The hottest Investments Substack posts right now

And their main takeaways
Category
Top Business Topics
Doomberg 5190 implied HN points 29 Oct 24
  1. Gold prices have been rising significantly and outperforming the S&P 500 lately, reaching all-time highs in many currencies.
  2. There's speculation that central banks are accumulating gold as they explore options for a new currency to compete with the US dollar, particularly involving a potential BRICS currency backed by gold.
  3. At the recent BRICS summit, there were concerns that Brazil's president might not fully support efforts to move away from the US dollar, which could impact the success of this new currency initiative.
The Pomp Letter 839 implied HN points 22 Oct 24
  1. Goldman Sachs predicts a long bear market for the next decade, but some believe we're actually in a bull market. Data suggests stocks could do well in the near future.
  2. The U.S. is facing a significant increase in national debt, which affects the economy. This surge in debt could lead to currency devaluation.
  3. Long-term, the impact of currency debasement will overshadow other economic factors, like stock valuations. It’s important to stay aware of these financial trends.
Dana Blankenhorn: Facing the Future 138 implied HN points 29 Oct 24
  1. Palantir focuses on personalized data analysis for each client, using committed engineers to solve specific problems. These Forward Deployed Engineers (FDEs) learn the client's business and adapt solutions to boost productivity.
  2. The combination of FDEs and Product Development teams creates a unique feedback loop, improving software based on real experiences. This teamwork helps build a strong customer relationship that keeps clients engaged with Palantir.
  3. Palantir's success isn't about traditional AI but rather understanding and addressing client needs first. This customer-first approach leads to recurring revenue and a reputation for effective solutions.
The Century of Biology 354 implied HN points 20 Oct 24
  1. Nimbus Therapeutics uses a unique hub-and-spoke model to develop drugs. This lets them separate the main company from individual drug projects, so they can sell successful drugs while keeping the main business intact.
  2. The company focuses on computational drug discovery to make the process faster and cheaper. By using advanced technology, they can predict which drugs might succeed before doing expensive experiments.
  3. Nimbus has successfully sold several drug assets, demonstrating the effectiveness of their model. They show that a biotech can grow and make money while being flexible and innovative.
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Alex's Personal Blog 32 implied HN points 30 Oct 24
  1. Alphabet had strong earnings in Q3 2024, with big revenue growth driven by its AI tools. Their cloud services and YouTube also saw significant increases.
  2. Reddit's user engagement is increasing with higher revenue, especially from advertising and data licensing. They had great year-on-year growth and are becoming more popular.
  3. Snap also improved its financials with more users and less net loss, showing signs of becoming more profitable. They're reaching out to more smaller advertisers and expanding in Europe.
SuperJoost Playlist 238 implied HN points 10 Oct 24
  1. A financial report claims Roblox might have been lying about its user numbers, saying they inflate how many people really play the game each day.
  2. The report also points out safety issues for kids, saying Roblox doesn't do enough to protect young users from inappropriate content and predators.
  3. Lastly, there's a concern that Roblox could struggle to grow due to reaching most of its potential markets, which might affect its future profits.
Clouded Judgement 6 implied HN points 01 Nov 24
  1. AI is becoming a big money maker for companies like Microsoft and Google. They're seeing huge increases in AI-related usage and revenue.
  2. Big tech companies are planning to spend a lot more on capital expenditures (CapEx) in the next year. This means they're investing heavily in technology infrastructure to support their growth.
  3. Interest rates have gone up recently, changing how investors view future growth. They're now expecting fewer rate cuts from the Federal Reserve.
DeFi Education 519 implied HN points 02 Aug 24
  1. Coinbase has reported better than expected earnings and revenue for Q2 2024. This is a positive sign for the company's financial health.
  2. Despite the earnings beat, Coinbase's stock price has dropped about 2% since the last report. This trend seems to match the broader crypto market conditions.
  3. The expectation for Coinbase's long-term success remains strong due to its strong position in the US market. They are seen as having a unique advantage or 'quasi-monopoly'.
The Transcript 79 implied HN points 07 Oct 24
  1. The Federal Reserve is not rushing to cut interest rates anytime soon. They want to see more economic data before making any decisions.
  2. Many experts believe that the market may be expecting interest rate cuts too soon and that any drops in rates won't happen as fast as people think.
  3. Overall, the economy shows signs of strength with stable hiring and positive corporate earnings, making it unclear if rate cuts are actually needed right now.
The VC Corner 379 implied HN points 28 Jul 24
  1. Fundraising activity peaks between Labor Day and Christmas, so startups should prepare now to attract investors.
  2. Data-driven approaches can help startups split equity more fairly, making it easier to attract and keep talent.
  3. Figma's impressive $12.5 billion valuation shows the potential for growth in the tech industry, which should inspire other startups.
Alex's Personal Blog 32 implied HN points 14 Oct 24
  1. Venture capitalists are struggling to turn their investments into cash returns. This means they are having a tough time selling their stakes in companies for a profit.
  2. There has been a significant drop in the number of venture-backed company exits. The amount of money made from these exits is now much lower than it was in previous years.
  3. The slow pace of returns is affecting the number of active venture funds. Many funds have stopped working or reduced in size because of the less promising investment environment.
The VC Corner 439 implied HN points 07 Jul 24
  1. There are concerns about the future of Software as a Service (SaaS) and whether it might be declining. It's important to think about how technology changes can impact business models.
  2. Venture debt investments are increasing in Europe, showing that companies are looking for alternative ways to raise money. This means more options are available for businesses instead of just traditional equity financing.
  3. Understanding corporate venture capital is crucial for startups. It helps to know how big companies invest in smaller businesses to drive innovation and growth.
The VC Corner 579 implied HN points 28 Apr 24
  1. Gulf countries are investing a lot of money into startups in Europe right now. This means European startups have more funding opportunities to grow.
  2. There's a strong interest in finding use-cases for artificial intelligence. Companies are looking for new ways to apply AI technology effectively.
  3. The pre-seed funding stage is important for new businesses to get started. This is when they first seek money to develop their ideas and products.
DeFi Education 499 implied HN points 03 May 24
  1. Coinbase stock has seen a recent drop but has gained 16% since the last earnings report. This means it's important to look at the bigger picture rather than just short-term changes.
  2. The company is viewed as becoming a quasi-monopoly in the US, which suggests strong future potential. Holding the stock is based on this long-term belief.
  3. Investors are not focusing solely on earnings as a quick play, but rather on the overall growth and position of Coinbase in the market.
AI Supremacy 1022 implied HN points 11 Jan 24
  1. BigTech, including companies like Microsoft, Google, and Amazon, made significant investments in AI companies in 2023.
  2. Nvidia emerged as a leading investor in Generative AI in 2023, making diversified bets in the space and establishing a dedicated venture capital arm.
  3. Foundation models and development platforms were major beneficiaries of Big Tech's investment funding, with companies like Amazon, Google, Microsoft, Nvidia, and Salesforce deeply involved.
The Informationist 1650 implied HN points 30 Apr 23
  1. Interest rate risks can lead to bank collapses due to mismanagement and lack of oversight
  2. Different types of interest rate risks affect banks' financial positions, such as repricing risk and basis risk
  3. It is important for individuals to be cautious with their bank deposits and consider diversifying investments based on personal risk tolerance and long-term goals
The Informationist 1592 implied HN points 07 May 23
  1. Hyperinflation is when a currency loses value rapidly due to extreme inflation.
  2. Some currencies have hyperinflated in the past, like those of Yugoslavia, Zimbabwe, and Hungary.
  3. While there is a chance the USD could hyperinflate, it is likely one of the last currencies to do so and owning hard assets can help protect against hyperinflation.
Peter Navarro's Taking Back Trump's America 884 implied HN points 12 Jan 24
  1. The S&P 500 continues to rise despite bad news like inflation and unemployment.
  2. Big tech billionaires are heavily investing in AI that may impact the job market and lead to technological warfare.
  3. Geopolitical tensions, including the possibility of war in the Middle East, are influencing the market's stability.
Asian Century Stocks 668 implied HN points 24 Jan 24
  1. Tan & Robinson's book on Asian financial statement analysis is a key resource for spotting fraud and misrepresentation in Asia.
  2. Watch out for companies with high margins, poor cash flows, fast-growing balance sheets, and complex corporate structures with frequent related party transactions.
  3. High-profile short-seller reports should be taken seriously when assessing potential fraud in companies.
DeFi Education 999 implied HN points 09 Nov 23
  1. Bitcoin's price might not go up much more right now, so some investors are selling it and looking for better opportunities in other assets like Ethereum or NFTs.
  2. Coinbase stock has grown significantly recently, showing that investing in established crypto companies can be a good strategy for long-term growth.
  3. NFTs are getting more attention again, with recent high-profile sales indicating a possible resurgence in the market.
The Informationist 1100 implied HN points 30 Jul 23
  1. The Bank of Japan recently made an announcement that caused the USD and Japanese bond yields to shift.
  2. The implications of the Bank of Japan's actions have affected US Treasuries and could lead to the US Treasury issuing more debt.
  3. Investors are advised to strategically manage portfolios due to potential market shifts and economic uncertainties.
Liberty’s Highlights 1022 implied HN points 27 Apr 23
  1. Newsletter and podcast by the author will continue but may have a more variable publishing schedule
  2. Author joined OSV due to alignment with values and desire to have greater impact with help from others
  3. OSV supports various creative ventures, including media platforms like podcasts, newsletters, and more
The Informationist 982 implied HN points 25 Jun 23
  1. Yield curve inversions can predict recessions, with the US and other G7 countries experiencing this phenomenon.
  2. G7 Treasury yields show inversion trends, indicating economic slowdowns and potential recessions in various countries.
  3. Italy and Japan have unique yield curve situations, with issues like high risk premiums for Italy and Japan's unique economic conditions.
The Informationist 963 implied HN points 28 May 23
  1. TIPS are Treasury Inflation-Protected Securities that protect investors from inflation by adjusting principal based on changes in CPI.
  2. I-Bonds are similar to TIPS in protecting from inflation, but have fixed rates and are not tradable in the secondary market.
  3. Both TIPS and I-Bonds are highly dependent on CPI for pricing and may not offer positive real rates of return in the real world.
All-Source Intelligence Fusion 361 implied HN points 15 Feb 24
  1. Orbital Insight CEO Kevin O'Brien moved to the cryptocurrency surveillance firm Chainalysis, leaving behind the collapse and financial struggles of Orbital.
  2. Orbital Insight faced challenges leading to financial decline, including defaulting on rent, a nonfunctional main phone line, and failed attempts at a merger with Privateer Space.
  3. Despite substantial funding and strategic partnerships, Orbital's downfall was partially attributed to market changes, such as Apple's privacy measures affecting their commercial data analysis business.