The hottest Investors Substack posts right now

And their main takeaways
Category
Top Finance Topics

The DRS Mystery

The Dollar Endgame • 718 implied HN points • 29 Mar 24
💰 Finance Securities Market Manipulation Investors Stock Market
  1. There is a movement to directly register the entire float of a company through the Direct Registration System (DRS), which allows investors to hold their securities in book entry form directly with the issuer.
  2. The growth in DRS registrations started to stall, leading to investigations about why the consistent buy volume and DRS transfer images were not reflecting in reports. Theories emerged about how shares are manipulated and moved between book and plan shares.
  3. Complexities in the market and opaque practices by institutions make it challenging for retail investors to understand the full picture. The DRS numbers may not reflect the complete truth due to potential manipulation and changing market dynamics.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

A Momentous Shift.

News Items • 176 implied HN points • 06 Feb 24
💰 Finance Global Markets Investors Economy India China
  1. Investors are pulling billions of dollars from China and shifting focus to India
  2. Wall Street giants like Goldman Sachs and Morgan Stanley are endorsing India as a prime investment destination
  3. India is becoming a popular choice for various global investment firms and even conservative investors

$650 Million for Casetext & $1.3 Billion for MosaicML + Massive New AI Funding Rounds Mean Great Week for Generative AI

Newcomer • 963 implied HN points • 30 Jun 23
💼 Business AI Startups Acquisitions Funding Rounds Investors
  1. Significant AI startup acquisitions and funding rounds indicate a strong interest in generative AI technology.
  2. Acquisitions like Thomson Reuter's $650 million purchase of Casetext show genuine value placed on generative AI by established companies.
  3. MosaicML, with a $1.3 billion acquisition by Databricks, is contributing to the hype around AI startups, despite some skepticism over valuation.

The Game

Venture Prose • 539 implied HN points • 13 Aug 23
💼 Business Venture Capital Startups Investors Market Trends Entrepreneurship
  1. Venture capital world has become overly competitive, leading to deals made without proper diligence or due consideration.
  2. Consensus in the industry spreads rapidly, leaving founders vulnerable to hype and unfounded opinions.
  3. Investors often don't provide enough guidance or mentorship to young founders, leaving them to run companies without sufficient support.

AI Company List (1300 companies), Top 50 companies by valuation and my preferences - July 2023

Martin’s Newsletter • 569 implied HN points • 10 Jul 23
🕹 Technology Valuation Investors Robotics
  1. The post includes a list of 1300 AI companies and 900 AI investors along with the top 50 companies by valuation.
  2. The author shares their personal 'Top 50' AI companies that reflect their personal interests and preferences.
  3. OpenAI is highlighted as a company with the potential to become a $1 trillion company due to talent, management, and the ability to put out better products faster than the competition.

Introducing DrGupta.AI

Martin’s Newsletter • 707 implied HN points • 20 Apr 23
🕹 Technology AI Healthcare Investors Regulation AGI
  1. Healthcare costs are high due to limited supply of healthcare professionals, but AI could help increase efficiency.
  2. Investors are not as important for a startup's success as team motivation and technology advancement.
  3. Accelerationism advocates for technology benefits without excessive regulations, and AGI still faces challenges in planning and execution.

The Archive

A Letter a Day • 550 implied HN points • 13 Apr 23
💼 Business Investors Venture Capital Private Equity Founders
  1. The project involves sharing letters from influential investors, founders, and operators.
  2. The bottom-up approach helps to understand industries and people by reading their published works and listening to their talks.
  3. The newsletter provides a diverse range of insights from various individuals across different sectors such as public markets, venture capital, private equity, founders, operators, and talent hubs.

Dire Les Choses

Venture Prose • 738 implied HN points • 15 Jan 23
💼 Business Venture Capital Entrepreneurs Investors Communication Feedback
  1. Investors in venture capital should not shy away from addressing sensitive topics with the founders they support, to avoid miscommunication and potential issues.
  2. Communication is key in maintaining productive relationships between investors and entrepreneurs. Creating an environment where feedback is welcomed and honest conversations can take place is crucial.
  3. Investors need to share observations directly with entrepreneurs, rather than gossiping or keeping concerns to themselves. Open dialogue and constructive conflict can lead to better outcomes for all parties involved.

Why Most Startup Events Suck for Both Investors and Founders

ceonyc • 235 implied HN points • 05 Jun 23
💼 Business Startups Investors Events Networking Entrepreneurship
  1. Organizers need to be intentional and curated in planning events to ensure value for everyone involved.
  2. Invite speakers with relevant experience and who are willing to provide honest and useful insights to the audience.
  3. Consider empathy towards attendees by managing event timings and providing opportunities for engagement without feeling trapped.

1/30/2024: Google Q4 Earnings Beat Expectations

depression2022 • 19 implied HN points • 30 Jan 24
💼 Business Tech Finance Earnings Investors Technology
  1. Google's Q4 earnings beat expectations.
  2. There is concern about Google's search business in the future due to changing user behavior and competition from AI applications like ChatGPT.
  3. Google Cloud revenue growth accelerated in Q4, making it profitable, but there are concerns about the changing landscape of AI and its impact on Google's services.

Bank Stocks Are Oversold

Policy Tensor • 216 implied HN points • 16 Mar 23
💰 Finance Stocks Banking Investors
  1. Bank stocks are currently oversold based on the relative valuation model.
  2. Regional bank stocks are noted to be particularly cheap compared to large and broad banking.
  3. There is belief that the market is overpricing a potential catastrophe for banks, in particular regional ones.

Preconditions for Starting

Texts with Founders • 7 implied HN points • 13 Feb 24
💼 Business Startup Funding Customers Investors
  1. Having a good co-founder can make starting a company less lonely and more successful.
  2. Relying on funding or accelerators as preconditions to starting may show a lack of commitment to building a successful startup.
  3. Starting with customers before seeking investors can lead to faster validation, more successful fundraising, and show commitment to the company's growth.

Why do startups have Boards of Directors?

Entry Level Investing • 16 implied HN points • 30 Nov 23
💼 Business Startups Boards Governance Investors Management
  1. Public companies have boards to protect shareholders from decisions made by management at their expense.
  2. Private equity firm boards are an extension of the firm itself, making major decisions about their companies.
  3. Startup boards, even when founder-controlled, provide good governance, lead to better outcomes, and offer valuable insights and support.

Peacetime Bank Stress Tests: Who's That For?

Without Warning • 39 implied HN points • 19 Feb 23
💰 Finance Banking Capital Regulation Risk management Investors
  1. The purpose of stress tests for banks in peacetime is not necessarily to predict future crises, but to ensure banks have enough capital and that the tests are tough and variable.
  2. It's important for stress test scenarios to change and remain tough to prevent banks from manipulating their capital levels and misrepresenting their financial health.
  3. The public stress test process during peacetime may not have a significant impact on capital allocation to the banking sector, unlike crisis-time stress tests.

Layoffs for what

SuperJoost Playlist • 19 implied HN points • 10 Aug 23
💼 Business Gaming Industry Financial Performance Investors Employment Stock Market
  1. Letting go of talent to improve share price performance is a common strategy in the gaming industry.
  2. Investors often value cost reductions and efficiencies in companies to impact profitability and share price.
  3. Reductions in workforce may lead to positive effects on share price value, but other external factors can also play a significant role.

The media is lying about Stock Market Volatility [Finance Fridays]

Technology Made Simple • 79 implied HN points • 12 Aug 22
💰 Finance Stock Market Volatility Investors Financial Analysis
  1. Stock market volatility is not solely caused by 'Robinhood investors'; experts' claims are not well-supported by research and basic math
  2. While individual firms have seen increased volatility, overall market volatility has remained relatively consistent, highlighting the importance of looking beyond surface-level narratives
  3. Opportunity cost plays a significant role in firm-level volatility, with investors impacting individual stocks based on trends, emotions, and investment decisions, even if market-wide volatility does not reflect this