The hottest Investing Substack posts right now

And their main takeaways
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Top Finance Topics

Deep dive on Toast ($TOST)

Jonah’s Growth Stocks • 0 implied HN points • 20 Jan 24
💰 Finance Investing
  1. Paid subscribers to Jonah's Growth Stock Deep Dives get detailed insights and access to investment portfolio updates.
  2. Toast ($TOST) is a company based in Boston, Massachusetts, with details on its IPO, stock price, market cap, and more.
  3. The post covers an outline with sections like Company Background, Opportunity, Competitive Advantages, Valuation, and more for paid subscribers.

Mini deep dive on Aspen Aerogels ($ASPN)

Jonah’s Growth Stocks • 0 implied HN points • 07 Jan 24
💰 Finance Investing
  1. Aspen Aerogels has a big opportunity in the EV and energy storage markets with their advanced aerogel technology
  2. Growth in thermal barrier sales could bring in significant revenues and earnings for Aspen for many years
  3. Aspen is expected to be EBITDA+ this year and GAAP profitable next year, trading at a low multiple of 9x 2025 EBITDA
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Charts In Focus: 01-12-2024

The Lund Loop • 0 implied HN points • 13 Jan 24
💰 Finance Investing
  1. Charts In Focus newsletter focuses on upcoming profit opportunities.
  2. Post is for paid subscribers only, providing exclusive content.
  3. Readers can subscribe to access the full content and benefit from the insights.

Weekly Summary

Value Investing World • 0 implied HN points • 19 Jan 24
💰 Finance Investing
  1. The post is a weekly summary from Joe Koster on value investing.
  2. It mentions a 7-day free trial for Value Investing World subscription.
  3. The post highlights a few important links from the week for busy readers to catch up on.

Weekly Summary

Value Investing World • 0 implied HN points • 12 Jan 24
💰 Finance Investing
  1. The post is a weekly summary of valuable links for busy subscribers.
  2. The post offers a 7-day free trial to access full archives.
  3. Paid subscribers can sign in to view the full content.

1/17/2024: Schwab Revenue Declined 19% in Q4

depression2022 • 0 implied HN points • 17 Jan 24
💰 Finance Investing
  1. Schwab's revenue declined 19% in Q4, affecting net interest income and bank deposits.
  2. JP Morgan saw a 10% increase in net revenue in Q4, contrasting sharply with Schwab's decline.
  3. Net new assets for Schwab dropped 48% in Q4, possibly influenced by Robinhood's 1% transfer bonus.

1/10/2024: Bitcoin ETFs are Approved by SEC

depression2022 • 0 implied HN points • 10 Jan 24
💰 Finance Investing
  1. Bitcoin ETFs were mistakenly announced as approved by someone hacking into SEC's account, but later officially approved by SEC.
  2. The approval of Bitcoin ETFs could signal the top of the Bitcoin price.
  3. Instead of following hype on Twitter about crypto, consider investing in companies that offer desired products and services.

What Does the Inverted Yield Curve Mean?

Argos Open Tech • 0 implied HN points • 28 May 23
💰 Finance Investing
  1. An inverted yield curve means short term debt interest rates are higher than long term debt, signaling an unusual economic situation.
  2. Inverted yield curves historically predict recessions, as they suggest decreasing interest rates and a potential economic downturn.
  3. While a recession may not be certain, signs like banking crises and political uncertainty indicate potential economic turbulence ahead.

WHEN ARK UNWIND?

Philoinvestor • 0 implied HN points • 06 Apr 23
💰 Finance Investing
  1. ARKK ETF managed by Cathie Woods has had abysmal performance due to speculative investments.
  2. Investing in innovation without considering business factors can lead to permanent losses for investors.
  3. ARK Invest still has significant AuM but investors may be relying on external factors rather than business performance.

Charlie Munger is dead; Long live his ideas!

Moaty Stocks Newsletter • 0 implied HN points • 17 Dec 23
💼 Business Investing
  1. Remember and apply the concept of "What would Charlie do?" when faced with tough problems.
  2. Break down complex problems into ideas, find relationships between them, and identify self-reinforcing loops for better problem-solving.
  3. Charlie Munger's legacy includes a network of mental models for enhancing business analysis and decision-making.

Navigating Shifting Tides: Portfolio Strategy for an Anticipated Interest Rate Decline in 2024

Modern Value Investing • 0 implied HN points • 17 Nov 23
💰 Finance Investing
  1. The author predicts a significant decrease in interest rates by the Fed in 2024.
  2. The author has made changes to their portfolio, re-entering growth stocks, adding new positions in biotechnology, and exploiting opportunities in payment stocks and US real estate.
  3. The author also diversified their portfolio with deep value stocks, exiting German residential real estate stocks and long term US treasuries.

Warren

The Novice • 0 implied HN points • 07 Dec 23
💼 Business Investing
  1. Warren focused on doing one thing really well, consistently, and on his own terms.
  2. He prioritized personal standards over seeking public approval or recognition.
  3. Honesty, simplicity, and a focus on helping others were key principles in his success.

🚀 State of Views #3 🚀

Views • 0 implied HN points • 25 Apr 23
💼 Business Investing
  1. Pol & Gerard have seen significant growth and evolution over the past year.
  2. Views has experienced impressive growth and gained recognition from notable figures.
  3. Lessons learned emphasize the importance of hunger and determination in achieving success.

SVB and contagion

Tech and Finance by G • 0 implied HN points • 12 Mar 23
💰 Finance Investing
  1. SVB was mismanaged and could trigger a financial crisis.
  2. This might not pop the bubble, but the amount of money printed will be immense.
  3. The next financial crisis will unfold in the era of social media, so expect a lot of noise.

Introducing "Ednevsky Blog"

Ednevsky Blog • 0 implied HN points • 05 Oct 23
💼 Business Investing
  1. The blog is being relaunched with consistent content and a specific focus.
  2. The author has a background in startups, machine learning, and fundraising.
  3. Readers can expect regular posts on startup topics and recommended resources.

To Buy or Not To Buy

Spilled Coffee • 0 implied HN points • 07 Feb 24
💰 Finance Investing
  1. Consider continuing to buy when the stock market is at all-time highs.
  2. Long-term investing can simplify decision-making and minimize concerns about market timing.
  3. Look at historical data for guidance on investing during market peaks.

How to build an optimal portfolio?

Reminiscences Of A Young & Naïve Financier • 0 implied HN points • 21 Feb 23
💰 Finance Investing
  1. Risk and return are interconnected in investing - higher risk typically means higher expected return.
  2. Diversification is key to building an optimal portfolio - uncorrelated assets help to reduce risk while maintaining returns.
  3. Asset classes like Gold, even with historically low returns, can play a vital role in a diversified portfolio due to their uncorrelated benefits.

Investing Update: Is Inflation Reigniting? 

Spilled Coffee • 0 implied HN points • 10 Feb 24
💰 Finance Investing
  1. The S&P 500 has been on a significant upward trend, reaching record highs in recent weeks with impressive gains over several consecutive weeks.
  2. Historically, February has been a weak month for the S&P 500, and concerns about the market's performance during election years have been raised.
  3. Early indicators suggest a potential reignition of inflation, despite some positive economic data, with a focus on declining number of stocks above the 50-day moving average.

Charts In Focus: 02-09-2024

The Lund Loop • 0 implied HN points • 10 Feb 24
💰 Finance Investing
  1. The post focuses on profit opportunities for the upcoming week.
  2. Access to the post is for paid subscribers only with a subscription link provided.
  3. The post contains charts that can be expanded for viewing and includes disclosure information at the bottom.

Marvin’s Best Weekly Reads February 11th, 2024

The Hard Fork by Marvin Liao • 0 implied HN points • 11 Feb 24
💼 Business Investing
  1. Strategic reorientation is crucial for Israel to address the trap it walked into, but changes might not be easy to implement.
  2. Understanding current events in Silicon Valley is valuable for VCs and founders, especially during the startup industry's cleanup phase.
  3. City-states like Singapore are discussed for their potential future success, with a spotlight on rising tensions between Taiwan and China.

Series B Activity: November 2023

Magid and Co • 0 implied HN points • 07 Dec 23
💰 Finance Investing
  1. In November, only 4 out of 48 Series B deals had traditional VCs as lead investors, a low ratio.
  2. Despite Thanksgiving, deal volume increased by 20% compared to October in Series B activity.
  3. Total deal value went up by approximately $100 million from $1.79 billion to $1.88 billion in November.