The hottest Investor Relations Substack posts right now

And their main takeaways
Top Finance Topics
Asian Century Stocks 884 implied HN points 17 Jan 24
  1. Japan's corporate governance reforms, starting with Abenomics, have been driving positive change in the capital allocation practices of Japanese companies.
  2. The Tokyo Stock Exchange's new listing structure, especially the Prime Market, has raised standards for companies, promoting better corporate governance.
  3. The practice of naming and shaming low price/book ratio companies in Japan is pushing them to improve profitability, enhance investor communication, and comply with new capital allocation rules.
Davidovits! 59 implied HN points 13 Mar 24
  1. Boeing stock is rising despite a surge in employee suicide rates, leading to a significant reduction in workforce and more profits
  2. Boeing leadership's controversial approach includes encouraging employees to end their lives to maximize profits, which is drawing criticism from economists
  3. Investors are pleased with Boeing's focus on reducing workforce and increasing profits, showcasing the unusual inverse correlation between employee happiness and financial gains
The Wolf of Harcourt Street 314 implied HN points 20 Oct 23
  1. PepsiCo exceeded analyst estimates in Q3 earnings by focusing on consumer interaction and pricing for smaller packs.
  2. Adyen's Investor Relations Update hints at strong Q3 results and their launch of Tap to Pay for Australian retailers.
  3. Block, previously Square, made another costly acquisition with Hifi, a music-focused fintech startup, following previous less successful deals.
Venture Reflections 33 implied HN points 25 Oct 23
  1. There is a significant drop in the percentage of seed-stage companies graduating to Series A rounds.
  2. The Series A market has been quiet in the past 18 months, especially outside of AI-related investments.
  3. The venture landscape is shifting towards more capital-efficient seed-stage companies with challenges in raising Series A rounds.
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Magis 36 implied HN points 19 Jun 23
  1. Startups can raise large upfront rounds to de-risk future fundraising and take advantage of money's present value.
  2. Founders should benchmark their equity dilution against similar funding rounds to understand ownership implications.
  3. Raising more capital than necessary can lead to giving away equity at a discount, especially for capital-efficient startups.
Clouded Judgement 12 implied HN points 02 Aug 23
  1. The IPO process involves selecting investment banks known as the "Bakeoff" where the company chooses banks to help with the offering.
  2. Before going public, a company prepares the S-1 document, audited financials, and a presentation for potential investors.
  3. After the IPO pricing, the company completes the Roadshow to meet with investors and determine allocations, leading to the first day of trading.
Equal Ventures 19 implied HN points 16 Jan 21
  1. Investor-founder fit is crucial in venture dynamics. This involves understanding if you need a cheerleader or a trainer investor.
  2. Investors can be categorized as cheerleaders or trainers - those who offer support and those who push for improvement.
  3. Knowing the type of investor you want, whether hands-on or hands-off, is important for aligning expectations and achieving success in your startup.
Bold & Open 0 implied HN points 17 Mar 24
  1. Open source projects can thrive by sharing ideas without locking them behind restrictive intellectual property rights.
  2. When seeking funding for an open source startup, consider the need for funding based on growth and profitability.
  3. Investors look for viable projects with clear market fit, competitive advantage, a strong team, scalability potential, and a clear exit strategy.
The Green Techpreneur 0 implied HN points 15 Mar 24
  1. Investor-founder relationship is evolving as VC funds grow in the cleantech sector, emphasizing constructive relationships to drive companies forward and manage risks.
  2. Pre-agreed partnership contracts help clarify terms and expectations between investors and founders, gearing towards strategic support beyond funding.
  3. Successful investor-founder relationships involve mapping startup capabilities with investor strengths, focusing on targeted growth areas rather than trying to please too many customers.