The hottest Reports Substack posts right now

And their main takeaways
Category
Top Finance Topics

Earnings: Optics(COHR, FN, LITE), Soitec, IFX, SWKS, ONTO, ENTG

Mule’s Musings • 173 implied HN points • 12 Feb 25
💰 Finance Investing Earnings Markets Analysis Reports
  1. The earnings reports for companies in the optics sector, such as COHR and FN, are being discussed. This means their financial performance is being analyzed.
  2. Soitec, IFX, SWKS, ONTO, and ENTG are also mentioned, indicating they are part of the earnings updates. These companies are likely in the tech or semiconductor industry.
  3. This information is geared towards paid subscribers, suggesting a focus on a niche audience interested in detailed financial insights.

Chinese Commercial Aircraft Reading List

Construction Physics • 208 implied HN points • 23 Oct 24
🕹 Technology Aerospace Manufacturing Reports National Security Industry Trends
  1. Learning about China's aircraft industry can be challenging, but there are valuable resources available. These include government reports, media articles, and books that cover the topic.
  2. RAND reports are particularly useful for understanding the progress of Chinese aerospace. They provide in-depth analysis on various aspects of commercial aircraft manufacturing in China.
  3. If you're interested in this field, starting with reputable reports can give you a solid foundation, even if they are not easily readable like a typical book.

The Bear Cave #211

The Bear Cave • 583 implied HN points • 03 Mar 24
💰 Finance Reports Resignations Social media
  1. Kerrisdale Capital and Capybara Research published critical reports on Carvana and SoundHound AI, highlighting concerns about valuation, growth prospects, and financial status.
  2. Recent high-profile resignations include executives from companies like Chemours, Outbrain, SunPower Corp, and New York Community Bancorp, raising various concerns like accounting practices, company performance, and leadership changes.
  3. The SEC charged Lordstown Motors with misleading investors about their electric vehicle, and Panera Bread's exemption from California's new $20 minimum wage law revealed through a Bloomberg report.

The Bear Cave #206

The Bear Cave • 606 implied HN points • 28 Jan 24
💰 Finance Reports Resignations Tweets
  1. New activist reports on companies' financial statements and operations
  2. Recent resignations of notable executives in various corporations
  3. Tweets of the week highlighting key discussions and reactions in the financial community
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Bitcoin ETF trades top $4.6 billion in ‘Ground-Breaking’ day; It was a tough year for almost every bank not named JPMorgan; 2024 prediction: Shopify acquires Stripe;

Fintech Wrap Up • 216 implied HN points • 17 Jan 24
💰 Finance Technology Banks Cryptocurrency Reports Predictions
  1. Bitcoin ETF trades exceeded $4.6 billion, a substantial milestone.
  2. Most banks faced a tough year except JPMorgan, thriving in profits.
  3. Prediction for 2024 suggests Shopify may acquire Stripe for strategic growth.

Your feedback

Asian Century Stocks • 314 implied HN points • 03 Sep 23
💼 Business Investing Stocks Reports Book Reviews Feedback
  1. Subscribers prefer deep-dive reports and portfolio discussions over other content types.
  2. Among deep dives, stocks from Hong Kong, the US, Australia, and Japan are preferred over Southeast Asian stocks.
  3. Thematic reports on 'Hidden Champions' and other industry-related topics are well-received by readers.

The Bear Cave #163

The Bear Cave • 816 implied HN points • 02 Apr 23
💰 Finance Reports Resignations Tweets
  1. New activist reports raised concerns about corrupt practices in pharmaceutical and financial companies
  2. Recent resignations of notable executives from various companies were disclosed
  3. The post also includes recommendations on what to read and tweets of the week related to financial topics

The Bear Cave #159

The Bear Cave • 699 implied HN points • 05 Mar 23
💰 Finance Reports Resignations Tweets
  1. New activist reports highlight financial discrepancies in different companies.
  2. Recent resignations of notable executives in various organizations.
  3. Featured tweets discussing potential issues in different companies and industries.

Low-code Development Platforms

Gradient Flow • 259 implied HN points • 30 Jun 22
🕹 Technology Development Machine Learning Podcasts Reports Tools
  1. Experiment tracking and management tools help log metadata and results of ML experiments. They offer collaboration and visualization features to simplify analysis and management of experiments.
  2. Data+AI Summit 2022 had significant announcements like the open-sourcing of Delta Lake and Project Lightspeed for Spark Structured Streaming. Databricks introduced a marketplace for data products and updates to their governance solution.
  3. Low-code development platforms enable rapid application development with simplified methods. Enterprise low-code platforms facilitate quick deployment using low-code and no-code techniques.

The Ways Microsoft Security Copilot Can Enhance Security Operations with Microsoft Defender

Rod’s Blog • 19 implied HN points • 07 Dec 23
🕹 Technology Security AI Integration Reports
  1. Microsoft Security Copilot is an AI-powered security solution that assists security professionals in various scenarios like incident response, threat hunting, intelligence gathering, and posture management.
  2. Security Copilot helps analysts triage alerts, hunt for threats, and generate reports using natural language queries and AI, seamlessly integrating with Microsoft Security products like Microsoft Defender.
  3. The solution leverages plugins and OpenAI architecture to provide wider threat visibility, context, and extended functionalities for security operations.

Yet Another Monthly Investor Report Template. That Works. Super Well.

Venture Prose • 19 implied HN points • 30 Sep 15
💼 Business Reports Investors Templates Entrepreneurs Communication
  1. Monthly investor reports should be simple, informative, and business-focused to help investors understand the company's progress and needs.
  2. Structure the report with KPIs, specific needs, and a thank you message to engage investors and prompt actionable responses.
  3. Keep paragraphs short, use consistent formatting, and prioritize relevant information over unnecessary details in the report.

The RESTRICT Act Is Not About TikTok

Seriously Risky Business • 0 implied HN points • 16 Mar 23
🕹 Technology Cyber Security Legislation Reports Malware Incident Response
  1. The RESTRICT Act is bipartisan legislation aimed at enhancing the US government's ability to address threats from foreign technology companies.
  2. Governments like Australia implement laws for cyber incidents, but it can be controversial due to potential overreach.
  3. Global efforts are being made to combat cybersecurity threats, such as the CISA's Ransomware Vulnerability Warning Pilot program.