HeyJaredFirstHill's Investments
Sharing research in quality oriented value investments, mostly in small cap
- Indexed issues, last 90 days
- 2
- Latest publication
- Jul 30, 2026
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- Checking…
- Earliest in this view
- Jul 8, 2026
Latest issues
Now is your Opportunity... Asia's Overlooked WFE Smid-Caps #1 (opens the original)
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Semi analysis just posted this note that they expect global WFE equipment to top $230 billion in 2028, well above analyst consensus.<img alt="" class="sizing-normal" height="874" src="https://substackcdn.com/image/fetch/$s_!wFan!,w_1
Strange times we live in (RS Tech Update +180%) (opens the original)
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I felt it necessary now more than ever to update you all on my top holding RS Technologies (3445.T) since there has been some interesting price action in their listed subsidiary Gritek / Grinm. RS Technologies is up over 180% from my pitch in August 2024. <img
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