HeyJaredMexican Investor
Invirtiendo en αlpha analyst. I share investment ideas and stock market lessons. 28% CAGR between 2020 - 2025.
- Indexed issues, last 90 days
- 4
- Latest publication
- Sep 2, 2026
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- Earliest in this view
- Jul 13, 2026
Latest issues
Defense Stocks Are About to Take Off - Mexican Investor (opens the original)
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The government shutdownIf you’ve followed small defense companies this year, you’ve probably noticed a constant and recurring explanation for weak quarterly results: the U.S government shutdown. And it’s no wonder, since 2026 started with a 43 day government funding gap that ended in Nov 2025, followed by another short gap in January. Then on Feb 14 the Department of Homeland Security entered a separate funding lapse that lasted until Apr 30, making it the longest partial shutdown of a federal d
3 Small-Caps in 3 Minutes #10 - Mexican Investor (opens the original)
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This section started from a simple idea: there are many high-quality, investable small caps that remain largely undiscovered. In my own investment universe, I come across more of these companies every month, but writing a full deep dive on each one isn’t scalable. Many ideas end up sitting in a backlog of “I’ll get to this later.”So instead, I share three concise investment ideas each month. These are short elevator pitches designed to help you quickly decide: is this worth digging into further,
The Smaller You Go, the Stranger Investing Gets (opens the original)
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Imagine firing tiny particles at a wall with two narrow slits. If you did this with something familiar, say, grains of sand, the result would be intuitive. Some grains would pass through the left slit, others through the right, and a screen placed behind the wall would eventually show two piles. The result would look like the image below, nothing mysterious.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!4yHk!,f_auto,q_auto:good,fl_progressive:steep/htt
The Hidden Winners of the Data Center Boom - Mexican Investor (opens the original)
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The data center boomData centers aren’t exactly a new business, they were already cloud computing, streaming platforms, enterprise software and pretty much everything we do online loooong before ChatGPT became mainstream and part of everyday life. Every time you open Netflix, upload a file to Google Drive or make a payment online, chances are you’re relying on a data center somewhere. What’s changed over the last couple of years isn’t the existence of data centers, but the huge amount of computi
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