HeyJaredmarcelo lopez
Sharing investment ideas and thoughts on opportunities I'm exploring or investing in.
- Indexed issues, last 90 days
- 19
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 20, 2026
Latest issues
Boring Assets, Extraordinary Moats (opens the original)
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Sometimes the most interesting stories in financial markets aren’t the ones about the latest technology, the fastest-growing company or the newest disruption. Sometimes they are about infrastructure. Read more
CSL: From Market Punching Bag to Market Darling Again (opens the original)
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I’m old enough to remember that just three months ago, the market was busy punishing CSL, and analysts were quick to downgrade the stock. Now they are busy upgrading it.Recommendations at the end of June:This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber.<input class="b
The Market Is Starting to Notice (opens the original)
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Sometimes the market gives you the same message more than once before people start paying attention. Read more
A Growth Story the Market Has Given Up On (opens the original)
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Today in Australia, employment numbers came in better than expected, suggesting that the labour market remains relatively resilient despite the broader economic slowdown. As a result, it now appears increasingly likely that interest rates could rise from 4.35% to 4.60%, putting further pressure on households and consumers across the country. Read more
When the Semiconductor Cycle Turns (opens the original)
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The semiconductor industry has always been cyclical. The pattern is simple: demand rises, prices increase, margins expand, companies invest aggressively, and investors extrapolate the good times into the future. Eventually, however, supply catches up with demand. Prices fall, inventories rise, margins contract, and the industry’s enormous fixed costs magnify the decline in earnings. Read more
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