The hottest Investment Substack posts right now

And their main takeaways
Category
Top Business Topics

Alameda’s overlooked bitcoin mining bet

Miner Weekly • 39 implied HN points • 14 Jan 23
💰 Finance Investment
  1. Alameda invested $1.15 billion in Genesis Digital Asset for bitcoin mining.
  2. Most of the investment went towards buying existing shares of GDA's co-founders and funding GDA's mining operations.
  3. GDA revealed operational data like mining 662 BTC in Sep'21 and plans to reach 1.4 GW total capacity by 2023.

How we built a business out of recession - chapter 27 - kingmaker

The ZIPster • 35 implied HN points • 06 Dec 24
💼 Business Investment
  1. CitNOW started small but grew quickly because they found a real need in the market. Their hard work finally paid off when big clients began to show interest.
  2. Growing a business means taking risks, like moving to a bigger office when your team expands. It’s important to adapt and hire the right people as demand increases.
  3. Team dynamics matter a lot in a start-up. Changing roles and titles can help everyone focus on what they do best and keep the business moving forward.

Interviewing Company CEOs: The Must-Ask Question Checklist Every Investor Needs

Behavioral Value Investor • 126 implied HN points • 30 Jul 23
💼 Business Investment
  1. Prepare questions for a CEO interview to focus on 'what' and 'how' without being accusatory.
  2. Before interviewing a CEO, decide your goals such as learning, relationship building, or understanding culture.
  3. Topics to cover during a CEO interview include strategy, customers, economics, capital allocation, company culture, and CEO motivations.

The PGA Tour Strikes Back With A $3 Billion Deal

Huddle Up • 83 implied HN points • 02 Feb 24
🎾 Sports Investment
  1. The PGA Tour secured a $3 billion deal, signaling a strong response to LIV Golf's impact on golf.
  2. LIV Golf has been challenging the PGA Tour by luring top players with lucrative contracts.
  3. The PGA Tour has faced significant legal battles and sponsor withdrawals but is fighting back with new developments.

Good news, IPO edition

Alex's Personal Blog • 32 implied HN points • 12 Dec 24
💼 Business Investment
  1. Coincheck, a Japanese crypto exchange, recently went public through a SPAC deal and its shares are doing well. Even though they raised less than expected, being valued above the traditional SPAC price is a positive sign.
  2. ServiceTitan's IPO priced at $71 per share, which is higher than its previous range, marking it as a success despite some concerns about its past valuation. It shows that good market conditions can help companies raise more money.
  3. The European economy is facing slow growth and has cut interest rates to help manage inflation. This situation reflects challenges in recovery and suggests that Europe may need to change its approach to improve its economic performance over time.
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The AI Land Grab: $34B Acquisition Offers and $1 Pricing

Tippets by Taps • 8 implied HN points • 13 Aug 25
💼 Business Investment
  1. Companies like OpenAI and Anthropic are offering their AI tools for just $1 to government workers. This is way cheaper than what these tools usually cost.
  2. Startups are betting that once people start using their AI services, it will be hard for them to switch to something else. They hope to hook users now and raise prices later.
  3. Right now, AI tools are super cheap because investors are covering costs to attract users. But this 'honeymoon' period won't last forever; prices will likely go up as companies figure out their business models.

Checking in on the 2025 Cyber 150

The Security Industry • 11 implied HN points • 03 Jul 25
🕹 Technology Investment
  1. The Cyber 150 list includes cybersecurity companies with between 50 to 500 employees, showcasing those on the rise before they grow too big.
  2. Funding is flowing into these companies, with some receiving over $100 million, totaling around $2.3 billion in the first half of 2025 alone.
  3. Companies that grow past 500 employees or fail to grow can graduate from or drop off the Cyber 150 list, highlighting their changing status in the industry.

The Meteoric Rise of Jar, Indian Fintech's Golden Child

Tigerfeathers! • 31 implied HN points • 13 Dec 24
💼 Business Investment
  1. Jar is an Indian fintech that's growing rapidly by making digital gold available in very small amounts. This makes it easier for people to save and invest without needing a lot of money up front.
  2. The founders of Jar focus heavily on understanding their customers by listening to them directly, which helps them create products that meet real needs.
  3. India's love for gold is strong, and Jar taps into this by offering a familiar and trusted way for people to save and invest.

Welcome Bikky to the Equal Ventures Portfolio

Equal Ventures • 39 implied HN points • 12 Sep 22
💼 Business Investment
  1. Equal Ventures is partnering with Bikky, a Customer Data Platform for the restaurant industry.
  2. The digitization of the restaurant industry has created a need for solutions like Bikky that unify customer data across channels.
  3. Bikky's founder, Abhinav Kapur, identified the need for a vertically focused solution through his personal experience in the restaurant industry.

Two startups to watch, and guess which nations are our largest trading partners?

Alex's Personal Blog • 32 implied HN points • 26 Nov 24
💼 Business Investment
  1. Watch out for Halcyon, a startup that just raised $100 million to fight ransomware. This is important since ransomware attacks are a growing problem for businesses.
  2. Copy.AI is gaining attention as a popular AI tool for writing. It's expanding its services and has evolved since it first launched, showing strong potential.
  3. Upcoming tariffs on imports from major trading partners like China, Canada, and Mexico could lead to increased prices. This might create challenges for startups looking to grow and seek investments.

Rebuilding Ukraine could be top European investment theme of 2026

Klement on Investing • 1 implied HN point • 07 Jan 26
💰 Finance Investment
  1. If the war ends, a large reconstruction boom in Ukraine could start quickly and create big demand for rebuilding infrastructure and homes.
  2. Rebuilding Ukraine could become the top European investment theme in 2026, drawing capital into construction, materials, and related services.
  3. Political developments that lead to a truce will strongly influence the timing and scale of these investment opportunities, so policy moves will matter for investors.

Question #8 for 2025: How much will Residential investment change in 2025? How about housing starts and new home sales in 2025?

CalculatedRisk Newsletter • 28 implied HN points • 26 Dec 24
💰 Finance Investment
  1. Residential investment is likely to see a small increase in 2024, which is a positive shift after two years of decline.
  2. Housing starts for single-family homes are expected to remain stable, while multi-family starts may drop a bit more in 2025.
  3. New home sales are projected to rise by about 5% in 2025, indicating a gradual recovery in the housing market.

Strategy Is About Confident Decision-Making

The Strategy Deck • 19 implied HN points • 14 Apr 23
💼 Business Investment
  1. Strategy in business involves making confident decisions for success and profitability.
  2. Three fundamental elements of strategy are investment decisions, analysis and prioritization, and stakeholder involvement.
  3. Types of strategy work include business strategy, product strategy, and strategic planning, each with specific focuses and benefits.

Thank you Silicon Valley Bank...

mainstreetjournal • 19 implied HN points • 24 Mar 23
💰 Finance Investment
  1. Locally owned banks and credit unions offer lower fees, fewer defaults, and higher interest payouts.
  2. Community banks benefit local business and exhibit restraint on risky behavior compared to mid-sized banks like SVB.
  3. SVB's failure highlights the need for public banking, particularly for unbanked individuals and communities without local banks.

Taking a Peep at America's Factory Boom

Exponential Industry • 19 implied HN points • 09 Apr 23
💼 Business Investment
  1. On-demand manufacturing platforms and digital twins are hot trends as supply chain shortages continue.
  2. Companies in the USA and Japan are reshoring production, leading to a surge in construction spending for manufacturing facilities.
  3. Mexico's auto parts industry is adapting for the EV era by focusing on new materials and technologies.

Series A activity: Week of June 5, 2023

Magid and Co • 19 implied HN points • 12 Jun 23
💼 Business Investment
  1. This post provides data on Series A deals done in the last week.
  2. The information covers Series A deals worldwide (excluding China) where companies raised over $5M and are not focused on therapeutics.
  3. Readers can subscribe for free to receive new posts and support the author's work.

Announcing Odyssey Energy Solutions' Series A

Equal Ventures • 19 implied HN points • 19 May 23
💼 Business Investment
  1. The clean energy transition is expected to rapidly grow in emerging markets, with renewables meeting the majority of new power demand.
  2. Odyssey Energy Solutions offers a platform that streamlines the development, financing, and operation of clean energy projects in emerging markets.
  3. Despite early struggles, Odyssey Energy Solutions successfully secured a Series A funding of $14.5M to expand its offerings and reach into new markets.

Feiyu Security Raised a Pre-A Round｜China Cybersecurity

CyberSecurityMew • 19 implied HN points • 01 Apr 23
🕹 Technology Investment
  1. Feiyu Security raised a Pre-A Round from Nova Cyber Venture in January 2023.
  2. The core technical team of Feiyu Security comes from the GoSSIP Software Security Research Group of Shanghai Jiaotong University.
  3. Feiyu Security's Corax platform utilizes cutting-edge technologies for improved detection accuracy, tailored engines for different languages, and features like container deployment and DevOps integration.

Digest 5/19/23

axialdaily • 19 implied HN points • 20 May 23
💼 Business Investment
  1. Axial invests in early-stage life sciences companies with great founders and inventors
  2. Doximity was founded to create a LinkedIn for doctors and now covers over 80% of physicians in the US
  3. Regeneron's formula focuses on having the best science and following it diligently for success

SaaVings and Snake Oil

davidj.substack • 71 implied HN points • 07 Feb 24
💼 Business Investment
  1. Invest in tooling to improve productivity before investing in labor.
  2. Consider the cost effectiveness of tools versus hiring when making business decisions.
  3. Efficient tooling can increase a team's productivity and offset the need for additional labor.

Afridigest Executive Brief: Chowdeck delivers the dough

Afridigest • 7 implied HN points • 18 Aug 25
💼 Business Investment
  1. Chowdeck, a Nigerian food delivery service, has raised $9 million to grow its business in Nigeria and Ghana. They focus on fast deliveries and have a growing customer base.
  2. There's a trend of traditional banks starting to buy fintech companies, showing changes in the financial industry. This could lead to more innovation and services for customers.
  3. Interest in climate investments is increasing among institutions. This means more money could flow into projects that help the environment.

Financial Repression Isn't What It Used To Be

European Straits • 10 implied HN points • 25 Jun 25
💰 Finance Investment
  1. Financial repression happens when governments guide savings into projects they choose, even if people could get better returns elsewhere. This is a way for countries to manage their economies during tough times.
  2. In the past, developing countries used financial repression to grow quickly, but now it can signal that advanced economies are facing decline. It's like trying to hold onto past success instead of moving forward.
  3. The decision to use financial repression comes from having too much available money and not enough good places to invest it. It can prevent citizens from making their own financial choices and aims to keep the economy stable.

Pitch Me: Real Advice from Climate Founders & Investors

The Green Techpreneur • 8 implied HN points • 25 Jul 25
🌞 Climate & Environment Investment
  1. Investors care more about the team and the business plan than just the technology. It's better to show how your product helps customers and to tell a clear story.
  2. Avoid overloading your pitch with too much technical detail. Keep it simple and focus on how you will make money and solve problems for customers.
  3. Raising money for climate startups can be tough and emotional. It's important to build relationships with investors early and to lean on your team for support.

Mexico's Investment Boom

Apricitas Economics • 63 implied HN points • 11 Mar 24
💼 Business Investment
  1. Mexico is experiencing a significant investment boom driven by major public works projects and supply-chain nearshoring.
  2. The construction boom in Mexico, particularly in southern states, has been fueled by massive public works projects like the Tren Maya and Dos Bocas refinery.
  3. Mexico's export manufacturing sector is growing, with a focus on genuine manufacturing growth in industries like computer, appliance, and motor vehicle production.

Afridigest Executive Brief: Beyond VC - Africa's new era of securitization

Afridigest • 7 implied HN points • 11 Aug 25
💼 Business Investment
  1. There's a new focus in Africa on securitization rather than just relying on venture capital. This means companies are looking for different ways to secure funding and manage risks.
  2. Executives need to stay informed about these new finance trends to adapt their strategies. It's important to understand how these changes affect business opportunities in Africa.
  3. This shift could lead to innovative financial solutions and investments in various sectors across the continent. It might open doors for more diverse economic growth.

Buy Bordeaux in the summer

Klement on Investing • 2 implied HN points • 28 Nov 25
🍲 Food & Drink Investment
  1. Avoid buying Bordeaux in summer—foreign buyers tend to bid less then because climate-change worries peak, so prices drop.
  2. The same bottle often sells for more abroad than in France, but that foreign premium fluctuates a lot and can even disappear or reverse.
  3. When climate-change awareness rises, foreign bids fall by about 3.5%, with bigger discounts for vintages near the end of their drinking window and for lesser producers.

Op-Ed: Is the Stargate AI project bold vision or grand illusion?

philsiarri • 22 implied HN points • 22 Jan 25
🕹 Technology Investment
  1. The Stargate AI project has a huge amount of funding, starting at $100 billion and possibly growing to $500 billion. This shows a strong interest in AI technology.
  2. There are a lot of big promises being made about this project, but some people are worried that it might be overhyped and not deliver on its potential.
  3. The project's success will depend on managing many challenges, like building the right infrastructure, getting through regulations, and making sure it benefits everyone.

Genapsys Lawsuit!

ASeq Newsletter • 21 implied HN points • 04 Feb 25
💼 Business Investment
  1. A lawsuit is happening involving Genapsys, and it claims the company engaged in serious fraud. This includes manipulating scientific data and misleading investors about its technology and financial health.
  2. The lawsuit highlights issues within the biotech industry, where some companies might exaggerate their capabilities or results. This has made investors more cautious and skeptical of bold claims.
  3. Internal documents suggest the CEO directed employees to present false information during due diligence. This raises questions about trust and honesty in biotech business practices.

Clouded Judgement 6.27.25 - New Rules For a New Game

Clouded Judgement • 10 implied HN points • 27 Jun 25
💼 Business Investment
  1. Startups today need to move quickly to succeed. If they take too long, someone else might beat them to the market.
  2. It's important to focus on speed and iteration rather than making everything perfect. Getting things out quickly allows for faster feedback and improvement.
  3. Hiring fresh talent with new ideas is key. Businesses should seek leaders who can adapt to fast-changing markets rather than those who only know traditional methods.

Polymath Robotics hosts next SVR meetup, Good news for Monarch Tractors and NVIDIA, not so for Tesla and Embark

Robots & Startups • 19 implied HN points • 28 May 23
🕹 Technology Investment
  1. The robotics industry is focusing on electrification, battery technology, recycling, and reshoring as important trends for the future.
  2. Polymath Robotics is hosting the next SVR meetup, with good news for Monarch Tractors and NVIDIA, but challenges for Tesla and Embark.
  3. Scouting around the edges of the robotics industry can help in understanding future investable startups and market trends.

Building Codiga: Fundraising

Tech Ramblings • 19 implied HN points • 24 Aug 23
💼 Business Investment
  1. Only raise funds if absolutely necessary. Giving up control to investors can complicate your leadership.
  2. Fundraising requires a lot of effort. Prepare a solid pitch, connect with the right investors, and be persistent in reaching out to many of them.
  3. Choosing the right investors is crucial. Look for those with experience who genuinely care about your success, as they can provide valuable guidance.