HeyJaredKreuzmann’s Ideas
Writing about mainly my own investment ideas generated by going through thousands of stocks and following them for the long-term.
- Indexed issues, last 90 days
- 6
- Latest publication
- Sep 18, 2026
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- Earliest in this view
- Jul 8, 2026
Latest issues
A Cold Case (opens the original)
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Hello,Conversations and human interactions are something that AI can’t do or replicate (yet). I believe talking to the industry insiders is one of the last investing egdes that we investors truly posses. There is a real uniqueness in gathering information off the traditional LLMs or sell-side reports. I can not help myself, but I love talking to people about stuff I would not ever discuss with my friends or at my university with my professors.To the point. Last year I profiled an investment idea
The Sound of a Beat (opens the original)
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Hello,It has been three months since the pitch of my favourite Japanese company. I have gone through almost 2,000 companies there until now. The more companies I look into, the more I am coming back to the idea I profiled, because it has all ingredients I am looking for in investment. I have already spoken to the management of the company as well as the customer. Now I spoke with a competitor and generated unique insights that allow me to better understand the opportunity and the industry.In gen
Target locked (opens the original)
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Hello,As subscribers already know, I am sucker for simple tangible product businesses that are inflecting. And I think after following this one for a long time, I think now is a good time to be invested. There are reasons for why I think that.It is a classic setup of operating leverage in its early innings. After years of cost inputs pressuring the gross margin of the company, the management is actively rising prices for their products, which are mission critical and according to my research doe
Pipe it up. (opens the original)
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Hello,Today I will be speaking about what I believe is very underfollowed company in a european country I have not invested in before. There is a reason why it is underfollowed. Its market capitalization is €65 million and the number of listed companies in this country is just under 200 and its average daily volume is just €16.700. I have looked at all the micro-caps companies there and this one stood out to me.It has goodwill adjusted ROE of 50% and excluding cash and goodwill this is almost 10
Launch It. (opens the original)
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Hello,In 2022 I invested 29% of my portfolio into Solitron Devices. At the time the thesis was based on realocation of property which temporary decreased earnings power. The thesis played out as expected in late 2023 and early 2024. Then, almost nothing happened for two years. The sales were stagnating, margins got under pressure from inputs increase and it looks like the thesis will go sideways. Yet something was brewing and despite I hate to say it the something was geopolitical conflicts. And
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