The hottest Investment Insights Substack posts right now

And their main takeaways
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When to Raise Funding? How much funding is too little? Too much? | VC Remote Jobs & More

Venture Curator • 259 implied HN points • 06 Feb 24
💼 Business Venture Capital Startups Investment Insights
  1. Founders should not jump into fundraising when their business is not ready
  2. When raising funds, it's crucial to know the right timing based on market opportunity, customer needs, and product market fit
  3. Raising too much money can lead to cultural corrosion in a startup, which can affect hiring, management, product focus, and more

Why 'What is your CAC?' is the Wrong Question to Ask

Nail It and Scale It • 39 implied HN points • 11 Jun 24
💼 Business Growth Strategy Startup funding Market Analysis Investment Insights Entrepreneurship
  1. When asking about customer acquisition cost (CAC), it's important to know the full story behind the number. Questions like how long the data covers and how much was spent can reveal if the figure is reliable.
  2. Some businesses may share only their best data to look good, which can be misleading. It's smart to ask how recent and continuous the data is to get a clearer picture.
  3. CAC shouldn’t be seen alone. Understanding what a company is trying to achieve can change how we interpret that cost, especially as they grow and scale their spending.

Clouded Judgement 2.14.25 - Jan Inflation + Software Earnings Check In

Clouded Judgement • 3 implied HN points • 14 Feb 25
💰 Finance Earnings Reports Market Analysis Investment Insights
  1. Software earnings season is happening, and the results aren't looking great so far. Companies are guiding their expectations but haven't been very optimistic.
  2. January's inflation numbers came in higher than expected, which may affect economic stability. This will likely impact how companies plan their financials this year.
  3. Investors are closely watching how software companies are valued against their growth. The numbers show some companies are seen as expensive, which could change depending on their future performance.

Economic Calendar for the Week of December 22, 2024

Alex's Personal Blog • 0 implied HN points • 23 Dec 24
💰 Finance Economic Trends Market Analysis Investment Insights Global events
  1. OpenAI and other tech companies had major funding and product news in 2023, showing the industry's rapid development.
  2. There were various U.S. economic events scheduled, including reports on consumer confidence and job claims, indicating important trends in the economy.
  3. Global economic news included significant events in countries like Japan, Turkey, and Brazil, highlighting international market movements.

PacBio@JPM - Market/Financials

ASeq Newsletter • 0 implied HN points • 15 Jan 25
💼 Business Market Trends Financial Analysis Corporate strategy Investment Insights Revenue growth
  1. The Onso sequencer was barely mentioned in the recent PacBio presentation, which is surprising given its high accuracy.
  2. There seems to be a new short read sequencer coming soon, called SuperOnso, which is expected to show results by late 2025.
  3. On a positive note, the revenue from consumables is growing, and PacBio has managed to significantly reduce their financial losses.
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