HeyJaredEzra's Notes
Thoughts on investing and companies from a long-term perspective
- Indexed issues, last 90 days
- 3
- Latest publication
- Sep 26, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 12, 2026
Latest issues
The Case for Selling Too Soon, from Klarman (opens the original)
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<img alt="" class="sizing-normal" height="450" src="https://substackcdn.com/image/fetch/$s_!uvZJ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fde63dbc1-6339-405f-98e4-15c3c638c0ed_600x450.png" w
Conversations #1: Polymath Investor (opens the original)
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<img alt="" class="sizing-normal" height="600" src="https://substackcdn.com/image/fetch/$s_!E-d7!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe04ca4a1-86eb-4b88-be1c-331a25b3e514_600x600.png" w
What Chris Hohn Taught Me About Rejecting 99.6% of the Market (opens the original)
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<img alt="" class="sizing-normal" height="600" src="https://substackcdn.com/image/fetch/$s_!D_vO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6f2a700a-bd7d-493d-b38d-b0d556d24983_800x600.jpeg"
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