HeyJaredCompoundingAlpha
Actionable equity research, rigorous valuation models, and a transparent tracking portfolio.
- Indexed issues, last 90 days
- 18
- Latest publication
- Sep 29, 2026
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- Aug 25, 2026
Latest issues
Meta Fatigue and the Great TAM Multiplier: The Bull Case for AppLovin ($APP) (opens the original)
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Wall Street has long fixated on the Big Tech ad duopoly, dissecting every move Meta and Google make in the post-ATT world. But while the market’s gaze was fixed firmly on the giants, AppLovin ($APP) quietly engineered a transition that has resulted in an absolute juggernaut—an AI-powered ad engine generating margins that are almost unheard of.This isn’t the same AppLovin that went public in 2021. For years, the narrative surrounding the stock was muddy. Was it a game developer? An ad network? A
The Rebirth of Oracle: How a Legacy Dinosaur Became the Backbone of AI (opens the original)
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The Rebirth of an Enterprise GiantFor the better part of the last decade, the narrative surrounding Oracle was stagnant. The broader technology world viewed the company as a legacy dinosaur—a ruthless, sales-driven monopoly that extracted massive rents from locked-in enterprise database customers while slowly losing the future to agile, cloud-native upstarts like Amazon Web Services (AWS) and Microsoft Azure.But in the technology industry, narratives can change rapidly. Today, as we navigate the
CompoundingAlpha Scorecard: Oracle Corporation (ORCL) (opens the original)
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The Thesis: The Legacy Titan’s AI Renaissance Oracle has pulled off one of enterprise software’s most surprising pivots. Long pigeonholed as a legacy database vendor, the company is capturing real market share in GenAI compute infrastructure through OCI. Your scorecard reflects this dynamic through high marks in Growth Potential (8.5), Moat Strength (8), and Management (8).<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!S8jC!,f_auto,q_auto:good,fl_progr
Surviving Wall Street and Trading at Your Own Risk, Sit down with Dave Gretta (opens the original)
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In this interview, I sit down with Dave Gretta—a former Wall Street professional, 30-year data analyst, and author of Across the Street from Wall Street—to bridge the gap between fundamental equity research and trading psychology.We break down the chaotic 2026 stock market, discussing why Dave believes government inflation and unemployment data are wild… Read more
Unprecedented and Astonishing: Modeling The Historic Financial Impact of GTA 6 (opens the original)
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It is difficult to overstate the cultural gravity of Grand Theft Auto VI. For over a decade, fans have dissected leaks, scrutinized rumors, and shattered viewership records with the game’s initial trailer. But as the gaming industry barrels toward the title’s November 19 release date, the true size and scope of the hype are finally materializing in hard data—and even the publisher seems taken aback. For Take-Two Interactive (TTWO), this is not just another game launch; it is a seismic financial
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