The hottest Investment strategy Substack posts right now

And their main takeaways

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Debt Ceilings and Is The US Headed For Default?

The Informationist • 1139 implied HN points • 23 Apr 23

💰 Finance Investment strategy

Debt ceiling is like a credit card limit set by Congress.
Potential US default is a real risk with serious market implications.
Market signals show concerns about US default, impacting investments.

Follow the (fake) Data

DeFi Weekly • 314 implied HN points • 19 Oct 23

🔮 Crypto Data Analysis Automation Identity Investment strategy

Industry around airdrop farming heavily relies on fake data for valuation
Airdrop farming involves finding the right airdrops and using specialized tools to optimize rewards
The ecosystem surrounding airdrop farming is prone to manipulation and can mislead retail investors

Venture Capital is a MEAN business

Inverted J Curves • 78 implied HN points • 13 Dec 23

💼 Business Venture Capital Returns Investment strategy

Venture Capital generally outperforms every other asset class but has wider variance in returns
Half of VC funds beat the stock market, but bottom quartile funds likely lose money
The average VC fund is average; top quartile performance may not be sufficient to succeed

📖 Venture Chronicles - April 2023

Overlooked by Alexandre Dewez • 137 implied HN points • 15 May 23

💼 Business Venture Capital Tech news Investment strategy Startups Market Trends

SaaS companies should offer multi-products according to Tidemark
Scopely was acquired by Saudi Arabia for $4.9bn to boost gaming sector
Lux Capital refocused its investment strategy to primarily focus on early stage startups

Iceberg Risk

Ironsides Macroeconomics 'It's Never Different This Time' • 117 implied HN points • 18 Feb 23

💰 Finance Economic outlook Market Analysis Monetary Policy Investment strategy

The economic outlook for 2023 differs from the consensus, with expectations of lower inflation and resilient growth.
The treasury curve suggests an improved growth outlook without an increase in inflation expectations.
The earnings recession seen in certain sectors is recovering, indicating a positive trend in earnings revisions.

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Under The Hood Of Kima Ventures

Venture Prose • 1058 implied HN points • 03 Jul 20

💼 Business Venture Capital Investment strategy Startup funding Portfolio Management Performance

Kima Ventures, led by Xavier Niel, focuses on investing in French tech founders worldwide.
Their investment strategy involves making $150k investments in 100 new startups annually, with a particular focus on French tech founders.
Kima Ventures aims to stay with companies for the long haul, providing support through their portfolio management platform and maintaining steady returns.

Angel Vibes or Institutional Vibes in Venture Capital – Choose One

Venture Reflections • 9 implied HN points • 12 Apr 23

💼 Business Venture Capital Funding Startups Investment strategy

Decide if you want to operate like an angel investor or build an institutional venture firm.
Angel vibes focus on making quick decisions and having personal relationships with founders.
Institutional vibes prioritize building a firm with rules, processes, and infrastructure for scalability.

Why market size is critical for your VC pitch

Exponentially • 3 HN points • 26 Jun 23

💼 Business Venture Capital Investment strategy Startups Funding Pitching

Understanding how VCs think about markets is crucial for funding success.
VCs aim to invest in companies with the potential to return the entire fund.
Start by showing the potential to grow big in the future, even if you start small.

Deep dive on Palantir ($PLTR)

Jonah’s Growth Stocks • 0 implied HN points • 20 Jan 24

💰 Finance Stock Analysis Investment strategy Market Data Company Overview Earnings Reports

Palantir ($PLTR) is a company with a solid financial standing and a detailed deep dive analysis available.
The stock has had fluctuations in its price and market performance.
Paid subscribers get access to in-depth insights on Palantir and other stocks through Jonah's Growth Stock Deep Dives.

Investing Update: Is Apple Losing Its Taste?

Spilled Coffee • 0 implied HN points • 02 Mar 24

💰 Finance Market Performance Stock Analysis Investment strategy Market Trends Economic Indicators

The stock market has been reaching new all-time highs with strong performance across various sectors and asset classes.
Despite Apple's underperformance compared to the S&P 500 and other tech stocks, it may present a potential buying opportunity as past dips in Apple have been followed by strong recoveries.
The current market trend is leaning towards risk-on behavior, with evidence in the rise of high-risk assets like Bitcoin and certain ETFs.

Our Secret: Delivering the Same VC "Product" to the Next Generation of Founders

Equal Ventures • 0 implied HN points • 20 Oct 22

💼 Business Venture Capital Investment strategy

The VC industry needs to evolve to serve the next generation of founders in areas like insurance, energy, and logistics.
Founders in new business sectors may struggle to access VCs who lack knowledge about their industries.
To support the new wave of founders, VCs must develop a deeply prepared understanding of specific industries to provide the necessary support.