HeyJaredPound the Rock Investing
A blog about investing, a place to share investment ideas, and a platform to discuss the connections between investing and the things I find interesting.
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest issues
Consequential Learning (opens the original)
Read excerpt
When I worked in the NBA, a friend of mine and I used to have the same conversation over and over again. We were both in relatively low-level positions, surrounded by people with more experience, more authority, and much more impressive titles. Yet we were convinced that, if given the opportunity, we could do the jobs of some of the people above us, including running the entire team.There was obviously some youthful arrogance involved. Neither one of us had ever managed a salary cap, negotiated
Large Cap Spotlight #3: Mercado Libre (MELI) (opens the original)
Read excerpt
I’m starting a new series of posts called Large Cap Spotlight, which will highlight one large cap company I think is attractive from a business quality perspective, and occasionally from a valuation perspective. My aim is to do one of these per month, although I’ve never really been good at setting firm writing commitments. Although I’m primarily a small cap and microcap investor, most of the time during my research process, and when I have spare time, I’ll study large caps similar to the busine
Some Interesting Ideas for 2026/2027 (opens the original)
Read excerpt
This will be another post in the ongoing ‘Some Interesting Ideas’ series. There are a handful of businesses I’ve been spending time on recently that don’t quite fit neatly into one category, but share a similar setup consisting of decent to very good underlying businesses, interesting current narratives, and 3–5 year outcomes that could look significantly different than what the market is pricing today.In nearly all of these cases, there is some combination of investor misperception, poor near t
A Small-Cap Energy Compounder (opens the original)
Read excerpt
An oil and gas business that can double production and EBITDA, generate cumulative cash flow approaching 2.5x its current market cap, and fund that growth internally deserves a closer look. In addition, when all of this can take place at roughly $70 oil, I’m even more intrigued.This business recently completed a transformative acquisition that gives it a path to double production between 2030 and 2035, and all of this is happening with limited reliance on leverage. The company’s Executive Chairm
Large Cap Spotlight #2: Global Payments (GPN) (opens the original)
Read excerpt
I’m starting a new series of posts called Large Cap Spotlight, which will highlight one large cap company I think is attractive from a business quality perspective, and occasionally from a valuation perspective. My aim is to do one of these per month, although I’ve never really been good at setting firm writing commitments. Although I’m primarily a small cap and microcap investor, most of the time during my research process, and when I have spare time, I’ll study large caps similar to the busine
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.