HeyJaredLionheart’s Newsletter
Turning over rocks in stock land! Mostly a Net Net guy, but Interested in anything weird, obscure or deep value!
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest issues
This Dirt Cheap Company Is Almost A Net-Net...But Is That Enough? (opens the original)
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<img alt="" class="sizing-normal" height="1600" src="https://substackcdn.com/image/fetch/$s_!IChB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffe6be1ae-a71c-46cd-a74e-846f541760f8_720x1600.png
Lionheart Portfolio Update (opens the original)
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It feels like the right time to do another Lionheart portfolio update! A lot has changed over the course of the year, since I posted the last Lionheart portfolio update, but, most of the core positions are still the same, so perhaps it's just the satellite positions that have floated around a bunch.<div class="image2-ins
Buy A Growing, Well Managed Commodity Producer For Less Than 2X EV/FCF! (opens the original)
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<img alt="" class="sizing-normal" height="480" src="https://substackcdn.com/image/fetch/$s_!yWQe!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffe246dfb-f353-49e7-be64-23f5a28e6bf9_640x480.jpeg"
Post Mortem On The Minco Brothers: 3X + In 4 Months (opens the original)
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<img alt="" class="sizing-normal" height="876" src="https://substackcdn.com/image/fetch/$s_!CSxF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcef3eebe-c8d8-4be1-92c7-e8f2fd7454f1_1024x876.png"
This Indonesian Net-Net Is One of the Cheapest Stocks I've Ever Seen! (opens the original)
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<img alt="" class="sizing-normal" height="1093" src="https://substackcdn.com/image/fetch/$s_!KQUO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F680465e9-8a74-4542-83a6-503a64490559_1999x1501.p
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