The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics

Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 99 implied HN points • 11 Aug 24
💰 Finance Investing
  1. Market corrections are normal and can be healthy for long-term growth. It's important to own a mix of investments and stay calm during downturns.
  2. After a drop in the stock market, like with the S&P 500, there's often a bounce back, with strong average returns in the months that follow.
  3. Media companies are struggling with changes in viewer habits, which may lead to consolidations in the industry. This means fewer players but potentially stronger companies in the long run.

DeFi Education Q&A (May 2024 pt. 2)

DeFi Education • 479 implied HN points • 18 May 24
🔮 Crypto Investing
  1. The Q&A sessions provide expert knowledge from experienced professionals in finance and cryptocurrency.
  2. These sessions help subscribers understand the current state of the crypto market.
  3. It's a chance for new subscribers to ask questions and gain insights about DeFi topics.

Issue #149: Stripe Eyes PayPal, Block Cuts 4,000 Jobs for AI, And Coinbase Opens Stock Trading

Fintech Radar • 10 implied HN points • 01 Mar 26
💰 Finance Investing
  1. Stripe is exploring buying all or parts of PayPal — likely eyeing Braintree or Venmo — which would merge merchant infrastructure, consumer wallets, and crypto rails into a single payments powerhouse.
  2. Coinbase opened stock and ETF trading to all US users and teamed up with Yahoo Finance, letting people trade thousands of equities (and fund trades with USDC) so stocks and crypto live on one platform.
  3. Block cut about 4,000 jobs, betting that new AI capabilities can replace large swaths of work and turning the company into a much smaller, more automated organization — a move that could signal similar shifts across fintech.

Understanding Illiquidity

DeFi Education • 759 implied HN points • 03 Apr 24
🔮 Crypto Investing
  1. Illiquidity can make it hard to quickly sell or buy assets. This means you might struggle to find a buyer or seller when you need one.
  2. Memecoins create buzz because small investments can sometimes lead to huge profits. It attracts traders hoping for quick wins.
  3. The hype around memecoins can distract from more stable investments. It's essential to understand the risks involved before diving in.
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DeFi Education Q&A (March 2024)

DeFi Education • 939 implied HN points • 09 Mar 24
🔮 Crypto Investing
  1. The Q&A sessions provide expert insights from experienced professionals in finance and software, helping participants understand complex topics better.
  2. These sessions are designed to answer specific questions about decentralized finance (DeFi), making it easier for attendees to learn and engage.
  3. It's an opportunity for subscribers to gain knowledge in a bull market, where they can ask questions and receive advice tailored to their needs.

Shit Is Getting Ugly In This One Sector I'd Avoid

QTR’s Fringe Finance • 33 implied HN points • 19 Feb 26
💰 Finance Investing
  1. A specific market sector is beginning to show serious problems, and the early signs suggest the situation could worsen.
  2. One company’s recent troubles are exposing cracks that hint the sector’s foundation may be weak, which could spill over and hurt the broader market.
  3. This isn’t a brand-new concern—there have been repeated warnings for years that this sector could be a hidden time bomb.

The Great Software Repricing: A Framework

Enterprise AI Trends • 105 implied HN points • 16 Jan 26
💰 Finance Investing
  1. Investors are re‑rating SaaS because revenue is becoming less predictable — usage‑based and AI‑agent pricing make earnings lumpier, so multiples can fall even if revenues rise.
  2. AI is changing the core value of traditional software: companies must shift from passive systems of record to active systems of action, and it’s unclear if those new models will be profitable or keep the same market size.
  3. The real bottleneck is hardware and demand uncertainty, not software supply, so worries about seat losses and customer need are driving a broad repricing of software valuations.

Avoid Investors Who...

Investment Talk • 1356 implied HN points • 16 Jan 24
💰 Finance Investing
  1. Re-reading quality literature can be more valuable than reading new ones.
  2. Specialists may be more prone to cognitive dissonance compared to generalists.
  3. Management proficiency in capital allocation is crucial in investing.

Memecoins Can No Longer Be Ignored

DeFi Education • 959 implied HN points • 02 Mar 24
🔮 Crypto Investing
  1. Memecoins are becoming popular again and making big gains in the market. This means they can't be ignored anymore.
  2. Many people enjoy memecoins, and this interest is influencing market trends significantly.
  3. It's important to focus on market behaviors rather than personal beliefs when investing in cryptocurrencies.

The Hidden Financial Market Behind Gen Z Slang

Taylor Lorenz's Newsletter • 1224 implied HN points • 16 Jul 25
🎭️ Culture Investing
  1. Gen Z is using social media to track and invest in trendy slang words like huzz and baddie. They're not just for fun; they see financial opportunities in these terms.
  2. There's a growing financial market connected to online trends and slang. People are trying to find ways to make money by being in the know about what's popular.
  3. This trend shows how language and culture can impact finances. Understanding popular slang might actually help people make smarter investment choices.

Record Highs

A Havenstein Moment. • 1297 implied HN points • 20 Jan 24
💼 Business Investing
  1. Speculation and bubbles in the market can be harmful
  2. The capital development of a country should not depend on casino-like activities
  3. Consider subscribing to A Havenstein Moment for more insights

❄️ 💳 Prime et Netflix gratuits ? Tinder Gold et 3 pass WeWork offerts ?

Snowball • 1395 implied HN points • 09 Jan 24
💰 Finance Investing
  1. Some credit cards offer unique benefits like free Amazon Prime or cashback in the form of investments.
  2. Revolut cards come with various advantages based on the subscription level, like free currency exchange or cashback on accommodations.
  3. American Express cards provide a range of benefits, from purchase guarantees to access to exclusive events. The higher-tier cards offer even more luxurious perks like worldwide lounge access.

Saying The Quiet Part Out Loud

Investing 101 • 64 implied HN points • 24 Jan 26
💼 Business Investing
  1. People in venture and business are playing different games — playing to win, playing for power, or playing to survive — and each game leads to different goals and behaviors.
  2. The real mistake is pretending everyone is playing the same game; not recognizing others' aims will make you compete on the wrong terms and cost you.
  3. Be deliberate about which game you choose and play it well; don’t let winners or power players drag you into their game if it doesn’t fit your goals.

Elon Musk’s xAI raises Monster $6B Series B for AI Supercomputer and Grok 3

The VC Corner • 379 implied HN points • 28 May 24
🕹 Technology Investing
  1. Elon Musk's company xAI just raised $6 billion to build an advanced AI supercomputer and improve their AI model, Grok 3. This new funding makes xAI a key player alongside OpenAI and Anthropic.
  2. The $6 billion Series B funding round is a big deal in the AI world, showing a lot of investor confidence. Musk plans to use this money to get the hardware needed for more powerful AI.
  3. xAI aims to compete with top AI companies by developing a massive number of semiconductors for training their models. This means more competition in the market and potentially exciting innovations in AI technology.

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

DeFi Education • 659 implied HN points • 06 Apr 24
🔮 Crypto Investing
  1. The Q&A sessions provide expert insights from experienced professionals in finance and software. This means you'll get reliable knowledge directly from people who really know what they're talking about.
  2. These sessions are just for paid subscribers, which helps ensure quality content and an engaged audience. It's a space designed for those who are truly interested in learning more.
  3. The focus is also on staying updated with the fast-moving world of cryptocurrency and finance, so you'll always be learning the latest trends and information. It's an opportunity to grow your understanding of DeFi in real-time.

🔍 How to analyze a 10-K

Compounding Quality • 2201 implied HN points • 02 Mar 23
💰 Finance Investing
  1. Understanding the companies you invest in is crucial.
  2. Reading a 10-K provides all the necessary information about a stock.
  3. A 10-K is an official document that includes sections on business, risk factors, financial statements, and management discussions.

DeFi Education Q&A (March 2024 pt. 2)

DeFi Education • 759 implied HN points • 21 Mar 24
🔮 Crypto Investing
  1. The Q&A sessions are designed to help people understand the market and get expert advice.
  2. These sessions feature experienced professionals who share their knowledge about finance and investing.
  3. New subscribers can benefit from these discussions to get a better grasp of DeFi and the current market trends.

Weekend thoughts: Buffett's Wells Fargo Opportunity Cost $WFC

Yet Another Value Blog • 1159 implied HN points • 27 Jan 24
💰 Finance Investing
  1. The concept of an opportunity cost stock is important in investing for making trade offs and decisions.
  2. Buffett's choice of Wells Fargo as his opportunity cost stock highlights the importance of timeless industries and consistent returns.
  3. Flexibility and adaptability are crucial in managing opportunity cost stocks as circumstances and information change.

Gold in Resolution

Doomberg • 8751 implied HN points • 13 Jan 24
💰 Finance Investing
  1. 2024 may be a significant year for gold investors, due to potential moves by the Group of Seven countries.
  2. There are discussions about seizing Russian assets worth billions, which could impact the global financial system.
  3. The decisions made by the G7 regarding these assets could influence gold prices and highlight its role in the financial system.

ESG - from hype to gripe

Irina Slav on energy • 1198 implied HN points • 22 Jan 24
💼 Business Investing
  1. The number of S&P 500 companies talking about ESG has dropped significantly.
  2. Companies are still adopting ESG measures but are now reluctant to talk about it due to fear of consequences.
  3. Business leaders are struggling with how to showcase their ESG efforts amidst regulatory challenges and criticism.

Charlie Munger

Buggy Humans in a Messy World • 1611 implied HN points • 29 Nov 23
💰 Finance Investing
  1. Charlie Munger emphasized rationality, judgment, and bluntness in his approach.
  2. He taught people not just how to invest, but also how to think critically.
  3. Munger's blunt honesty and ability to see through the facade of things made a lasting impact.

Problems at Pheton Holdings (PTHL)

The Bear Cave • 886 implied HN points • 29 Jul 25
💰 Finance Investing
  1. Pheton Holdings' stock may be manipulated by overseas scammers. They spread false rumors about a potential acquisition to boost the stock price.
  2. These scams often lead to dramatic stock crashes, with some stocks dropping up to 90% after the rumors are proven false.
  3. Investors should be cautious and pay attention to warning signs, especially when it comes to unverified news about company acquisitions.

DeFi Education Q&A (February 2024 pt. 2)

DeFi Education • 879 implied HN points • 24 Feb 24
🔮 Crypto Investing
  1. Q&A sessions give you insights from experts in finance and software. It's a great way to learn from people who know the field well.
  2. These sessions are for anyone interested in DeFi, whether you're new or looking to deepen your understanding. Everyone can benefit from the information shared.
  3. Being part of these discussions can help you make better decisions in your financial journey. Engaging with knowledgeable individuals can provide clarity on complex topics.

🏆 Cannibal stocks

Compounding Quality • 2024 implied HN points • 01 Jun 23
💰 Finance Investing
  1. Cannibal stocks are companies buying back their own shares, increasing your ownership without effort.
  2. Buybacks create value when a stock is undervalued, like investing in your own company.
  3. 15 high quality cannibal stocks have criteria like ROIC, profit margin, EPS growth, and decrease in shares outstanding.

Market Cap vs. Equal Weighted Index Funds - Explained

Concepts of Finance 🧠 • 239 implied HN points • 20 Jun 24
💰 Finance Investing
  1. Market-cap weighted index funds invest more in larger companies, which can mean more stability but also more risk if those big companies do poorly.
  2. Equal-weighted index funds treat all companies the same, offering more diversification and potential for growth, but they can be more volatile and expensive to manage.
  3. Choosing between these two types of funds depends on your comfort with risk, your investment goals, and how you think the market will perform in the future.

❄️🏢 Acheter un immeuble de rapport : tout ce qu’il faut savoir

Snowball • 1100 implied HN points • 22 Jan 24
💰 Finance Investing
  1. Buying an income-building property requires thorough preparation and attention to details before making the purchase.
  2. Investing in buildings with multiple rented units can offer advantages like lower price per square meter, increased yield, and centralized management.
  3. When visiting potential properties, it's crucial to ask the right questions to sellers, observe key elements on-site, and gather essential documents for further evaluation.

Will the real oil industry please stand up

Irina Slav on energy • 963 implied HN points • 07 Feb 24
💼 Business Investing
  1. Oil companies are rebranding and changing their names to reflect a shift to broader energy sources.
  2. Some oil companies are emphasizing technology and investments in non-oil sectors.
  3. Although oil companies are trying to reposition themselves, they are still primarily part of the oil industry.

OSD 361: Findings at SHOT Show 2026

Open Source Defense • 63 implied HN points • 24 Jan 26
💼 Business Investing
  1. Suppressors are going mainstream. They showed up everywhere at the show and look like a growing area for startups and investors.
  2. Software is playing a bigger role in the firearms market. New tools are making things like online sales and dealer routing much easier.
  3. Armed drones are being developed for government customers, but there’s nothing at the show that meaningfully expands civilian defense beyond traditional firearms.

Building An Empire

Compounding Quality • 982 implied HN points • 03 Feb 24
💼 Business Investing
  1. Kelly Partners Group is a professional services firm offering accounting and consulting services.
  2. The company aims to emulate 'The Berkshire Hathaway of Accounting' through strategic acquisitions.
  3. Kelly Partners Group showcased great financial results and expansion, including a move into the United States.

Investing Update: Hedge Fund Buys & Holdings

Spilled Coffee • 28 implied HN points • 21 Feb 26
💰 Finance Investing
  1. US stocks rallied last week — the S&P gained 1.1% and the Nasdaq 1.5%, with small caps (Russell 2000) leading the charge and now the clear YTD winner at +6.5%.
  2. A surprise Supreme Court decision struck down the tariff program and sparked buying, and markets held those gains even after a quick presidential response announcing a new 10% global tariff.
  3. Gold jumped sharply and is up 17.4% YTD, showing many investors are still hedging against uncertainty rather than fully committing to the equity rally.

Our 2024 Hedge Fund Analyst Christmas List

The Bear Cave • 2799 implied HN points • 19 Dec 24
💰 Finance Investing
  1. There are many great free tools available for investors to research companies, such as the SEC Full-Text Search and Google Advanced Search.
  2. Paid resources like EdmundSEC and TIKR can provide deep insights and data for serious investors to enhance their research.
  3. Following insightful social media accounts and newsletters can be a valuable way to generate investment ideas and stay updated on market trends.