HeyJared18 Degree Journal Tunes
Writings by 18 Degree Journal.Disclaimer: All content shared is for educational and entertainment purposes only. I am investing my personal capital exclusively and am NOT registered as an investment adviser.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Aug 6, 2026
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- Jul 15, 2026
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WriteUp - AlphaPolis Co., Ltd. (Tokyo Stock Exchange: $9467) (opens the original)
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Hey everyone! This week I wanted to share a very short write-up on what I believe is one of those hidden, high-quality compounding businesses hiding in plain sight. AlphaPolis has one of the most fascinating business models I've come across in years, combining powerful network effects, incredible operating leverage, and what I think is a very compelling valuation. I hope you enjoy the read! Full Article: https://andreevdan.substack.com/p/writeup-alphapolis-co-ltd-tokyo-stock?r=4klyy7&utm_campaig
WriteUp : Saramin Co Ltd $143240 (KOSDAQ) (opens the original)
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Hey everyone,Finally got over the line and found some time to finish this video!Today's piece: South Korea's second-largest job board platform, trading below cash. Saramin Co., Ltd. ($143240, KOSDAQ).In short: Saramin sold off its stake in Remember (a Korean business-card/networking app) in 2025, leaving it sitting on a cash and deposits pile worth more than the entire company's current market cap. Throw in a real estate trust and some investment property on top of that, and you're basically bei
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