The hottest Private Markets Substack posts right now

And their main takeaways

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Top Finance Topics

The Liquidity Problem

Points And Figures • 346 implied HN points • 09 Jan 24

💰 Finance Private Markets Investing Regulations

Carta attempted to tackle the liquidity problem of holding shares in private companies but faced challenges
Creating a liquid market for private company stocks is difficult due to lack of buyers and sellers with aligned incentives
Efforts to solve the liquidity problem might be more successful with digital programmable securities like security tokens

January 2024 Space Stock Review

Case Closed • 137 implied HN points • 07 Feb 24

💰 Finance Stocks Markets Investing Private Markets

Space stocks performed poorly compared to the broader market in January 2024.
Investors should evaluate space stocks that are currently out of favor for future opportunities.
Changes were made to the coverage of space stocks, with specific insights on the performance of ASTS, LLAP, LUNR, SATS, CMTL, and BA.

December 2023 Monthly Space Stock Review + Top Case Closed Memes from 2023

Case Closed • 157 implied HN points • 05 Jan 24

💰 Finance Stock Market Investing Private Markets

Space SPACs had a strong December with a 2nd consecutive monthly gain over 20%.
In 2023, the stock market saw volatility with various events impacting investor sentiment.
Space stocks performed variably in 2023 with some beating the S&P 500 while others had negative returns.

10 charts that help to frame the state of startupland in 2024

Entry Level Investing • 84 implied HN points • 16 Jan 24

💼 Business Startups Venture Capital Private Markets Investing AI

Public markets valuations returned to long-run averages.
VC investment returned to pre-pandemic levels.
2023 exit activity was astoundingly low.

November 2023 Monthly Space Stock Review + 4 Things I Learned in My 1st Year as an Investor

Case Closed • 98 implied HN points • 06 Dec 23

💰 Finance Stocks Investment Private Markets

November 2023 was a great month for stock performance.
Lower interest rates benefit growth stocks like ARK Innovation ETF and space SPACs.
Learning as an investor involves curiosity, discipline, and understanding the timeframe.

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July 2023 Space Stock Review

Case Closed • 157 implied HN points • 15 Aug 23

💰 Finance Stock Market Private Markets Valuation Space Industry

July saw growth stocks leading in market performance
Rocket Lab's valuation is rising due to its reliable launch business and growth potential
ViaSat faced challenges with a satellite malfunction impacting its revenue

September 2023 Space Stock Review

Case Closed • 98 implied HN points • 11 Oct 23

💰 Finance Stocks Private Markets Valuation Investing

Space SPACs and broader market saw losses in September.
Stock market historically underperforms in September.
Interest rates staying higher for longer influenced market downturn.

October 2023 Monthly Space Stock Review + 3Q23 SPAC Earnings Reactions

Case Closed • 19 implied HN points • 15 Nov 23

💰 Finance Stocks Private Markets

Legacy space stocks outperformed the market in October 2023 due to geopolitical conflict.
The broader stock market struggled in October with concerns about the Federal Reserve's rate decisions.
Discussion on SPAC 3Q23 earnings reactions for space companies like Rocket Lab and Virgin Galactic.

6/8/2023: The Secondary Market Might Be Bottoming

The Great Reset Diary 2022- • 19 implied HN points • 08 Jun 23

💰 Finance Stock Market Investing Private Markets Tech Companies AI

Pre-IPO stock activities are increasing.
Private market secondaries are becoming more active.
There may be a potential bottoming in the secondary market.