HeyJared100 Bagger Hunting
Hunt for small quality stocks that can double multiple times
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 25, 2026
- Audience
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- Earliest in this view
- Jul 9, 2026
Latest issues
I found the cheapest bank in Europe (opens the original)
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I swore.I swore to myself never to look at banks. For a long time, it was outside my circle of competence.But then AI came. It not only amplifies what you can do, but also lets us learn faster than ever.The setup: I collected all data for 125 banks in Europe. (The US sits on the agenda too.)The results:<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!xdMa!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic
A massive business hidden inside? (opens the original)
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Hi hunters,In the past, I explained that my favorite companies are what I called phoenix companies.Like that bird that rises from the ashes.A company that reinvents itself. On the surface, a declining business, but under the hood, something powerful is brewing.Phoenix companies give us a chance to profit from a double whammy:Multiple expansionEPS growthAfter all, if the company looks good on the surface, that goodness is already priced in, and you can only profit from possible future earnings gr
Portfolio Update (Sept ‘26) (opens the original)
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Hi hunters,This is the new edition of our portfolio update.For each position inside our portfolios, you’ll receive:The initial thesis in short (to remind myself and you why we bought the company in the first place)The current situation with the companyOur rating of the company.Reply to this email if you want me to add, change, or remove anything from these reports.I invest with a 3-5 year horizon. So I’m not swayed by short-term volatility. But these reports force me to think about the full port
A software monopoly priced like a no-growth microcap (opens the original)
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Hi hunters,I stood in a room on Tuesday with 225 investors to teach a masterclass on how to research faster and cover more names with Claude.<img alt="" class="sizing-normal" height="663" src="https://substackcdn.com/image/fetch/$s_!NfZV!,w_1456,c_limit,f_aut
This microcap’s hidden segment is rising fast (opens the original)
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One of our holdings reported last week.The bad news first: Their legacy business barely grew this year.The good news: Their new segment showed .. growth in the past month.Music to my ears.Peter Lynch gave different names to different types of companies:Fast growers (pretty self-explanatory)Asset plays (hidden value on the balance sheet)etc.I call this kind of company a Phoenix.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!xGxV!,f_auto,q_auto:good,fl_p
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