The hottest Value Substack posts right now

And their main takeaways
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The Take (by Jon Miltimore) • 176 implied HN points • 11 Feb 24
  1. Artists like Usher may headline the Super Bowl halftime show for free, but they benefit from increased record sales and exposure.
  2. The NFL's unique arrangement with performers makes sense from an economic perspective, as the exposure during the halftime show can lead to millions of dollars worth of value for the artists.
  3. Despite not receiving payment from the NFL, artists still have direct financial incentives to perform due to the significant spike in record sales and other subsequent opportunities.
Invariant • 609 implied HN points • 21 Jan 24
  1. Analyzing investments should involve a holistic reflection and critical thinking.
  2. Consider the importance of probability and odds in decision-making.
  3. Recognize that in financial markets, competition influences opportunity and the importance of value over price.
So Here’s a Thing • 825 implied HN points • 06 Jun 23
  1. New feature announcement of a growing short story library for paid subscribers only. First story release is free for all.
  2. Stories will be delivered every two weeks in e-book format with new covers designed by the author, offering value for subscribers.
  3. If there is enough interest in the initial series of short stories, a second series may follow, encouraging engagement and growth.
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Value Investing Substack • 373 implied HN points • 28 May 23
  1. Value investors should not feel bad about missing out on short-term stock jumps like NVDA's recent +25% increase.
  2. It's important to avoid setting unrealistic benchmarks based on present-day reference points when evaluating past investment decisions.
  3. Embracing less-than-perfect outcomes and understanding the arbitrariness of present-day reference points can help investors overcome FOMO and focus on long-term success in stock markets.
Michael’s Newsletter • 98 implied HN points • 15 Aug 23
  1. Craft a compelling offer that speaks to the customer's dream result, provides certainty, reduces time to value, and minimizes effort needed.
  2. The way you position your offer can significantly impact buyer response and lead to higher close rates.
  3. Creating a grand-slam offer involves addressing the dream result, certainty, time to value, and effort or cost for the customer.
Register Spill • 157 implied HN points • 30 Apr 23
  1. Papercuts in software are small annoyances that don't necessarily affect functionality but can be fixed.
  2. Even though papercuts may be annoying, they often don't prevent users from achieving their goals when using software.
  3. Having papercuts in software may not always directly relate to a negative user experience or impact the success of the software.
Mimir's Well • 78 implied HN points • 31 Jul 23
  1. Generative AI will disrupt education by impacting the value of university degrees and increasing alternative credentialing options.
  2. Professors bring irreplaceable value to students through curriculum design, domain knowledge, pedagogy, mentoring, and career guidance.
  3. Universities offer unique value like the college experience, credentialing, career training, alumni networks, and extracurricular activities that AI cannot replicate.
The Joyous Struggle • 138 implied HN points • 13 Mar 23
  1. Values play a significant role in directing our loyalty and commitment.
  2. Direct perception of value is a complex and important concept, delving into the core of our understanding of 'good' and 'value'.
  3. Public discussions on values encompass various dimensions, from moral foundations to intrinsic and extrinsic values, shaping societal attitudes and behaviors.
a newsletter for infovores. • 65 HN points • 31 May 23
  1. Bryan Caplan's argument against education may not have strong evidence to support it, putting the burden of proof on Caplanites.
  2. The sheepskin effect might not only be due to signaling but could have other explanations, suggesting the need for more scrutiny.
  3. Schools not only signal intelligence but also teach conformity, which is valued by employers.
Iterare • 98 implied HN points • 14 Mar 23
  1. Money is based on belief - understanding beliefs is crucial when dealing with finances.
  2. Markets and trading value are driven by what others believe - belief in value is fundamental in trading.
  3. Understanding beliefs about beliefs is important in investing - being aware of the dynamics of belief in market behavior can help in making investment decisions.
Brick by Brick • 45 implied HN points • 05 Jul 23
  1. Losing sales opportunities can be a great learning opportunity for both sales and engineering teams.
  2. Sales losses can occur due to reasons like lack of alignment with customer needs, inadequate value proposition, and price constraints.
  3. To learn from sales losses, it's important to assess gaps in perceived value, interview customers for insights, and continually review reasons for lost deals.
Wayne's Earth • 0 implied HN points • 18 Dec 22
  1. Adam Smith emphasized the importance of creating positive relationships by being lovely, as it leads to happiness and fulfillment for both parties.
  2. Treating others with kindness and politeness, even without expecting immediate benefits, can result in improved relationships in the long run.
  3. Small gestures such as smiling at strangers or offering sincere compliments can have a significant impact in making someone feel valued and respected.
First principles trivia • 0 implied HN points • 05 Dec 21
  1. Stock value comes from sources beyond just dividends, like stock buybacks, mergers, acquisitions, voting power, and potential future dividends.
  2. Companies may not pay dividends but can still provide shareholder value through mechanisms like stock buybacks, mergers, and acquisitions.
  3. The stock market functions as a prediction market for future company performance, with investors making long-term bets on potential returns, even if dividends are not immediate.