The hottest Investments Substack posts right now

And their main takeaways
Category
Top Business Topics

Sailpoint’s lonely IPO accelerates

Alex's Personal Blog • 32 implied HN points • 11 Feb 25
💼 Business Startups Finance Investments Market Trends Technology
  1. SailPoint is moving forward with its IPO and has increased its share price range, suggesting a positive market for tech companies. This shows there is still interest in new technology offerings despite some hesitation from other firms.
  2. Startups are reaching $100 million in annual recurring revenue faster than before, making it easier to attract investors. This shift indicates that the traditional milestones for going public are changing.
  3. Shopify had strong revenue growth, but its future profit expectations worried some investors. This illustrates the challenges companies face in today's tough market, even if they are performing well.

The Bear Cave #258

The Bear Cave • 583 implied HN points • 26 Jan 25
💰 Finance Investments Market Trends Financial reports Stock Analysis Corporate Governance
  1. Recent reports by researchers highlighted concerns about companies like AppLovin and Construction Partners, suggesting they are facing serious revenue and operational issues.
  2. There have been notable executive resignations at companies such as Blue Bird Corp and Lanzatech Global, indicating potential instability within those organizations.
  3. The SEC released FOIA logs suggesting certain companies are under investigation, as many investors see this as a red flag about their business practices.

The Death of Intel: When Boards Fail

Mule’s Musings • 969 implied HN points • 05 Dec 24
💼 Business Corporate Governance Management Finance Investments
  1. The Intel board is seen as unqualified, with many members lacking the necessary semiconductor experience. This has likely contributed to the company's ongoing struggles.
  2. Pat Gelsinger, the former CEO, was fired despite being technically skilled and wanting to help the company. His optimistic approach conflicted with the board's short-term focus.
  3. The board's focus on maximizing shareholder value might lead to harmful decisions like breaking up the company, which could hurt its long-term prospects and impact the industry and U.S. competitiveness.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

State of Pre-Seed🌱, Gulf money is flooding into European startups🌏, Looking for AI use-cases🧐

The VC Corner • 579 implied HN points • 28 Apr 24
💼 Business Startups Venture Capital Investments Entrepreneurship Technology
  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.

Let's just value OpenAI at infinite money and be done with it

Alex's Personal Blog • 32 implied HN points • 31 Jan 25
🕹 Technology AI Startups Investments Earnings Market Trends
  1. OpenAI's valuation is getting a huge boost, potentially reaching $300 billion. This shows how confident some big investors are about its future.
  2. Major companies like Intel, Apple, and Atlassian are recently reporting their earnings, with some beating expectations while others struggle.
  3. There's a chance of new tariffs on imports from Canada, Mexico, and possibly China, which could impact business hopes and trade relations.

Top Links 644 Buffett's filthy power plants. Inflation dynamics. Indian wars, Zazous & Pet Shop Boys

Chartbook • 371 implied HN points • 09 Feb 25
💼 Business Finance Investments Economics Energy Corporate
  1. Buffett's company, Berkshire Hathaway, runs some of the dirtiest coal power plants in the US. This highlights concerns about environmental responsibility.
  2. There are interesting discussions about inflation dynamics. Understanding these can help us navigate economic changes.
  3. The mention of Indian wars, Zazous, and Pet Shop Boys suggests a mix of cultural and historical themes worth exploring. Each has its unique impact on society.

Coinbase Q1 2024 Earnings Update

DeFi Education • 499 implied HN points • 03 May 24
🔮 Crypto Blockchain Investments Regulation Market Trends Trading
  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.

Hedging Inflation with Real Assets

In My Tribe • 622 implied HN points • 12 Dec 24
💰 Finance Investments Inflation Bonds Real Estate Commodities
  1. Investing in real assets like real estate, gold, and commodities can help protect against inflation. These assets are expected to appreciate more when inflation rises.
  2. Understanding profitability is key when investing. It combines rental income, appreciation, and interest rates to determine if an investment is worth it.
  3. Inflation-indexed bonds (like i-bonds) can be a good hedge but have limits on how much you can buy. They provide some safety against inflation, even though their performance can vary.

Face First

QTR’s Fringe Finance • 32 implied HN points • 24 Jan 25
💰 Finance Investments Cryptocurrency Economics Regulations Market Trends
  1. Cryptocurrency is becoming a major focus in the U.S., especially with recent government actions. This could be a sign of big changes in the stock market ahead.
  2. President Trump supports crypto by promoting regulations and aiming to make the U.S. a leader in this industry. This includes plans for a national Bitcoin reserve.
  3. There is still uncertainty about the long-term value of cryptocurrencies. People are wondering if they will actually be useful or if they might fail completely.

The Bear Cave #254

The Bear Cave • 489 implied HN points • 29 Dec 24
💼 Business Finance Technology Resignation Investments Corporate Governance
  1. A blogger raised concerns about SoundHound AI, saying it may be losing clients to cheaper and better technology. This could mean big changes for the company.
  2. There have been several high-profile resignations at major companies like Fastenal and Arhaus. These leadership changes could affect their future performance.
  3. The weekly tweets section highlights some interesting social media discussions related to these companies. It's a good way to see what people are saying online.

DeepSeek: Does a Small AI Model Invalidate Big Models?

Jakob Nielsen on UX • 27 implied HN points • 30 Jan 25
🕹 Technology AI Models Machine Learning Computing Data Analysis Investments
  1. DeepSeek's AI model is cheaper and uses a lot less computing power than other big models, but it still performs well. This shows smaller models can be very competitive.
  2. Investments in AI are expected to keep growing, even with cheaper models available. Companies will still spend billions to advance AI technology and achieve superintelligence.
  3. As AI gets cheaper, more people will use it and businesses will likely spend more on AI services. The demand for AI will increase as it becomes more accessible.

Problems at Sezzle (SEZL)

The Bear Cave • 443 implied HN points • 02 Jan 25
💰 Finance Payments Investments Banking Regulations Fraud
  1. Sezzle is a payment platform that allows customers to buy now and pay later, but there are concerns about its roles in facilitating fraud and illegal businesses.
  2. Some online pharmacies using Sezzle have been found to sell unapproved or counterfeit drugs, leading to consumer complaints about quality and delivery issues.
  3. Regulatory actions against companies like Google and past illegal activities show the serious risks and penalties involved in dealing with rogue online pharmacies.

TSM - It's Good to Be the King: 1 Trillion Incoming

Mule’s Musings • 366 implied HN points • 21 Jan 25
💼 Business Finance Investments Market Trends Earnings Reports Technology
  1. TSMC has reported impressive growth, especially with a 35% increase in capital expenditures. This shows they are investing heavily in their future.
  2. The demand for AI-related products is driving TSMC's revenue, with expectations for AI revenue to double in 2025. This is a big part of their expected growth moving forward.
  3. As competitors struggle, TSMC is gaining market share and experiencing growing profits. They are on track to potentially become a trillion-dollar company.

How BigTech Invested in AI Companies in 2023

AI Supremacy • 1022 implied HN points • 11 Jan 24
🕹 Technology Investments Venture Capital Big Tech Emerging Tech
  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.

Top Links 605 The story of FRED. Africa's looming debts. The world of copper & art in airports.

Chartbook • 429 implied HN points • 01 Jan 25
💰 Finance Economics Debt Investments Market Trends Art market
  1. FRED is an important economic tool that helps track data over time, starting in the 1960s with economist Homer Jones. It shows how data can help understand the economy better.
  2. Africa is facing significant debt challenges, and awareness of these issues is crucial for global economic stability. It highlights the financial struggles many countries are experiencing.
  3. The connection between copper and art in airports showcases how different economic sectors can intersect. It's interesting to see how materials and art affect spaces we use every day.

December 2024 Inflation

Erdmann Housing Tracker • 42 implied HN points • 15 Jan 25
💰 Finance Economics Investments Markets Inflation Housing
  1. December 2024 saw important updates about inflation. This is something people need to keep an eye on for their finances.
  2. There's a focus on housing data, which is crucial as it can greatly affect the economy and people's living situations.
  3. Subscribing to this housing tracker gives access to ongoing insights. This can help people stay informed about market changes.

Interest Rate Risks are Collapsing Banks

The Informationist • 1650 implied HN points • 30 Apr 23
💰 Finance Banking Interest Rates Risk management Financial Crisis Investments
  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

Top Links 627 Is the dollar overvalued? Larry Summers feeling good. Gold & the price of a Rolex & The Rise and Fall of the Italian economy.

Chartbook • 329 implied HN points • 23 Jan 25
💰 Finance Economics Investments Currency Market Trends Global Finance
  1. The dollar's value is being questioned right now, which is important for understanding the economy. Many people are debating whether it's too high or just right.
  2. Larry Summers, a noted economist, seems optimistic about the economic outlook. His confidence might suggest some positive trends ahead.
  3. There are intriguing comparisons being made between gold prices, the cost of luxury items like Rolexes, and the state of Italy's economy. These links can help highlight larger economic patterns.

Could the USD Hyperinflate?

The Informationist • 1592 implied HN points • 07 May 23
💰 Finance Inflation Markets Currency Investments Assets
  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.

3rd Look at Local Housing Markets in December

CalculatedRisk Newsletter • 28 implied HN points • 21 Jan 25
💰 Finance Housing Market Trends Sales Economics Investments
  1. California home sales increased by about 19.8% compared to last year in December. This shows a strong recovery in the housing market.
  2. The National Association of Realtors (NAR) expects the existing home sales report for December to reflect ongoing growth. This will mark the third month of year-over-year increases in home sales.
  3. There’s a general positive trend in the housing market after months of decline. It's a sign that more people are starting to buy homes again.

A Sugar AI High Shrugs Off Bad Market News

Peter Navarro's Taking Back Trump's America • 884 implied HN points • 12 Jan 24
💰 Finance Markets Investments Economy Interest Rates Geopolitics
  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.

Top Links 623 The billionaire rally. NYC's taxi-insurance Ponzi scheme. Obvious bollocks about sterling assets & monster wolves in Japan.

Chartbook • 314 implied HN points • 19 Jan 25
💰 Finance Investments Market Trends Economics Financial regulation Wealth Management
  1. There's a strong focus on the impact of billionaires on the economy, hinting at a rally or surge among them. This suggests wealth concentration is becoming a big topic of discussion.
  2. The mention of a proxy involving NYC's taxi-insurance points to issues around trust in financial systems and possible schemes that hurt everyday people.
  3. References to rumors about sterling assets and unusual wildlife in Japan show how sometimes wild stories can capture attention, but they might not hold any truth.

Top Links 573 US bank failures. Gas-powered trucks. The Suriname debt crisis & the underground struggle in Colombia.

Chartbook • 500 implied HN points • 27 Nov 24
💰 Finance Banking Debt Economics Investments Policy
  1. There have been 573 bank failures in the US, which is a significant number. This may affect the economy and people's trust in banking.
  2. Gas-powered trucks are still widely used, indicating ongoing reliance on fossil fuels. This might have implications for environmental discussions and policies.
  3. The Suriname debt crisis and struggles in Colombia show that economic challenges are not only local but also global. These situations need attention and understanding from a broader perspective.

Top Links 574 Gold stumbles. How Trump cost Boeing $3 billion. The UK's bitcoin haul. Beak capitalism.

Chartbook • 486 implied HN points • 28 Nov 24
💰 Finance Economics Investments Market Trends Cryptocurrency Corporate News
  1. Gold prices are struggling and have not been performing well recently. This trend is something to watch in financial markets.
  2. Former President Trump had a significant impact on Boeing, costing the company around $3 billion. This shows how political decisions can affect big businesses.
  3. The UK has seen a notable increase in Bitcoin income, which highlights the growing interest in cryptocurrencies in the region.

Top Links 568 Stock markets in the 2nd Trump Presidency. How emering markets emerged. Indian food inflation & the global wine glut.

Chartbook • 486 implied HN points • 22 Nov 24
💰 Finance Stock Market Investments Inflation Economics Global Trade
  1. Stock markets might struggle to reach new highs during Trump's second term compared to his first term.
  2. Emerging markets have become more prominent in the global economy, showing their growth potential.
  3. Food inflation in India and oversupply in the wine market are significant trends affecting consumers today.

Rockets go up, learning Mandarin, and the good news for SaaS

Alex's Personal Blog • 32 implied HN points • 17 Jan 25
💼 Business Tech industry Startups Investments Market Trends SaaS
  1. The launch of Blue Origin’s New Glenn rocket was a success, marking a significant milestone in space exploration. Despite some setbacks, it showed progress in competing with other space companies like SpaceX.
  2. Duolingo is seeing a boost in interest and stock value as more people want to learn Mandarin due to changes in social media access. This trend suggests that more individuals may pursue learning different languages in the future.
  3. Public-market SaaS revenue multiples are currently stable, indicating a good environment for top cloud companies. This shows that, historically, it's a favorable time for generating market value in the SaaS sector.

Fraud in Asia

Asian Century Stocks • 668 implied HN points • 24 Jan 24
💰 Finance Fraud Accounting Investments Financial Analysis
  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.

Crypto Market Update

DeFi Education • 999 implied HN points • 09 Nov 23
🔮 Crypto Market Trends Investments NFTs Regulation Trading Strategies
  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.

Top Links 583 Europe's disinflation is real. Elon Musk's state-like powers. Standing with crypto & Nigerian Japa.

Chartbook • 371 implied HN points • 10 Dec 24
💰 Finance Economics Investments Crypto Market Trends Regulations
  1. Europe is experiencing real disinflation, meaning prices are rising more slowly than before. This could impact the economy positively as inflation decreases.
  2. Elon Musk is being discussed for having almost state-like powers due to his influence and control in various sectors. This raises questions about the power of individual leaders in today’s world.
  3. There is a growing support for cryptocurrencies, particularly in Nigeria, where many people are looking for better opportunities, often referred to as 'Japa.' This highlights a trend of using crypto for economic mobility.

America's Productivity Boom

Apricitas Economics • 105 implied HN points • 25 Nov 24
💼 Business Economics Productivity Employment Investments Labor Market
  1. America's productivity is growing really fast, much more than other countries. This means people are making more while working the same hours, which helps everyone earn better wages and live better lives.
  2. Most of this productivity growth is coming from the service sector, like tech and healthcare, rather than manufacturing. Many jobs have changed to become much more efficient, especially since the pandemic made businesses rethink how they work.
  3. However, this growth could slow down because of rising unemployment and less hiring. If businesses don't keep investing in better tools and technologies, the gains we've seen might start to vanish.

The Bank of Japan July Surprise

The Informationist • 1100 implied HN points • 30 Jul 23
💰 Finance Market Dynamics Central Banks Bond Market Interest Rates Investments
  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.

What happened in marketing: Meta is cooked, Microsoft goes big and TikTok's last hope

The Social Juice • 39 implied HN points • 05 Jan 25
💼 Business Marketing Technology Investments Social media AI
  1. Microsoft is investing heavily in AI, planning to put $80 billion into data centers this year. This shows their commitment to growing their technology influence.
  2. Meta is facing serious challenges and has decided to remove certain AI character accounts, signaling struggles in their strategy.
  3. TikTok is in a critical situation and needs to find new ways to maintain its user engagement and popularity.

The Fed's Repo Defensive: Part II

Concoda • 367 implied HN points • 24 Nov 24
💰 Finance Markets Monetary Policy Banking Economics Investments
  1. The Fed's Repo Facility helps provide emergency cash loans to banks when needed. This is crucial during times of financial stress to keep the market stable.
  2. Recently, there have been instances where dealers didn't fully utilize the available funds in the repo facility, indicating issues with how it's being accessed. This suggests that the process needs improvements to encourage more usage.
  3. The Fed is looking to make changes to the repo facility to fix its shortcomings and ensure dealers can quickly and efficiently obtain emergency funds when crises arise.

Why I took the job of Head of Infinite Media at O'Shaughnessy Ventures! (OSV) 💡

Liberty’s Highlights • 1022 implied HN points • 27 Apr 23
💼 Business Media Venture Capital Creativity Investments Podcasts
  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