HeyJaredNate's Investment Research
Creating financial content on Substack. Main focus on energy, shipping and options. Sign up to receive my latest posts.
- Indexed issues, last 90 days
- 4
- Latest publication
- Aug 3, 2026
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- Earliest in this view
- Jul 21, 2026
Latest issues
Acciones coreanas: ¿oportunidad histórica? (opens the original)
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A simple vista, Corea parece uno de los mercados más atractivos del mundo para un inversor value: hay muchas empresas cotizando a PER bajos, por debajo de su valor contable y, en algunos casos, con una cantidad importante de caja neta.Durante años, uno de los principales problemas del mercado coreano ha sido precisamente ese. Muchas compañías generaban dinero, pero existían pocos incentivos para pagar dividendos, recomprar acciones o mejorar la eficiencia del capital. En algunos casos, el propio
Korean Stocks: A Historic Opportunity? (opens the original)
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At first glance, Korea looks like one of the most attractive markets in the world for a value investor: there are plenty of companies trading at low P/E ratios, below book value, and in some cases with a significant amount of net cash.For years, one of the main problems with the Korean market has been exactly that. Many companies were generating money, but there were few incentives to pay dividends, buy back shares, or improve capital efficiency. In some cases, the tax and corporate system itsel
Chinese Lenders Review (opens the original)
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Note: I wrote this article in early June but never published it. It is still relevant, however, and since I have not seen anyone else covering these companies, I think it is worth revisiting them ahead of the upcoming Q2 results.This week, several Chinese online lenders reported their results, so I wanted to summarize how I view the numbers and where I now stand on the sector.Let’s start with the year-to-date stock performance.<a class="image-link image2 is-viewable-img" href="https://substackcd
Review Prestamistas Chinas (opens the original)
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Nota: Escribí este artículo a principios de junio pero no lo publiqué. Aún así sigue siendo relevante, y ya que no he leído a nadie que cubra estas empresas creo que es interesante hacer una revisión de cara a los próximos resultados de Q2.Esta semana han presentado resultados muchas de las empresas prestamistas chinas y quería hacer un resumen de qué me parecen los resultados y qué opino del sector ahora mismo.Vamos a empezar viendo la rentabilidad de las acciones en lo que va de año.<a class="
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