HeyJaredGustav
Swedish global deep value investor. Building a portfolio of the best nano- to smallcaps I can find. Looking all over the world, but only invests in democracies. Concentrated, owning nine stocks.
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 7, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 6, 2026
Latest issues
My investment manifesto (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!3KHc!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa668f4dc-d7c2-47f6-84e1-ca16a922d575_1672x941.png"
H1 2026: Aimia and thoughts on serial acquirers (opens the original)
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<img alt="" class="sizing-normal" height="1092" src="https://substackcdn.com/image/fetch/$s_!p6jP!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F04d3b9fb-f857-4b6d-8517-87e03a4850c4_1600x1200.
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