HeyJaredBetterInvesting101
BetterInvesting explores value trades, options trades, and long/short exposure to help you find asymmetric opportunities with a disciplined, risk-managed approach.
- Indexed issues, last 90 days
- 3
- Latest publication
- Aug 8, 2026
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- Earliest in this view
- Jul 25, 2026
Latest issues
The Trade Desk: Why I’m Buying TTD at These Levels (opens the original)
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I bought The Trade Desk because I believe the market has gone from pricing this company for perfection to pricing it as if the business is permanently broken.For years, I liked TTD as a company but struggled with the valuation. It was a great business trading at a valuation that required continued strong execution. There wasn’t much room for disappointment. Today, that situation looks completely different. TTD has fallen to levels we haven’t seen in roughly six years. Growth has slowed, margins
It Was Enterprise Software All Along (opens the original)
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For the better part of the last two years, the AI trade has belonged to the companies building the infrastructure. Investors rewarded the semiconductor manufacturers, networking providers, hyperscalers, data center operators, and power companies supplying the picks and shovels needed to make artificial intelligence possible.Looking back, that made perfect sense. Before AI could transform businesses, someone had to build the foundation.This Substack is reader-supported. To receive new posts and
Mobileye (MBLY): A $20 Stock Selling for $7? (opens the original)
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The market doesn’t always get it right.Sometimes a stock gets punished because the business deteriorates. Other times, it gets punished because sentiment changes faster than the fundamentals. That’s when I start paying attention.After reporting strong earnings, the stock sold off sharply after the company announced that founder and CEO Prof. Amnon Shashua will eventually transition to Chairman once a successor is named. The market focused on the leadership change and largely ignored the fact tha
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