The hottest Stocks Substack posts right now

And their main takeaways
Category
Top Finance Topics

Investing Update: Where Are The IPOs?

Spilled Coffee • 20 implied HN points • 13 Dec 25
💰 Finance Stocks
  1. The S&P 500 hit new all-time highs and is tracking toward a 6,900 year-end target.
  2. The rally is broadening beyond AI and the Mag 7 — equal-weight S&P and sectors like small-caps, industrials, and financials are making new highs.
  3. Markets got volatile as the Nasdaq underperformed after tech earnings and rising yields, and IPO activity remains surprisingly quiet.

Hartalega update (HART MK)

Asian Century Stocks • 176 implied HN points • 22 Oct 23
💰 Finance Stocks
  1. Hartalega is a major producer of disposable gloves, with a focus on synthetic nitrile gloves.
  2. The glove industry experienced a boom-bust cycle due to the pandemic, leading to oversupply and low prices.
  3. There are signs that glove prices may be reaching a bottom, signaling a potential return to supply-demand balance in 2-3 years.

Links - 02/13/2023

Value Investing World • 176 implied HN points • 14 Feb 23
💰 Finance Stocks
  1. Pragmatic value investors believe in achieving high return and low risk by buying things for less than they're worth.
  2. Overpaying implies both low return and high risk when it comes to investing.
  3. The 'Berkshire System' offers life advice through shareholder letters.

Rescheduling Update

Mindset Value • 176 implied HN points • 31 Aug 23
💰 Finance Stocks
  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.
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Links - 03/07/2023

Value Investing World • 176 implied HN points • 08 Mar 23
💰 Finance Stocks
  1. Risk management involves recognizing that normal is a transition, not a state of nature.
  2. Berkshire Hathaway increased stake in Occidental to 22.2%.
  3. Various podcasts and articles on investing and business are available for learning and insight.

More Problems at B. Riley (RILY)

The Bear Cave • 653 implied HN points • 15 Feb 24
💰 Finance Stocks
  1. The Bear Cave has raised concerns about B. Riley's ties and financial exposure to an accused fraudster, Brian Kahn, as well as regulatory and disclosure issues at the company.
  2. Short seller Marc Cohodes referred to B. Riley as the "biggest pound-for-pound financial fraud" he has seen.
  3. New evidence presented by The Bear Cave includes a potential departure of B. Riley's audit engagement partner, contradicting statements about a loan to Brian Kahn, and engagement of outside counsel by B. Riley's auditor in response to concerns.

Semicap Stock Idea

Mule’s Musings • 102 implied HN points • 16 Jun 25
💰 Finance Stocks
  1. The article presents a stock idea related to semiconductors, a key industry for technology. Semiconductors are essential for a lot of modern devices, making them an important investment area.
  2. It's aimed at paid subscribers, which suggests that the insights may be more detailed or exclusive. Paid content often provides deeper analysis that can help investors make better decisions.
  3. Investing in the semiconductor sector may be beneficial due to its growing importance in the tech world. Understanding trends in this field can help guide smart investment choices.

Weekly Wrap 10th November 2023

Syncretica • 137 implied HN points • 10 Nov 23
💰 Finance Stocks
  1. Nuscale faced challenges and lacked ambition in nuclear energy.
  2. Production of food with energy is possible and competitive in cost and carbon.
  3. US thermal coal industry is struggling while the lithium market is undergoing a slowdown.

Links - 02/23/2023

Value Investing World • 157 implied HN points • 23 Feb 23
💰 Finance Stocks
  1. Select the best investments available regardless of market conditions.
  2. Truth is seldom discovered without actively seeking it.
  3. Various useful investment resources such as podcasts and articles are available for learning.

Chinese AI is crushing tech stocks

Alex's Personal Blog • 197 implied HN points • 27 Jan 25
🕹 Technology Stocks
  1. Chinese AI models are affecting American tech stocks negatively, causing major declines in companies like Nvidia and Microsoft. This raises questions about how competitive American AI firms really are.
  2. The large amounts of money American tech companies are spending on AI hardware might be wasted since Chinese models like DeepSeek can do similar work with less investment.
  3. There are some positives, like the potential for learning from DeepSeek's open-source models, and the company is limited by government rules, which helps maintain competition.

MREIT Stocking Stuffers

Lewis Enterprises • 98 implied HN points • 22 Dec 23
💰 Finance Stocks
  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
  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.

WTF is going on at SuperMicro? (SMCI)

Mule’s Musings • 449 implied HN points • 16 Feb 24
💰 Finance Stocks
  1. An ongoing gamma squeeze at SuperMicro has led to a significant buying pressure, possibly due to high volumes of options expiring.
  2. The significant demand for shares due to in-the-money calls can lead to billions of dollars worth of shares needing to be accounted for.
  3. After the gamma squeeze peaks, there may be a period of share buying, but ultimately, there are expectations for SuperMicro's stock to stabilize and return to normal.

Enovix - You've Been Scammed? Maybe (part 2)

ESG Hound • 692 implied HN points • 13 Jul 23
💼 Business Stocks
  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.

Spilled Coffee Year In Review

Spilled Coffee • 8 implied HN points • 31 Dec 25
💰 Finance Stocks
  1. The newsletter grew sharply in 2025, expanding its global readership and earning mainstream recognition from major outlets and platform bestseller lists.
  2. The content was heavily investing-focused with a steady cadence of market updates, stock picks, charts, and sector analyses that tracked themes like housing, AI, and the Magnificent 7.
  3. Popular essays challenged common investing myths and emphasized simple, long-term thinking and making financial choices that reflect real-life priorities rather than just spreadsheet metrics.

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

Jon’s Newsletter • 139 implied HN points • 12 Jun 23
💰 Finance Stocks
  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.

Mining Dashboard Summary 1/12/24

Bitcoin Magazine Pro • 58 implied HN points • 12 Jan 24
💰 Finance Stocks
  1. Public miner stocks have seen mixed performance, with an average gain of 33% in the last 30 days.
  2. Bitcoin spot ETFs will create competition for miners in attracting investment from those seeking exposure to bitcoin.
  3. It is predicted that the underlying asset of Bitcoin will outperform miners in the current year.

Megapost Part #3

Philoinvestor • 98 implied HN points • 04 Jul 23
💰 Finance Stocks
  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.

Why are stocks not dropping?

Philoinvestor • 98 implied HN points • 12 Apr 23
💰 Finance Stocks
  1. Comparing bond yields to stock earnings yields may not be the same due to real vs. fixed assets
  2. Real assets like businesses can adjust to inflation, unlike fixed assets like bonds
  3. Investors feel the need to invest in assets that can beat inflation and create value

We need to talk about Nvidia.

Jon’s Newsletter • 199 implied HN points • 20 Feb 23
💼 Business Stocks
  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 Stocks
  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.

25 Reader Questions, Answered

Spilled Coffee • 52 implied HN points • 02 Jul 25
💰 Finance Stocks
  1. The author opened up for reader questions and received a lot more than expected. It shows that people are curious and want to engage.
  2. When starting to invest, the author recommends beginning with an S&P 500 index fund. This is a smart way to ensure a solid foundation in investing.
  3. The author plans to do more Q&A posts because the response was so positive. This feedback loop is great for connecting with readers.

Downside at Moderna.

Philoinvestor • 78 implied HN points • 04 Apr 23
💰 Finance Stocks
  1. Moderna has faced significant insider selling of stock by top executives, leading to questions about their management and future prospects.
  2. Despite recent success with COVID vaccine sales, Moderna is now facing a period of cash burn and uncertainty as they seek to pivot post-pandemic.
  3. Investors in Moderna are banking on the company's RNA-technology pipeline to potentially deliver groundbreaking solutions, but there is high risk involved.

How to calculate P/E ratio

Shivansh • 19 implied HN points • 26 Apr 24
💰 Finance Stocks
  1. P/E ratio compares a company's stock price with its earnings per share, providing insight into investor perception and market sentiment.
  2. Calculating P/E ratio involves dividing the current stock price by the company's earnings per share (EPS).
  3. Different types of P/E ratios like trailing and forward help in assessing past performance and future earnings, aiding investors in comparing valuations and identifying trends across industries.

How to identify distress in the financial system?

Global Markets Investor • 39 implied HN points • 26 Jan 24
💰 Finance Stocks
  1. It's crucial to understand the credit rating scale of bonds to identify distress in the financial system, as issues in the bond market can quickly impact other financial sectors.
  2. Monitoring indicators like bond spreads, such as the ICE BofA US Corporate Index Option-Adjusted Spread, can help determine the financial system's strength. Lower spreads usually indicate a healthier market.
  3. Using indices like the St. Louis Fed Financial Stress Index offers a comprehensive view of financial market stress, incorporating various metrics like interest rates, yield spreads, and stock and bond volatility.

What I read in December 2023

Asian Century Stocks • 39 implied HN points • 07 Jan 24
💰 Finance Stocks
  1. The post discusses strong competitive advantages of companies like Nintendo, Samsung C&T, Topcon, Japan Lifeline, Tai Cheung, and Medley.
  2. The information in the publication is not personalized financial advice and opinions can change.
  3. Readers are advised to consult financial advisors and do their own research before making investment decisions.

Top 5 financial posts of the trading week 13/2024

Global Markets Investor • 19 implied HN points • 01 Apr 24
💰 Finance Stocks
  1. US stocks finished the week slightly higher and had one of the best quarters in years, with Gold and Bitcoin also performing well.
  2. Corporate insider stock selling levels are at their highest since Q1 2021.
  3. US pump prices are expected to hit $4 a gallon by the summer, which may not be good news for consumers and inflation.

Founder-Led Stocks

Spilled Coffee • 32 implied HN points • 09 Jul 25
💰 Finance Stocks
  1. Founder-led companies are important to consider when investing in stocks. They often have a unique perspective and commitment to their business.
  2. Over the years, the number of founder-led companies has decreased, which is notable for investors. Fewer options could impact investment strategies.
  3. It's beneficial to research and understand how founder-led companies have performed. Their track records can offer valuable insights for potential investments.

The Lund Loop Daily Update - 02/23/23

The Lund Loop • 58 implied HN points • 23 Feb 23
💰 Finance Stocks
  1. DXY and the market have an inverse correlation - when one goes up, the other goes down.
  2. Watching the DXY test the 200EMA could indicate potential market movement.
  3. The market snapshot shows Information Technology as the winner and Consumer Discretionary as the loser.

Open House (3288-JP): Part 1

Guasty Winds Investment Ideas • 58 implied HN points • 14 Apr 23
💰 Finance Stocks
  1. Open House (3288-JP) is a successful niche homebuilder in Japan with a strong track record of growth and profitability.
  2. The company has maintained high returns on equity, shareholder-friendly practices, and a solid balance sheet.
  3. Despite being relatively unknown in the investment community, Open House has shown impressive sales, profit, and dividend growth since its IPO in 2013.