HeyJaredOutsiders' Corner
Analysis into 'Outsider' managers running great businesses, the ones we prefer to partner with for a long time.
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 30, 2026
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- Jul 8, 2026
Latest issues
Inside the Corner - September 2026 (opens the original)
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Norbit (opens the original)
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We first covered Norbit in our 2024 Nordic Industrial writeup, and have owned it since mid 2023. We think the current drawdown of more than 30% represent an opportunity, and found it timely we share an update on one of our key holdings.Norbit have 3 business segments: Ocean, Connectivity and PIR. All of them have grown considerably over the years. And Norbit just launched new ambitions for 2030, seeking for organic revenues of 6 billion NOK (19% CAGR from 2025). Additionally, they seek to delive
Nekkar - Part II (opens the original)
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NEKKARLate 2024, we shared our investment idea for a small Holding Company called Nekkar. Nekkar’s stock price was then a bit less than 10 NOK. One and a half years later, the stock is up ~50% and Nekkar is now a NOK 1,4 billion company.Ironically, we think the investment thesis may have improved. We recommend reading our first writeup to understand the different parts of this Norwegian industrial holding company, specializing in ocean-based industries.The biggest change in the investment thesis
Inside the Corner - August 2026 (opens the original)
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Last week, we listened to a great podcast by with guest . We found ourselves thinking about some topics they brought up.Link to podcast episode below.One of them was the outperformance of index or momentum strategies. It’s hard not noticing this as an individual investor spending hours upon hours researching, when the passive strategy of just “owning everything” beats even seasoned investors with good track-records, like Terry Smith in recent years. His fund, Fundsmith, just added momentum to th
Q2 26 Key Holdings Update (opens the original)
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Most of our holdings have now reported H1 2026 results. As usual, the reports triggered significant share-price volatility: Harvia +13%, Shift4 -10%, Adyen +15%, and CSU -7%. Most of these moves largely reversed over the following days. The outlier was Adyen, which is now up roughly 30% since our writeup just 2 months back.Shift4 saw the most extreme volatility, falling from $55 to $40 before recovering to $48. But again, the fundamentals developed relatively stable. If we hadn’t known these sto
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