The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics

Beating The S&P By 34.9%

QTR’s Fringe Finance • 9 implied HN points • 24 Jul 25
💰 Finance Investing
  1. The portfolio has been doing really well, beating the S&P 500 by almost 35%.
  2. Most of the stocks in the '25 Stocks To Watch For 2025' list are performing positively this year.
  3. Investors should pay attention to the strong performance of psychedelics and other stocks that are significantly outperforming the market.

The Otonomist - April 2023 Issue

The Otonomist • 39 implied HN points • 27 Apr 23
💼 Business Investing
  1. Otonomos is opening up equity for users and community to invest, with a focus on favorable terms, online process, compliance with laws, transparency, and crypto payments.
  2. OtoCo introduces blockchain-native Swiss Association for decentralized projects, offering easy onchain management and legal anchor outside the U.S.
  3. Web3 entrepreneurs and investors in the U.S. are facing regulatory uncertainties, prompting considerations of international options for operations or investments.

Intel to IPO the FPGA Group

More Than Moore • 93 implied HN points • 04 Oct 23
💼 Business Investing
  1. Intel is planning to IPO its FPGA Group, following a similar model as with Mobileye.
  2. The Programmable Solutions Group, formed from the Altera acquisition, has been a consistent revenue generator for Intel.
  3. Intel's reorganization will provide better financial transparency and strategic flexibility for the FPGA business unit.

N₂O: Revisiting the best Nuclear Investment Vehicle

Olshansky's Newsletter • 22 implied HN points • 09 Feb 25
💰 Finance Investing
  1. Investing in nuclear ETFs can help broaden your exposure to the nuclear sector beyond just uranium. This diversification can be important for capturing growth in the industry.
  2. There are several ETFs available that focus on different aspects of the nuclear supply chain. It's good to compare their performances and see which aligns with your investment goals.
  3. Keep monitoring the performance and news related to nuclear investments, as the sector is rapidly evolving and may present new opportunities.
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Google and Adobe go on a shopping Spree [Finance Fridays]

Technology Made Simple • 39 implied HN points • 17 Sep 22
💼 Business Investing
  1. Companies like Google and Adobe are still investing in valuable acquisitions even during a tech crash, emphasizing the importance of staying focused on building valuable products.
  2. Big money acquisitions like Google's Mandiant and Adobe's Figma prove that focusing on quality over short-term gains can lead to significant success in the long run.
  3. Being able to identify valuable companies early can be financially rewarding, emphasizing the importance of developing expertise in specific domains and staying informed through diverse sources.

AbCellera: Going from Platform To Pipeline

Axial • 29 implied HN points • 23 Nov 24
💼 Business Investing
  1. AbCellera focuses on supporting early-stage life sciences companies, often investing when ideas are still just concepts. They believe in nurturing innovation from the ground up.
  2. The company's approach emphasizes partnering with passionate inventors to help them turn their ideas into reality. They want to create lasting businesses that can make a difference.
  3. AbCellera is dedicated to building a strong ecosystem for biotech startups, showing a commitment to both science and entrepreneurship. They see value in guiding companies through their early phases.

Stripe's slower growth

The PhilaVerse • 123 implied HN points • 07 Apr 23
💼 Business Investing
  1. Stripe's growth is slowing down, affecting its short-term IPO plans
  2. Stripe processed transactions worth $817 billion in 2022, with a 26% increase from the previous year
  3. Stripe's customer count is up by 19%, but it's lower than the previous year

Let's talk about Tesla

Alex's Personal Blog • 32 implied HN points • 24 Oct 24
💼 Business Investing
  1. Tesla's recent earnings report led to a big jump in their stock price, showing strong investor confidence.
  2. The company added over $100 billion to its market value, which shows just how much investors believe in Tesla's growth.
  3. Understanding why Tesla is thriving right now can help people see what makes companies successful in the EV market.

Investing Update: Is This Peak Bullishness?

Spilled Coffee • 28 implied HN points • 30 Nov 24
💰 Finance Investing
  1. The S&P 500 hit an all-time high this month, with November being the best month of the year so far. This indicates strong market performance overall.
  2. Many individual stocks are also doing great this year, with a majority of them showing positive results. Specifically, financial stocks are leading the way in performance.
  3. December is traditionally a good month for the market, especially in an election year, which encourages bullish investor sentiment.

Short-term contrarianism, hedge fund edition

Klement on Investing • 2 implied HN points • 27 Nov 25
💰 Finance Investing
  1. Hedge funds trim positions in stocks that have high short interest and are approaching their 52-week high, and they add to stocks with low short interest that are drifting away from their 52-week high.
  2. This positioning pattern is specific to hedge funds and isn’t observed with mutual funds or other types of investors.
  3. The trade appears to work short-term: high-short stocks near their 52-week high tend to fall over the next quarter, while low-short stocks far from their high tend to rise, producing profits for hedge funds.

ASML earnings, slowing cloud growth, and the Perplexity question

Alex's Personal Blog • 32 implied HN points • 16 Oct 24
💼 Business Investing
  1. ASML did really well in the last quarter, earning more than expected and making a lot of profit. This surprised many investors.
  2. Cloud growth is slowing down, which could be a challenge for tech companies relying on it. It's important to keep an eye on this trend.
  3. There's a legal issue with Perplexity as they were told by The New York Times to stop using their content. This has raised questions about the future of AI and content use.

Wall Street Whiners

Diane Francis • 159 implied HN points • 04 Feb 21
💰 Finance Investing
  1. A lot of people online worked together to drive up GameStop's stock price, which scared traditional Wall Street investors. This event showed how social media can change the way stocks are traded.
  2. There's been a lot of talk about this being some kind of illegal scheme, but really it was just people using trading apps to invest without proper oversight. Wall Street's concerns seem a bit hypocritical given how they often exploit loopholes themselves.
  3. Regulators need to adapt to these new trading methods and keep an eye on social media's role in the market. It's important to ensure that investing remains fair and doesn't become just a game.

Deep Tech For Deep Minds? Or Deep Pockets?

Investing 101 • 59 implied HN points • 24 Feb 24
💼 Business Investing
  1. The history of venture capital reveals a significant role played by hardware companies in the tech industry's early days, tracing back to the 1950s and even earlier.
  2. The decline in hardware investment by VCs in favor of software has had implications on manufacturing and American industrial capabilities, with a recent resurgence in manufacturing employment in the US.
  3. The recent interest in hard tech and manufacturing by VCs has led to a new wave of investment, sparked by success stories like SpaceX and Nvidia, raising concerns about hype cycles and the need for a deeper understanding of the complexities of hard tech startups.

Stocks I'm Watching As The Market Sells Off

QTR’s Fringe Finance • 18 implied HN points • 28 Feb 25
💰 Finance Investing
  1. The stock market has recently seen a drop, and many analysts still insist it's always a good time to buy, regardless of prices. This seems unrealistic, especially when many factors suggest selling might be a better option.
  2. Big companies like Apple and Amazon significantly influence the stock market, while retail investors are often trading options instead of actual stocks. This creates a speculative environment where many aren't looking for real value.
  3. Despite market challenges, there are still opportunities to find valuable investments that aren't being highlighted in mainstream financial media. It's important to look for these hidden gems amid all the noise.

Clouded Judgement 8.8.25 - Earnings Season Starts Strong

Clouded Judgement • 7 implied HN points • 08 Aug 25
💼 Business Investing
  1. This week saw big AI model releases from Anthropic and OpenAI, with mixed reactions from users. While developers liked some improvements, many felt these were not groundbreaking innovations.
  2. Currently, the software earnings season is showing positive results, with companies generally beating revenue estimates. However, stock prices are not reflecting this optimism, suggesting market concerns.
  3. SaaS companies are often valued based on their revenue multiples because many are not profitable yet. It's a key way to compare companies in this sector.

The Sequence Chat #475: Ed Sim, Forbes Top Tech Investor, on AI Investing, Security, Agents and More

TheSequence • 21 implied HN points • 23 Jan 25
🕹 Technology Investing
  1. Investing early in AI involves backing technical founders before they even start their company. It's about helping them develop their ideas and getting them the right support as they launch.
  2. Building a startup in the AI space should always begin with creating a great product, no matter how much money you have. It's important to focus on getting user feedback and refining your offering rather than spending excessively.
  3. AI security is becoming crucial as tech evolves. Companies need to be proactive in protecting against AI-driven cyber threats, and there are opportunities for startups to innovate in this space by securing AI implementations in various industries.

Warrant Arbitrage

The Last Bear Standing • 24 implied HN points • 06 Dec 24
💰 Finance Investing
  1. Warrants are special financial tools that work like options, but they're directly tied to the company itself. This means that when you exercise them, the company issues new shares and may get extra cash.
  2. SPACs, which are companies created to raise money and merge with other firms, have made warrants more common. They usually come with a strike price over $10 and can help attract investors.
  3. Warrants can be traded on stock exchanges, and their value is influenced by the price of the underlying shares and how much time is left before they expire. They also have unique rules that can affect their trading.

The magic of Index Funds[Finance Fridays]

Technology Made Simple • 19 implied HN points • 18 Feb 23
💰 Finance Investing
  1. Index funds track specific stock market indexes like S&P 500, offering diversification and reducing the need for individual stock selection.
  2. Index funds have benefits like low fees, steady growth potential, and historically better returns compared to actively managed funds.
  3. Investing in index funds can reduce risk by offering broader diversification and make investing accessible to all levels of investors.

AI Gold Rush Begins

Sector 6 | The Newsletter of AIM • 19 implied HN points • 15 Jun 23
🕹 Technology Investing
  1. There's a huge amount of money being invested in new AI startups, like Mistral AI, which raised $113 million right after starting. This shows how eager investors are for opportunities in AI.
  2. New funding records are being set often, with other startups like Anthropic and Cohere also raising significant amounts. This trend highlights the growing interest and belief in AI's potential.
  3. Founders feel they can pivot their businesses quickly towards AI to attract funding. It seems there's a path to raise large amounts of money with just a small starting investment.

Oxford Nanopore Interim Results

ASeq Newsletter • 21 implied HN points • 13 Jan 25
💼 Business Investing
  1. Oxford Nanopore reported total revenue of £183.0 million in 2024. This shows the company is generating significant income.
  2. The company’s performance is being compared to a steady growth rate of 12% from 2020 onward. This indicates they have been growing consistently.
  3. The interim trading update was released before a major presentation, highlighting its importance for investors and stakeholders. This kind of update can be crucial in informing decision-making.

December 2024 Erdmann Housing Tracker

Erdmann Housing Tracker • 21 implied HN points • 14 Jan 25
💰 Finance Investing
  1. Inflation numbers are delayed because the Consumer Price Index (CPI) isn't updated yet. So, we'll have to wait a bit longer for the latest inflation details.
  2. Homebuilders, like KB Homes, continue to report strong earnings despite high mortgage rates. It seems that mortgage rates don't impact homebuilders as much as expected.
  3. There's an ongoing pattern where people keep thinking mortgage rates will disrupt the housing market, but this hasn't really happened lately. It's like a financial mystery that keeps repeating.

A Watched Market Crash Pot Never Boils

QTR’s Fringe Finance • 26 implied HN points • 18 Nov 24
💰 Finance Investing
  1. Focusing too much on a potential market crash can make it less likely to happen. Sometimes, it's better to step back and not overthink things.
  2. Jerome Powell's comments suggest that the Fed won't rush to cut interest rates anytime soon, even if the economy shows some strength. This means we should pay attention to long-term trends.
  3. The stock market can be influenced by expectations, not just current conditions. People hope for lower rates, but that hope doesn't always match reality.

How to turn 1M$ into 3.5M$

Amaca • 79 implied HN points • 20 Sep 23
💰 Finance Investing
  1. Over the past 10 years, Nasdaq had higher returns than top Hedge Funds.
  2. Some popular Hedge Funds like Scion Asset Management returned less than Nasdaq.
  3. It may be safer and more profitable to invest in S&P 500 or Nasdaq rather than trying to beat the market with Hedge Funds.

Investing Update: New Leadership In Tech?

Spilled Coffee • 24 implied HN points • 07 Dec 24
💰 Finance Investing
  1. The S&P 500 is performing really well, hitting new record highs often this year. Investors are likely feeling good about the market's strong performance.
  2. The bull market has lasted for 26 months and has brought a significant return, but it’s still shy of the average return from past bull markets. This makes some investors optimistic about future growth.
  3. There has been a massive influx of money into U.S. stocks recently, showing that many people are eager to invest despite market uncertainties. This could indicate overall confidence in the market.

Clouded Judgement 7.11.25 - Market Musings

Clouded Judgement • 8 implied HN points • 11 Jul 25
💰 Finance Investing
  1. The stock market is hitting all-time highs while dealing with various global challenges. Despite worries, it's surprising how strong the performance has been so far this year.
  2. Earnings reports are approaching, and they could keep the market rising if companies perform well. Positive news about AI and productivity might help boost investor confidence.
  3. Economic factors like inflation and job market stability are being watched closely. If inflation stays calm and earnings are good, the market might continue to thrive.

📈 The Stock Market is NOT the Economy

UnfairNation by Ehsan Zaffar • 7 implied HN points • 22 Jul 25
💰 Finance Investing
  1. The stock market does not reflect how everyday people are doing. While stocks might rise, people's real-life finances can still be tough.
  2. Most stock wealth is held by a small percentage of Americans, meaning the stock market mainly shows the rich's mood, not everyone's financial health.
  3. We need better ways to measure a strong economy, focusing on things like affordable living, fair wages, and student debt, instead of just stock prices.

Your Way

Venture Prose • 199 implied HN points • 14 Jan 20
💼 Business Investing
  1. Successful companies often build on the strongest aspects of their industry and work backwards. This approach can lead to innovative solutions that address user needs in unique ways.
  2. When evaluating a team for investment, consider their vision (people), timing (time to market), and long-term commitment (built to last). These factors are crucial for sustainable success.
  3. Companies can excel by focusing on building innovative products, strong infrastructure, and effective distribution strategies. It's essential to adapt and evolve these elements while keeping clarity of vision.

Useful skepticism

Sunday Letters • 79 implied HN points • 14 Feb 22
💼 Business Investing
  1. Being skeptical is common because it's easier to see what could go wrong than what could go right. However, just being critical isn't enough; you also need to find solutions and create value.
  2. Instead of only questioning ideas, it's helpful to ask how they could succeed. This positive approach can lead to discovering new possibilities and innovations.
  3. While skepticism is a valuable tool, it can also lead to biases. It's important to balance it with open-mindedness and exploration to avoid closing off good opportunities.

Voyager Digital bites the dust[Finance Fridays]

Technology Made Simple • 39 implied HN points • 08 Jul 22
💰 Finance Investing
  1. Be cautious of investment projects offering exceptionally high returns as they may not be sustainable in the long run.
  2. Avoid heavily leveraged investments and be wary of hype in financial markets to minimize risks.
  3. Understand the fundamentals of any industry you are investing in to make informed decisions and mitigate potential losses.

A Note to Founders as We Head into 2023: Become the Leader Your Team Needs

Equal Ventures • 19 implied HN points • 06 Jan 23
💼 Business Investing
  1. Great companies require great leaders, who are developed through feedback and support from those around them.
  2. In 2023, founders need to focus on fundamentals like unit economics, maintain a steady hand amid market turbulence, and have patience for the long-term success of their companies.
  3. Founders should be decisive on talent, transparent about challenges, and ensure their own needs are met to be effective leaders for their teams.

Bitcoin’s Next 10 Years & Victor Mentality

QTR’s Fringe Finance • 25 implied HN points • 14 Nov 24
🔮 Crypto Investing
  1. Bitcoin has a long-term potential that many investors believe in. Holding onto it for over a decade has shown significant promise.
  2. The approach to investing in Bitcoin involves buying, mining, and even bidding in auctions to acquire coins.
  3. New strategies in finance can impact how Bitcoin is traded and valued, making it crucial to stay informed about market changes.