HeyJaredBehavioral Value Investor
Helping serious long-term investors improve using mental models + case studies from Value Investing and Behavioral Finance.
- Indexed issues, last 90 days
- 6
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest issues
[2026–2027] Seminar Reading List (opens the original)
Read excerpt
This reading list will be updated to allow you time to purchase books in advance.Security Analysis by Benjamin Graham, 6th or 7th edition, (for assignments 1 through 4)Common Stocks and Uncommon Profits by Philip A. Fisher (for assignment 5)Warren Buffett’s Partnership Letters (use any search engine to find them) (for assignment 6)Berkshire Hathaway Annual Letters to Shareholders (for assignment 7)Will b
[2026–2027] The Weekly Value Investing Seminar: Introduction (opens the original)
Read excerpt
<img alt="" class="sizing-normal" height="926" src="https://substackcdn.com/image/fetch/$s_!u08r!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa5796dcb-1b3b-485b-b957-c38568f1a6f6_1024x926.png"
The Mental Model Scorecard I Use in My Own Investing (opens the original)
Read excerpt
I have been investing professionally for over 25 years. In that time, I have accumulated a number of mental models. However, I found that I wasn’t using them consistently in my investment process.So, I built an app with AI that lowers the friction and makes me actually use the hard-won investing lessons in my process. In the past this would have taken many months. Instead I was able to do this in under a week of part-time work using Claude Code.I am really excited to share the Mental Model Score
Has AI Actually Improved Your Investing? (opens the original)
Read excerpt
<img alt="" class="sizing-normal" height="816" src="https://substackcdn.com/image/fetch/$s_!qTom!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf1be5b2-b5a4-41c4-b6b1-5a5eb9f9b3bb_1456x816.png"
Member Downloads (opens the original)
Read excerpt
Read more
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.