The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics

Brad DeLong's Grasping Reality—The SubStack

Brad DeLong's Grasping Reality • 215 implied HN points • 09 Nov 24
💼 Business Economics Finance Policy Investing Market Trends
  1. The newsletter aims to make readers smarter and more informed about economic topics. It's designed to keep readers engaged and entertained while learning.
  2. Readers can expect economic insights, historical context, and thoughtful recommendations in the newsletter. The goal is to offer clarity and understanding of complex issues.
  3. The newsletter also seeks to enhance public discourse by steering readers away from sensationalism and clickbait, promoting a more thoughtful examination of current events.

Ahead of the (Yield) Curve

Pivotal • 135 implied HN points • 04 Dec 24
💰 Finance Investing Trading Portfolio Management Quantitative Analysis Market Strategies
  1. The story highlights the importance of adapting to changing market conditions. The team learned they needed to pivot their strategies quickly to stay ahead in trading.
  2. Building successful trading systems requires not just good math, but also understanding market behaviors and managing risks effectively. The approach taken focused on quickly executing trades to capitalize on market noise.
  3. Competition plays a big role in financial markets. As more players adopted similar strategies, the initial advantages of their system decreased, emphasizing the need to continuously innovate.
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Crypto Cults: A Framework

DeFi Education • 1079 implied HN points • 18 Jan 24
🔮 Crypto Blockchain Investing Community Decentralization Financial Technology
  1. In crypto, the best projects often create intense loyalty like cults, not just regular communities. People connect on a deeper emotional level, making them highly devoted followers.
  2. Successful crypto projects usually have a strong leader who inspires and drives the movement. These leaders often embody the values of the brand and attract passionate supporters.
  3. A sense of exclusivity and belonging is crucial for cult brands in crypto. Members feel united against an 'enemy,' and they love showing they are part of something special with symbols, language, and shared goals.

Antler's Framework for Finding the Right Problem to Solve | VC Jobs

Venture Curator • 319 implied HN points • 28 May 24
💼 Business Venture Capital Startups Entrepreneurship Tech news Investing
  1. Great companies focus on solving heartfelt problems to create successful and lasting businesses.
  2. Identifying a heartfelt problem involves looking beyond surface-level solutions and understanding the emotional, functional, frequent, urgent, and unavoidable aspects of the problem.
  3. To determine if a heartfelt problem is worth solving, conduct market research, speak with target customers, and focus on building relationships within the industry by understanding the core customer problem.

The Unholy Trinity of Venture Capital

Investing 101 • 161 implied HN points • 16 Nov 24
💼 Business Investing Venture Capital Finance Economics Entrepreneurship
  1. Venture capital is changing a lot because of three main players: agglomerators, allocators, and absorbers. These groups shape what venture capital looks like today.
  2. Agglomerators raise huge amounts of money and focus on making profits from fees. They often manage many investments at once and aim to control more resources.
  3. Large funds often attract institutional investors looking for steady returns, but this can lead to competition for fewer investment opportunities, making it tough for smaller funds to succeed.

The Decade of Greed

In My Tribe • 470 implied HN points • 30 Dec 24
💼 Business Corporate Finance Investing Economic History Management Stock Market
  1. The 1980s was known as the 'decade of greed' where corporate competition and higher stock prices became the focus. Companies were often run for personal perks rather than to boost shareholder value.
  2. The leveraged buyout of RJR Nabisco showcased how investment strategies changed, with firms paying high prices for companies, anticipating future profits. This often led to restructuring that wasn't always kind to employees.
  3. Despite concerns about overpaying for stocks and creating economic instability, overall wealth has increased in America since the 1980s. What seemed excessive at the time might now look like a small correction in the grand scheme.

Gambling with language models

Rain Clouds • 51 implied HN points • 31 Dec 24
🕹 Technology Machine Learning Cloud Computing Data science Financial Analysis Investing
  1. Using AI models, like ModernBert, can help in predicting which stocks might perform better based on financial reports and market data. This means you can get insights without needing to be a finance expert.
  2. The project combines cloud computing with machine learning, making it easier to process large amounts of financial data quickly. This is important for anyone looking to analyze stocks more efficiently.
  3. While the model can make predictions, it's important to remember that investing in stocks always carries risks. Just because a model suggests a stock might do well, it doesn't guarantee success.

How To Get Started In Crypto (And A Reference For The Rest Of Us)

DeFi Education • 1258 implied HN points • 20 Dec 23
🔮 Crypto Blockchain DeFi Investing Security Education
  1. DeFi is a growing field that could become much bigger than traditional banking by using efficient software instead of slow, costly processes. Now is a good time to get involved because the technology works and it has government support.
  2. It's important to understand security and best practices in DeFi since there are many scams. Learning the basics can help you manage your funds safely and avoid losing money.
  3. Getting into crypto can lead to new career opportunities. You can gain valuable skills and knowledge that are helpful for roles in this fast-growing industry.

Ethena Drama

DeFi Education • 559 implied HN points • 05 Apr 24
🔮 Crypto Stablecoins Tokenomics DeFi Investing Yield Farming
  1. Ethena’s new stablecoin called sUSDe focuses on giving investors returns from off-chain trading, similar to how hedge funds operate.
  2. Ethena recently launched its token ENA, which has reached a total value of $15 billion when fully diluted.
  3. An airdrop of 5% from Ethena's total supply is worth about $750 million and makes up a significant part of its offering.

Don't Lose Your Hyperliquid Airdrop!

DeFi Education • 539 implied HN points • 08 Apr 24
🔮 Crypto Cryptocurrency DeFi Trading Investing
  1. To qualify for the Hyperliquid airdrop, you must log in and accept the new Terms and Conditions by April 13.
  2. After accepting the new terms, it's wise to deposit funds and make a small trade to ensure your activity is on record.
  3. The potential value of the governance token and the $PURR memecoin could be significant, so don't miss out!

A good analogy can sell boring

Creative Samba • 19 implied HN points • 04 Oct 24
💼 Business Marketing Investing Finance Branding Advertising
  1. ETFs can be a smarter way to invest than buying individual stocks. They let you own a piece of many companies without the hassle of picking each one.
  2. ETFs are cheaper and accessible for everyday people, unlike traditional investing options that often favor big investors. This means anyone can get involved in the market.
  3. Using good analogies in marketing can make dull products exciting. For iShares, a clever ad strategy helped them reach a new audience when they were losing market share.

Resetting expectations for VC investing in health tech

Second Opinion • 1729 implied HN points • 19 Oct 23
💼 Business Venture Capital Health tech Investing Entrepreneurship Funding
  1. Not every startup in health tech needs to be backed by venture capital.
  2. Health tech industry may not yield many billion-dollar exits, but there are numerous smaller exits ranging from $40 to $500 million.
  3. Venture capitalists should consider alternative sources of capital like private equity, government grants, family offices, and angel investors for health tech startups.

Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 119 implied HN points • 21 Jul 24
💰 Finance Investing Stock Market Cryptocurrency Economic Trends Market Analysis
  1. Investing in the stock market during election years is usually a good idea, as many years have shown positive returns regardless of who wins.
  2. Mark Cuban suggested that a Trump presidency could benefit Bitcoin and crypto businesses, mentioning that lower tax rates and business-friendly regulations could boost prices.
  3. Amazon's Prime program remains very popular, with many members sticking around for years, which supports the company’s strong sales during events like Prime Day.

Data Update 1 for 2024: The Data Speaks, but what is it saying?

Musings on Markets • 1099 implied HN points • 05 Jan 24
💰 Finance Investing Valuation Data Analysis Corporate Finance Market Trends
  1. All companies are included in data analysis to get a full picture, not just big ones. This helps avoid bias and shows a more accurate view of industries.
  2. The data covers many financial variables that help understand company decisions about investment, financing, and dividends. It also uses unique ways to calculate statistics for more accurate insights.
  3. The statistics are updated regularly to reflect the latest available information. Users should utilize the data wisely and be aware of any changes in accounting standards or currency issues.

Trade Ideas for 2025

The Last Bear Standing • 53 implied HN points • 27 Dec 24
💰 Finance Investing Stock Market Trading Economic Trends Market Analysis
  1. There are 17 stock ideas for 2025 that include 10 buying opportunities and 4 stocks to sell. These ideas focus on different industries and market trends.
  2. The author had success in the past year by betting on precious metals and cryptocurrencies. This year, the focus shifts entirely to equity markets.
  3. The listed stocks cover various topics like space expansion, energy storage, and datacenter needs, showing a diverse range for potential investment.

🔍 Screen for Quality Stocks

Compounding Quality • 1788 implied HN points • 08 Jun 23
💰 Finance Stocks Investing Screening Quality Companies
  1. Screen for quality stocks by looking at criteria like revenue growth, earnings growth, FCF/earnings, ROIC, net debt/FCFF, and debt/equity ratios.
  2. Investing in companies with strong financials and good balance sheets is crucial for long-term success.
  3. Tools like Stratosphere can help you screen for quality stocks, even if you don't have access to Bloomberg.

How the Money for the Rest of Us podcast built a six figure membership platform

Simon Owens's Media Newsletter • 74 implied HN points • 19 Dec 24
💼 Business Podcasts Finance Membership SaaS Investing
  1. David Stein used clever marketing tricks to grow his podcast audience by adding other popular podcast names to his metadata. This helped him reach over 20 million downloads.
  2. His podcast led to a successful membership community where listeners pay around $450 a year, making it a six-figure revenue source.
  3. Stein is now expanding into a SaaS platform for individual investors, offering them tools for better financial analysis, which he sees as a scalable business model.

Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 199 implied HN points • 23 Jun 24
💰 Finance Investing Stock Market Economic Trends Market Strategies
  1. Nvidia's stock is seen as highly valued and risky by some investors. They believe more affordable competitors are rising, and the AI chip market isn't as profitable as thought.
  2. The stock market is split; while tech stocks soar, many other sectors seem stagnant. It's suggested to balance your portfolio by investing in more stable sectors like industrials and healthcare.
  3. Investing in Japan is gaining attention due to favorable economic changes and companies aiming to boost their values. This could provide good opportunities for diversification.

Malta Liquidity

Malt Liquidity • 12 implied HN points • 08 Feb 25
💰 Finance Investing Trading Market Analysis Consumer behavior Mental health
  1. Travel can often feel like work, and it's not always enjoyable. Sometimes it’s more about experiencing new places than actually immersing oneself in them.
  2. Taking breaks is essential for clear thinking. Finding time to think deeply without distractions can help improve creativity and problem-solving skills.
  3. Retirement is more about having the freedom to choose how you spend your time. It’s not just about money; it's about being content with how you live your life.

💥Lender on Lender Violence is Back! And on Steroids. Part III.💥

PETITION • 1002 implied HN points • 15 Jan 24
💰 Finance Bankruptcy Investing Restructuring Debt Economy
  1. The article discusses recent bankruptcy cases involving companies like Wesco Aircraft Holdings Inc. and Instant Brands Acquisition Holdings Inc.
  2. The bankruptcy cases highlighted the complex interactions between lenders and debtors, showcasing the challenges and strategies involved in negotiations.
  3. Key themes in the cases include asset stripping, liability management, regulatory approval challenges, and the role of different parties in bankruptcy proceedings.

Alchemy of Money

Neckar’s Notes • 9 implied HN points • 30 Jan 25
💰 Finance Investing Wealth Economics Psychology Markets
  1. Investing takes patience and energy management, with only rare moments of excitement. It's important to think deeply about the opportunities in the market.
  2. Successful investors analyze their feelings about money, as these beliefs can impact their financial decisions. Inner work on money beliefs is essential for success.
  3. Life with money presents constant tests about what kind of world we want and what sacrifices we're willing to make. Careful choices in financial matters are crucial.

Angels Vs Venture Capitalists

Points And Figures • 266 implied HN points • 25 Oct 24
💼 Business Investing Venture Capital Startups Entrepreneurship Finance
  1. Angels and venture capitalists have different roles in funding startups. Angels often invest earlier and can take more risks compared to venture capitalists.
  2. Angels should act quickly and be transparent in their decision-making process. This helps entrepreneurs know where they stand and not get left waiting.
  3. Investing in early rounds is usually more beneficial for angels. After a company has grown, it can make more sense for them to find new seed deals rather than invest in larger rounds.

The Tipping Point

The Last Bear Standing • 28 implied HN points • 10 Jan 25
💰 Finance Investing Markets Economics Trends Stocks
  1. Microsoft is investing in significant capital projects which could impact the market. It's good to pay attention to how this could change things in the future.
  2. Labor market data is mixed; while some numbers seem weak, others show strength. This may indicate a balancing act in the economy.
  3. Inflation and earnings reports coming up are essential to watch. They will likely add more excitement and direction to the market soon.

❄️ 💰 15,9 % : taux d'épargne des Français. Et vous ?

Snowball • 1650 implied HN points • 01 Mar 23
💰 Finance Savings Budgeting Investing Personal Finance Money Management
  1. The savings rate of French citizens is 15.9%, consider your own savings.
  2. Understanding the basics of saving, the importance of putting savings to work in your budget, and determining the ideal amount to save.
  3. Tips for successful saving: set annual goals, make saving a habit, establish rules, track your savings, and create a balanced situation.

What to expect when you’re expecting (dilution)

The VC Corner • 339 implied HN points • 11 May 24
💼 Business Startups Equity Fundraising Investing Market Trends
  1. Founders should be careful with SAFEs as they can quickly lead to dilution. Stacking too many SAFEs can reduce the ownership percentage of founders significantly.
  2. When selling equity, it's important to know how much to give up in each round of fundraising. This impacts the long-term value and control of the company.
  3. Understanding deal terms is crucial in the fundraising process. They can greatly affect the level of dilution and overall impact on the company's future.

Coinbase Q4 2023 Earnings

DeFi Education • 739 implied HN points • 16 Feb 24
🔮 Crypto Investing Market Analysis Regulatory issues Financial Strategies
  1. Coinbase made a profit of $273 million in Q4 2023 after struggling for two years, thanks to cost-cutting and increased trading volume. This shows that the company has bounced back from a tough period.
  2. Many retail and institutional investors are returning to Coinbase, with retail transaction revenue jumping 79% from the previous quarter. Coinbase is gaining market share in the crypto trading space.
  3. Coinbase is on track for potential inclusion in the S&P 500, which could lead to even more attention and investment. This would be a big deal for the company and the crypto market.

Why you'll hate my investment advice

Erdmann Housing Tracker • 63 implied HN points • 02 Jan 25
💰 Finance Investing Personal Finance Economics Market Trends Real Estate
  1. Understanding the basics of an investment can clarify why certain opinions might seem oversimplified or dismissive at times.
  2. It's important to recognize different perspectives in investing, as they can affect how one interprets market issues.
  3. Sharing investment strategies can help others see the reasoning behind specific choices and thought processes.