HeyJaredOutperforming the Market
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- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 30, 2026
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- Sep 2, 2026
Latest issues
Adyen: Looking To 2027 (opens the original)
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Adyen reported a strong set of results that assured investors that its growth algorithm continues to be working and its competitive positioning remains strong.The company was keen to highlight key customer wins and ongoing wallet share gains with large customers, a sign that its competitive positioning remains strong.Apart from merchant momentum, Adyen’s new products are also seeing strong momentum, adding to the strong growth we are seeing today.Strong resultsAdyen generated €682.1 million net
Weekly newsletter 181 (opens the original)
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Welcome to all new subscribers! If you are a new subscriber, the Getting Started article will help you answer all the common questions for new subscribers.Subscribers to Outperforming the Market get full access to the Model Portfolio, all my intrinsic value, 1-year and 3-year price targets in the <a href="https://open.substack.com/pub/outperformingth
Alibaba: Increasing Confidence on ROIC of Capex Spend (opens the original)
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Alibaba delivered its 9th consecutive quarter of acceleration for AI cloud and compute services revenue, with cloud growth accelerating to 45% in FY1Q27 and expected to accelerate further next quarter due to strong AI demand.AI-related revenue made up 35% of external cloud revenue in FY1Q27 and this will likely reach 50% by the end of FY2027.We are also seeing margin expansion in the AI cloud and compute services segment, with margins accelerating from 10% last quarter to 12% this quarter due to
Quanta Services: Powering the AI trade (opens the original)
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In my view, Quanta Services delivered a strong beat and raise in the second quarter.We saw organic growth accelerate in both the Electric Infrastructure and Underground Infrastructure segments, with strong margins and sequential growth in backlog for both segments.Free cash flows were a highlight this quarter, and Quanta Services was very active in the second quarter, acquiring four companies.We continue to see the company executing well, and the business continues to have momentum against suppo
Weekly newsletter 180 (opens the original)
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Welcome to all new subscribers! If you are a new subscriber, the Getting Started article will help you answer all the common questions for new subscribers.Subscribers to Outperforming the Market get full access to the Model Portfolio, all my intrinsic value, 1-year and 3-year price targets in the <a href="https://open.substack.com/pub/outperformingth
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