HeyJaredInvesting w/ Martin
My substack is free. Former poker pro. Now I split my time between programming and investing 2021: 41% 2022: -23% 2023: 30% 2024: 71% 2025: 35%, 2026: ~69%. I run an 85% net long/short book atm.
- Indexed issues, last 90 days
- 5
- Latest publication
- Sep 2, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 18, 2026
Latest issues
August Wrap Up (opens the original)
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Nothing below is investment advice and is shared for entertainment purposes. Make your own investment decisions under the guidance of a qualified financial adviser. August had some bumps but overall was a good result with the biggest winners being in the biopharma space. We are now close to all time highs again, and at 65.82% YTD. We are ‘sticking the landing’ - very long compute, but with enough diversification that even on the resumption of the Iran war, we are not getting wrecked.Snapshot Jul
The case for BDSX / Biodesix (opens the original)
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Disclosure: I own shares in Biodesix, but this is not a suggestion to invest in this risky small cap biotech company. I only share my thesis for entertainment purposes, and I may sell my own position without warning. You should make your own investments under the guidance of a financial adviser.Momentum is building in the red hot bio diagnostics space - good for “Investing with Martin” readers who have been exposed to the theme for quite some time now (see https://martinbradstreet.substack.com/p
Quanterix ($QTRX) (opens the original)
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DISCLOSURE: Not financial advice, I own shares in Quanterix, I might sell it suddenly without warning, it is a small cap company so there is a decent chance you lose significant amounts of your money investing in it. Talk to your financial adviser about ETFs. If you’ve been a reader of “Investing with Martin” for a while, you’ll know I am a fan of bio diagnostics stocks. If you want to understand biodiagnostics, the key companies to understand are $TEM and $NTRA. In the midcaps, one might look a
July Results (opens the original)
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Nothing below is investing advice, its just a recap of my investing decisions over July. Last month I wrote: “The big priorities in July are to reduce exposure to the AI trade to something more like 35-40% of net. Although “The AI Trade” is basically “The Internet Trade” (eg all businesses are going to be AI businesses), direct compute exposure is still a little high.”These are words I wrote at the end of July, so of course you can imagine, I STUCK THE LANDING. <a class="image-link image2 i
Getting the band back together (opens the original)
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I purchased shares in the security discussed in this substack, , on Friday . My cost basis is from 4.20 to 4.33. On top of this, it is a low liquidity stock at only 100m market cap. Entering and exiting a position like this is tough - there may not be a buyer when you want to sell, which could happen rather quickly. That said, I think as far as microcaps go it is interesting, and so decided to write it up. The article is not a suggestion to buy the stock. A couple years ago, I tried to get into
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