The hottest Investments Substack posts right now

And their main takeaways
Category
Top Business Topics

Developer-Led Low Latency Systems

Tyler’s Musings • 1 HN point • 15 Feb 24
🕹 Technology DevOps Entrepreneurship Investments Infrastructure
  1. Tyler Jewell is now the CEO of Lightbend, focusing on building and securing low latency systems for various renowned companies.
  2. He has a strong background in product management, running successful DevOps companies, and making impactful investments in the developer-led landscape.
  3. Through Lightbend and his expertise, Tyler continues to support and advise startups like AppMap, Archipelo, CUE Labs, Oxeye Security, TheLoops, and Zingly.

My Interview with AusBiz TV

Deep Dive Tangents and Rationalizations • 0 implied HN points • 27 Oct 23
💰 Finance Markets Investments Economy Companies Trends
  1. Alphabet and Meta had disappointing earnings due to declining ad spends, but consumer spending trends show some resilience.
  2. Middle Eastern tensions have been factored into market estimations, while oil prices linger around $90 with no clear drivers.
  3. US-China tensions may ease in 2024, with a potential economic détente expected, impacting market dynamics.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

🔮 Weekly Dose of AI: “Mitigating the risk of extinction from AI should be a global priority”

Definite Optimism • 0 implied HN points • 05 Jun 23
🕹 Technology AI Ethics Jobs Investments Safety
  1. Top AI researchers emphasize the need to prioritize mitigating the risk of extinction from AI globally.
  2. Instances of fake legal cases caused by AI highlight the potential pitfalls of relying on generative AI models for critical tasks.
  3. Misinformation led to false reports of an AI drone attacking operators, showcasing the need for accurate understanding and communication regarding AI developments.

Series A activity: Week of September 18, 2023

Magid and Co • 0 implied HN points • 26 Sep 23
💼 Business Finance Investments Startups Market Analysis Entrepreneurship
  1. The post provides data on Series A deals done in the last week, giving insights into recent investment activities.
  2. The summary stats focus on Series A deals worldwide (ex-China) where the amount raised is over $5M and the company is not primarily focused on therapeutics.
  3. Readers can subscribe to receive new posts and support the author's work for free.

Alert: Central Bank of Nigeria Circular OFI/DOA/CON/OFI/001/304

RegAlert • 0 implied HN points • 09 Jan 23
💰 Finance Regulations Investments Risk management
  1. Financial institutions in Nigeria's OFIs are directed to divest from funds managed by uninsured entities, aiming to reduce high credit and liquidity risks
  2. Existing placements in uninsured entities must be liquidated within 90 days to safeguard depositors' funds
  3. This regulation is implemented by the Central Bank of Nigeria to protect the financial interests of the depositors

Bitcoin's Gotta Halve It

James Ledbetter's FIN • 0 implied HN points • 18 Feb 24
💰 Finance Cryptocurrency Personal Finance Investments Fintech Artificial Intelligence
  1. Bitcoin's mining fees are halved approximately every four years, impacting the currency's supply and value. This reduction in mining rewards plays a significant role in the dynamics of the cryptocurrency market.
  2. After the closure of Mint, several contenders, like YNAB, Simplifi, and Monarch Money, aim to fill the gap in personal finance management. These successors are exploring new revenue models and innovative features to attract users.
  3. The evolution of personal finance tools includes trends like access to advisors, integration of artificial intelligence, and customization for various financial situations. These advancements aim to enhance user experience and offer valuable financial planning insights.

Afridigest Fintech Review: Carbon captures Vella to bring about business banking breakthrough

Afridigest • 0 implied HN points • 19 Feb 24
💼 Business Fintech Banking Investments Mergers & Acquisitions Market Update
  1. Two fintech financing transactions and two M&A deals were announced recently in the African fintech scene.
  2. Tunisia joined the Pan African Payments and Settlement System (PAPSS), becoming the thirteenth central bank member and the first from North Africa.
  3. Notable companies like Carbon, Vella Finance, Flutterwave, and executives from various fintech organizations were highlighted in the Fintech Review.

Chinese cybersecurity startup 'Zhiqian' secures nearly 100 million yuan in Pre-A round financing

CyberSecurityMew • 0 implied HN points • 28 Feb 24
💼 Business Cybersecurity Funding Technology Investments Startups
  1. Chinese cybersecurity startup 'Zhiqian' secured nearly 100 million yuan in Pre-A round financing led by Redpoint China, Morningside Venture Capital, and Lenovo Ventures.
  2. Zhiqian aims to enhance security operations for clients by offering a suite of tools tailored to various industries like finance, manufacturing, and internet companies.
  3. The cybersecurity industry is evolving rapidly, and Zhiqian's focus on automation through its Security Verification and Asset Management Platforms has the potential for sustainable growth and innovation.

China Unicom establishes a security subsidiary as part of intensified cybersecurity strategy

CyberSecurityMew • 0 implied HN points • 05 Feb 24
🕹 Technology Cybersecurity Telecom Investments
  1. China Unicom established a security subsidiary with a significant capital and a focused cybersecurity strategy.
  2. Telecom operators like China Unicom, China Mobile, and China Telecom are escalating their investments in cybersecurity, which may impact the industry structure.
  3. The cybersecurity landscape in China is evolving rapidly, with companies offering a wide range of security products to meet the needs of the digital economy.

ClimateTech 2023: Lessons from the CleanTech Bubble

Equal Ventures • 0 implied HN points • 04 Apr 23
💼 Business Venture Capital Investments Market Analysis
  1. Climate industry has seen a rise in capital over the last three years, learning from the failures of the CleanTech bubble in the past
  2. CleanTech market suffered a crash due to investing in areas misunderstood by VCs, leading to poor returns and hindering future investments
  3. VCs during the CleanTech era made mistakes by investing in business models that required government intervention, leading to their downfall

BNPL Competition Is Fierce. For Now, Satisfaction Is Highest for Credit Card Issuers: A Q&A with J.D. Power’s Miles Tullo

James Ledbetter's FIN • 0 implied HN points • 18 Mar 24
💰 Finance Fintech Cryptocurrency Investments Regulation Market Trends
  1. One in five U.S. shoppers used Buy Now Pay Later services, with younger consumers mainly using BNPL for daily essentials, showing fierce competition in the market with traditional credit card issuers leading in satisfaction.
  2. The 2024 U.S. BNPL Satisfaction Study by J.D. Power found high satisfaction with credit card issuers like American Express, Chase, and Citi compared to BNPL providers Klarna, Afterpay, and Affirm, indicating key areas where card issuers are excelling.
  3. Factors affecting customer satisfaction with BNPL services include demographics, user behavior, and the types of purchases made, showcasing a shift towards security and terms as driving factors for future BNPL growth, alongside the importance of regulatory oversight for market evolution.

Top 5 financial posts of the 2/2024 trading week

Global Markets Investor • 0 implied HN points • 13 Jan 24
💰 Finance Investments Stocks Economy Markets Bankruptcy
  1. Trading week recap: Large-cap stocks like Tech were up, while smaller caps fell. Bitcoin also dropped post approval of 11 spot Bitcoin ETFs.
  2. US credit-card delinquency rates at a decade high, showing ongoing weakness in consumer spending.
  3. S&P 500 expected volatility low, making stock market hedging cheaper. Magnificent Seven tech giants have market caps larger than most global stock markets.

Reflections on Venture Capital

Venture Prose • 0 implied HN points • 14 Aug 18
💼 Business Venture Capital Relationships Investments Decision-making Entrepreneurship
  1. Building a lasting partnership in business, especially in entrepreneurship, can be challenging due to differing paths and potential tensions.
  2. Transparent and honest communication is crucial for overcoming differences in relationships, including in the VC-Founder dynamic.
  3. In Venture Capital, focusing on a common set of purpose, values, and principles, along with talent and merit, is essential for building a committed and accountable team for delivering performance.

Can The French Do It Better ? Tribe, Yellow, Zenly

Venture Prose • 0 implied HN points • 12 Oct 16
🕹 Technology Startups Apps Investments Entrepreneurs Tech Culture
  1. French apps Tribe, Yellow, and Zenly have attracted millions of downloads and hundreds of thousands of daily active users.
  2. These apps have shown resilience, starting as different products and evolving to their current successful versions with investor support.
  3. To truly succeed, these French apps still need to reach millions of daily active users with strong retention rates.

Kima Ventures >> Q4 Review & 2016 Preview

Venture Prose • 0 implied HN points • 01 Jan 16
💼 Business Venture Capital Investments Entrepreneurship Startups Innovation
  1. Kima Ventures is a Super Angel fund owned by Xavier Niel, investing $100k to $300k per deal, focusing on US & EU markets.
  2. The primary mission of Kima Ventures is to detect and fund great entrepreneurs, with capacity to support founders being limited.
  3. Kima Ventures is launching a live status page for dealflow, a platform for founders called Forward, and more stories from their portfolio founders for the community.

Need for Speed 2: Can the front-end warehouse model ever be profitable?

Tech Buzz China Insider • 0 implied HN points • 13 Oct 23
💼 Business E-commerce Investments Competitors Market Analysis
  1. Front-end warehouse model companies like MissFresh and Dingdong Maicai focus on direct sourcing to reduce procurement costs and minimize spoilage by buying goods directly from farmers.
  2. Dingdong Maicai emphasized economies of scale, offering fewer SKUs than competitors but focusing on fresh products, establishing self-operated farms and processing factories, and launching private labels to increase profit margins.
  3. Despite initial success, MissFresh faced challenges with diversification strategies, questionable financial reporting, and the need for new funding, leading to its eventual downfall compared to Dingdong Maicai.

1/20/22 Tech Buzz China Insider Digest

Tech Buzz China Insider • 0 implied HN points • 21 Jan 22
🕹 Technology Regulation Investments Chinese Tech Internet Regulations Antitrust
  1. US lawmakers target Chinese biotech to combat influence from the Chinese Communist Party in American medical research. There is a possibility of bipartisan support for these measures in the future.
  2. Continued uncertainty surrounds VIEs in China, with differing opinions on their stability and government intervention. Recent regulations raise questions about the future of VIEs.
  3. China's tech investment landscape in 2021 saw significant activity, with China having 295 unicorns. The sectors with the most unicorns include enterprise software, healthcare, and automotive, showing heavy concentration.

7/8 TBC Insider Digest

Tech Buzz China Insider • 0 implied HN points • 08 Jul 21
💼 Business Tech Regulations Investments IPOs
  1. The recent investigation of Didi by the Cyberspace Administration of China has significant implications for data security and cross-border securities enforcement. Companies listing overseas will likely face stricter data security requirements.
  2. Following the Didi incident, China has announced a strict crackdown on illegal activities in securities, emphasizing the seriousness of maintaining law and order in the securities sector.
  3. Alibaba's reorganization and involvement in the Suning bailout show strategic moves in response to market dynamics, indicating a shift in focus towards rural China and potential implications on investment strategies.

The Tyranny of Venture Capital Math

Rob Leclerc • 0 implied HN points • 11 Mar 21
💼 Business Venture Capital Investments Startups Finance Entrepreneurship
  1. In venture capital, it's crucial to focus on the potential size of outcomes, not just the product or service utility.
  2. To succeed in venture capital, aim for investments with the potential for very large outcomes to make up for inevitable losses.
  3. The "tyranny of venture capital math" highlights that not every good idea is a viable venture capital investment, as each investment must have the potential for significant growth.

Big Tech’s Revenue Soars, Indian IT Plummets

Sector 6 | The Newsletter of AIM • 0 implied HN points • 01 May 23
💼 Business Technology Finance Earnings Investments Market Trends
  1. Big tech companies are seeing their revenues grow a lot, with a 41% increase reported recently. This is good news for investors and shows that these companies are recovering from previous setbacks.
  2. In contrast, Indian IT companies are struggling and experiencing losses in their latest quarterly results. Experts believe they might bounce back in the next couple of quarters.
  3. The rise in big tech revenue is partly due to cost-cutting measures, like layoffs and stopping less profitable projects. Many are now looking forward to how they'll invest in new technology like Generative AI.

Easy Money

Matt’s Five Points • 0 implied HN points • 03 Feb 12
🇺🇸 U.S. Politics Elections Investments Market Trends Political Analysis Campaign Strategy
  1. Investing in political contracts can offer good returns. For example, buying contracts on a candidate's success can make a lot of sense if the odds are in your favor.
  2. Market behavior can be skewed by people's desire to back longshot candidates. This can create opportunities for smart investors who see value in the favorites.
  3. Polls and media narratives can shape public perception of a race. It's important to focus on solid data rather than just what is being reported.

Pop quiz

Matt’s Five Points • 0 implied HN points • 08 Jul 11
💰 Finance Economics Investments Inflation Market Trends
  1. The price of oil going up or down can be seen as both good and bad. It depends on how it affects the economy and individual finances.
  2. Higher oil prices can benefit oil companies and help certain investments, which might be good for retirement funds.
  3. However, rising oil prices can also lead to inflation, making it harder for many people to afford goods and services.

How does banking work?

Logos • 0 implied HN points • 27 May 24
💰 Finance Banking Investments Loans Payments Regulations
  1. Banks don't just hold your money; they lend it out and invest it to earn interest. When you deposit money, the bank essentially sees it as a loan from you.
  2. Finance has important roles, like reducing risk and helping money flow to better opportunities. This means finance can make the economy more productive.
  3. Banks create money by giving out loans based on deposits, not by just moving your cash around. This process helps fund things like homes and businesses.

Investor Taxes and Stock Prices: Threading the Needle!

Musings on Markets • 0 implied HN points • 11 May 21
💰 Finance Taxation Investments Stock Market Economic Policy Wealth Management
  1. Investor taxes on capital gains and dividends can greatly impact their returns. If taxes increase, investors need to earn more before taxes to maintain their desired profit.
  2. Higher taxes on investors can lower stock prices. This happens because investors adjust their expectations for returns, leading to decreased overall company valuations.
  3. Changes in tax laws affect how companies manage their finances. When taxes change, businesses might choose to keep more cash rather than giving it back to investors, impacting the market.

Data Update 3 for 2021: Currencies, Commodities, Collectibles and Cryptos

Musings on Markets • 0 implied HN points • 28 Jan 21
💰 Finance Investments Commodities Collectibles
  1. Investments can be classified into four main types: assets, commodities, currencies, and collectibles. Each type has its own characteristics that affect how they are priced and valued.
  2. Investing is about buying assets based on their value, while trading focuses on buying low and selling high without worrying about value. They are different approaches but both can lead to profit.
  3. During economic crises, different markets behave unpredictably, often moving together. This can make diversification harder, meaning spreading investments across various assets may not always reduce risk.

The Sharing Economy come home: The IPO of Airbnb!

Musings on Markets • 0 implied HN points • 02 Dec 20
💼 Business Economics Market Analysis Investments Company Valuation
  1. Airbnb's business connects people who want to rent out their homes with travelers looking for a place to stay. This model allows Airbnb to grow as more people become hosts and guests.
  2. The company has faced challenges like legal issues and the impact of COVID-19, which hit the travel industry hard. However, it also showed resilience and has started to recover as travel picks up again.
  3. For its IPO, Airbnb aims to raise money to pay off debt and invest in its future. Investors should be aware of the risks and market dynamics that could affect the company's value.

January 2018 Data Update 6: A Cost of Capital Primer

Musings on Markets • 0 implied HN points • 26 Jan 18
💰 Finance Investments Corporate Finance Valuation Risk management Capital Structure
  1. The cost of capital is a critical concept in finance, representing the return an investor requires from a business investment. It's best understood as an opportunity cost, not just the cost of borrowing money.
  2. It's important to use appropriate rates for different risks when making investment decisions, as applying a single cost of capital to varying investments can lead to poor choices.
  3. Estimating the cost of capital involves understanding both equity and debt and considering market values. Having a clear method can help make better financial decisions.

New Frameworks: International Expansion, Financial Investments, Strategic Levels of Impact

The Strategy Deck • 0 implied HN points • 28 Mar 23
💼 Business Expansion Investments Strategy
  1. Expanding internationally involves more than just adapting your product - consider business objectives, target markets, operating structure, product localization, operations, and global culture.
  2. Financial investments planning is essential for implementing strategies - consider the investments required, their impact on key metrics, full cost, and spreading the cost over time.
  3. When developing a strategy, consider the level of impact it will have on your business and industry - aim for incremental changes to the business, positioning in the market, or changes in the industry structure.

Intergalactic Finance: Valuing the Star Wars Franchise

Musings on Markets • 0 implied HN points • 28 Dec 15
💼 Business Entertainment Finance Marketing Investments Media
  1. The Star Wars franchise is incredibly valuable, making billions from movie ticket sales, toys, and merchandise. Its popularity has created a massive fan base that has continued to grow for decades.
  2. Disney's acquisition of Star Wars for $4 billion in 2012 has proven to be a smart move. They have successfully expanded the franchise, generating even more revenue through movies and related products.
  3. The franchise makes four times more money from merchandise and other sources than it does from movies alone. This strong revenue from various avenues shows Star Wars' lasting cultural impact.