HeyJaredAmsterdamStocks
This publication is a personal investment journal, shaped by principles of stewardship, ownership, and integrity.
- Indexed issues, last 90 days
- 4
- Latest publication
- Sep 17, 2026
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- Earliest in this view
- Aug 23, 2026
Latest issues
Why Berner Industrier share price is depressed (opens the original)
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The market is mistaking short-term noise and technical selling for fundamental weakness. Berner Industrier is undergoing a structural transformation from a sleepy distributor into a high-margin serial acquirer under CEO Caroline Reuterskiöld and CFO Henrik Nordin, yet Mr. Market is pricing the stock like a cyclical trading business.1. Why the Market Is Wrong: Noise vs. RealityA simplified view of how the market may view the company:The share price drop from ~114 SEK to ~70 SEK reflects four key
Tracsis: A Small UK Software Company Makes Its Biggest Bet Yet (opens the original)
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Disclosure: The author holds a few shares in Tracsis plc to track the company’s progress. This article represents independent research, not investment advice. Please review the full disclosure at the end of this article.Investments in small-cap companies frequently fail for predictable reasons: paying inflated prices for acquisitions, buying into management’s aspirational growth stories without verifying cash flows, or confusing temporary momentum with a structural competitive moat. When evaluat
Hove A/S: I Bought It at DKK 6.25. Is There Still Money to Be Made? (opens the original)
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Disclosure: I use AI as a research and writing aid. I make the final investment decisions myself. This is not investment advice.Few companies listed on the Danish market are both small, profitable, and genuinely useful. Hove A/S is one of them. I bought Hove at DKK 6.25 per share. The stock has since moved higher, and as I write this, it trades around DKK 7.00. That is already a decent result.But the interesting question is not what I paid. It is whether Hove can still be worth considerably more
The Cost of Owning Good Assets (opens the original)
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Disclosure: I use AI as an editing and writing aid. The ideas, analysis, and investment decisions are my own.When I wrote about Gullewa in January, I thought I had found one of those small Australian companies where the market had simply stopped paying attention.A 1% gold royalty. A healthy balance sheet. Property assets approaching completion. A meaningful interest in Central Iron Ore. I calculated roughly 100% upside in my base case and 286% in the more optimistic scenario.The assets were real
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