The hottest Investments Substack posts right now

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Elevance Health's 2022 earnings are in, outperforms Wall Street expectations

HEALTH CARE un-covered • 199 implied HN points • 25 Jan 23
💰 Finance Earnings Investments Health Insurance Stock Market Government programs
  1. Elevance Health did really well in 2022, exceeding what Wall Street expected for their earnings. Their stock prices went up, even when many other companies were struggling.
  2. Most of Elevance's profit came from government programs like Medicaid and Medicare Advantage, not from selling insurance to individuals or businesses. These programs are where they made the most money.
  3. The company's pharmacy business, CarelonRX, also saw significant profit growth. This shows that owning a pharmacy service is becoming very important for insurance companies.

1/29/2024: Evergrande is Ordered to Liquidate

depression2022 • 39 implied HN points • 29 Jan 24
💰 Finance Real Estate Investments Market Trends Economic Growth Financial impact
  1. A Hong Kong court orders China's Evergrande Group to liquidate, impacting creditors and homebuyers.
  2. Evergrande's $300 billion debts are massive, rivaling Hong Kong's GDP.
  3. The Chinese property market is distressed with major developers facing default, potentially affecting capital market accessibility for Chinese firms in the future.

Bob Iger is back as Disney's CEO.

Jon’s Newsletter • 199 implied HN points • 21 Nov 22
💼 Business Corporate strategy Leadership Market Trends Media industry Investments
  1. Bob Iger has returned as CEO of Disney after the ousting of Bob Chapek. This marks a surprising shift since Iger had stepped down in early 2020.
  2. Iger's previous leadership was highly successful, with Disney's market value increasing by $200 billion during his time as CEO. He was responsible for major deals and launches, like Disney+ and acquisitions of Pixar and Marvel.
  3. The company is facing challenges, such as pressure from investors for profit and upcoming job cuts. Iger's relationship with employees and vision for the company will be crucial in navigating these issues.

MiSeq i100 Versus Vega Consumables Margins!

ASeq Newsletter • 7 implied HN points • 20 Nov 24
💼 Business Investments Technology Biotech Consumer Goods Market Analysis
  1. Investors are likely to prefer the MiSeq i100 due to higher profit margins compared to the PacBio Vega.
  2. Illumina is known for its strong consumables margins, which adds to its attractiveness for investors.
  3. Discussion forums like Discord can be helpful for staying updated and sharing insights about biotech and sequencing technology.
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Trillion Dollar Twit

Diane Francis • 299 implied HN points • 26 May 22
💼 Business Entrepreneurship Technology Finance Investments Social media
  1. Elon Musk is seen as a skilled businessman but sometimes acts immaturely for his age. This mix of traits makes him an unusual and unpredictable figure.
  2. His decision to buy Twitter for a huge amount of money shows boldness, but it has also led to a series of controversial tweets. These tweets have sparked a lot of discussion and mixed reactions from the public.
  3. Musk's behavior raises questions about how he will manage Twitter and whether his leadership style will be effective for the platform's future.

Inflation - what's it all about?

Concepts of Finance 🧠 • 159 implied HN points • 10 Feb 23
💰 Finance Economics Investments Monetary Policy Financial Literacy
  1. Inflation means prices are going up, which affects how much you can buy with your money. This can make it harder to afford everyday things like food and housing.
  2. The consumer price index (CPI) is used to measure inflation by looking at the average cost of common items. Experts track how these prices change over time to understand inflation rates.
  3. Sometimes inflation can be good for the economy because it shows increased demand for goods. However, if wages don't keep up with rising prices, it can create financial strain for many people.

Issue #136: Affirm Arrives In The UK, Block Ramps Up Afterpay, And Coinbase Partners With Visa

Fintech Radar • 6 implied HN points • 13 Nov 24
💰 Finance Fintech Investments Payments Crypto Banking
  1. Affirm is now in the UK, partnering with Amazon to offer buy now, pay later options. This move puts them up against established competitors like Klarna and Afterpay.
  2. Block is enhancing its Cash App by integrating Afterpay, making it easier for users to manage payments. This could help Block maximize the value of its Afterpay acquisition.
  3. Coinbase teamed up with Visa for real-time deposits, allowing quick transfers into user accounts. This partnership is a significant step for improving the user experience in crypto trading.

38 stock ideas for 2024.

Jon’s Newsletter • 39 implied HN points • 30 Dec 23
💰 Finance Investments Stock Market Market Analysis Economic outlook Portfolio Management
  1. Investing in sectors like industrials, materials, and financials is recommended for good returns. Companies in these areas often generate high cash flow and have strong dividends.
  2. Some experts believe that consumer staples and financial stocks will do better in 2024 as they can benefit from lower interest rates and inflation-related price increases.
  3. It's a good idea to consider mid-sized companies and precious metals for investment, as they may have better valuations and growth potential amid an uncertain economic environment.

The collapse of Alibaba’s New Retail? - Part 2: Hypermarkets, Supermarkets and Convenience Stores

Tech Buzz China Insider • 19 implied HN points • 30 Mar 24
💼 Business Retail E-commerce Technology Investments Supermarkets
  1. Alibaba's New Retail strategy faced challenges and issues over the years, leading to significant organizational changes and reversals in course.
  2. The article explores Alibaba's investments in hypermarkets and supermarkets, examining their performance in the past eight years.
  3. Hema (Freshippo), Alibaba's self-operated supermarket startup, has been experiencing rapid developments and both successes and failures.

18 months since - funding statistics for the 2021 space startup cohort

Intersections (by Filip) • 59 implied HN points • 17 Aug 23
🕹 Technology Space Startups Finance Investments Data Analysis
  1. Raw data reveals the financial landscape of space startups in 2021, with significant amounts invested and patterns in subsequent funding rounds.
  2. Data collection discrepancies highlight the importance of a diverse dataset and the impact of subsequent funding on company growth and investor interest.
  3. Understanding the timeline of funding, company failures, loyal investors, and the need for continuous rounds sheds light on the complexities and challenges faced by space startups.

Saturday Sprouting Reads (Digital Agronomy, Farm Laws, Corteva's 'Bioquisition', Alternative Protein Funding, Production Hubs in Agriculture)

Agribusiness Matters • 58 implied HN points • 11 Mar 23
💼 Business Startups Investments Market Trends Farming
  1. Analysis of Farm Laws in India suggests a steady reformist trajectory in agricultural markets, which was in progress even before the laws were repealed.
  2. Corteva's acquisition of Symborg and Stoller Group highlights the shift towards biologicals in crop protection as a growing segment.
  3. Investments in alternative proteins show a trend of non-American startups receiving significant funding, with plant-based startups receiving the most investments.

Capital Gains Tax Explained

Concepts of Finance 🧠 • 119 implied HN points • 02 Mar 23
💰 Finance Taxes Investments Real Estate Stock Market Financial planning
  1. Capital gains tax is what you pay when you sell an asset, like stocks or property, for more than you bought it. If you make a profit, that profit is subject to tax.
  2. There is an annual allowance for capital gains tax, meaning you can earn a certain amount from selling assets before you have to pay any tax on it. This allowance can vary by country and type of asset.
  3. There are different tax rates for short-term and long-term capital gains. Long-term gains are usually taxed at lower rates if you've held the asset for more than a year.

Exclusive details: inside the FTX data room

Jon’s Newsletter • 139 implied HN points • 13 Nov 22
🔮 Crypto Blockchain Investments Regulations Market Analysis Bankruptcy
  1. FTX faced a major financial crisis just before filing for bankruptcy, with a huge gap between its liabilities and liquid assets. This raised red flags for potential investors.
  2. Sam Bankman-Fried was in a rush to raise $6-10 billion and had to quickly set up a data room to attract investors, but the information provided only raised more questions.
  3. As communication with investors broke down, Sam became increasingly difficult to reach, indicating a deteriorating situation leading up to the bankruptcy filing.

Announcing $175m more to Bridge the Digital Divide

Equal Ventures • 19 implied HN points • 20 Feb 24
💼 Business Venture Capital Technology Startups Investments Funding
  1. Equal Ventures raised $175 million to Bridge the Digital Divide - $100m for Equal Ventures Fund 2 and $75m for the Opportunity Fund to invest in analog markets like climate, insurance, retail, and supply chain.
  2. The firm aims to support founders in non-traditional technology markets and believes the time is right for innovation in these industries.
  3. Equal Ventures focuses on providing hands-on support, independent conviction, and a 'prepared mind' to startups, aiming for strong founder relationships and long-term success.

Gen AI Awaits Indian Investments

Sector 6 | The Newsletter of AIM • 39 implied HN points • 21 Aug 23
🕹 Technology Artificial Intelligence Investments Startups Innovation Business strategy
  1. Indian investments in generative AI have been lacking since Infosys's big investment in OpenAI in 2015.
  2. Billionaire Gautam Adani has shown interest in AI by acquiring a company and announcing plans for an AI lab, but progress has been slow.
  3. Mukesh Ambani's focus is mostly on telecom and retail, with only a small investment towards AI technology recently.

Things every founder should know about "founder's stock" and QSBS

Nathan’s Substack • 39 implied HN points • 03 Sep 23
💼 Business Startups Taxation Investments Entrepreneurship
  1. When starting a tech company, it's almost necessary to be a Delaware C-corp for investor funding, with significant advantages such as no corporate income tax and efficient legal processes.
  2. Founders stock refers to shares purchased by founders at formation for a very low value that brings tax benefits like immediate tax payments with the 83(b) election and quicker QSBS clock start.
  3. Understanding tax provisions like QSBS can lead to significant advantages for entrepreneurs, with strategies like 1045 exchanges and investing in Qualified Opportunity Zones to maximize gains and minimize taxes.

More Vertical Fintech, Please

Equal Ventures • 39 implied HN points • 23 Feb 23
💼 Business Fintech Market Analysis Investments Business Models
  1. Combining vertical software with fintech can create powerful business opportunities, leveraging market nuances to enhance efficiencies and insights.
  2. It's challenging to build defensible financial services independently, but merging them with workflow software can increase market size and potential revenue streams.
  3. Markets with low digital penetration offer ripe opportunities for vertical SaaS and fintech integration, attracting investments across various sectors for this innovative approach.

More on Follow-Ons

Venture Upward • 19 implied HN points • 30 Jan 24
💼 Business Venture Capital Investments Career Advice
  1. Follow-ons in venture capital are for earning money from carry, not for just building a track record.
  2. Increasing investment in subsequent rounds can escalate downside risk without similar upside benefits.
  3. Being strategic about follow-on investments in portfolio companies is crucial to avoid excessive risk and maximize returns.

Welcoming Ali Afridi Back to Equal Ventures

Equal Ventures • 19 implied HN points • 16 Jan 24
💼 Business Venture Capital Entrepreneurship Investments Startups Support
  1. Ali Afridi is rejoining Equal Ventures as a Principal, bringing a valuable blend of experiences in entrepreneurship and VC insights.
  2. Equal Ventures is shifting towards competitive specialization in founder support, aiming to offer comprehensive expertise to portfolio companies.
  3. The team at Equal Ventures has evolved its structure to maximize support for seed stage founders, leveraging a mix of industry leads, product owners, and experts like Ali Afridi.

Welcome to Tim Culpan's Substack

Tim Culpan’s Position • 59 implied HN points • 13 Apr 23
💼 Business Finance Market Trends Economics Investments
  1. Tim Culpan plans to share exclusive insights and updates through his Substack. You can expect valuable content even if there are only a few emails per month.
  2. He hints that the subscription will likely be free for a long time, so it's low-risk for readers. Signing up won't hurt, and it can easily fit in with other newsletters.
  3. All the posts and opinions shared here are personal and not connected to his work at Bloomberg. So, it's a space for his own thoughts.

The thing about stocks and interest rates…

Jon’s Newsletter • 59 implied HN points • 06 Mar 23
💰 Finance Investments Market Trends Interest Rates Economic Indicators Corporate Earnings
  1. Interest rates are a big deal for the stock market, and higher rates can make investors nervous about how companies will perform. Stock prices might drop if rates keep rising.
  2. Although stocks have bounced back from lows, past market losses have affected confidence. Some experts think the economy is in decent shape, which could help weather rate increases.
  3. Bear markets usually last a while after the last rate hike, suggesting tough times ahead. But this bear market started before the first rate hike, which is something to consider for those hoping for a quicker recovery.

What Are The Dangers And Rewards Of Doubling Down On Your Investments?

Behavioral Value Investor • 89 implied HN points • 30 Apr 23
💰 Finance Investments Risk management Behavioral Finance Value investing Financial Markets
  1. Doubling down on investments can be risky, make sure to assess potential downsides.
  2. Even successful investors can make mistakes and suffer losses by doubling down.
  3. Before doubling down on an investment, consider factors like financial leverage, funding requirements, and management strength.

New Wave 🌊 One Year In 🎂 Hiring 🔥

Venture Prose • 99 implied HN points • 28 Feb 22
💼 Business Investments Venture Capital Hiring Founders Startups
  1. New Wave venture firm achieved impressive results in just one year: 10 investments, 22M€ deployed, 6 rounds announced, and 265M€ raised by portfolio companies. Their IRR stands at 500% and TVPI at 3x.
  2. New Wave focuses on seed deals and carefully selects companies on the critical path between Seed and Series A, emphasizing building strong equity stories with founders.
  3. New Wave is looking to hire individuals with key attributes such as the ability to sift through data effectively, form and defend opinions thoughtfully, and cultivate strong relationships.

The proposal that got me my $100/hour contract

Technology Made Simple • 59 implied HN points • 20 Aug 22
💼 Business Contracts Networking Investments Analysis
  1. Craft proposals that are specific to your target audience to make them more appealing. Highlight how your ideas can add value.
  2. When negotiating, consider incorporating both positive and negative aspects ("the carrot and the stick") to emphasize the benefits of your proposal.
  3. Take your time when developing proposals; rushing can lead to missed opportunities. Building strong foundations is key to achieving better results.

Footwork at Year 2

next big thing • 76 implied HN points • 13 Apr 23
💼 Business Venture Capital Investments Entrepreneurship Diversity Portfolio Management
  1. Footwork is an early-stage venture capital firm focused on making a handful of new investments each year.
  2. Their portfolio includes companies like Table22, Via, and Cradlewise, with a focus on diversity and close partnerships with founders.
  3. Despite market fluctuations, Footwork remains excited about new investments, with a specific interest in AI, climate tech, and education models.

October Mixed Bag

Net Interest • 3 implied HN points • 25 Oct 24
💰 Finance Banking Investments Markets Economic Policy Financial Services
  1. Compensation structures in firms can impact employee performance and morale. It's essential to find the right balance to keep people motivated.
  2. Understanding net interest income is important for assessing financial health. It reflects how well a company manages its income from loans and investments.
  3. Mixing insights from different financial areas can provide a broader perspective. This can help in making smarter decisions in finance and investments.

Energy Security Concerns Driving Low Carbon Investments

Helix • 19 implied HN points • 14 Feb 23
💰 Finance Investments Energy Climate Inflation Global Markets
  1. The war in Ukraine has highlighted global energy security risks and increased focus on low carbon investments.
  2. Low carbon investments and M&A activities are rising due to the geopolitical shifts caused by the war
  3. The US Inflation Reduction Act of 2021 promotes green investment and aims to reduce emissions, jobs creation, and economic growth.