HeyJaredMispriced Assets
Research that translates equities, crypto, and macro into conviction-ready opportunities. Follow the unlevered Mispriced Assets portfolio.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 27, 2026
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- Earliest in this view
- Jul 30, 2026
Latest issues
An open letter to Senator Elizabeth Warren (opens the original)
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An open letter to Senator Elizabeth WarrenDear Senator Warren:On September 24 the National Association of Insurance Commissioners answered your September 10 letter.1 The answer should not reassure you. It runs twenty-two pages, and most of them describe what regulators have the power to do. Almost none say what regulators have found. None mention the permitted practices that let one commissioner set the rules aside for one company. Twice it overstates the NAIC’s own record. Its answer to your se
The Next AI Trade | Liam Dalton | Ep. 4 (opens the original)
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Liam Dalton, CIO of Willow Lake Strategic Advisors, joins me for Episode 4 of Mispriced Assets.We talk about how Liam approaches markets through macro, fundamentals and technicals, why AI has become the dominant force in the current cycle, and where the next leg of the trade could come from.Most of the conversation centers on the AI infrastructure buildout: the memory shortage, Micron, SK Hynix, Samsung, semiconductor equipment, hyperscaler spending, and the game theory around who finally breaks
QNT: The 100× Question (opens the original)
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MISPRICED ASSETS · Quantinuum · Nasdaq: · $52.01Imagine a pharmaceutical company with ten promising molecules and enough money to take two into expensive development. A better calculation could change which two it chooses. Imagine an engine manufacturer testing a design that burns less fuel, or a chemical company finding a catalyst that makes an industrial process cheaper. The value of the answer could be enormous even if the calculation occupies a small part of the work.We’ve heard these storie
The Groupon Turnaround — Dušan Šenkypl & Rana Kashyap | Ep. 3 (opens the original)
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Groupon CEO Dušan Šenkypl and CFO Rana Kashyap join me to talk about taking over a company they weren’t sure would survive—and what they’re building now.We start with their backgrounds, why they stepped into the turnaround, and what it took to get the business growing again. Then we get into where they want to take it: an AI-native marketplace for local experiences, with Groupon’s deals available wherever customers are searching.A lot of this conversation is about AI from the perspective of peop
The Memory War (opens the original)
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This is part one of two. Part two will come from Liam Dalton Jr. [Liam’s Substack].I. The Fire HoseSince the AI investment boom began in 2022, the deciding factor for outperformance in the stock market has not been which part of the supply chain receives the most spending. We think the best opportunities are the newest targets of capital expenditure being revised significantly above expectations.There is
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