HeyJaredLong-Term Mindset
I Teach Investors How To Analyze Businesses | Author & Financial Educator | 20+ Years Investing Experience
- Indexed issues, last 90 days
- 15
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- Sep 20, 2026
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- Jul 29, 2026
Latest issues
Nike Had 2 Moats. What Happened to Them? (opens the original)
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I buy shoes like most people do.I walk into a store. I have no particular brand in mind. I look at what is on the wall, try on 2 or 3 pairs, and buy whatever feels best.That moment is where the sneaker business gets won. Not on a billboard. Not in an app. On a wall, in a store, in front of a customer who has not decided anything yet.Nike spent 40 years making sure it owned that wall.Then it walked away from it.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch
Share Count: Why it Matters? (opens the original)
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A stock, also commonly called a share or equity, is a financial security that represents the ownership of a fraction of a corporation.In our first lesson on valuation, we stated that stocks hold value because they have a legal claim on the profits of the business.But how much of a business’s profit is each stock entitled to?This is a crucial question for investors and depends on how many shares the company has issued.If you own one share of a company with four total shares outstanding, then you
MercadoLibre Grew Revenue 50%. Its Profits Went Down. (opens the original)
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MercadoLibre’s revenue grew 50% last quarter.Its net income fell 11%.Both numbers are true. Both came out of the same company, in the same 3 months.I ran MELI through Stock Simplifier last week. The composite score came back 4.6 out of 5. Business: excited. Moat: wide and widening. Growth: high. Management: great. The verdict at the top of the page said Buy.Then I looked at the growth box. Revenue compounded 38.9% over 3 years. Earnings compounded 4.5% over the last 1 year.That gap is the busine
Is the Market Efficient? (opens the original)
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The investing world refers to October 19, 1987, as Black Monday.On that day, global stock markets crashed.It was the most significant one-day percentage drop for U.S. exchanges in history. The Dow Jones Industrial Average and the S&P 500 dropped more than 20%.By comparison, the worst single-day drop during the stock market crash of 1929 – at the dawn of the Great Depression – was under 13%.While the severity of Black Monday was unusual, occurrences of market volatility are the norm, not the exce
The Best Stock of the Last 20 Years Dropped More Than 50%. Four Times. (opens the original)
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The investing world refers to October 19, 1987, as Black Monday.On that day, global stock markets crashed.It was the most significant one-day percentage drop for U.S. exchanges in history. The Dow Jones Industrial Average and the S&P 500 dropped more than 20%.By comparison, the worst single-day drop during the stock market crash of 1929 – at the dawn of the Great Depression – was under 13%.While the severity of Black Monday was unusual, occurrences of market volatility are the norm, not the exce
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