The hottest Investor behavior Substack posts right now

And their main takeaways

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Top Business Topics

Guest Essay: VC Contagion

Newcomer • 1808 implied HN points • 31 May 23

💼 Business Venture Capital Startup funding Business Models Market Trends Investor behavior

Venture capital supports unsustainable models to achieve scale, like with tech giants Apple, Google, and Amazon.
Companies like Uber and Airbnb, initially fueled by VC funding, now face challenges as they struggle with profitability.
VC funding has fueled a culture of excessive capital consumption, leading to concerns about sustainability and the future of innovation.

Market Multiples and the Magnificent Seven

The Informationist • 1002 implied HN points • 16 Jul 23

💰 Finance Investor behavior

Equity basics involve understanding ownership in public companies through shares and their value
Market multiples like PE ratios help gauge stock valuations based on earnings
The 'Magnificent Seven' tech stocks have seen huge growth, but caution is advised as multiples expand and history shows similar patterns

Have Banking Apps and Twitter Really Changed Bank Runs?

Without Warning • 176 implied HN points • 11 May 23

💰 Finance Banking Social media Stock Market Financial Institutions Investor behavior

The recent bank collapses were not purely due to social media activity, but had underlying issues for years.
The goal of a bank run is to be first, not to attract attention.
Retail depositors have a minimal impact in bank runs compared to institutional ones.

L.E. Guest Post | The Great Taiwan Bubble

Lewis Enterprises • 117 implied HN points • 11 Jun 23

💰 Finance Investor behavior Financial history

Recognize the need for making many difficult decisions in a complex market environment.
Less value in pinpointing specific turning points, focus on themes like subsidized trading and speculative disclosure.
Study historical market structures and player behavior to learn from past financial bubbles and avoid repeating mistakes.

Don't Discount Interest Rates

Who is Nnamdi • 4 implied HN points • 10 May 23

💰 Finance Interest Rates Venture Capital Market Analysis Economic Impact Investor behavior

Interest rates impact venture market activity significantly
Changes in interest rates affect deal flow, valuations, and funding levels
Understanding the impact of interest rates is crucial for navigating the venture market

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