HeyJaredOld Rope Research
Money for old rope. Security + market analysis- not investment advice, purely informational.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 15, 2026
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- Earliest in this view
- Aug 19, 2026
Latest issues
You don’t need to Returnmaxx your life (opens the original)
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<img alt="" class="sizing-normal" height="600" src="https://substackcdn.com/image/fetch/$s_!-Gtg!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff68f3c96-7ca2-48fc-8dff-a8f19e02a2cc_454x600.png" w
Bessent is Wrong, Druck is Right, and What To Do About it (opens the original)
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Every two months or so I do a minor macro/outlook note that serves to congeal my disparate thoughts on various things in the environment that might be useful for idea generation. I don’t make too many informed choices off of this but its really just riffing on the broader macro stuff.Below is the most recent stuff I wrote:Here is the updated chart of TLT, which remains in a downtrend and has been the subject of much policy talk. <a class="image-link image2 is-viewable-img" href="https://substack
Lands’ End part 4- Can They Tell A Good Story? (opens the original)
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Brief update on the continuing Lands’ End saga, part 3 found here: To summarize the allure of Lands’ End:Balance sheet transaction actually offers 2 growth avenues: WHP licensing overseas to local manufacturers and domestic growth with XillennialsThere’s a conversion option that LE has in the event of a WHP liquidity IPO or sale that ensures some upside in the continuing entityIt’s at a trough multiple with a stable outfitters business that’s mostly acyclicalSome quick notes from the call:
Regis (RGS) Has More Wood To Chop (opens the original)
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Regis collected $52M of royalty revenue from its franchisees over the last 12 months. This compares to $105M~ of net debt and $87M of equity value (<4x). This revenue should be pure margin for shareholders, as Regis separately collects national ad revenue and rental expense from franchisees that are directly passed through. This number is down from last year ($56M), while RGS’s fundamentals have continued to improve since its debt restructuring in June of ‘24. This was effectively a prepacked Ch
One Small Cap A Day: The Intergroup Corporation (INTG) (opens the original)
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Today’s small cap is The Intergroup Corporation. 2.15 million shares outstanding at ~$36/share with another $200M in mortgage-related debt recourse to the principal real estate assets. Chart looks OK, stock trades at a rough estimate of a conservative NAV:<img
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