HeyJaredBullseye Research
Uncovering overlooked growth stocks for the patient investor | High quality analysis of the hidden market-beating companies
- Indexed issues, last 90 days
- 7
- Latest publication
- Sep 15, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 20, 2026
Latest issues
Madison Air ($MAIR): Catching the Tailwind and Blowing Away the Competition (opens the original)
Read excerpt
IPOs have all followed the same pattern this year: a pop on its initial release, then a fall back down to IPO price.This same pattern has played out numerous times, most notably with SpaceX (SPCX):<img alt="" class="sizing-normal" height="310.3021978021978" sr
My Current Watchlist (opens the original)
Read excerpt
Why am I writing about stocks I have not invested in? Watchlists can be incredibly valuable; they can provide areas of research outside of the portfolio companies and potential new entries as prices get more attractive. As such, I am writing this for multiple reasons:To help others come up with investment ideas/screen through initial researchTo show my process in evaluating stocksTo provide insight into what I am looking at should prices of these stocks fallI don’t invest in every single idea I
Zeta Global ($ZETA): The Beat and Raise Machine (opens the original)
Read excerpt
On August 4th, Zeta Global reported a quarter where they beat earnings and raised guidance. This is not unusual for the company; they have done this 20 straight quarters. In fact, Zeta has recorded a beat-and-raise every single quarter since they became a public company. Twenty quarters, or five years, in a row of incredible performance. Since their IPO, Zeta has achieved this every single quarter. This is an incredibly rare feat, demonstrating that management has mastered the art of keeping gui
Understanding Valuation Multiples (opens the original)
Read excerpt
Value investors who follow in the philosophy of Buffett and Graham are taught to use the PE ratio as a guide as to whether a stock is undervalued or overvalued. The core principle is simple; how much more would you pay than a company earns per year? A cheap PE ratio is usually in the low-double digits or single-digits, while expensive PE’s are above 20. Yet stopping valuation research at the PE ratio is misleading and counter to the entire function of valuing companies. Not only can they easily
Pro-Dex ($PDEX): A Small Medical Device Manufacturer with High Upside (opens the original)
Read excerpt
If you have any feedback on Bullseye Research, I would love to hear it. I hope you’ve enjoyed reading thus far, and I would appreciate if you would fill out this quick, three-question survey:Start SurveyThere are two key data points that I’d like to state up-front, and feel free to click off if these are deal breakers. But part of the reason that the setup exists is because of these factors:Prodex has 79% of its revenue tied to one un
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.