technology are on the horizon.
  3. The concept of 'Monroe Doctrine 2.0' ties into historical mathematics and its influence on America's educational landscape, highlighting the ongoing impact of past ideas on modern society.

Late-Cycle Investment Theory: Winter 2025–2026 in 10 Snapshots

European Straits • 21 implied HN points • 22 Feb 26
💰 Finance Investing
  1. The US is showing early stagflation: growth is slowing, inflation remains sticky, and consumer spending is soft even as energy and tech costs rise with weak wage growth.
  2. China now operates at a civilisational scale that breaks ordinary economic frameworks, and it is building a massive electrified industrial base that could make it the leader of a new ‘electrostate’ era.
  3. The tech and financial cycles are shifting—AI-driven hype looks like the wrong kind of bubble, while electrification (batteries, motors, power electronics) and tokenisation of finance are becoming the real structural forces reshaping industry and monetary order.
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Warren Buffett, Charlie Munger and the Reading Unlock

SatPost by Trung Phan • 169 implied HN points • 16 Jan 26
💼 Business Investing
  1. Consistent deep reading compounds into rare insights and gives a long-term advantage; even reading 50–100 pages a day can put you in the top tier.
  2. Reading alone isn’t enough — the real payoff comes when you combine reading with skills, experience, capital and networks so a single insight can be turned into a big business or investment.
  3. In a distracted world the bar to stand out is low, so protect focus (curate feeds, limit short-form apps) and keep digging—turn every page to find opportunities.

Why the low multiple series: Rental Car companies edition, part 1

Yet Another Value Blog • 2103 implied HN points • 10 Jan 24
💰 Finance Investing
  1. The rental car companies Avis and Hertz are trading at extremely low multiples compared to their earnings.
  2. Investors have concerns about the sustainability of the earnings of rental car companies due to potential overearning from increased rental prices and undervaluation of depreciation from high used car prices.
  3. Despite the record earnings of rental car companies, there are serious bear cases to consider, such as inflated earnings potentially dropping significantly in the future.

Who is Oleksii Sidorov

Oleksii Sidorov • 324 implied HN points • 08 Dec 25
💼 Business Investing
  1. Oleksii Sidorov started his journey in art but shifted to physics and math, eventually excelling academically and discovering a passion for tutoring and entrepreneurship.
  2. He gained diverse experiences through research and various startup ventures, exploring innovative AI solutions in marketing and advertising.
  3. Investing has become a significant part of his financial strategy, where he learned to balance risks with cautious decision-making across different asset classes.

❄️💥 Quels risques en 2024 ?

Snowball • 1886 implied HN points • 21 Jan 24
💼 Business Investing
  1. Taiwan Semiconductor (TSMC) is a major tech company that manufactures chips for various devices.
  2. Experts and global leaders predict risks that could cause crises in 2024 like environmental issues and technology advancements.
  3. The internet's evolution to omnipresence due to smartphones raises questions about implications and opportunities.

How to Value a Startup: Key Methods Every Investor and Founder Should Know

The VC Corner • 539 implied HN points • 01 Jun 24
💼 Business Investing
  1. Valuing a startup is important but tricky since they often lack stable revenue. Founders and investors need to understand different methods to figure out a fair value.
  2. A successful valuation mixes both subjective and objective measures. This means looking at non-financial aspects like the team and market potential, as well as using data-driven methods.
  3. Two common methods for valuing startups are the Discounted Cash Flow (DCF) Method and Comparable Analysis. Both have their own steps and challenges, but they help paint a complete picture of the startup's worth.

❄️ 🎰 Investir dans un monopole monégasque ? Où acheter les ETF Bitcoin ?

Snowball • 1965 implied HN points • 14 Jan 24
💰 Finance Investing
  1. Investing in a Monaco monopoly like SBM can be interesting due to its history and unique position.
  2. The French government agency SISSE has the power to block international investors; exploring its role can be informative.
  3. The SEC's approval of Bitcoin ETFs marked a significant moment, raising questions about the future of decentralized finance and traditional finance.

What's Going to Happen in Crypto in 2024

DeFi Education • 1398 implied HN points • 28 Feb 24
🔮 Crypto Investing
  1. Ethereum is becoming popular because it offers ways to earn returns, like staking, and has a strong ecosystem for different financial activities. This makes it attractive to big investors.
  2. There are signs that more institutional money will flow into crypto, particularly through products like ETFs, which could drive up the value of Ethereum even more.
  3. Many Ethereum holders are likely to keep their investments locked up in various platforms, reducing the amount available for sale. This could lead to price increases as demand grows.

Markets & Memes (Update Post)

DeFi Education • 1298 implied HN points • 08 Mar 24
🔮 Crypto Investing
  1. The S&P 500 is hitting new record highs, which is positive for traditional finance markets.
  2. Bitcoin ETFs are seeing more investment, indicating a growing interest in cryptocurrencies.
  3. Coinbase's stock has risen significantly, showing strong performance in the crypto market.

Introducing the "Why the low multiple" series

Yet Another Value Blog • 1985 implied HN points • 08 Jan 24
💰 Finance Investing
  1. Companies trading at low multiples may face market doubts about the sustainability of their earnings.
  2. Low multiples can present interesting opportunities if a company's earnings hold up longer than expected.
  3. Industries like tobacco and coal can trade at low multiples, but still create value before their 'inevitable' demise.

3 Stock Ideas from Guy Spier's Event

Compounding Quality • 1533 implied HN points • 11 Feb 24
💰 Finance Investing
  1. Investing in yourself is always valuable and pays off in the long run
  2. The people you surround yourself with play a big role in your success and growth
  3. Learning from successful individuals who are humble and constantly seeking knowledge is key to personal and professional development

My favorite FAANG stock

Compounding Quality • 1690 implied HN points • 28 Jan 24
💰 Finance Investing
  1. FAANG stocks (Facebook, Amazon, Apple, Netflix, Google) have shown impressive performance, but sustainability is a key consideration
  2. Facebook (Meta Platforms) has a massive user base, over 3.96 billion monthly active users
  3. Companies like Apple, Netflix, and Google have interesting founding stories and have evolved significantly over time

They don't know anything.

A Havenstein Moment. • 1768 implied HN points • 17 Jan 24
💰 Finance Investing
  1. The Fed does not have special knowledge or accuracy in predictions over the past 20-25 years.
  2. Majority of gains in the stock market go to the wealthiest stockholders, not the average investor.
  3. American households may own stocks, but the amount owned is often minimal in the grand scheme of the market.

The Last Living Value Investor's Portfolio

QTR’s Fringe Finance • 21 implied HN points • 02 Mar 26
💰 Finance Investing
  1. The market looks like a big bubble with stretched valuations that could snap back hard if conditions change. A fair-value PE near 17.6x implies roughly a 30% drop from current levels if earnings don’t rise.
  2. The portfolio stance is defensive and skeptical: largely on- and off-net short to protect against a bubble popping, though shorts can be temporarily covered for specific catalysts like geopolitical events.
  3. There are five deep-value long positions (two added recently), and three of those longs yield over 6% in dividends, reflecting a preference for high-yield, fundamentally cheap opportunities inside an overheated market.

Weekend thoughts follow up: $NYCB insider buying and mea culpa

Yet Another Value Blog • 1395 implied HN points • 10 Feb 24
💰 Finance Investing
  1. The loan book for NYCB is in worse shape than expected, potentially facing huge losses due to rent-regulated properties and increasing expenses.
  2. Despite the challenges, NYCB has over $7 billion in tangible equity, which could help the bank navigate through the crisis.
  3. Insider buying at NYCB following a special update call shows confidence in the institution, highlighting efforts to stabilize the stock amid a tough situation.

Why the low multiple series: Rental Car companies edition, part 2

Yet Another Value Blog • 1631 implied HN points • 11 Jan 24
💰 Finance Investing
  1. Rental car companies are currently trading at low multiples, making them a potentially cheap investment.
  2. Despite the persuasive bear case, the bull case for rental car companies includes aggressive capital returns to shareholders and potential for sustained earnings.
  3. Structural improvements in the rental car industry, such as consolidation and disciplined supply, could support profitability even if current high levels are not completely sustainable.

Junk Bond Trader

Where's Your Ed At • 13056 implied HN points • 26 Oct 23
💼 Business Investing
  1. Elon Musk is perceived as a modern-day hustler, skilled at manipulating media and markets without creating tangible value.
  2. Musk's success lies in picking companies and products that promise eternal growth, even if the reality doesn't align with the hype.
  3. The acquisitions of SolarCity, Twitter, and the Cybertruck showcase Musk playing outside the odds, relying on emotion, and making risky bets.

[2025–2026] Week 20: The Mental Game of Poker by Jared Tendler

Behavioral Value Investor • 14 implied HN points • 06 Mar 26
💰 Finance Investing
  1. Forecasting is hard but unavoidable; to earn excess returns you must make a forecast that disagrees with the expectations already priced into a stock.
  2. Your mental game matters — strive to operate in your A‑game rather than your C‑game, learn how to detect when you’ve slipped, identify the causes, and develop routines to correct course.
  3. Deliberate practice and community feedback help you improve: use case studies, complete assignments, share your answers, and engage with others to sharpen your investing skills.

Hello (New) World!

Nova Terra News • 738 implied HN points • 15 Apr 24
💼 Business Investing
  1. Nova Terra Inc. is focused on creating a sustainable future through innovative building materials like EcoBlox made from lime-stabilized compressed earth blocks.
  2. The founder, Lisa Morey, has a background in earthen masonry and is passionate about infusing technological innovation into traditional building methods.
  3. Acceleration in business growth, pitching to major projects like the Georgia O'Keeffe museum, and receiving positive feedback have energized Lisa Morey and Nova Terra Inc. for a promising future.

🏰 Investing MBA

Compounding Quality • 1395 implied HN points • 30 Jan 24
💰 Finance Investing
  1. Learn 5 things about the stock market in under 5 minutes.
  2. Give yourself an investing MBA in 6 months.
  3. Quality investing involves finding wonderful companies led by outstanding managers at fair valuations.

Programmers should hedge against AI

Amaca • 47 implied HN points • 11 Feb 26
💼 Business Investing
  1. The job market for programmers has tightened a lot since 2021; interviews are harder and landing roles feels much more difficult.
  2. AI tooling levels the playing field so anyone can build software, which lowers the economic value of individual software products and startups and risks making many programming jobs obsolete.
  3. To protect themselves, programmers should aim for stable, unionized roles at large companies with legacy revenue and/or financially hedge by investing in semiconductors and datacenter/AI infrastructure (e.g., call options or relevant stocks).

Introduction to Runes on Bitcoin

DeFi Education • 699 implied HN points • 19 Apr 24
🔮 Crypto Investing
  1. Runes on Bitcoin are a new way to interact with the Bitcoin network. They provide innovative features that enhance its functionality.
  2. Hyperliquid recently airdropped a token called $PURR, which is linked to a farming guide that many users followed earlier.
  3. To access more in-depth content about Runes, a paid subscription is required.

7 Investing Habits That Matter More Than Stock Picks in 2026

Behavioral Value Investor • 193 implied HN points • 30 Dec 25
💰 Finance Investing
  1. Be honest about your strengths and weaknesses as an investor and focus on improving your process; pick one area to work on deeply rather than trying to change everything at once.
  2. Do less trading and spend most of your time reading and learning, but be prepared to act decisively and take large positions when a high-conviction opportunity within your circle of competence appears.
  3. Keep realistic return expectations and maintain high investment standards; ignore market noise, hot trends, and persuasive promises that erode your margin of safety.

👑 Everything you need to know about valuation

Compounding Quality • 2614 implied HN points • 23 Feb 23
💰 Finance Investing
  1. In the short term, stock prices are driven by fluctuations in valuation, while in the long term, they follow the intrinsic value of a company.
  2. When investing, it's crucial to buy stocks at a discount to their true worth to avoid poor results.
  3. Consider factors like Return On Invested Capital (ROIC) and expected growth when evaluating the value of a company to make informed investment decisions.

DeFi Education Q&A (May 2024 pt. 1)

DeFi Education • 579 implied HN points • 04 May 24
🔮 Crypto Investing
  1. DeFi education is important for understanding finance and crypto. It helps people make informed decisions in the market.
  2. Q&A sessions feature experts who share their knowledge. This is a great opportunity to learn from experienced professionals.
  3. Staying updated with the latest trends in DeFi can lead to better investment choices. Engaging in discussions and asking questions enhances your understanding.

Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 119 implied HN points • 05 Aug 24
💰 Finance Investing
  1. The stock market is experiencing a decline due to concerns about weaker growth in China and delays in new technologies from major companies like Nvidia. Investors are getting nervous, leading to a selloff.
  2. Reports of disappointing job numbers in the U.S. have made investors worried about the economy, especially with the Federal Reserve possibly cutting interest rates into a recession rather than a soft landing.
  3. Despite the current market downturn, historical data suggests that bull markets can last longer than many think. This bull market has lasted about 22 months so far, which is still shorter than average.