HeyJaredHated Moats
Identifying hated moats. Deep-dive analyses of high-quality companies facing temporary market hatred.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest issues
Reddit: DCF Valuation (opens the original)
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Date of Analysis:September 6 -25, 2026Verdict: UndervaluedCurrent Intrinsic Value (Base Case): $225Price at the Time of Analysing: $1. Brief OverviewReddit ( ) is one of the world’s largest community platforms, built around more than 100,000 active communities. Users create almost all of the content, while Reddit provides the infrastructure, recommendation systems, moderation tools and advertising platform. The platform has more than 130 million
New Position in My Private Portfolio (opens the original)
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On September 2, 2026, I added Credo Technology Group ( ) to My Private Portfolio at an average price of $170.54 per share.My whole private portfolio can be viewed in real time on: www.hatedmoats.com … and all subscribers can access it for free.Less than 3 weeks before my purchase, CRDO traded above $280. By the time I bought it, roughly 40% of the company’s market value had evaporated with the final 20% punch coming immediately after Credo repo
Lululemon: The 15-Minute Thesis (opens the original)
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<img alt="Lululemon Logo and symbol, meaning, history, PNG, brand" class="sizing-normal" height="217.01373626373626" src="https://substackcdn.com/image/fetch/$s_!gBpI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimag
Michael Burry Is Betting Big on Lululemon. Should You? (opens the original)
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<img alt="Lululemon Logo and symbol, meaning, history, PNG, brand" class="sizing-normal" height="217.01373626373626" src="https://substackcdn.com/image/fetch/$s_!gBpI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimag
Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside (opens the original)
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After my previous successful investment in a small-to-mid cap biotech company Compass Pathways ( ), I decided to invest in another one. Here is my thesis. By the way, the CMPS position in My Private Portfolio is up over +42%.Brief IntroductionName: Ultragenyx Pharmaceutical Inc.Ticker: Sector: HealthcareIndustry: BiotechnologyMarket Cap: $2.5 billion (small-to-mid-cap)Date of Entry: 24 August 2026Position Size: 1,000 sharesAverage Price: $26.03Ultragenyx Pharmaceutical isn&#
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