HeyJaredInvestor's Newsletter
I write Time-saving Fundamental analysis that delivers the insights you need to make smarter decisions.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 29, 2026
Latest issues
ROCE : The One Ratio That Reveals How Well a Business Actually Uses Money (opens the original)
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Hello everyone — Hope your portfolios are holding steady in these markets.Most of our newsletters usually focus on understanding businesses in depth. We study annual reports, look at how companies make money, analyze their competitive advantages, and try to answer one important question:Is this a business worth owning?</st
Mapping India’s Semiconductor Value Chain (opens the original)
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Hello everyone, Hope you are doing well — both in markets and in life.India’s semiconductor story is often reduced to a handful of names.But semiconductors are not a single industry. They are part of a much larger value chain — starting with chemicals and materials, moving to wafers and fabrication, then packaging and testing, chip design, electronics manufacturing, and eventually the end products that consumers and businesses use.<p s
[PART 2] Sudeep Pharma Ltd Deep Dive: Can the Next Phase of Growth Justify the Premium? (opens the original)
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Hello everyone, Hope you are doing well — both in markets and in life.In Part 1 of our Sudeep Pharma deep dive, we focused on understanding the business from the ground up—breaking down the company’s business model, product portfolio and value chain, studying its manufacturing footprint, and understanding how decades of R&D, proprietary technologies, customer approvals and strategic acquisitions have he
Inside an OSAT Facility : How a Bare Silicon Wafer Becomes a Finished Chip (opens the original)
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Hello everyone,Hope you are doing well — both in markets and in life.I kept hearing about OSAT.Everywhere I looked, there were discussions about semiconductor fabs, chip manufacturing, India’s semiconductor ambitions and the companies trying to enter the space.I knew what OSAT stood for — Outsourced Semiconductor Assembly and Test. But I realised I didn’t really understand wh
How Solara Active Pharma Walked Into a 700 Crore Trap ? — and the Road to Solara 2.0 (opens the original)
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Hello everyone,Hope you are doing well — both in markets and in life.If you have been following my posts on X over the last few weeks, you would have noticed that I have been writing quite a bit about Solara Active Pharma.Unlike my usual deep dives, I didn’t start with the business model or industry structure.<p sty
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