HeyJaredLasse’s Substack
Finding undervalued investing ideas, and sharing them on Substack. Full portfolio and ALL trades available for paid subs.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 5, 2026
Latest issues
Braskem update (opens the original)
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People seem to forget that things take time. Ever since the 90-day period started, I have received messages almost every day asking about the state of Braskem. That is a difficult question to answer, as I am in no way, shape or form an insider in these negotiations. At the moment Braskem is “simply” a restructuring story, and the value of your shares is going to be determined by the outcome of this restructuring. That said, the company made a lot of money in Q2, and Q3 should be strong as well,
Trade update 28-09-2026 (opens the original)
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I don’t change the portfolio much, as the strategy is usually to buy and hold for long periods while waiting for a given cycle to turn.When I deviate from this strategy, it can be to buy into a binary event and sell once that event has played out. This is what I did with Global Atomic. I bought in late 2024 with the rule that I would sell the position when we got DFC approval for the financing. That is exactly what happened, only I didn’t sell, not initially anyway. On the announcement the price
Trade update 16-09-2026 (opens the original)
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I have completely exited Scully Royalty, and have added Braskem on the ubs downgrade drop. Read more
August 2026 (opens the original)
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The return for the month was 4,52%, which brings the YTD to 18,76% by the end of August.August has largely been a month of patience as I have only exited two smaller positions and entered one new one in a gold miner. I am still waiting on the Braskem restructuring, but recent news has been favorable, so I continue to believe that we will get a positive resolution sometime this year. The extension of the Hormuz conflict has also been massively beneficial to the company. Global Atomic is in the sa
The Sure Thing (opens the original)
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I recently asked my followers on X to share the stocks that they thought were “a sure thing”, which in itself is a funny concept as no investment can be certain. That being said, there is a feeling that’s pretty hard to quantify or describe, one where your knowledge, the price of the stock and your perceived risk converge into the most satisfying buy you could ever make on the stock market. The most recent one of these for me was buying Sasol when it dropped back down into the 6s in late January
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