HeyJaredMangrove Capital Research
Principles driven research to find the few businesses that drive outsized returns (Systematic Shortlist & Deep-Dives)
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 13, 2026
Latest issues
The Systematic Shortlist (September 28 Edition) (opens the original)
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To read my full disclaimer click here.Each week, the Systematic Shortlist scans the global equity universe to find where value, quality, and momentum overlap. Instead of tracking hundreds of ideas, it surfaces a focused group of businesses that already show strong returns on capital, real cash generation, and supportive price action. HIS (September 28 Edition) - Go…The September 28 edition remains heavily tilted toward the real economy. Transportation, energy minerals, non-energy miner
The Systematic Shortlist (September 21 Edition) (opens the original)
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To read my full disclaimer click here.Each week, the Systematic Shortlist scans the global equity universe to find where value, quality, and momentum overlap. Instead of tracking hundreds of ideas, it surfaces a focused group of businesses that already show strong returns on capital, real free-cash-flow, and supportive price action.The September 21 edition keeps the same real-economy tone from recent weeks. Energy, refining, tankers, gold, copper, healthcare, and select consumer names continue t
The Systematic Shortlist (September 14 Edition) (opens the original)
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Each week, the Systematic Shortlist scans the global equity universe to find where value, quality, and momentum overlap. Instead of tracking hundreds of ideas, it surfaces a focused group of businesses that already show strong returns on capital, real free-cash-flow, and supportive price action.The September 14 edition is a clear real-economy shortlist. Energy, refining, fuel logistics, tankers, gold, copper, healthcare, and select consumer names all show up together. The main message is simple:
The Systematic Shortlist (September 8 Edition) (opens the original)
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To read my full disclaimer click here.Each week, the Systematic Shortlist scans the global equity universe to find where value, quality, and momentum overlap. Instead of tracking hundreds of ideas, it surfaces a focused group of businesses that already show strong returns on capital, real free-cash-flow, and supportive price action.The September 8 edition shows a clear mix of energy, tankers, metals, healthcare, AI infrastructure, and select consumer operators. The screen is stil
The Systematic Shortlist (August 31 Edition) (opens the original)
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To read my full disclaimer click here.Each week, the Systematic Shortlist scans the global equity universe to find where value, quality, and momentum overlap. Instead of tracking hundreds of ideas, it surfaces a focused group of businesses that already show strong returns on capital, real free-cash-flow, and supportive price action.The August 31 edition keeps the same broad message from recent weeks: leadership is still rooted in cash-rich real-economy operators<
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