HeyJaredOnveston Global Research
Researching hidden niche champions from Europe, Canada, Japan and the U.S. get get little to no attention from analysts.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 12, 2026
Latest issues
Subscriber Letter #28: Stock Forecasting Done Right (opens the original)
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Determining the present value of a business means forming a view of what that business will look like in five to ten years. That is inherently difficult, because many of the factors that will shape it cannot be foreseen. Many analysts rely on a discounted cash flow analysis, which estimates the value of an investment or business today based on its projected future cash flows, adjusted for the time value of money.This is one way to do it, but it runs into the same problem: future cash flows can f
Suscriber Letter #27: A steady compounder (opens the original)
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Quick note: for anyone wondering why Netflix stock dropped on Friday, Wells Fargo downgraded NFLX to Underweight and cut its price target to $57. The stated concern is weakening engagement trends, with Netflix supposedly struggling to produce enough major original hits to reaccelerate viewing.Looks like those analysts don’t read the quarterly reports.The broader point: don’t be surprised when a share price jumps or drops for no fundamental reason. More often than not it’s exactly this kind of th
Subscriber Letter #26: The Future of AI From Apple’s Point of View (opens the original)
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For three years Apple looked like the company that missed AI. It shipped no chatbot, no frontier model, no data-centre story, and a delayed Siri. Meanwhile a second market formed that nobody was targeting on purpose: people and companies who want AI to run on a machine they own, for reasons of cost, privacy, or control.Apple now leads that market, and the 25 August 2026 desktop refresh is the first time management has said so out loud. The Mac mini press release describes the machine as a deskto
Subscriber Letter #25: How to Profit From Regulations (opens the original)
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BVNK is a UK-based company founded in 2021. It builds stablecoin infrastructure, the back-end that lets money move between normal currencies (dollars, euros) and stablecoins. Its platform can send and receive payments across all major blockchain networks in 130+ countries. Mastercard is the first large publicly listed traditional payments firm to use an acquisition to enter the stablecoin infrastructure market, it bought the capability rather than building it from scratch.Mastercard agreed to bu
Subscriber Letter #24: The Novy-Marx Gross Profitability Ratio (opens the original)
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Gross profitability measures how much profit a company produces from the assets it owns. The idea comes from a 2013 paper by Robert Novy-Marx, a finance professor at the University of Rochester, titled The Other Side of Value: The Gross Profitability Premium.To understand this ratio, you need two documents that every public company publishes and three numbers that come from them. The income statement shows how much the company sold over a period of time and what it cost to run the business durin
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