The hottest Stock Market Substack posts right now

And their main takeaways
Category
Top Finance Topics

❄️ 🍅 Une Française va diriger une boîte du Nasdaq

Snowball • 668 implied HN points • 10 Sep 23
💼 Business Startups Stock Market Economy Tech Retail
  1. A French woman will lead a company on the Nasdaq, reflecting increasing diversity in leadership roles.
  2. The potential impacts of a $100 per barrel oil price include considerations on the US strategic oil reserve.
  3. The microlearning market aims to revamp traditional education models, offering opportunities for individuals to benefit and innovate.
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O Bubble, Where Art Thou?

The Last Bear Standing • 55 implied HN points • 08 Mar 24
💰 Finance Stock Market Cryptocurrency Market Analysis Interest Rates
  1. The equity market has shown signs of over-indulgence recently, with increasing enthusiasm and unbridled momentum.
  2. Market worry has shifted from lack of enthusiasm to lack of disbelief, raising concerns about the sustainability of the current bull run.
  3. The macroeconomic resilience is attributed to a balance between big fiscal policies, monetary tightening, and strong balance sheets post-pandemic.

Enovix (ENVX) - Anatomy of a Lie (PART 1)

ESG Hound • 866 implied HN points • 05 Jul 23
💰 Finance Stock Market Investing Company analysis Financial regulation Risk management
  1. Enovix Management has repeatedly misled customers about their manufacturing capabilities and volumes.
  2. Management at Enovix made significant downgrades to their production capacity without updating investors.
  3. ENVX has exhibited a pattern of dishonesty through inaccurate statements to investors and regulatory agencies.

Heat Check

The Last Bear Standing • 81 implied HN points • 16 Feb 24
💰 Finance Investing Stock Market Inflation Market Analysis Economy
  1. The market has been experiencing significant growth, especially in sectors like Artificial Intelligence and biotech, leading to exponential value increases in certain stocks.
  2. Despite positive economic indicators and accommodative policies, there are some cautionary signals like delays in rate cuts and unexpected inflation data that may impact the stock market.
  3. Investors should remain aware and prepared for the potential scenarios of inflation re-acceleration and its impact on the market.

This Year's Buffettisms

Investment Talk • 1159 implied HN points • 25 Feb 23
💰 Finance Investing Stock Market
  1. Berkshire Hathaway's annual return of 19.8% since 1965 beats the S&P 500's 9.9% performance.
  2. Annual shareholder letters from Berkshire contain helpful Buffettisms and market insights.
  3. Buffett emphasizes meaningful investments in businesses with favorable economic characteristics and trustworthy managers.

Your Guide To Bull Market Pain Levels

The Lund Loop • 78 implied HN points • 10 Feb 24
💰 Finance Investing Stock Market Risk management Financial planning Speculation
  1. Investors experience different levels of pain in a bull market, ranging from mild discomfort to severe distress.
  2. The Pain Assessment Scale categorizes bull market pain into three main levels: Pain Free, Mild Pain, Moderate Pain, and Severe Pain.
  3. Addressing issues like position sizing, risk management, and speculation can help alleviate bull market pain. Seeking help from a financial planner is advisable if symptoms persist or worsen.

Changing Winds

Market Sentiment • 805 implied HN points • 12 Feb 23
💰 Finance Investing Economic Forecasting Interest Rates Stock Market
  1. Top-down investing looks at big-picture factors like interest rates and GDP, while bottom-up focuses on individual company fundamentals.
  2. Combining both top-down and bottom-up approaches can lead to better investment decisions, as seen from experiences like the 2008 crash and LTCM failure.
  3. In a changing market with high inflation and rising interest rates, the best strategy is to balance top-down understanding with bottom-up analysis for successful investing.

On the arrogance (and stupidity) of Pfizer's Super Bowl ad - PART TWO

Unreported Truths • 58 implied HN points • 14 Feb 24
💼 Business Pharmaceuticals Marketing Leadership Stock Market Advertising
  1. Pfizer's Super Bowl ad highlighting its history and association with great scientists received mixed reviews, with many criticizing it as overreaching and lacking in substance.
  2. Pfizer, though a major pharmaceutical company, was not historically known for scientific leadership, until it partnered with BioNTech for the creation of the COVID-19 mRNA vaccine.
  3. Despite initial success and recognition, Pfizer's stock price and reputation have suffered due to waning effectiveness of mRNA vaccines and lack of scientific advancements compared to competitors.

Cheers to Three Years

The Wolf of Harcourt Street • 294 implied HN points • 05 Oct 23
💰 Finance Investing Stock Market
  1. The newsletter community has grown globally over three years, reaching subscribers in 98 countries.
  2. Challenging perceptions around investing, especially in Ireland, is a key goal of the newsletter.
  3. Emphasizing content quality over quantity has led to increased engagement and growth.

Hidden Champions among India's ADRs/GDRs

Asian Century Stocks • 353 implied HN points • 10 Sep 23
💰 Finance Stock Market Investing Companies Economy Market Analysis
  1. There are high-quality Indian companies listed overseas that international investors can consider.
  2. Among the 16 Indian companies listed overseas, five were highlighted as having competitive products and potential for growth.
  3. The Indian market has more than 5,000 listed stocks, with Indian ADRs and GDRs having a combined market cap of around US$660 billion.

Investment Manual: Is EPS the key to stock market investing ?

All Things Finance • 19 implied HN points • 15 Mar 24
💰 Finance Investing Stock Market
  1. The article discusses the importance of Earnings per Share (EPS) in stock market investing, using a pizza analogy.
  2. It encourages readers to subscribe to 'All Things Finance' for more easy-to-understand guides on investing and become a pro while enjoying the occasional pizza night.
  3. The post emphasizes the significance of understanding key concepts in investing to navigate the complex world of the stock market effectively.

Nvidia: Better than Dreamed

Mule’s Musings • 295 implied HN points • 24 Aug 23
💰 Finance Stock Market Earnings Report Technology Industry Market Analysis
  1. Nvidia exceeded expectations with its Q2 earnings, surpassing revenue and EPS estimates.
  2. There is uncertainty about the sustainability of Nvidia's growth due to potential overordering and demand shifts.
  3. Nvidia's competitive advantage lies in its architecture, installed base, reach, and rapid engineering, positioning them as a dominant force in the tech ecosystem.

Momentum

Market Sentiment • 412 implied HN points • 25 Jun 23
💰 Finance Investing Stock Market Momentum Statistics Market Strategies
  1. Momentum investing is based on the idea that winners will keep winning and losers will keep losing.
  2. In a story about finding a lost submarine, leveraging the collective wisdom of diverse individuals led to success.
  3. A simple momentum investing strategy has shown consistent, outperforming results over years and different market conditions.

The Equal Ventures Insurance Index - Q4 2023

Equal Ventures • 39 implied HN points • 30 Jan 24
💰 Finance Insurance Investing Mergers & Acquisitions Stock Market Industry Analysis
  1. Insurtech indices outperformed legacy peers in Q4 2023, showing strong recovery throughout 2023 but still below 2021 highs.
  2. Legacy brokers faced challenges in Q4 with tougher revenue growth comps, while insurtech companies in distribution & marketing excelled.
  3. P&C carriers had a positive Q4, demonstrating improved profitability expectations with lower combined ratios, notable improvements in personal lines carriers.

The Maxell Man Market

QTR’s Fringe Finance • 21 implied HN points • 26 Feb 24
💰 Finance Stock Market Economic conditions
  1. The stock market is currently experiencing euphoria due to factors like rising rates and quantitative tightening by the Fed, which seem counterintuitive to traditional market behavior.
  2. Despite conventional economic conditions pointing in the opposite direction, the market is still skyrocketing, challenging previous predictions of a crash.
  3. The author has identified two key factors propelling the market up, but foresees these influences potentially halting in the near future, possibly leading to a significant change in the market dynamics.

1/25/2024: PayPal's *Innovation Event*

depression2022 • 39 implied HN points • 25 Jan 24
💼 Business Technology Finance Stock Market E-commerce Innovation
  1. PayPal announced new innovations at an event, like a one-click checkout product and making Venmo more business-friendly.
  2. The stock initially rose but then fell after the announcement, indicating mixed reactions from the world.
  3. The new CEO highlighted the potential for improvement by implementing simple, customer-focused changes, which could positively impact PayPal's business.

A Stock, An Index, and a Twinkie

Things I Didn't Learn in School • 157 implied HN points • 19 Sep 23
💰 Finance Stock Market Indexes Investing Wealth Management
  1. Charles Dow and Eduard Jones created the DJIA to simplify stock market performance in 1882.
  2. Investors now use various indexes like the S&P 500 to save money, but they may not fully understand what they are investing in.
  3. Indexes like S&P 500 simplify reality but lack clarity on the composition of assets, similar to not knowing the ingredients of a Twinkie.

Top 5 financial posts of the trading week 8/2024

Global Markets Investor • 19 implied HN points • 26 Feb 24
💰 Finance Investing Market Trends Economic Indicators Stock Market Bonds
  1. Weekly performance update: Last week saw significant increases in major US indexes, VIX volatility, Bitcoin, and gold. Nvidia stood out with a 9% rise after surpassing earnings and guidance expectations.
  2. Nvidia's remarkable growth: Nvidia's market cap doubled to $2 trillion in just 8 months, making it the third largest US company. Its outstanding revenue forecast and stock performance pose a question about its future success.
  3. Chinese market support and US bank debts: Chinese authorities are propping up their stock market, while major US banks are facing challenges with bad property debt surpassing loss reserves. Keep an eye on US government bond yields and PCE inflation data for potential impacts on various markets.