The hottest Investment education Substack posts right now

And their main takeaways
Category
Top Finance Topics
Behavioral Value Investor • 118 implied HN points • 29 Jan 26
  1. A paid tier is launching to help serious investors systematically improve, centered on a weekly "10-Minute Investment Autopsy" case study plus deeper company deep-dives, frameworks, and templates.
  2. Free content and the Value Investing Seminar will remain available, while paid members get a moderated community, regular interaction, an annual Zoom Q&A, and group or educational rates for teams and professors.
  3. The service is explicitly educational, not a stock tip or portfolio service — no public recommendations or portfolio transparency — and aims to improve your investing process with as little as about 30 minutes a week.
Behavioral Value Investor • 29 implied HN points • 20 Feb 26
  1. Favor businesses that are predictable and don’t change much over the long term, because stability makes forecasting and compounding easier.
  2. Prioritize honest, competent management and alignment with owners, since trustworthy leaders and CEOs who are engaged materially improve long-term outcomes.
  3. Use a structured, checklist-based research process and deliberate practice: customize the checklist to your approach, be realistic about the time needed to become proficient, and accelerate learning by discussing work with peers.
Behavioral Value Investor • 44 implied HN points • 09 Jan 26
  1. There are many different investing styles that can succeed, so focus on the approach that fits your natural strengths and find ways to cover or mitigate your weaknesses.
  2. Human psychology and behavioral biases strongly shape market decisions, so studying past market behavior helps you recognize recurring patterns and avoid common mistakes.
  3. Active learning and community engagement—doing assigned readings, answering questions, and discussing ideas respectfully—accelerate understanding and improve practical investing skills.
Behavioral Value Investor • 29 implied HN points • 16 Jan 26
  1. Human behavior keeps repeating, so psychological biases and recurring irrationality are central to how markets misprice securities.
  2. Come to the market with a clear, entrenched investment process and a strong sense of who you are, because learning by trading costs you dearly; identity and anxiety often drive choices more than cold arithmetic.
  3. Special situations like spin-offs, restructurings, rights offerings and takeovers create repeatable templates to find mispriced assets, so evaluating which categories are more efficient today and compiling candidate opportunities is a practical next step.
Behavioral Value Investor • 22 implied HN points • 23 Jan 26
  1. True mispricings tend to come from special situations caused by forced selling or neglect, like spin-offs, post-bankruptcy stocks, or sidelined divisions. These situations often let patient investors buy assets the market is overlooking.
  2. Popular, hyped stocks—including hot-sector names, IPOs, and momentum-driven picks—are more driven by sentiment than fundamentals and are less likely to offer reliable bargains. They often create FOMO and poor entry points for long-term investors.
  3. Stick to your circle of competence and hunt for neglected or forced-sale opportunities, using careful research and tools such as long-dated options to capture asymmetric upside with limited downside. Sharing ideas and learning from others can help you find and refine these opportunities.
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