The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics

Where to play?

Nihar’s Thoughts on Stocks • 0 implied HN points • 23 May 23
💰 Finance Investing
  1. Play in areas where there is less competition and more control over outcomes.
  2. Being able to focus on 'boring' investments can lead to long-term success.
  3. Having control over capital allocation and operational decisions can create significant value.

Ears to the ground: climate tech entrepreneurs and investors debate key drivers of sustainable business

The Green Techpreneur • 0 implied HN points • 09 Jun 23
🌞 Climate & Environment Investing
  1. Small companies are key drivers of climate innovation, leading with new technologies and ideas.
  2. Consumer preference and regulatory pressure are pushing large organizations towards sustainability and ESG impact.
  3. Investors are increasingly focused on environmental metrics and seeking sustainable investment opportunities.

Biotech Basics: Avoiding Common Pitfalls

Boutique Biotech • 0 implied HN points • 15 Jun 23
💰 Finance Investing
  1. Biotech stock trading down after announcing 'successful results' could indicate data not being truly successful.
  2. Companies may highlight cherry-picked positive results, while the overall study did not meet expectations.
  3. It's important to be cautious when biotech companies start discussing specific parts of their studies.
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Gossamer Bio in the spotlight

Boutique Biotech • 0 implied HN points • 21 Jun 23
💰 Finance Investing
  1. Gossamer Bio's stock fell in December 2022 after Phase 2 data release.
  2. GOSS performed well in 'sicker' Class III PAH patients but not as well in 'less sick' Class II patients.
  3. The post discusses a deep dive into the value and outlook of Gossamer Bio.

Investing Update: Bull Market or Bear Rally?

Spilled Coffee • 0 implied HN points • 24 Jun 23
💰 Finance Investing
  1. Major U.S. stock indices experienced a recent downturn after a strong upward trend earlier in the year.
  2. Technology stocks are showing a strong performance in 2023, potentially leading to profit-taking by investors.
  3. Different experts have conflicting views on the market's direction, with some predicting continued bear market while others are bullish on a new bull market.

UBS to cut more than half of Credit Suisse workforce; How does B2B fintech pricing evolve?; Goldman in talks to offload Apple credit card, savings products to American Express;

Fintech Wrap Up • 0 implied HN points • 05 Jul 23
💼 Business Investing
  1. UBS plans to cut over half of Credit Suisse workforce due to a takeover.
  2. Visa acquires Brazilian fintech Pismo in a $1B deal with notable clients like Citi and N26.
  3. Goldman Sachs considers moving Apple credit card and savings products to American Express after losses.

Vol. 3, No. 19 — Time to rejoyce

Valuabl • 0 implied HN points • 15 Sep 23
💰 Finance Investing
  1. The boss of Australia's biggest airline has resigned, sparking potential opportunities for value investors.
  2. Saudi Arabia has reduced oil production to increase prices and boost their profits.
  3. There is value in financial transaction processing as discussed in this issue.

Vol. 3, No. 21 — Broken in peaces

Valuabl • 0 implied HN points • 13 Oct 23
💰 Finance Investing
  1. Financial markets seem surprisingly calm despite brutality in the Middle East
  2. Global financial system remains stable despite significant bond losses
  3. Investors have shown interest in aerospace and defense firms amid the crisis

Vol. 3, No. 22 — The Everything Portfolio

Valuabl • 0 implied HN points • 27 Oct 23
💰 Finance Investing
  1. The Everything Portfolio recommends diversifying across stocks, bonds, and real estate to boost risk-adjusted returns.
  2. Real estate has historically outperformed stocks and bonds in terms of risk-adjusted returns over the past 130 years.
  3. Including real estate in an investment portfolio can help reduce risk and improve returns due to its unique performance characteristics.

Smokestack industries: how GlassPoint is disrupting the world's largest market for renewables

The Green Techpreneur • 0 implied HN points • 03 Nov 23
💼 Business Investing
  1. GlassPoint founder Rod MacGregor's journey shows the power of perseverance and innovation in disrupting industrial heat markets.
  2. Industrial heat is crucial for decarbonization, yet challenging due to cost and lack of decarbonization. GlassPoint's solar thermal solution offers a renewable alternative at lower cost.
  3. GlassPoint's business model transformation to selling steam as a service enabled a successful comeback from bankruptcy and accelerated adoption of renewable energy solutions.

The Art of Early-Stage Investing

Digital Native • 0 implied HN points • 22 Nov 23
💼 Business Investing
  1. In early-stage investing, having outlier companies with good ownership is crucial for fund returns.
  2. Market size may not matter as much as founders expanding markets with great products and vision.
  3. Investing in platforms and networks, rather than just product companies, can lead to more fund-returning investments.

How to write a great investor update (+templates)

Exponentially • 0 implied HN points • 28 Nov 23
💼 Business Investing
  1. Investor updates are crucial for maintaining relationships with investors and can help with future fundraising.
  2. Investors can provide more than just money, they may offer advice, connections, and support.
  3. Effective investor updates should include key financial metrics, highlights, challenges, plans, and be consistent in frequency.

Investing Update: Takeaways From January

Spilled Coffee • 0 implied HN points • 03 Feb 24
💰 Finance Investing
  1. The stock market hit new all-time highs in January, nearing the 5,000 milestone level.
  2. Positive January performance historically signals a strong remaining year, with significant average gains in the S&P 500.
  3. Investor sentiment is bullish, with a large spread between positive and negative sentiment.

Vol. 4, No. 3 — No headroom for headsets

Valuabl • 0 implied HN points • 02 Feb 24
💰 Finance Investing
  1. Apple released a new virtual reality headset called Vision Pro, but it may not be a mainstream consumer success due to its design and lack of personal interaction like smartphones.
  2. Investors are overly hyped about Apple's new device, which may not make it a good investment as the shares are considered expensive.
  3. Virtual and augmented reality headsets like the Vision Pro may have commercial and professional uses, such as in architecture and real estate, but may not be ideal for personal daily use.

21 ₿itcoin orange Pillen für Nocoiner

DarthCoin’s Bitcoin Guides • 0 implied HN points • 08 Jan 24
🔮 Crypto Investing
  1. Start your Bitcoin education by reading the Bitcoin Whitepaper and 'The Bitcoin Standard'. Attend Bitcoin meetups to learn more.
  2. Choose a secure Bitcoin wallet carefully and store your wallet seed in a safe place.
  3. Always prioritize self-education in Bitcoin and be cautious of scams. Trust yourself, verify everything, and maintain control over your own finances.

Financial Analysis Course

Business Breakdowns • 0 implied HN points • 21 Jan 24
💰 Finance Investing
  1. The Financial Analysis Course aims to improve financial analysis skills for investors.
  2. Testimonials highlight the practicality and quality of the course content.
  3. The course is praised for its clarity and value in teaching modern finance and accounting techniques.

Trade Alert 1/8/24

Business Breakdowns • 0 implied HN points • 09 Jan 24
💰 Finance Investing
  1. The company Nu Holdings has shown remarkable growth, appealing to an underbanked market.
  2. Nubank's strong moat is based on being a low-cost producer, driving customer satisfaction.
  3. When considering Nubank's valuation, the potential for growth in revenue and market share projections can offer significant returns over time.

Premium Resources

Business Breakdowns • 0 implied HN points • 08 Jan 24
💼 Business Investing
  1. The Dynasty Membership offers resources to assist with stock research and increase market returns.
  2. The portfolio focuses on 6-10 companies for long-term investment, with a majority being founder-led and strong balance sheets.
  3. The investment philosophy prioritizes growth, quality, and valuation, providing insights and research-as-a-service for subscribers.

$SMCI earnings overview

Jonah’s Growth Stocks • 0 implied HN points • 30 Jan 24
💰 Finance Investing
  1. Paid subscribers to Jonah's Growth Stock Deep Dives get detailed investment insights and access to investment portfolio.
  2. Earnings analysis on the largest positions is available only for paid subscribers.
  3. SMCI reported strong earnings, contributing to a significant year-to-date increase in stock value.

14 deep dives

Jonah’s Growth Stocks • 0 implied HN points • 24 Jan 24
💰 Finance Investing
  1. The post shares 14 deep dives on various companies from March 2023 to December 2023.
  2. The deep dives cover companies like Super Micro, Palantir, DraftKings, and more.
  3. Paid subscribers gain access to investment portfolios, models, and webcasts related to the covered companies.

Deep dive on Unity ($U)

Jonah’s Growth Stocks • 0 implied HN points • 21 Jan 24
💰 Finance Investing
  1. Unity Software (ticker symbol: U) had an IPO in September 2020 with an initial price of $52.
  2. Current stock price for Unity is $36.32 with a market cap of $13.750 billion.
  3. The post by Jonah Lupton provides detailed information on Unity's financials and investment outlook.

Deep dive on Arista Networks ($ANET)

Jonah’s Growth Stocks • 0 implied HN points • 21 Jan 24
💰 Finance Investing
  1. Jonah Lupton's Growth Stock Deep Dives subscription offers in-depth analysis and investment insights.
  2. Arista Networks ($ANET) is a company with significant growth potential in the networking industry.
  3. Investors can find more information through Arista Networks' Investor Relations resources.