The hottest Stocks Substack posts right now

And their main takeaways
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Enovix - You've Been Scammed? Maybe (part 2)

ESG Hound • 692 implied HN points • 13 Jul 23
💼 Business Finance Technology Stocks Corruption Investing
  1. The deal between Enovix and YBS seems questionable and based on a non-binding Letter of Intent.
  2. Enovix is a pre-revenue company trading at a high valuation, with plans for a new factory and potential Malaysian involvement.
  3. There are red flags surrounding YBS International, including resignations of corporate secretaries and changes in bank ownership.

The Game is About to Start

Mindset Value • 196 implied HN points • 23 Oct 23
💰 Finance Investing Cannabis Private Equity Stocks
  1. The Mindset Value Wellness Fund had a strong performance in Q3, up 27.4% and about 60% for the year.
  2. Potential positive changes in cannabis regulations, like rescheduling, could open up new opportunities for investors.
  3. Investing in companies like Grown Rogue and Glass House with operational excellence and growth potential can lead to significant returns.

Daily Chartbook #392

Daily Chartbook • 209 implied HN points • 01 Mar 24
💰 Finance Economics Markets Investing Stocks
  1. Daily Chartbook provides a daily summary with 30 charts for subscribers to catch up on the day.
  2. The content of this post is for paid subscribers only, sign in or subscribe to access.
  3. Access to the Daily Chartbook is available through subscription on their website.
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Short Attacks and Tobacco Stocks

Tidefall Notes • 98 implied HN points • 11 Feb 24
💰 Finance Stocks Investing Market Analysis
  1. Short attacks on tobacco stocks can lead to short-term dips in stock prices, but may not significantly impact a company's overall value or trajectory.
  2. Investing in undervalued sectors like tobacco stocks with strong financials and low valuations can offer potential for growth and profitability.
  3. Understanding industry trends like the shift to next-gen products in tobacco can help investors anticipate stock reratings and capitalize on emerging opportunities.

Letter #78: Julian Robertson (2000)

A Letter a Day • 196 implied HN points • 02 May 23
💰 Finance Investing Stocks Market Analysis Fund management Financial history
  1. 20-year run of Tiger Management saw impressive returns but faced struggles from 1998-2000, leading to the decision to shut down the fund
  2. Julian Robertson emphasized the importance of value investing over speculative, short-term gains driven by irrational markets
  3. Regardless of setbacks, Robertson believes in the long-term potential of value investing and the cyclicality of market trends

Stock Talk

Jon’s Newsletter • 79 implied HN points • 02 Mar 24
💰 Finance Stocks Market Trends Investment E-commerce Cryptocurrency
  1. Stocks are on the rise, and analysts are adjusting their forecasts upward for the S&P 500. Staying invested long-term is advised, as it seems there’s still room for growth.
  2. If the S&P 500 performs well in January and February, historical data shows it usually continues to do well for the rest of the year. This makes the start of 2024 look promising.
  3. Amazon’s clothing sales are expected to grow significantly, potentially reaching $100 billion. This shows Amazon is successfully expanding in the fashion market, which usually has higher profit margins.

Rescheduling Update

Mindset Value • 176 implied HN points • 31 Aug 23
💰 Finance Investing Cannabis Stocks Taxation Government regulations
  1. The US government is signaling that cannabis is less dangerous by recommending rescheduling from Schedule 1 to Schedule 3.
  2. Rescheduling could lead to the removal of excessive taxation in the cannabis industry and open the door for more financial investments.
  3. Investment opportunities may arise with companies like Grown Rogue adapting to market conditions and demonstrating competitive advantages.

MREIT Stocking Stuffers

Lewis Enterprises • 98 implied HN points • 22 Dec 23
💰 Finance Stocks Investing Real Estate
  1. A few Mortgage REIT Fixed-to-Float preferreds offer short-term yields
  2. Mortgage REITs mitigate credit risks through hedging but face other risks like funding costs and market volatility
  3. Preferred series of three mortgage REITs will start floating in the first half of 2024

OXY's Outsider CEO, Vicki Hollub & Warren Buffett's Next AAPL (Divd Yield - ST: 6%, LT: 11.0%)

Value Investing Substack • 137 implied HN points • 17 Apr 23
💼 Business Stocks Investing Oil industry Financial Analysis Capital allocation
  1. Warren Buffett has been acquiring Occidental Petroleum shares and the company is focused on returning shareholder capital.
  2. Occidental Petroleum is committed to limiting production growth and allocating capital towards shareholder return.
  3. Crude oil prices are expected to be volatile, and Occidental Petroleum has a high dividend yield compared to other E&P competitors.

$10,000 investments that are now worth $1 million

Jon’s Newsletter • 139 implied HN points • 12 Jun 23
💰 Finance Investing Stocks Market Trends Wealth Management Financial Education
  1. Investing $10,000 in certain companies can turn into $1 million over time. It takes many years to see such high returns, sometimes even decades.
  2. Companies like Nvidia and Tesla have shown impressive growth since 2013, making them good examples of successful investments.
  3. Investments in well-known brands like Apple, Amazon, and Starbucks over the long term can also yield significant profits. This highlights the importance of patience in investing.

Megapost Part #3

Philoinvestor • 98 implied HN points • 04 Jul 23
💰 Finance Investing Stocks Market Analysis Financial Strategy
  1. Megapost Part #3 on Philoinvestor website with updates on ASOS and investment insights.
  2. Philo shares insights on ASOS narrative versus reality, focusing on the company's financial moves and transformation strategy.
  3. ASOS strengthens balance sheet with new financing, equity raise, and shift to new commercial model for profitability.

Saylor's Quotient

The Last Bear Standing • 91 implied HN points • 01 Mar 24
💰 Finance Investing Stocks Bitcoin Market Analysis
  1. Investing in stocks like Kodak can sometimes rely on unexpected factors like pension fund surpluses and potential stock movements based on news.
  2. Successful investing might involve keeping an eye on companies like Celsius Holdings, Inc, and understanding how stock reactions post-earnings might reflect in the market.
  3. MicroStrategy's unique strategy of accumulating Bitcoin adds an interesting premium value to the company, showcasing how the market reacts to assets like bitcoin and stock correlations.

We need to talk about Nvidia.

Jon’s Newsletter • 199 implied HN points • 20 Feb 23
💼 Business Investing Stocks Technology Startups Market Trends
  1. Nvidia has become a leader in AI hardware because their chips are powerful and in high demand. This change began when they opened up to the AI community and built partnerships with big companies.
  2. Microsoft's investment in OpenAI and the success of ChatGPT have boosted interest in Nvidia's stock. More companies are now investing in AI, which also helps Nvidia's sales.
  3. Despite past challenges and some competition, many analysts believe Nvidia is well-positioned for future growth in the AI market. Their strong reputation and market share give them an advantage.

Stock Talk

Jon’s Newsletter • 39 implied HN points • 24 Feb 24
💰 Finance Investing Market Trends Stocks Economic Analysis Wealth Management
  1. Berkshire Hathaway has $167.6 billion in cash but is finding it hard to make deals because prices are high. Higher interest rates are easing some buying pressure though.
  2. Intuitive Machines recently had a successful moon landing, causing its stock to go up. Analysts think it might rise even more as it finds its footing in the market.
  3. Nvidia is doing really well, and analysts believe Microsoft and Apple could reach a combined market cap of $4 trillion soon, due to their strong focus on AI.

Automotive (NXPI, IFX) Optics (FN, COHR), MKSI, MPWR, ACLS, SLAB, RMBS, ARM

Mule’s Musings • 83 implied HN points • 12 Feb 24
💰 Finance Stocks Investing Market Analysis Company Updates
  1. The post discusses the performance of different companies in the automotive and optics sectors, highlighting particular stocks like NXPI, IFX, FN, COHR, MKSI, MPWR, ACLS, SLAB, RMBS, and ARM.
  2. It mentions an observation that automotive stocks are performing poorly while optics stocks are doing well.
  3. There is a note about Rambus having a breather and SLAB putting a bottom in, suggesting potential shifts in their performance.