HeyJaredDualEdge Invest
Let our unconventional view on investing inspire you. Discussing investment topics from a dual-edged point of view.
- Indexed issues, last 90 days
- 5
- Latest publication
- Sep 30, 2026
- Audience
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- Earliest in this view
- Aug 16, 2026
Latest issues
The Two Front War: Decoding Duolingo (opens the original)
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The Pursuit of Compounding and DualEdge InvestWelcome to a special collaborative Deep Dive.Today, we are teaming up with DualEdge Invest to tackle a company that sits squarely at the intersection of behavioral psychology and consumer tech: Duolingo.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!8K9c!,f_auto,q_auto:go
I almost Sold this position (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!mV2e!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5e3e6cb5-8bde-44db-8ce2-7bd48bf1cbf3_1672x941.png"
Dino Polska and the Price of Perfect Execution (opens the original)
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Milan and Cas | DualEdge Invest | 12 September 2026<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!OPK2!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-
Dino Polska Can Build Stores. But Are the New Ones Still Creating Value? (opens the original)
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DualEdge Invest | Qualitative Deep Dive | 19 August 2026Subscribe now<img alt="
Edenred Valuation: Two lenses. One €12.44 disagreement. (opens the original)
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<img alt="Edenred - Wikipedia" class="sizing-normal" height="935" src="https://substackcdn.com/image/fetch/$s_!mFlk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5739d6f9-2e01-4187-a7ff-d67ae
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