HeyJaredMargin of Signal
Equity analysis and capital allocation insights for investors & operators.
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 19, 2026
Latest issues
Muse Mania (opens the original)
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Some people want it to happen, some wish it would happen, others make it happen.- Michael JordanFor the last few years, I’ve used some combination of ChatGPT, Gemini, and Claude nearly everyday - for personal and professional use cases. Claude has been my daily driver since early 2026. Until 3 weeks ago. Muse has quickly become my personal AI agent of choice. <a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!kmRh!,f_auto,q_auto:good,fl_progressive:steep/h
LuxExperience Delivered the Turn (opens the original)
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<img alt="Thomas Chua on X: "Why turnaround stocks usually end in heartbreak Warren Buffett once quipped, “Turnarounds seldom turn.” That might be a wise aphorism to keep close to your heart, because the" class="sizing-normal" height="400" src="https://su
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