HeyJaredEdge
Ex-PE/HF investor | I break down asymmetric value opportunities in unloved industries so we can invest in fewer, better assets (no advice) | 📚 Company deep-dives, industry reports & portfolio breakdowns | 📈 27.5% CAGR (Nov-22 to Jun-26)
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 22, 2026
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- Jul 6, 2026
Latest issues
Activity Alert: Met Coal Equities (opens the original)
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Disclaimer: The content does not constitute investment advice or any other sort of advice. Nothing in this post should be construed as a personal recommendation or advice to buy, sell, or hold any investment or security. Full Disclaimer can be accessed here.I’ve written extensively about the merits of the met coal sector. Industry data highlights a structural demand incr
+15.2% August Gain | The Runway Is Still Long (opens the original)
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Disclaimer: The content does not constitute investment advice or any other sort of advice. Nothing in this post should be construed as a personal recommendation or advice to buy, sell, or hold any investment or security. Full Disclaimer can be accessed here.I remain very optimistic on met coal and believe the market is overreacting. While I don’t know when a trend shift will take shape, I can say that I’ll be invested and benefit from it.The quote above w
Met Coal | 2026 Q2 Review (opens the original)
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Disclaimer: The content does not constitute investment advice or any other sort of advice. Nothing in this post should be construed as a personal recommendation or advice to buy, sell, or hold any investment or security. Full Disclaimer can be accessed here.Met coal equities are caught up in the usual shoulder season. After a constructive start to the year, stock prices declined by as much as 55% from this year’s top, only to bounce back within one month.The large volatility coincided with earn
What Everyone Gets Wrong About Free Cash Flow (opens the original)
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Hi!I’m Armin, a former private equity and hedge fund investor who left the industry to find more compelling investment ideas.Cognitive Edge » is a collection of mental models and case studies to improve future investment analysis. Today, we look into an accounting nuance with long-ranging implications. One that allowed Nick Sleep to get conviction to buy Amazon in 2004. Sleep never sold Amazon and created generational wealth. If you want to equip
Offshore Drillers | 2026 Q2 Review (opens the original)
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Disclaimer: The content does not constitute investment advice or any other sort of advice. Nothing in this post should be construed as a personal recommendation or advice to buy, sell, or hold any investment or security. Full Disclaimer can be accessed here.Offshore drillers’ stock prices had a constructive start to the year, but retracted by 20%-30% since mid-May.This sell-off coincides with earnings season. The four largest public drillers reported financials and held investor calls, which war
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