HeyJaredNo Deep Dives
Modern value investing with a focus on small and mid-cap stocks from the US, UK, and EU. But value comes in many flavors, so anything goes. "Never sell" is overrated.
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- Jul 8, 2026
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Humm Group: it's a SOTP Thesis Now?? (opens the original)
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One of my previous write-ups was Humm Group at A$0.70. It was a sizeable position for me at the time, in which I saw multiple ways to win with protected downside. It has, however, not panned out as I hoped.Quick reminder of the pitch back then: cheap company, bad governance, activists will take control and fix that.Disclaimer: This content is for educational and entertainment purposes only and is not intended as financial advice. Perform your own research and consult a qualified financial adviso
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