The hottest Risks Substack posts right now

And their main takeaways
Category
Top Finance Topics

Datadog, Inc. Investment Thesis

The Wolf of Harcourt Street • 452 implied HN points • 14 Apr 23
💰 Finance Investment Revenue Management Risks Opportunities
  1. Datadog is a leading company in cloud-based monitoring, with a diverse customer base and a focus on R&D for innovation and growth.
  2. The cloud monitoring industry is dynamic, with risks like disruption from new technologies and increased competition, but Datadog's market leadership positions it well to benefit from industry growth.
  3. Datadog utilizes a 'Land and Expand' strategy, showing potential for growth as businesses continue to adopt cloud computing technology, offering opportunities for revenue expansion and market share increase.

Of Ozempic and Wegovy: Obesity can be an Illness

The Frontier Psychiatrists • 353 implied HN points • 21 Apr 23
🏥 Health & Wellness Obesity Diabetes Treatment Risks
  1. Obesity can be considered an illness, impacted by factors like medications, lifestyle changes, and health conditions.
  2. Medical treatments like semaglutide (Ozempic) can help improve metabolic health in individuals with obesity and related conditions like diabetes.
  3. It's important to consider the risks of inaction in managing obesity and related health issues, alongside the risks of treatments, with a focus on improving quality of life.

Copart

Business Breakdowns • 314 implied HN points • 04 Apr 23
💼 Business Investment Management Financials Growth Risks
  1. Copart is a company that plays a crucial role in the automotive industry by handling totaled cars through auctions on a global scale
  2. The company's business model thrives on providing services like towing, storage, processing fees, and bidding platforms for salvaged vehicles
  3. Copart's scale advantages, intelligent shareholder base, and conservative management contribute to its strong position in the market
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Complacency

Joshua Gans' Newsletter • 59 implied HN points • 05 Oct 20
🏥 Health & Wellness Prevention Testing Protocols Risks Innovation
  1. Complacency during a crisis can lead us to let our guard down, requiring constant adherence to protocols to manage the situation.
  2. Strict protocols are necessary, especially in high-risk environments like the White House, and must be followed diligently to prevent breakdowns in the system.
  3. The ongoing COVID-19 crisis demands vigilance from all of us - we need to innovate ways to maintain strict screening protocols and not let our guard down.

Dropsuite

Nihar’s Thoughts on Stocks • 0 implied HN points • 27 Mar 23
💰 Finance Investing Market Analysis Valuation Competition Risks
  1. Dropsuite is a fast-growing company offering online backup services for SMBs through MSPs.
  2. The market undervalues Dropsuite due to misconceptions about its business model and differentiation in the online backup market.
  3. Dropsuite has a clear path to profitability and potential market cap growth by 2028, but faces risks from distributor concentration and competitive market dynamics.

Market Dynamics and Risks of Liquid Staking Derivatives

Coin Metrics' State of the Network • 0 implied HN points • 12 Mar 24
💰 Finance Cryptocurrency Market Dynamics Liquidity Risks
  1. Staking on the Ethereum network has seen significant growth, with 31M ETH staked on the Beacon chain, representing 26% of the supply.
  2. Liquid Staking Tokens (LST's) like Lido's stETH & wstETH have become a dominant form of collateral, with $9.5B in collateral across DeFi lending markets.
  3. Market risks associated with Liquid Staking Tokens include de-pegging, liquidity risk, and potential market instability during significant events like the Terra Luna collapse.

Deep dive on Axon ($AXON)

Jonah’s Growth Stocks • 0 implied HN points • 22 Jan 24
💰 Finance Stocks Investment Earnings Valuation Risks
  1. Axon, formerly known as Taser, is a company worth paying attention to in the investment world.
  2. Paid subscribers of Jonah's Growth Stock Deep Dives get in-depth analysis on stocks and access to investment portfolios.
  3. Detailed information on Axon, such as stock performance, market cap, and financial reports, is available for those interested in investing.