The hottest Stocks Substack posts right now

And their main takeaways
Category
Top Finance Topics

Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 59 implied HN points • 29 Jul 24
💰 Finance Investing Markets Economics Stocks Cryptocurrency
  1. Tech stocks have faced some tough times lately, with a drop in the NASDAQ 100. Investors are cautious and waiting to see how major companies perform in their earnings reports.
  2. During election years, financial and tech stocks typically do well, showing good returns. This trend is backed by past market behaviors where these sectors get investor attention.
  3. Investing in copper appears shaky right now due to issues in China’s property market, but experts still believe in its long-term potential, especially linked to renewable energy needs.

22nd Century Group: Answering the Wrong Question

Invariant • 609 implied HN points • 14 Jan 24
💰 Finance Stocks Investing Regulation Companies Market Analysis
  1. 22nd Century Group focused on developing low-nicotine cigarettes but didn't consider if consumers wanted the product.
  2. The company struggled with profitability and faced challenges even after receiving authorization for their products.
  3. Shifting focus to a different product with conventional nicotine levels came too late for the company to recover.

Ticker Take: a weekly newsletter on investing.

Jon’s Newsletter • 179 implied HN points • 26 May 24
💰 Finance Investing Stocks Market Trends Economic Analysis Corporate Finance
  1. Companies with high profit margins are doing really well. For example, Nvidia has a gross profit margin of 78%, which is impressive compared to others like Amazon and Apple.
  2. There are good opportunities in the bond market now. After a long time, stocks aren't the only option for investors looking for decent returns.
  3. Amazon is expected to overtake Walmart in sales next year. With Amazon's growth in cloud services, it's on track for $711 billion in revenue, compared to Walmart's $703 billion.

❄️ ⚡️ Tesla et Chine, le bon moment pour investir ?

Snowball • 550 implied HN points • 28 Jan 24
💰 Finance Investment Stocks Economy Cryptocurrency Personal Finance
  1. Tesla stock has dropped significantly, raising questions for long-term investors.
  2. The Chinese government aims to regain investor trust in their financial markets after a significant drop in the CSI 300 index.
  3. Generative AI is disrupting the entertainment industry, potentially leading to more immersive storytelling experiences.
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Downside at NVIDIA (and the Nasdaq at large)

Philoinvestor • 491 implied HN points • 26 Jan 24
💰 Finance Investing Stocks Valuation Semiconductors Artificial Intelligence
  1. NVIDIA's stock price increased significantly faster than its earnings, raising questions about its valuation.
  2. The launch of Chat GPT led to a surge in demand for GPUs and an uptick in NVIDIA's stock.
  3. Microsoft's $10 billion investment in Open AI and the AI hype train are contributing factors to the current market dynamics.

NASDAQ:ARM is Comically Undervalued

Irrational Analysis • 159 implied HN points • 23 May 24
💰 Finance Investing Stocks Market Analysis Semiconductors Technology
  1. Irrational Analysis is heavily invested in the semiconductor industry, giving insights into the comical undervaluation of NASDAQ:ARM.
  2. Nvidia's massive demand for GB200 and Grace CPUs could have significant implications for ARM (LTD)'s value and future performance.
  3. Nvidia Grace CPUs might exceed sell-side expectations, potentially propelling ARM (LTD) value beyond current projections.

MMTLP: You want it to be one way... But it's the other way.

Keubiko’s Musings • 845 implied HN points • 10 May 23
💰 Finance Investing Stocks Market Regulation Financial Education
  1. Former owners of MMTLP faced challenges due to its cancellation and distribution of value through NBH shares.
  2. Understanding key dates and settlement processes is crucial in managing investments.
  3. Misconceptions around short selling, market makers, and securities registration led to confusion among MMTLP investors.

❄️ 🐣 Comment investir l'épargne des enfants ?

Snowball • 825 implied HN points • 14 Sep 23
💰 Finance Investment Children Taxation Stocks Personal Finance
  1. Consider investing children's savings in the stock market for long-term growth potential.
  2. Opening a brokerage account in your name to hold ETFs or stocks for your child and then gifting it to them can be a tax-efficient way to invest for their future.
  3. Ensure to handle legal aspects like declaring the donation to the tax authorities and consider equal distribution among multiple children to avoid inheritance disputes.

Share Cannibals

Investment Talk • 766 implied HN points • 24 Oct 23
💰 Finance Investing Stocks Business Strategies
  1. Warren Buffett likes companies that aggressively repurchase their shares, calling them 'share cannibals'
  2. Share repurchases can increase ownership stakes in companies without extra cost
  3. Berkshire Hathaway indirectly increased ownership in companies like Apple and American Express through share repurchases

Links - 01/17/2024

Value Investing World • 452 implied HN points • 18 Jan 24
💰 Finance Investing Stocks Market News
  1. Value investing involves envisioning the future and solving puzzles to make successful investments.
  2. Haslam family sells remaining shares of Pilot Travel Centers to Berkshire Hathaway.
  3. Watch Nassim Nicholas Taleb speaking at Science and Business Days 2023 on video.

Links - 01/09/2024

Value Investing World • 452 implied HN points • 10 Jan 24
💰 Finance Investing Stocks Podcasts Value investing
  1. In times of easy money, people tend to take risky investments over maintaining high standards.
  2. Choosing to abstain from risky investments and herd behavior requires uncommon strength.
  3. Check out valuable investment insights from sources like Howard Marks, Boyar Research, Mohnish Pabrai, and Fundsmith's annual letter.

💰 Stock-Based Compensation Explained

How They Make Money • 707 implied HN points • 24 Mar 23
💰 Finance Investing Stocks Compensation Performance Metrics
  1. Stock-Based Compensation (SBC) is a remuneration strategy where companies reward employees with equity interests.
  2. SBC affects investors through ownership dilution, alignment of interests, and impact on company performance.
  3. There are different types of SBC such as stock options, restricted stock units, and performance shares, each with unique characteristics and implications.

The Investment Case for Chinese Stocks

Modern Value Investing • 353 implied HN points • 28 Jan 24
💰 Finance Investing Stocks Economic Growth
  1. Chinese stocks have underperformed global peers, but a potential reversal could be imminent due to recent policy changes and low valuations.
  2. The Chinese government has taken measures to support the stock market, including a significant rescue package and regulatory changes, indicating a shift in approach.
  3. Factors like global underweighting of Chinese stocks, a recovering Chinese economy, and potential monetary policy adjustments suggest a positive outlook for investing in Chinese stocks.

Portfolio Review - January 2024

The Wolf of Harcourt Street • 399 implied HN points • 01 Feb 24
💰 Finance Investing Stocks Portfolios Earnings Valuation
  1. The newsletter discusses investing in NU Holdings as a new position due to its growth potential in Latin America.
  2. The author shares insights on adding to their Auto Partner position, seizing an opportunity when the stock price dropped.
  3. The author presents a buy list, highlighting Evolution and NU as stocks to watch and potentially add to the portfolio.

Problems at an ARK Invest Favorite

The Bear Cave • 1026 implied HN points • 07 Mar 24
💰 Finance Investing Stocks Analysis Market
  1. The Bear Cave raises concerns about an ARK Invest favorite, suggesting it may not live up to the hype and bold promises of innovation.
  2. The company in question has been spending on questionable celebrity partnerships, leading to doubts about its true potential.
  3. Despite predictions of high growth, The Bear Cave predicts a potential crash for this company, signaling a caution for investors.

Links - 01/15/2024

Value Investing World • 373 implied HN points • 16 Jan 24
💰 Finance Investing Stocks Podcasts Business Strategy
  1. Investors need a margin of safety when investing in securities to account for human error and market volatility.
  2. Various podcasts and videos are available covering topics like top stocks for 2024, business strategies, and lessons from investors.
  3. Continuously learning and staying informed is crucial in making wise decisions, as wisdom doesn't come by chance.

Value Investing Substack Portfolio Review | Annual Letter 2023

Value Investing Substack • 373 implied HN points • 14 Jan 24
💰 Finance Investing Stocks Financial Analysis Value investing
  1. The VIS Portfolio outperformed the S&P 500 both in up and down years, showing it's a zero-correlation portfolio.
  2. By focusing on undervalued stocks, the VIS Portfolio achieved similar or higher upside than the S&P 500 with lower downside risk.
  3. The VIS Portfolio has consistently beaten the S&P 500 across different time periods, showcasing the effectiveness of the value investing strategy.