The hottest Investing Substack posts right now

And their main takeaways
Category
Top Finance Topics

MicroStrategy's $37B+ Bitcoin Bet (Is Just The Start)

SatPost by Trung Phan • 106 implied HN points • 30 Nov 24
🔮 Crypto Bitcoin Investing Finance Market Trends Business strategy
  1. MicroStrategy, a software company, has made a huge shift by investing over $37 billion in Bitcoin. This change aims to protect against inflation and economic instability by using Bitcoin as a long-term store of value.
  2. Michael Saylor, the company's CEO, believes that Bitcoin is the best asset for wealth preservation compared to traditional investments like gold or real estate. He sees it as essential for economic freedom and stability.
  3. By issuing convertibles and equity to raise money, MicroStrategy has created a unique business model that offers investors exposure to Bitcoin without the hassles of buying it directly. This approach is attracting various institutional investors looking for Bitcoin-linked financial products.

Investing Update: Has Sentiment Shifted? 

Spilled Coffee • 32 implied HN points • 18 Jan 25
💰 Finance Investing Market Trends Economic Indicators Personal Finance Portfolio Management
  1. The stock market had a positive week, with notable gains in the S&P 500, Nasdaq, and Dow indexes. This followed a strong inflation report that boosted investor confidence.
  2. Inflation is still a concern, with recent CPI readings showing slight increases. The new presidential administration will face challenges related to managing this inflation.
  3. Hedge funds performed well in 2024, with many beating the S&P 500's strong return. Personal portfolio gains were significantly high, leading to discussions about future investment strategies.

How Live Sports Helped Netflix's Stock Surge 400%

Huddle Up • 16 implied HN points • 24 Jan 25
💼 Business Investing Finance Markets Economics Consumer Trends
  1. Live sports have become a key factor in Netflix’s success, contributing to a significant increase in its stock price. It seems that people love watching sports, and that keeps them subscribed to streaming services.
  2. The involvement of high-profile investors, like Bill Ackman, in companies can also impact market trends and stock prices. When a big name invests, it often grabs attention.
  3. Streaming platforms are adapting to include live events to attract and retain viewers. This shift highlights the importance of diverse content to engage audiences.

The Profile: The $18 billion AI unicorn & the 2024 Super Bowl halftime show performer

The Profile • 793 implied HN points • 21 Jan 24
💼 Business Startups Entertainment Technology Media Investing
  1. The Profile newsletter features interviews with notable figures like Taylor Tomlinson, Usher, and Naomi Osaka.
  2. Taylor Tomlinson, a rising comedian, is experiencing great professional success but questions its impact on her personal life.
  3. Usher is preparing for the 2024 Super Bowl halftime show while juggling various aspects of his life such as therapy, meditation, parenting, and career.

The Everything Bubble Suddenly Feels Unstable

QTR’s Fringe Finance • 29 implied HN points • 15 Jan 25
💰 Finance Investing Market Trends Economic Policy Central Banking Risk management
  1. Investors might need to prepare for tougher conditions in the market. It seems like the Federal Reserve might not be there to support them like before.
  2. The era of easily accessible money may be changing. Investors who relied on quick fixes might find it harder to bounce back from crises.
  3. It's important for investors to rethink their strategies. They may need to adapt to a new reality where traditional safety nets aren't guaranteed.
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My Portfolio Breakdown

Spilled Coffee • 72 implied HN points • 20 Dec 24
💰 Finance Investing Stocks Portfolio Market Trends Economic Indicators
  1. The author's portfolio has increased by 52.10% in 2024, showing strong performance. It's great to see a significant growth in investments like this.
  2. For 2024, this might be the sixth time in eight years that the portfolio has outperformed the S&P 500. It indicates a consistent strategy that works well over time.
  3. The author is sharing the current portfolio details exclusively with paid subscribers. It's a way to provide more in-depth insights for those who are more engaged.

Split the Bitcoin Baby

DeFi Education • 1199 implied HN points • 27 Sep 23
🔮 Crypto Markets Investing Regulation Mining Economics
  1. Bitcoin halving happens every four years, cutting miners' rewards in half. This can make mining less profitable for some, but it might also lead to higher Bitcoin prices in the future.
  2. Historically, each Bitcoin halving has led to a price increase, as fewer new Bitcoins are created and demand usually stays the same or increases. This basic economic principle suggests prices could go up when supply decreases.
  3. Several factors, like investor trust and regulatory changes, affect how the next halving might impact Bitcoin and the broader crypto market. Positive developments could lead to a crypto boom.

My new book “Cyber for Builders" is now available on Amazon

Venture in Security • 707 implied HN points • 09 Jan 24
💼 Business Cybersecurity Startups Entrepreneurship Investing Technology
  1. The book 'Cyber for Builders' is a comprehensive guide for building a cybersecurity startup.
  2. The book covers various aspects of cybersecurity industry including key players, trends, and essential insights for early-stage founders.
  3. The book has received praise from industry experts for its practical advice and guidance for navigating the complexities of building a cybersecurity company.

Airdrop Farming Opportunity (Closes Soon!)

DeFi Education • 539 implied HN points • 16 Feb 24
🔮 Crypto Blockchain DeFi Investing Airdrops Trading
  1. There's a new chance to participate in an airdrop farming opportunity, but it's ending soon. Don't miss out if you're interested!
  2. A snapshot has already been taken, which means important data has been collected for this opportunity. Make sure you've completed any necessary actions by now.
  3. This information is for people who pay for a subscription. If you're not a subscriber, you may need to sign up to access all the details.

This Year's Buffettisms

Investment Talk • 1159 implied HN points • 25 Feb 23
💰 Finance Investing Stock Market
  1. Berkshire Hathaway's annual return of 19.8% since 1965 beats the S&P 500's 9.9% performance.
  2. Annual shareholder letters from Berkshire contain helpful Buffettisms and market insights.
  3. Buffett emphasizes meaningful investments in businesses with favorable economic characteristics and trustworthy managers.

Weekend Thoughts: Coinbase $COIN

Yet Another Value Blog • 1159 implied HN points • 19 Jun 23
💰 Finance Cryptocurrency SEC Regulation Competition Investing
  1. Coinbase is facing serious challenges posed by an SEC suit that could potentially put the company out of business.
  2. The primary defense of Coinbase against the SEC is the hope that Congress will change laws to save them, but this could lead to increased competition and challenges for the company.
  3. Even if Congress were to change laws to make crypto trading legal, it could have negative consequences for Coinbase's business by opening the door to strong competition and impacting its unique revenue streams.

Post "Sell The News" Market Update

DeFi Education • 639 implied HN points • 21 Jan 24
💰 Finance Market Trends Investing Cryptocurrency Economic Analysis Financial forecasting
  1. Selling Bitcoin soon after a major news event might be smart, as prices often peak at these moments. It's a common strategy to buy when news is expected and sell when it's delivered.
  2. Consider converting your Bitcoin into dollars or stablecoins if you anticipate a price drop. That's a way to secure your profits.
  3. Keep an eye on market updates and predictions, as they can help inform your trading decisions. Staying informed is crucial in the fast-moving crypto space.

Invisible, yet Invaluable: Valuing Intangibles - The Birkenstock IPO

Musings on Markets • 1139 implied HN points • 06 Oct 23
💼 Business Finance Investing Valuation Market Trends Accountability
  1. Intangible assets, like brand names and management quality, are really important for a company's value but are often overlooked in accounting. Companies today get much of their worth from things you can't physically see.
  2. The way we value companies has changed a lot, especially with tech firms now leading the market. Investors need to think about future potential instead of just past performance, especially for newer companies.
  3. Birkenstock's upcoming IPO highlights how a strong brand and a loyal celebrity customer base can boost a company's value. The success of its stocks may depend not just on numbers but also on how the market feels at the moment.

Ledger Hacked & Is BTC ETF Approval "Sell The News?"

DeFi Education • 799 implied HN points • 15 Dec 23
🔮 Crypto Blockchain Investing Security Market Trends Regulations
  1. The Ledger hack shows the risks involved with crypto and the importance of securing your assets. If you own a Ledger, it’s crucial to understand what to do next.
  2. The approval of Bitcoin ETFs might affect the market in significant ways, leading to potential buying or selling trends. Investors should keep an eye on how this news unfolds.
  3. There's a growing trend of risky on-chain investment funds, sometimes called Gambling-As-A-Service. People need to be cautious when engaging in these high-risk investments.

Problems at an ARK Invest Favorite

The Bear Cave • 1026 implied HN points • 07 Mar 24
💰 Finance Investing Stocks Analysis Market
  1. The Bear Cave raises concerns about an ARK Invest favorite, suggesting it may not live up to the hype and bold promises of innovation.
  2. The company in question has been spending on questionable celebrity partnerships, leading to doubts about its true potential.
  3. Despite predictions of high growth, The Bear Cave predicts a potential crash for this company, signaling a caution for investors.

Precious metals investing - a beginner's guide

Concepts of Finance 🧠 • 319 implied HN points • 11 Apr 24
💰 Finance Investing Commodities Market Trends Wealth Management
  1. Precious metals like gold and silver are valuable because they can hold their worth over time. People often invest in them as a safe way to protect against things like inflation and market changes.
  2. There are several easy ways to invest in precious metals, including buying physical bullion, using storage services, or buying shares in metal-focused ETFs and companies.
  3. There's a debate about whether gold or Bitcoin is a better store of value. Gold is physical and trusted by central banks, while Bitcoin is a digital asset with the potential for growth.

The top Africa Tech stories of 2024

Afridigest • 39 implied HN points • 31 Dec 24
🕹 Technology Tech news Startups Innovation Investing Market Trends
  1. 2024 highlighted important tech trends in Africa. Many startups grew and changed how people work and live.
  2. Investment in technology increased, showing that people believe in Africa's potential. This support could help build a strong tech ecosystem.
  3. Looking back, the stories shared valuable insights for future growth. They set the stage for exciting developments in 2025.

On Track

Invariant • 609 implied HN points • 21 Jan 24
💰 Finance Investing Stocks Analysis Markets Value
  1. Analyzing investments should involve a holistic reflection and critical thinking.
  2. Consider the importance of probability and odds in decision-making.
  3. Recognize that in financial markets, competition influences opportunity and the importance of value over price.

The Fed and Lennar

Erdmann Housing Tracker • 63 implied HN points • 19 Dec 24
💰 Finance Markets Investing Economics Monetary Policy Real Estate
  1. Inflation is still high, which affects the economy and people's spending. It's a major concern for many people right now.
  2. The Fed raises borrowing costs to control inflation, but this can also influence mortgage rates. Higher borrowing costs usually mean higher mortgage rates.
  3. There's a belief that when the Fed slows down on rate cuts, mortgage rates will rise further, impacting people's desire to buy homes. However, this idea may not be as straightforward as it seems.

Banks banks banks (redux)

Yet Another Value Blog • 1022 implied HN points • 23 Oct 23
💰 Finance Banking Investing Economics Markets Earnings
  1. If you're looking at banks below tangible book value, you don't need to worry much about hidden disasters on their balance sheets.
  2. Even though there are concerns like a potential commercial real estate crisis or a recession, banks seem well-prepared and overcapitalized.
  3. Rising interest rates could actually make banks more profitable due to their interest rate sensitivity.

Deglobalisation: Diversification rather than decoupling

Klement on Investing • 2 implied HN points • 11 Feb 25
💼 Business Global Trade Supply Chains Investing Economics Market Trends
  1. Businesses are diversifying their supply chains instead of completely decoupling from certain countries. This means they are sourcing from multiple countries to reduce reliance on any single one.
  2. The evidence shows that while some decoupling is evident (like with Russia and the UK), many ties with countries like China are actually increasing.
  3. Overall, it's more about managing risks in supply chains rather than a full reversal of globalization. Companies are investing in new areas like Southeast Asia instead of just relying on past hubs like China or Russia.

Spilled Coffee Year In Review

Spilled Coffee • 48 implied HN points • 01 Jan 25
💰 Finance Investing Stock Market Economic Trends Financial Analysis Market Updates
  1. The most requested content from subscribers was a comprehensive list of newsletters from the past year, which was compiled into one easy post.
  2. The most read piece of the year focused on the reasons to sell stocks, highlighting that concerns about selling are always present in the market.
  3. The year-end review thanks readers for their support and encourages them to look forward to future updates and insights.

Missionaries vs. Mercenaries

DeFi Education • 859 implied HN points • 22 Nov 23
🔮 Crypto Regulation Investing Market Dynamics Decentralization Technology
  1. Crypto is a mix of two types of people: missionaries, who believe in its mission, and mercenaries, who seek profit. Both play important roles in shaping the market.
  2. Binance's CEO, CZ, is an example of someone who started looking for profit but grew to value the cryptocurrency mission. His journey shows how these roles can change over time.
  3. The recent settlement with U.S. regulators could signal a shift towards more oversight in crypto, which might make it safer and attract institutional investors, but it could also limit the freedom that originally attracted many to the industry.

Serial Acquirers, The Art of Not Selling, and Chuck Akre's Masterclass

Investment Talk • 569 implied HN points • 25 Jan 24
💰 Finance Investing Mergers & Acquisitions Capital allocation
  1. The post discusses the experience of heading to the USA for the first time and shares insights on a small cap company in the UK.
  2. An in-depth study on serial acquirers highlights the importance of CEOs with strong capital allocation skills.
  3. The paper 'The Art of Not Selling' by Chris Cerrone emphasizes the importance of patient and strategic investing decisions over succumbing to external pressures.

Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 59 implied HN points • 29 Jul 24
💰 Finance Investing Markets Economics Stocks Cryptocurrency
  1. Tech stocks have faced some tough times lately, with a drop in the NASDAQ 100. Investors are cautious and waiting to see how major companies perform in their earnings reports.
  2. During election years, financial and tech stocks typically do well, showing good returns. This trend is backed by past market behaviors where these sectors get investor attention.
  3. Investing in copper appears shaky right now due to issues in China’s property market, but experts still believe in its long-term potential, especially linked to renewable energy needs.

22nd Century Group: Answering the Wrong Question

Invariant • 609 implied HN points • 14 Jan 24
💰 Finance Stocks Investing Regulation Companies Market Analysis
  1. 22nd Century Group focused on developing low-nicotine cigarettes but didn't consider if consumers wanted the product.
  2. The company struggled with profitability and faced challenges even after receiving authorization for their products.
  3. Shifting focus to a different product with conventional nicotine levels came too late for the company to recover.

Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 179 implied HN points • 26 May 24
💰 Finance Investing Stocks Market Trends Economic Analysis Corporate Finance
  1. Companies with high profit margins are doing really well. For example, Nvidia has a gross profit margin of 78%, which is impressive compared to others like Amazon and Apple.
  2. There are good opportunities in the bond market now. After a long time, stocks aren't the only option for investors looking for decent returns.
  3. Amazon is expected to overtake Walmart in sales next year. With Amazon's growth in cloud services, it's on track for $711 billion in revenue, compared to Walmart's $703 billion.