HeyJaredCapital Blueprint
Study the Capital Market. Deep-value fundamental analysis for patient wealth builders. Graham-and-Dodd principles applied to discovering undervalued compounders with a margin of safety.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Jul 28, 2026
Latest issues
The Agent Narrative Is No Longer About Models (opens the original)
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Muse went viral for a specific reason: for the first time, a consumer agent made a large number of Americans feel they could hand over a task. That feeling is not mainly about model intelligence. It is about infrastructure.<img alt="Will Meta and AI Agents Change You
Grab Inc Deep Dive Investment Analysis (opens the original)
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I will try to write a high-quality stock analysis every 2 weeks. Due to expensive token consumption, I cannot write it too often every week. Data might be inaccurate because pull out by the Claude Agent. I will develop my own pipeline that only reads from the SEC to solve this problem one day.watchlistCore ArgumentsGrab Holdings qualifies as an early-stage making money machine, with a medium-wide moat, a validated superapp flywheel — EBITDA up 54%, take rates expanding, incentives normalizing —
The Real Astra Story Isn't the Demo; It's the Workload (opens the original)
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In Astra’s demos, someone drags models around in Blender. Someone builds a small game. Someone gets it to operate professional software. The comments split into two camps fast: Video generation isn’t as good as specialized models, 3D isn’t impressive enough, The web build still throws errors. All of that is about generation quality.That misses what actually matters about Astra.When OpenAI released GPT-6 Astra on September 3, Computer Use was one of
Stablecoins Fix the Front End. Nobody's Fixing the Back End. (opens the original)
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The Treasury market is exposing a structural mismatch. The US doesn’t lack buyers for its debt. It lacks balance sheets willing to hold long duration at yields the government can afford.On September 10, the 30-year Treasury auction priced at 5.308%. The next day, intraday 30-year yields pushed to roughly 5.38%. The 10-year approached 5% (4.965%). At the same time, Treasury expanded long-bond buybacks to a cap of as much as $6 billion, though the actual operation took about $5.2 billion. Long yie
The KOSPI Crash Wasn't About AI. It Was About Who Had to Sell. (opens the original)
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A trend with real fundamentals, turned by consensus, leverage, and liquidity structure into balance-sheet-driven price action.In mid-June 2026, a story circulated on Korean social media. A young woman said it was the best summer she could remember. She had just gotten a job, put her entire salary into stocks, and made money equal to five years of wages. Walking through Seoul, she saw strangers hugging and cheering because stocks were rising. She called it a glimpse of a golden age for humanity.A
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