HeyJaredAnalyzing Good Businesses
Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"
- Indexed issues, last 90 days
- 17
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 5, 2026
Latest issues
🎙️ How to Find 100-Baggers (opens the original)
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Hi Partner 👋I hope you are doing well.Today it’s time to talk about growth investing.In today’s interview you’ll learn how Kris was able to generate a +8,720% (!) return on Nvidia and a +2,668% return on Shopify.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!1Rxq!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe8931c37-cfbc-4404-9546-a1a7754712cc_1600x12
🏰 Warren Buffett has stepped down (opens the original)
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Did you hear the news about Warren Buffett recently?On September 18th, Buffett stepped down as chairman of Berkshire Hathaway, effective immediately, the company said.He will become chairman emeritus, and his son, Howard Buffett, will take over as chairman.We continue to follow his legacy and learn from his example. In the same spirit, we want to help boost your investment knowledge and make investing easier to understand.Here are five lessons you can learn today:1️⃣ Free Cash Flow ≠ Net IncomeP
Is Advanced Drainage Systems interesting? (opens the original)
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Advanced Drainage Systems makes pipes to manage rain and wastewater.It sounds boring… because it is. But boring businesses often build a lot of wealth.Let’s see if this boring stock deserves a place in your portfolio.
👑 3 Stocks Buffett Would Keep on His Radar (opens the original)
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Warren Buffett has a clear preference for a handful of standout stocks. Some are familiar giants he has trusted for years. Others hide fresh signals that only Berkshire Hathaway seems to notice. Each selection carries a golden insight about where real strength is quietly building. The real question is simple: Do you already know these golden insights, or are you about to uncover them now?Law of large numbersWhat is the key challenge of Berkshire Hathaway?The law of large numbers.It’s much easier
📦 Deep Dive: MercadoLibre (opens the original)
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Hi Partner 👋Recently, many people asked me about MercadoLibre ($MELI).This company:🌎 Is often called the Amazon of Latin America🚀 A remarkable growth story: revenue grew 30%+ for 28 straight quarters💰 Trading at its cheapest valuation in 10 yearsThat’s why I teamed up with my friend Kris.He’s an expert in growth investing.I don’t know anyone who understands growth companies better than he does.By the way, MercadoLibre is his largest position!In this 40-minu
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