HeyJaredQuality Stocks
A disciplined, framework-driven approach to long-term stock investing
- Indexed issues, last 90 days
- 19
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- Sep 30, 2026
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- Aug 30, 2026
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Biotechs Are Now Big Pharma’s Innovation Engine (opens the original)
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According to IQVIA, emerging biopharma companies now account for around 70% of all clinical-stage drugs in the industry pipeline with the majority still unpartnered. Another study identified that among the 237 new drugs launched by the world’s 20 largest pharmaceutical companies, only 36% were developed internatlly.Together, these figures highlight a structural change in the pharmaceutical industry. Innovation is increasingly being created by smaller biotech companies, while large pharmaceutical
Stock of the Week: Meta - Is Muse Changing the Investment Thesis? (opens the original)
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Meta remains one of the highest-quality businesses in the market, combining exceptional profitability, massive global distribution and a still-growing advertising engine. The investment case, however, is increasingly tied to whether the company can generate attractive returns on its enormous AI infrastructure spending. Muse provides the first tangible sign that this investment could translate into a meaningful consumer product, with strong early adoption and potential monetization across subscri
The Weekly Screener - September, 27: 5 Stocks Analyzed (Scores, Fair Values & Buy Zones) (opens the original)
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Welcome to “The Weekly Screener”. Every week, I merge fundamentals and technicals through the Quality Stocks Investment Framework to evaluate actionable setups, fair values and key buy execution zones (along with my personal verdict on every stock).💡 Verdict thresholds: When relevant, I also indicate the price at which valuation alone would trigger an upgrade in my verdict, assuming the fundamental outlook remains unchanged.🎯 Paid subscribers unlock the complete breakdown for all the stocks and
Trade Alert: Why I’m Buying These 2 Quality Stocks With 20%+ Annual Return Potential (opens the original)
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2 quality stocks. Both down 50%+ from their ATHs. Both still compounding and improving their fundamentals. At today’s prices, I estimate 20% – 30% annual return potential.I just bought both. The tickers, buy prices and full investment theses are belowWhenever I make a move in the portfolio, I publish a Trade Alert to explain the decision and allow readers to follow the strategy transparently over time. The goal is not to chase short-term performance, but to make the underlying decision-making pr
Microsoft Stock Analysis: Is MSFT a Buy? (opens the original)
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Microsoft is one of the highest-quality businesses in the market, combining cloud infrastructure, productivity software, enterprise applications, cybersecurity, developer tools and AI inside one deeply integrated ecosystem. Despite its size, growth has reaccelerated, with Azure now the main engine and AI creating new monetization opportunities through Copilot, Fabric, security and enterprise agents.The investment case is attractive, but not without risks. Microsoft is spending enormous amounts o
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