HeyJaredInvestment theses in Small Caps & Macroeconomic analysis
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- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 20, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest issues
Kistos + NewPrinces & Princes (Equity Research Updates) (opens the original)
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<img alt="" class="sizing-normal" height="669" src="https://substackcdn.com/image/fetch/$s_!-wi5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd373b8e4-b50b-4da1-b249-09df2983446b_1514x696.png"
Princes Group + Antin Infrastructure (opens the original)
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<img alt="" class="sizing-normal" height="669" src="https://substackcdn.com/image/fetch/$s_!-wi5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd373b8e4-b50b-4da1-b249-09df2983446b_1514x696.png"
Sanlorenzo - Kistos (opens the original)
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Updated Equity ResearchSanlorenzoKistosPortfolio ManagementIncluding updates on our 3-stage monitor, comments on several companies, and our macro views, along with their respective movements in both equities and all asset portfolios. <a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!EZo8!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb6a88c32-ddcd-479d-a7d1-335763e9e925_1516x7
Equity Research Wingstop (opens the original)
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<img alt="" class="sizing-normal" height="448" src="https://substackcdn.com/image/fetch/$s_!WVpU!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3f7a53f7-f45e-49dd-842c-96a784549f6d_1018x448.png"
Corporación America + Portfolio Management (opens the original)
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Corporación America - Updated Equity Research<img alt="" class="sizing-normal" height="676" src="https://substackcdn.com/image/fetch/$s_!sTia!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2F
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