HeyJaredFundless Analyst
Fundamental research, general investment thoughts, and the occasional Buffett quote.
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 9, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 3, 2026
Latest issues
Quarterly Ups and Downs (opens the original)
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BNED missed revenue expectations and so far the stock is down about 12%. This is a perfect example of how quarterly expectations can miss the wider picture, and where opportunities might arise.The business is dramatically improving, yet because it didn’t perfectly generate sufficient revenue in one three-month period, it’s automatically worth less.I will say, the number of store closures was concerning, but this was known. KCTCS chose BibliU to take over in place of BNED, and it was a big one th
Overlooked and Undervalued Pure Play Specialty Lender (opens the original)
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Standard Premium Finance Holdings (SPFX) is not a company that larger investors can make a decent chunk of their portfolio, so it’s only really set for the smaller retail investors. The market cap is about $9.4 million, and with insiders owning roughly half, only $4.7 million is publicly available.And for those individual investors, this is looking like a great opportunity.Company OverviewSPFX lends $1,000 -100,000 to small businesses who need to finance their insurance premiums. SPFX pays the e
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