HeyJaredPreach financial analysis with common sense
Teach financial analysis for people with zero background knowledge.
- Indexed issues, last 90 days
- 2
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- Jul 22, 2026
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- Jul 10, 2026
Latest issues
I Called TSMC's Rally: What’s Next for the Chip Giant? (opens the original)
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In February 2024, I posted my first TSMC stock valuation, claiming that I would sell half of my holdings at around (In US dollars) $230-$280,1/4 at around $280 to $320, and 1/8 at around $320 to $390.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!MBOF!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazo
The 5.5x P/E Illusion: Auditing the Hidden Risks in the SK Hynix US IPO (opens the original)
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The Korean semiconductor company SK Hynix is going to be listed on the US market this Friday. This post explains how much I think the company is worth and at which price I will buy the stock.Business ModelAI and semiconductors have been hot topics in recent years. But what are the differences between SK Hynix’s products and those of Nvidia, AMD, or Intel?SK Hynix’s semiconductors are memory chips. To understand how that works, imagine that you are a boss of a company. You would not look for file
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