HeyJared$1M to $100M Portfolio Project
The $1M to $100M Portfolio Project follows my journey to turn $1M into $100M in 15 years—by doubling my portfolio every 2 years with under-the-radar small public companies.
- Indexed issues, last 90 days
- 7
- Latest publication
- Sep 25, 2026
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- Earliest in this view
- Jul 9, 2026
Latest issues
Operating Profit 3x Since 2022. Stock -38% (opens the original)
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Taylor Swift got millions of people to buy music many of them already owned.One Japanese company runs the fan clubs that make that kind of loyalty pay, for 800+ artists and 3.8 million paying memberships. Operating profit has tripled since FY2022. And it trades at ~12x forward earnings after adjusting for cash and securities, ~8x FY2029 if growth holds.… Read more
The Nicotine Pouch Supertrend, and How to Play it today. (opens the original)
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My best investments seem to follow the same unique path.They’re already growing quickly, greater than 10% on average, but the profitability isn’t visible just yet.Rather you have to believe that profits will come… Trust me, I know what that sounds like, but bear with me.You must look forward to a point in time when the company will be able to harvest the growth that it’s paying for today. The problem is, most companies won’t just become profitable. Rather most in this cohort of growing revenue/d
A Trade on Data Center Growth (opens the original)
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<img alt="Fission | Understand Energy Learning Hub" class="sizing-normal" height="800" src="https://substackcdn.com/image/fetch/$s_!SfOl!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b9234c5-a
Remitly’s Opportunity to Take Share (opens the original)
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<img alt="Image preview" class="sizing-normal" height="971" src="https://substackcdn.com/image/fetch/$s_!lE2x!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8a467178-97fc-4543-81d7-a57eafc72a53
A Japanese Compounder - 50% Off (opens the original)
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What if I gave you a nearly unlimited credit line at 0%? What would you do with it? If it was me, I’d make a lower volatility version of my strategy and lever up. Worst case- US bonds at 5%? Thats a free 5% alternatively you could buy Berkshire Hathaway and chill w/ lower leverage.Either way - this is a free money glitch. Assuming you need 20% equity to get this credit line- you can continue to borrow more against your growing equity stakes as that position grows. Turns out this isn’t a hypothet
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