HeyJaredCapitalist Letters
Deep fundamental thinking on equities, business, and geofinance.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 19, 2026
Latest issues
Finishing September: Our Portfolio Outperforms S&P 500 by 16%, Here Is What We Own! (opens the original)
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💥Our portfolio is outperforming the market by 16%!The portfolio is now up 32% over the last twelve months against 16% for the S&P 500!<img alt="" class="sizing-normal" height="329.21777777777777" src="https://substackcdn.com/image/fetch/$s_!wm0c
Deep Dive: Brookfield Corporation (opens the original)
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Charlie Munger convinced Buffett to put money in exceptional companies at fair prices, rather than fair companies at exceptional prices.<img alt="Charlie Munger quote: A great business at a fair price is superior to..." class="sizing-normal" height="278.5882352941176
Booking Holdings Deep Dive: An Attractive Setup (opens the original)
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Peter Lynch isn’t just a great investor; he is also one of the greatest teachers of investing. His book “One Up On Wall Street” is perhaps one of the easiest reads you can find about investing, but it doesn’t fall short in teaching how to think about it.It was one of my first reads when I was starting. Several principles from the book have stayed with me since then. One of the most important of them is paying attention to stocks of companies whose products you see around all the time or use your
AppLovin Deep Dive: Not A No Brainer (opens the original)
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Microsoft experienced +20% drawdowns three times in its first 10 years as a public company. Meta experienced it 4 times, and Amazon a whopping 8 times. In hindsight, they have all been amazing opportunities to buy these stocks.This doesn’t apply just to tech companies like Meta and Microsoft, but almost all exceptional companies that have created immense shareholder value.Coca-Cola was down by 69% in 1974.American Express was down by 70% in 1973- 1974.McDonald’s had a 73% drawdown in the early 2
Finishing August: Our Portfolio Outperforms S&P 500 by 15%, Here Is What We Own! (opens the original)
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💥Our portfolio is outperforming the market by 15%!The portfolio is now up 34% over the last twelve months against 19% for the S&P 500!<img alt="" class="sizing-normal" height="321.73333333333335" src="https://substackcdn.com/image/fetch/$s_!U-ug
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