HeyJaredEquities Club
Hidden gems and market trends. Expert analysis of ASX small-cap stocks and emerging opportunities
- Indexed issues, last 90 days
- 16
- Latest publication
- Sep 26, 2026
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- Earliest in this view
- Aug 16, 2026
Latest issues
Weekly Wrap: Freo Breaks Hearts, Copper Breaks Records and KTK Lands a Prime (opens the original)
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For 31 years we’ve held one position that’s never paid out once.Buying CBA shares at $9 is what sensible people did with their money in 1995. We’re small-cap people and we like backing the underdog, so we bought a Freo Dockers membership and left it on direct debit.CBA closed above $150 on Friday, but for a few fleeting moments yesterday we thought we’d made the better investment.Freo went 17 points up with four minutes to go and the bells tolled for Wharfie Time. Tears welled in the eyes of gro
An Israeli Defence Giant Placed an Order This Morning (opens the original)
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Our drone portfolio company KTEK Aerosystems (ASX: KTK) took an order this morning from one of Israel’s three big defence contractors to design part of a military aircraft.We spent Sunday watching drone footage out of Moscow. Ukraine sent more than 1,000 of them into Russia yesterday, and earlier this month a handful out of Iraq shut the Saudi pipeline that lets tankers skip the Strait of Hormuz. Brent crude oil went through US$108, the first time since panic gripped markets in May.Every defence
Weekly Wrap: Buffett Bows Out, Visible Gold and Gina Backs a Copper Junior (opens the original)
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Warren Buffett stepped down as chairman of Berkshire Hathaway on Friday night after 56 years in the job. He is 96 and the most famous investor alive, and he explained it to shareholders in four words. “Father Time always wins.”Buffett took control of a failing textile mill called Berkshire Hathaway in 1965 because the bloke running it tried to shave an eighth of a dollar off the price he’d promised for Buffett’s shares. Buffett bought more instead and sacked him.He paid around US$15 a share back
Half the Chemicals, More Metal (opens the original)
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When we added Mount Ridley Mines (ASX: MRD) to the portfolio at 2.4c in March, we were backing a pile of dirt with big numbers attached. Grass Patch is a clay deposit 25km north of Esperance in WA. It holds heavy rare earths, light rare earths, gallium and the largest scandium resource on the planet (China would prefer the rest of us went without every one of them).This morning MRD pulled 91.8% of the scandium out of the clay, up from 80% in August, using half the chemicals. Every rare earth num
Visible Gold Turns up in the ELK Shed (opens the original)
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Elk Range Mining (ASX: ELK) has found visible gold at the Friday Gold Mine in Idaho.It’s sitting in a tray of drill core from 2014, in the last metre of the standout hole from the old drilling. The specks and threads of gold in the quartz are big enough to pick out without a lens.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!lm9q!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F478e
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