The hottest Stock Analysis Substack posts right now

And their main takeaways

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Top Finance Topics

🥇The Best of Compounding Quality

Compounding Quality • 2279 implied HN points • 09 Jan 24

💰 Finance Investment Stock Analysis Portfolio

The best investment is in yourself, always pays the best interest.
Interactive Brokers is highlighted as one of the best and cheapest brokers available.
The website offers a wide range of content on investment philosophy, financial analysis, portfolio management, and more.

What I read in January 2024

Asian Century Stocks • 275 implied HN points • 28 Jan 24

💰 Finance Stock Analysis Market Trends Investment Opportunities

Japanese stocks, like Fuji Corporation and Ginebra San Miguel, may present good investment opportunities.
HDFC Bank from India is seen as well-managed, but there are concerns about its future performance.
Sysmex, a Japanese testing equipment maker, shows potential for growth but with competition concerns.

Portfolio Review - December 2023

The Wolf of Harcourt Street • 412 implied HN points • 01 Jan 24

💰 Finance Portfolio Management Investment Strategies Market Performance Stock Analysis

The portfolio review highlighted transactions such as selling Cloudflare and Shopify for tax planning.
Evolution (EVVTY) was added to the portfolio due to its buyback program and attractive valuation.
Performance showed Q4 at 17.8% vs S&P 11.4% and YTD at 34.3% vs S&P 24.1%.

What I read in September 2023

Asian Century Stocks • 314 implied HN points • 04 Oct 23

💰 Finance Stock Analysis Market Trends Investment Strategies

The author read 14 write-ups in September from sources like Value Investors Club and Substack.
They believe JD.com and China Tower may be undervalued, while Ossia International and Ming Fai may have potential upside.
There are concerns about Midea's exposure to the Chinese property market, but the company's strong market position and growth indicate potential resilience.

Deep dive on Sea Ltd ($SE)

Jonah’s Growth Stocks • 0 implied HN points • 22 Jan 24

💰 Finance Stock Analysis Investment Company Overview Earnings Report Valuation

Sea Ltd is a company with a dual-class structure and 64,000+ employees headquartered in Singapore.
The stock price of Sea Ltd has fluctuated between a low of $40.67 and a high of $93.70 over the past year.
Paid subscribers receive detailed information on Sea Ltd and other stocks through Growth Stock Deep Dives.

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Deep dive on Palantir ($PLTR)

Jonah’s Growth Stocks • 0 implied HN points • 20 Jan 24

💰 Finance Stock Analysis Investment strategy Market Data Company Overview Earnings Reports

Palantir ($PLTR) is a company with a solid financial standing and a detailed deep dive analysis available.
The stock has had fluctuations in its price and market performance.
Paid subscribers get access to in-depth insights on Palantir and other stocks through Jonah's Growth Stock Deep Dives.

Investing Update: Is Apple Losing Its Taste?

Spilled Coffee • 0 implied HN points • 02 Mar 24

💰 Finance Market Performance Stock Analysis Investment strategy Market Trends Economic Indicators

The stock market has been reaching new all-time highs with strong performance across various sectors and asset classes.
Despite Apple's underperformance compared to the S&P 500 and other tech stocks, it may present a potential buying opportunity as past dips in Apple have been followed by strong recoveries.
The current market trend is leaning towards risk-on behavior, with evidence in the rise of high-risk assets like Bitcoin and certain ETFs.