The hottest Investing Substack posts right now

And their main takeaways
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Top Finance Topics

Top 5 financial posts of the 5/2024 trading week

Global Markets Investor • 0 implied HN points • 04 Feb 24
💰 Finance Investing
  1. Stock market saw significant gains after earnings reports from Meta, Amazon, and Apple, along with positive US non-farm payrolls data
  2. Low S&P 500 hedging cost and VIX trading at low levels suggest market euphoria, but any negative surprises could lead to a rapid spike in VIX
  3. Global liquidity cycles impact stock markets, but even in times of liquidity, bear markets can occur during significant adverse events like financial crises or pandemics

Top 5 financial posts of the 3/2024 trading week

Global Markets Investor • 0 implied HN points • 20 Jan 24
💰 Finance Investing
  1. The S&P 500 reached its all-time high while small-caps lag behind, gold and bitcoin are consolidating, waiting for the next trigger.
  2. A significant wealth gap exists, with the top 10% of Americans owning 93% of all stocks, highlighting the importance of financial education.
  3. Inflation has driven up food prices by over 25% since 2019 in the US, questioning whether incomes have similarly increased.

Is Gold heading towards $2,500?

Global Markets Investor • 0 implied HN points • 17 Jan 24
💰 Finance Investing
  1. Owning gold can be beneficial during uncertain economic and geopolitical times as well as when interest rates are low - except during liquidity crises.
  2. The relationship between gold prices and the real 10-year yield is important to monitor, as high real interest rates may make holding gold more expensive.
  3. In 2024, the potential scenarios for gold's price include a base case where rates go down, a bullish case with significant rate cuts, and a bearish case with stubborn inflation.

Don't be fooled by Wall Street analysts

Global Markets Investor • 0 implied HN points • 28 Dec 23
💰 Finance Investing
  1. Wall Street analysts have consistently missed S&P 500 year-end targets by an average of 15.7% from 2018 to 2023.
  2. It's hard for even the most renowned financial firms to predict exact stock market values, showing the importance of personal research.
  3. Despite sophisticated analysis, Wall Street analysts often get S&P 500 projections wrong, emphasizing the value of independent thinking in investment decisions.
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For foreign investors willing to back startups in France

Venture Prose • 0 implied HN points • 18 Jun 19
💼 Business Investing
  1. French entrepreneurs are increasingly talented and ambitious, with valuable experiences and learning curves.
  2. The growing startup environment in France is fostering excellence, velocity, and compounded effects, indicating a promising future for French startups.
  3. Foreign investors are showing increasing interest in French VC firms and startups, but many struggle with knowing how to engage effectively in the French ecosystem.

Irresistible to fund

Venture Prose • 0 implied HN points • 18 Jun 19
💼 Business Investing
  1. Investors make decisions to back entrepreneurs based on patterns and moments of enlightenment during interactions.
  2. Founders who show talent, hard work, and consistent quality interactions can be irresistible to fund.
  3. People are the essence of any venture, and supporting individuals with big opportunities can lead to transformational impact.

Paradoxical Singularities

Venture Prose • 0 implied HN points • 15 Apr 19
💼 Business Investing
  1. Within teams and companies, singularities exist - unique attributes that can be strengths or weaknesses.
  2. These singularities can lead to paradoxical effects, like early strengths turning into future liabilities.
  3. Investors can assist founders in addressing their imperfections by understanding their major behavioral patterns.

The Stellar Company

Venture Prose • 0 implied HN points • 03 Dec 18
💼 Business Investing
  1. The Stellar Company focused on product quality, data excellence, and operational excellence rather than just growth.
  2. Their approach led to exponential growth in monthly GMV from 50k to 2M in 2 years.
  3. Despite rapid growth, the company maintained a strong net contribution margin of 43%, allowing for sustainable expansion.

Ode to the Contrarians

Venture Prose • 0 implied HN points • 29 Nov 18
💼 Business Investing
  1. Contrarians like Airbnb have paved the way for successful investments by going against the grain.
  2. Successful entrepreneurs can change the fate of a company with belief, effort, and positive energy from their supporters.
  3. Investors should focus on startups with deep market knowledge, operational excellence, and clear vision supported by strong values.

Why VC

Venture Prose • 0 implied HN points • 04 Nov 18
💼 Business Investing
  1. Venture Capital is about long-term commitment, making informed decisions, and supporting extraordinary entrepreneurs.
  2. People join the VC industry for various reasons, like the opportunity to fund future innovations and for the perceived effortless and profitable nature of the job.
  3. The purpose of being a VC is to amplify unique opportunities and support companies that aim for significant positive impact on society.

A short note about Venture Capital in France

Venture Prose • 0 implied HN points • 06 Jun 18
💼 Business Investing
  1. Venture Capital involves taking risks to support talented entrepreneurs with the aim of creating successful companies and generating significant returns in the long run.
  2. The Venture Capital landscape in France was initially driven by tax incentives, leading to behaviors focused on avoiding risk rather than embracing it, unlike the UK where higher discounts allow for more risk-taking.
  3. There is a lack of meritocracy and professionalism among French early-stage investors, but the increasing quality of French entrepreneurs is attracting international investors and motivating local investors to improve or exit the market.

An Optimistic Venture Prose

Venture Prose • 0 implied HN points • 22 Mar 18
💼 Business Investing
  1. Investors and entrepreneurs often engage in gossip and cliches, while true progress is being made by dedicated entrepreneurs focused on providing solutions to their clients.
  2. In the world of venture capital, reputation and performance are crucial, with one often influencing the other. It takes time and consistency to see the full picture of success or failure.
  3. When investing in startups, optimism is key, as the future is not merely an extension of the past. It's important to prioritize talent, strategy, and the entrepreneur's decisions over fear or euphoria.

Crypto-Casino or Crypto-World ?

Venture Prose • 0 implied HN points • 09 Dec 17
🔮 Crypto Investing
  1. Bitcoin's main weaknesses include slow transaction processing and high energy consumption, hindering its scalability as a decentralized protocol.
  2. Bitcoin's volatility and lack of adoption for real-life transactions make it unstable and ineffective for broader economic use.
  3. For the crypto-world to mature, technology needs to scale efficiently, distribution models must allow growth without creating bubbles, and cryptocurrencies must gain real-world use cases for stability.

Dear Founder, Please Read & Acknowledge Carefully This Onboarding Set

Venture Prose • 0 implied HN points • 10 May 17
💼 Business Investing
  1. The onboarding process for founders involves specific instructions and expectations for communication, updates, and collaborations with the investment platform.
  2. Founders are provided with resources such as guides, templates, and recommended readings to support their growth and decision-making within their organization.
  3. The emphasis is on continuous learning, maintaining control over key metrics and cash flow, as well as fostering a strong relationship with investors.

VC Attitude: Altruism By Default

Venture Prose • 0 implied HN points • 23 Mar 17
💼 Business Investing
  1. Investors provide capital, network, and smart attitudes that help entrepreneurs reflect and make decisions.
  2. Venture Capital's logic is simple: support founders in building successful ventures while acknowledging the uncertainty and small probability of massive success.
  3. Entrepreneurs should focus on driving their teams towards sustainable business models and serving customers, never acting foolishly due to capital expectations.

To All The Batmen & Catwomen, The Great Founders Who Shine In The Shadow & Darkness.

Venture Prose • 0 implied HN points • 21 Mar 17
💼 Business Investing
  1. Founders should focus on staying true to themselves and their core business aspects, despite market rumors and distractions.
  2. The best-performing companies often operate in a low-key manner and prioritize essential elements like users, product, and business model.
  3. Investors play a crucial role in supporting founders behind the scenes during challenges, helping them navigate the realities of building a successful business.

Grow Up Before You Grow

Venture Prose • 0 implied HN points • 11 Jan 17
💼 Business Investing
  1. It's important to prioritize personal and professional growth before chasing rapid business expansion.
  2. Founders need to focus on clarity, vision, and execution to build a sustainable and successful business.
  3. Entrepreneurs should prioritize hiring, managing, and understanding their business data to make informed decisions and avoid common pitfalls.

Venture Casino

Venture Prose • 0 implied HN points • 29 Nov 16
💼 Business Investing
  1. Economic landscape has changed with an abundance of investor funds.
  2. Venture capital presents new opportunities fueled by high-risk/high-return decisions.
  3. Both entrepreneurs and investors must be cautious and build sustainable organizations to avoid the pitfalls of amateurism.

Hello VC, Here’s A Gentle Slap in your Face: Contemplation is no Action, Success is Earned.

Venture Prose • 0 implied HN points • 29 Jul 16
💼 Business Investing
  1. Success in venture capital is earned through action, not just contemplation.
  2. European/French Venture Capitalists are urged to focus on improving governance, discipline, proactivity, software usage, and support for portfolio companies.
  3. Venture Capital should aim for long-term value creation, not just short-term gains, and actively seek out promising startups instead of waiting for opportunities.

Startups Are Like Racehorses

Venture Prose • 0 implied HN points • 29 Jul 16
💼 Business Investing
  1. In startups and horse racing, success is not always predictable despite indicators like pedigree and performance.
  2. External factors like weather and competition can greatly influence outcomes in startups and horse races.
  3. Entrepreneurs and racehorses have similarities in terms of potential, growth trajectory, and the quest for success.

TheFamily Angel Investing Manifesto

Venture Prose • 0 implied HN points • 29 Jul 16
💼 Business Investing
  1. Angel investing is risky, with 80% uncertainty and 20% uncertainty. Develop a strong conviction about your investments.
  2. Diversification is crucial in investing. To mitigate uncertainty, aim for at least 15 deals over the next 2-3 years.
  3. Collaborate cautiously and make independent decisions in investments. Avoid group consensus; it rarely leads to the best choices.

What Founders Should Expect From Us

Venture Prose • 0 implied HN points • 02 Feb 16
💼 Business Investing
  1. Investors expect regular updates from entrepreneurs and offer support when needed.
  2. Entrepreneurs can expect quick, clear advice, valuable connections, shared experiences, resources, and perks.
  3. Building trust is key, and both entrepreneurs and investors are expected to contribute to the community through knowledge sharing and support.

What We Expect From Founders

Venture Prose • 0 implied HN points • 02 Feb 16
💼 Business Investing
  1. Build a great team and focus on your hiring process and company culture for success.
  2. Constantly learn and grow, mastering the art of getting things done efficiently by learning from mistakes.
  3. Maintain honest, clear communication with investors, keeping them updated on the good and bad news, and always be transparent about finances.

How & Why

Venture Prose • 0 implied HN points • 17 Jan 16
💼 Business Investing
  1. Impressive leaders and creators have a clarity of vision that sets them apart. They move from understanding to over-standing, creating unique and incredible things.
  2. For entrepreneurs, answering fundamental questions like 'Why' and 'How' is crucial. Clear and brilliant responses are expected to shape the future of a business and gain investor confidence.
  3. Brilliant answers to questions about the problem, solution, uniqueness, and timing are key. Clarity, conciseness, and brilliance in responses are essential for success.

How To Choose A Good Fundraising Advisor.

Venture Prose • 0 implied HN points • 12 Jan 16
💼 Business Investing
  1. Good fundraisers focus on maximizing outcomes, not just making small deals for quick commissions.
  2. Fundraising advisors save entrepreneurs time and energy by handling materials, contacting investors, maintaining momentum, and aiding negotiations.
  3. To choose a good fundraising advisor, consider their track record, how they interact with you, success fee structure, presentation style, and ultimately, their ability to deliver results.

Food For Entrepreneurs: The Benefits Of Office Hours & Basic Learnings

Venture Prose • 0 implied HN points • 11 Dec 15
💼 Business Investing
  1. Entrepreneurs benefit from learning and discussing basic theories and practices with investors and advisors to fuel their growth and execution.
  2. It's important for entrepreneurs to filter out unnecessary noise, opinions, and distractions to focus on making responsible decisions.
  3. Flexibility, determination, humility, and ambition are key qualities for entrepreneurs navigating their startup journey.

Joining Kima Ventures

Venture Prose • 0 implied HN points • 15 Sep 15
💼 Business Investing
  1. Jean de La Rochebrochard has joined Kima Ventures, Xavier Niel's venture capital arm, after being part of TheFamily.
  2. TheFamily has experienced significant growth, with 25 team members and a strong startup ecosystem.
  3. Jean has helped various entrepreneurs with fundraising, including notable startups like CAPTAIN TRAIN and ALGOLIA.

DNA of a good VC.

Venture Prose • 0 implied HN points • 30 Aug 13
💼 Business Investing
  1. Raising funds for tech companies is a challenging but rewarding experience.
  2. Having a unique perspective and understanding the context is important for a good VC.
  3. The author shares their perception of good investors in France and Europe.

5 Questions to Ask Before Investing in a Fixer-Upper

Austin's Analects • 0 implied HN points • 02 Jun 23
💰 Finance Investing
  1. Assess the extent of work needed on the fixer-upper to avoid unexpected challenges and costs.
  2. Consider if the investment in a fixer-upper is truly worth your time, effort, and money compared to alternative options.
  3. Evaluate if you have the necessary time, skills, and determination to manage the renovation process effectively before committing to a fixer-upper.

Build A Real Estate Portfolio From Scratch in 2023

Austin's Analects • 0 implied HN points • 02 Jun 23
💼 Business Investing
  1. Define your market by choosing locations where money is flowing or near natural beauty.
  2. Choose a strategy based on your resources like house hacking or flipping, and stick with it.
  3. Build a strong team including a property manager, contractors, and a real estate agent before executing your real estate investment strategy.

Making Money Online, Learning Data Science, and Building a Wealth Vehicle

Austin's Analects • 0 implied HN points • 09 Jun 21
💼 Business Investing
  1. Building an audience and making money online can be achieved by offering a free product to attract followers and subscribers.
  2. Learning data science involves introspection to identify what aspects you enjoy, such as problem-solving and quick learning, and utilizing valuable resources like Datacamp for skill development.
  3. To achieve financial freedom, it's crucial to identify and invest in a 'wealth vehicle,' which can be any business or system aiming to grow wealth, following a 4-step process of making money, saving, investing, and scaling.

3: On 401ks, Asset Allocation, and the Google Sheet that will get you Financial Freedom

Austin's Analects • 0 implied HN points • 26 May 21
💰 Finance Investing
  1. 401k is important for financial freedom, but questions like how much to invest and what to invest in can be confusing. It's crucial to understand how to leverage your 401k to achieve financial goals.
  2. Diversification in stock portfolio asset allocation is essential for reducing risk. Researching and adjusting your investment allocation based on personal finance blogs and books can be beneficial.
  3. Developing a comprehensive financial model can help with personal finance management and achieving financial freedom. Utilizing tools like Google Sheets can provide valuable insights into budgeting, investments, and taxes.

Common misconceptions about startups (and pony startups)

The Tech Bubble • 0 implied HN points • 01 Apr 24
💼 Business Investing
  1. Startups don't have to be massive Silicon Valley unicorns - they can be more localized or target smaller markets.
  2. Differentiation doesn't always mean being completely unique - simplicity can often be a key selling point over big players with complex offerings.
  3. Not every startup needs to aim for unicorn status - it's okay to start small, grow gradually, and make a meaningful impact without chasing unrealistic expectations.

Vector Lab in collaboration with Avery Corp: Special Research Report: Getting Rich Quick

Do Not Research • 0 implied HN points • 15 Oct 22
💰 Finance Investing
  1. The research aimed to find ways to get rich quick through novel schemes rather than going for traditional jobs or hustles.
  2. There are distinctions between scams and schemes, with schemes focusing on exploiting systems instead of individuals.
  3. One profitable scheme discussed in the research is 'gambling promotion arbitrage' which involves taking advantage of 'risk free bet' offers from different sportsbooks.

August 2021 Tech Buzz China Newsletter

Tech Buzz China Insider • 0 implied HN points • 09 Dec 21
🕹 Technology Investing
  1. Tech Buzz China is engaging in livecasts with investors and operators in China tech to share insights and network openly.
  2. The newsletter covers various topics like tech growth tactics, investments in consumer internet, and the relationship between government policies and business opportunities.
  3. A paid community, Tech Buzz China Insider, offers in-depth analyses on China tech for investors and operators.