The hottest Investment Analysis Substack posts right now

Analyzing income statements is crucial for making good investment decisions.
Income statements show company revenue, expenses, and profitability.
Key metrics like gross profit, net income, and profit margin help investors understand company performance.

Investment mistakes of omission can have lasting impact, like missing out on high-return opportunities.
Software companies with leverage through build-once-sell-many model can generate significant cash over time.
Smart investments create asymmetric upside where potential gains outweigh potential losses.

TikTok struggles with profitability due to competition, lack of valuable data, and the expensive analysis of user behavior.
The CCP's involvement in ByteDance enables them to fund TikTok despite losses for geopolitical influence, impacting the content promoted and the platform's sustainability.
Banning TikTok may not address the root issues; education on health, mental wellness, skepticism, and maintaining real social connections are vital for healthier social media engagement.

The Venture Activity Index measures the state of the venture business cycle using the Venture Activity Index (VAI).
Funding in the venture market is fluctuating around a linear trend with a consistent ~5% growth per quarter on average.
Correlations across different stages of venture investment have increased since 2020, with later stages experiencing more volatility than seed and Series A stages.

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Navitas Semiconductor (NVTS) IPOed in October 20, 2021 through a SPAC.
Current stock price for Navitas Semiconductor is $6.38 with a 52-week high of $11.16.
Analysts have an average price target for Navitas Semiconductor at $10.66, suggesting a 67% upside.