The hottest Investment Substack posts right now

And their main takeaways
Category
Top Business Topics

The DeFi Roundup (August 6, 2022)

DeFi Education • 499 implied HN points • 06 Aug 22
🔮 Crypto Investment
  1. Some alternative cryptocurrencies (altcoins) did well this week, showing that some investors are willing to take risks again. It's a sign of a bit more confidence in the market.
  2. Unfortunately, there were also reports of hacks this week, which highlights the ongoing security issues in the crypto space. Keeping your assets safe should always be a top priority.
  3. Overall, the market seems to have mixed feelings right now, with some optimism from good altcoin performance but still facing challenges like hacks. It's a time for caution and awareness.

Venture Capital Fund Modelling: Masterclass

Venture Curator • 159 implied HN points • 14 May 23
💰 Finance Investment
  1. When calculating the average check size for startups in a venture capital fund, it's important to consider operating expenses and fees charged by the VC fund.
  2. Venture capital funds divide their funding into initial investments and follow-on investments based on the fund size and agreements with limited partners.
  3. The average check size for a VC fund is determined by subtracting management fees, dividing the remaining fund size, and deciding on the initial and follow-on investment amounts.

The New Era of GenAI Consultancies

Sector 6 | The Newsletter of AIM • 59 implied HN points • 12 Feb 24
🕹 Technology Investment
  1. Big companies are investing a lot of money in generative AI, showing they believe it can change how businesses operate.
  2. Most executives think generative AI is very important for their future plans, with many seeing it as a major change for their industry.
  3. Generative AI could add a huge amount of value to the global economy, potentially reaching trillions of dollars over the coming years.

Crash Course in Corporate Financial Restructuring

DeFi Education • 519 implied HN points • 08 Jul 22
💰 Finance Investment
  1. Corporate financial restructuring helps businesses recover from financial difficulties. It's like giving a struggling company a fresh start.
  2. The topic is complex and many experts have written books about it. This means there’s a lot to learn that can't be covered in just one article.
  3. Understanding the key points of restructuring can help people make better decisions in business. It's important to grasp the basics if you're involved in finance.

Understand Convertible Note Investment Option: The Valuation Game-Changer!

Venture Curator • 159 implied HN points • 10 May 23
💰 Finance Investment
  1. Convertible notes can be a helpful option for startups looking to secure funding without immediate valuation, allowing time to build the company's value.
  2. Convertible notes are ideal for early-stage companies, especially those with a proven product and solid concept, helping them raise funds and scale effectively.
  3. From an investor's perspective, convertible notes offer a riskier but potentially more rewarding opportunity to secure equity at a discounted rate or via a valuation cap.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

How much will the "magnificent seven" grow?

Jon’s Newsletter • 159 implied HN points • 26 Jun 23
💼 Business Investment
  1. Tesla is expected to see amazing growth, with revenue projected to double over the next five years as they aim for 5 million vehicle sales annually.
  2. Nvidia is riding the AI wave and is estimated to grow its revenue significantly, nearing $93 billion in five years.
  3. Amazon is set for a big boost too, with projections of reaching almost $1 trillion in revenue, making it the biggest revenue-generating business in America.

Stablecoin Saturation

Reverie by Daniel Cawrey • 66 implied HN points • 02 Jul 25
🔮 Crypto Investment
  1. Stablecoins like USDC and USDT are very popular, with market values reaching around $250 billion. This growth shows how important they are for both crypto businesses and regular users.
  2. Many people are starting to notice stablecoin apps that make financial transactions easier and cheaper. Companies are building new applications using existing stablecoins to help users move money without banks.
  3. As stablecoins become more common, they will help bring more users into the blockchain world. These users might not even realize they are using crypto, since everything will function like regular dollars.

House hacking a $900k triplex in Nashville

The Leonard Letter • 58 implied HN points • 09 Feb 24
💰 Finance Investment
  1. House hacking a $900k triplex in Nashville did not prove to be a profitable investment.
  2. Utilizing tools like Innago for property management can enhance efficiency and tenant satisfaction.
  3. Despite the renovation and marketing efforts, the property's financials did not justify the investment decision.

Is Token Value Capture A Myth?

DeFi Education • 579 implied HN points • 29 Apr 22
🔮 Crypto Investment
  1. The idea of token value capture might not be as straightforward as it seems. It's important to understand how tokens actually create value.
  2. Good tokens can be identified by their actual utility and the benefits they provide to users. Not all tokens have the same value.
  3. Evaluating the potential of a token requires looking beyond just its market price and considering its real-world applications.

What Do You Do With an Idea?

Not Boring by Packy McCormick • 216 implied HN points • 23 Oct 24
💼 Business Investment
  1. Good ideas aren't hard to find; they just need to be used. Many solid concepts from the past are still waiting to be applied today.
  2. Ideas aren’t getting harder to discover but are harder to implement due to regulations and risk aversion. It's about making those ideas actionable.
  3. To make real progress, we need skilled people who can take old and new ideas and bring them to life, along with policies that lower the cost of innovation.

The Path Forward

DeFi Weekly • 117 implied HN points • 27 Mar 23
💰 Finance Investment
  1. All value on earth will shift to public chains in the next decade
  2. The speed of crypto adoption is likely faster than internet adoption due to existing infrastructure
  3. Believing in the future of crypto is crucial, regardless of specific catalysts for growth

Be Wary of Lingo

Things I Didn't Learn in School • 117 implied HN points • 08 Mar 23
🚌 Education Investment
  1. Be cautious of using complex language in modern life as it may obscure reality.
  2. George Orwell emphasized the importance of clear, precise language to grasp reality.
  3. To understand reality, challenge vague language and seek truth in concrete facts.

Is Y Combinator worth the money (equity)? Brutally honest review of W22 batch experience

Oleksii Sidorov • 815 HN points • 29 Mar 23
💼 Business Investment
  1. The Y Combinator program tends to treat all companies similarly, despite differences in stage and industry.
  2. The networking opportunities within the program may be limited due to the large number of companies and lack of common ground.
  3. The main value of participating in Y Combinator often revolves around fundraising, but the benefits may vary depending on the specific situation of the company.

Singapore space tech and deep tech ecosystem

Space Ambition • 239 implied HN points • 03 Feb 23
🕹 Technology Investment
  1. Singapore is a great place for space tech startups because of its friendly tax policies and support from the government. The easy company setup process attracts talent and entrepreneurs from everywhere.
  2. Even with a small population, Singapore has over 20 space tech startups, showing strong growth in this sector. Companies like Gilmour Space Technologies and SpeQtral highlight the diverse innovation happening there.
  3. The space tech ecosystem in Singapore is supported by various agencies and institutions that help founders with funding and research. The presence of many investors and accelerators further drives the growth of this field.

Kickoff of 2024 SVR Robotics Accelerator

Robots & Startups • 59 implied HN points • 29 Jan 24
🕹 Technology Investment
  1. Kickoff meeting for the SVR Startup Accelerator is happening on January 30th for robotics startups at any stage.
  2. Private equity investors like Resurge Growth Partners are offering struggling startups a second chance amid a drop-off in VC funding.
  3. Luxonis has introduced the OAK-Thermal for pre-order, expanding its platform with a thermal sensor for numerous potential applications.

Why Selling AI Automation to Hedge Funds Is Hard

Enterprise AI Trends • 63 implied HN points • 29 Jun 25
💼 Business Investment
  1. Selling AI to hedge funds is quite challenging. They often lack success stories and top-down support can make a difference.
  2. Investment managers face unique barriers when considering new technology like AI. Understanding these barriers can help tailor your sales approach.
  3. Many companies have struggled to sell AI in finance, leading some to pivot their strategies. It's important to learn from these experiences to succeed.

The Real Reason Americans Are Taking Over The Premier League

Huddle Up • 43 implied HN points • 17 Aug 25
🎾 Sports Investment
  1. Many American owners are investing in Premier League clubs, with 11 out of 20 teams having American ownership. It's a big shift in the league's dynamics.
  2. These owners aren't just looking for profits; they want to gain influence in how the league is run. This could lead to major changes in operations.
  3. The trend isn't just in the Premier League; a lot of teams in the Championship are also owned by Americans, showing the growing American presence in English football.

CEO of DeepSeek's parent, High-Flyer Quant, spoke in 2020

Pekingnology • 143 implied HN points • 27 Jan 25
💰 Finance Investment
  1. High-Flyer Quant uses AI for its investment strategies. They rely on advanced models and lots of data to predict stock prices and make trades.
  2. The Chinese stock market is seen as less efficient, which gives AI-driven strategies a chance to find opportunities that traditional investing might miss. This leads to potential higher returns for the right strategies.
  3. As more institutions enter the market, competition will increase. High-Flyer focuses on research and development to stay ahead in this tough environment.

On Environment, Chinese companies may be the model student

Beijing Channel • 7 implied HN points • 05 Jan 26
🌐 International Investment
  1. Chinese companies operating abroad often bring advanced environmental practices and technologies, and in many projects they meet or exceed local and international standards while restoring damaged land.
  2. Their investments frequently deliver local benefits like steady jobs, infrastructure upgrades, and technical training, helping communities remain livable and prosperous.
  3. Despite these outcomes, Western media and political interests commonly portray these firms as environmentally or socially reckless, amplifying routine problems into broader accusations driven by geopolitics and competition.

Space public-private partnership: how space agencies will help startups in 2023

Space Ambition • 239 implied HN points • 13 Jan 23
🕹 Technology Investment
  1. NASA and ESA are teaming up with startups to boost innovation in space. This partnership is changing how businesses operate in the space industry and making it easier for new ideas to come to life.
  2. NASA is investing a lot in programs like Artemis to explore the Moon again. Many private companies are involved, helping to create technologies that can improve life on Earth, like better communication and transportation.
  3. Both NASA and ESA offer funding programs for startups in space technology. These programs are open for applications and can provide significant financial support for innovative projects in the space sector.

Platform vs. Product

Brick by Brick • 54 implied HN points • 07 Jul 25
💼 Business Investment
  1. Startups should understand that platforms usually win because they serve many needs across different teams, making them appealing to buyers. A product that only solves a specific problem may struggle in comparison.
  2. To compete with platforms, startups can either become their own platform by expanding their services, create a product that is vastly better, or find a niche that the platform doesn’t cover well.
  3. If startups don't take action to differentiate themselves, they risk becoming irrelevant or 'zombies,' where they exist but lack growth or recognition.

The VC Corner 📰 #2

The VC Corner • 79 implied HN points • 01 Dec 23
💼 Business Investment
  1. The VC Corner is a newsletter that shares news and resources for people involved in startups and venture capital. It's helpful for both new and experienced investors.
  2. The newsletter is written by Ruben Dominguez Ibar, who also works on an investment team at Mundi Ventures. He aims to provide valuable insights through his writing.
  3. Readers can sign up for a free trial to access more content and get a deeper understanding of venture capital topics.

News from Space Ambition

Space Ambition • 79 implied HN points • 01 Dec 23
🕹 Technology Investment
  1. Space Ambition hosted a successful pitch session with 11 startups and over 25 investors from around the world. It was a great opportunity for entrepreneurs to showcase their innovative ideas.
  2. A spacetech internship for high school students in Singapore gave them hands-on experience in venture capital and inspired them to consider careers in the aerospace sector. Learning directly from experienced professionals can really spark interest in young minds.
  3. The recent Spacetech meet-up connected people online and offline in six countries, focusing on important aerospace topics. Events like these help build a community and keep passion for space exploration alive.

So, you found a co-founder. Now what?

The Founder Memo • 19 implied HN points • 12 Jun 24
💼 Business Investment
  1. It's really important to discuss how you'll split equity with your co-founder before diving into your startup. This helps avoid confusion and potential disputes later on.
  2. You should clarify each person's roles and responsibilities right from the start. Knowing who does what can prevent misunderstandings as you work together.
  3. Taking the time to talk about your motivations for starting the business will keep you aligned on goals. It's vital to be on the same page about why you're building this company together.

Selling Risk Management to the Business

Risk Musings • 515 implied HN points • 07 Oct 23
💼 Business Investment
  1. CEOs do focus on managing risks that hinder business profits.
  2. Risk managers need to bridge the language gap with business leaders and sell risk management as a competitive advantage.
  3. Getting buy-in for risk management strategies is crucial for strategic implementation.

Walking In Memphis

Behavioral Value Investor • 148 implied HN points • 31 Dec 24
💰 Finance Investment
  1. When people are in pain or facing difficulties, it's easy to think that things will never get better. It's important to remember that these tough times are usually temporary.
  2. Using past pains can help us grow and improve, especially in things like investing. Instead of giving up, we should learn from our experiences and stick to our tried-and-true methods.
  3. The future is often different from what we've recently experienced. Just like healing in life, financial markets also recover over time, so we should stay hopeful even when things seem bleak.

Viking Therapeutics has an $8 billion market cap with 27 full time employees. This is their story.

Trevor Klee’s Newsletter • 373 implied HN points • 29 Feb 24
💼 Business Investment
  1. Success in biotech often involves licensing and developing existing molecules, rather than creating completely new ones.
  2. To thrive in biotech, it's crucial to strategically select candidates and navigate clinical trials efficiently with the available resources.
  3. Viking Therapeutics' success was built on wisely choosing profitable indications, selecting the right molecules, and executing their development program effectively.

Is it SAFE?

The Founder Memo • 39 implied HN points • 29 Mar 24
💼 Business Investment
  1. Using Safes for fundraising can lead to founders selling too much of their company without realizing it. This often happens when multiple Safes stack up over time, causing unexpected dilution.
  2. Legal issues can pile up with Safes because many founders don't do thorough due diligence early on. When they finally need legal help for a priced round, hidden problems can cost them more to fix.
  3. It may be better for founders to consider priced rounds instead of Safes, especially for larger raises. This can help maintain ownership and reduce complexity in legal documents.

1Inch - Focus on Activity/User Growth (Part 1)

DeFi Education • 739 implied HN points • 03 Sep 21
🔮 Crypto Investment
  1. 1inch is a platform that helps users find the best trade prices across different exchanges. It makes trading easier and more efficient for people.
  2. The focus of 1inch is on growing its user base and increasing activity on the platform. More users means more trades and better liquidity.
  3. The platform is similar to traditional brokerages that help customers get the best deal when trading. It's all about providing good service for traders.

3 hard truths from Nigeria's top VCs

Afridigest • 43 implied HN points • 03 Aug 25
💼 Business Investment
  1. Understanding local markets is key for startup success in Africa. Knowing what customers want can make or break a business.
  2. Access to funding is often a challenge for startups. Many businesses struggle to find investors willing to take risks.
  3. Building a strong team is essential. A good team can adapt to challenges and drive the company forward.

Alibaba Cainiao: Delivering Innovation, Globally?

Tech Buzz China Insider • 99 implied HN points • 26 May 23
💼 Business Investment
  1. Cainiao has transitioned to operating its own logistics services both domestically and internationally, focusing on Tmall flagship stores and aims for growth despite significant losses.
  2. Alibaba's e-commerce platforms lead the express business market with over 45% share by parcel volume, followed by JD, Pinduoduo, Douyin, and Kuaishou, shaping the competitive landscape.
  3. Cainiao is not a traditional top logistics company in the courier market, with its unique approach and focus on enhancing logistics efficiency through technology.

Freddie Mac House Price Index Declined in June; Up 2.0% Year-over-year

CalculatedRisk Newsletter • 43 implied HN points • 31 Jul 25
💰 Finance Investment
  1. The Freddie Mac House Price Index dropped by 0.20% month-over-month in June, showing a consistent decline over the last few months. This suggests that house prices are under pressure right now.
  2. Year-over-year, the index is up 2.0%, but this is a decrease from 2.3% in May, indicating that the growth rate is slowing down.
  3. Punta Gorda, Florida is now the worst-performing city for house prices, with many cities, especially in Florida, experiencing significant declines from their previous highs.

July 14: the Startup Luncheon, with Lawrence Krubner and The Fourth Effect

Respectful Leadership • 54 implied HN points • 19 Jun 25
💼 Business Investment
  1. The Startup Luncheon brings together top minds in New York City's startup scene. It's a great chance to learn from experienced professionals in the industry.
  2. Attendees can enjoy a meal while listening to insightful talks from various speakers. This makes networking both appealing and informative.
  3. Tickets are available at a discount for early birds, and loyal subscribers can attend for free. This creates good opportunities for continued learning and connection.