HeyJaredNew Horizons Investment
An educational investing publication that teaches new investors how hedge funds analyze businesses, markets, and risk.
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 26, 2026
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- Earliest in this view
- Aug 19, 2026
Latest issues
The 4th Dimension (opens the original)
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THE FOURTH DIMENSIONNo one can point to the fourth dimension, yet it is all around us. — Rudy Rucker<img alt="" class="sizing-normal" height="479" src="https://substackcdn.com/image/fetch/$s_!wee_!,w_1456,c_limit,f_auto
The Triple Crown (opens the original)
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Three Questions, One InvestmentAfter combining the ideas of Michael Burry, Nick Sleep, and the EIS framework, we have three different ways of looking at the same investment. Burry asks a deceptively simple question, what does the market misunderstand? Sleep asks a different one, what can compound for a very long time? EIS asks: can I trust the economics underneath the story?But one question remains here, when one ask what does the actual investment opportunity look like when all three ideas come
The Merger: Where Integrity Goes to Get Diluted (opens the original)
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Eventually, all things merge into one, and a river runs through it. — Norman MacleanThree Investors, Three Questions, One ProcessOver the course of this series, we have looked at investing through several different lenses. Michael Burry taught us to look where other investors aren’t looking. His process begins with skepticism: why does the market believe what it believes? What assumption is embedded in the price? What happens if that assumption is wrong? Burry’s edge was never simply buying some
THE WAITING GAME (opens the original)
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What Are You Waiting ForThe waiting is the hardest part, every day you see one more card, you take it on faith, you take it to the heart, the waiting is the hardest part. - Tom PettyEnough in posting videos that describe this article. On y va!The hardest part of a contrarian thesis is often not identifying it. It is waiting.Markets can recognize a truth without immediately rewarding the person who recognized it. Capital can be correctly allocated and still produce disappointing near-term
Where the Money Goes (opens the original)
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THE MONEY IS THE STORYAlmost home. The case studies gave you the sweet part first — this next stretch is the hard part. Two more themes to go, then the finale. It'll be worth it. Bear with me.This is the fourth of five themes in my Burry/Sleep investment series, where I have been examining the forces that can create—and sustain—exceptional long-term investments.So far, we have focused on identifying the opportunity, understanding the runway, and recognizing the forces that can shape the outcome.
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