HeyJaredMr Bomb
Investor obsessed with market asymmetries and maximizing expected value. I exploit structural pricing errors in undercovered mid-caps. I invest with an owner’s mindset and publish only with skin in the game.
- Indexed issues, last 90 days
- 3
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 21, 2026
Latest issues
The Simple Play: Japan’s AI-Proof Maintenance Leader (opens the original)
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In the quarter to June, a Japanese company reported 1.2% fewer domestic annual maintenance contracts.Its operating profit rose 45.8%.The same pattern appeared in spot maintenance. Case count fell 1.2%, yet average contract value increased 5.0%. Across the group, revenue rose 8.4%, gross profit rose 16.2%, and operating profit reached ¥1.22 billion, a first-quarter record for the third year running.The first quarter is seasonally small, so the percentage cannot be extrapolated to the full year. T
Tasmea: A Masterclass in Compounding (opens the original)
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In February I called Tasmea my biggest bet.The market saw an Australian industrial contractor that had bought a recruitment business. I saw something very different: a group that had spent twenty-five years assembling the people, relationships and specialist capabilities that the next wave of investment would need.In June, management announced the Maxim acquisition. The company I had described as difficult for AI to disrupt was buying its way into the infrastructure being built for AI, on terms
The Best Business I’m Still Not Buying (opens the original)
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In July, Digital Network switched on Warsaw STAGE, an 800-square-metre, three-sided installation that the company describes as the largest 3D LED screen in Europe.It is bigger than Piccadilly Lights.The screen was designed to attract attention. The stock had already attracted plenty.A few weeks ago, I asked readers to submit their best investment idea and promised to give the most interesting one the full treatment. One reader nominated Digital Network, Poland’s leading digital out-of-home opera
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