HeyJaredRebound Capital
Deep research on beaten-down stocks | The best opportunities exist in uncertain times
- Indexed issues, last 90 days
- 15
- Latest publication
- Sep 27, 2026
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- Earliest in this view
- Aug 11, 2026
Latest issues
Hindsight Capital (opens the original)
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No paywall on this one. It’s a fun thought experiment :) It’s not every day someone does something that makes us go, "We should have done that." Mostly Borrowed Ideas did it with this fun little game called Hindsight Capital. The game is simple - You are presented with a real historical scenario of a company, and you have access to the financials as they were at the time. Each company is in crisis, and you decide whether to invest or pass, and how much of your starting $1M portfolio you will inv
Notes on Adyen (opens the original)
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Adyen is one of the most frequently requested deep dives by readers.We have spent 2-3 quarters examining the payments space, and it is one of the most dynamic and challenging business segments we have encountered. In this article, we will share our research notes on Adyen and the payments space. Given the complexity of this sector, this can serve as a primer to help you dig deeper. The shares closed at €860 on 23rd Sep’26. This is ~70% below its 2021 peak.<a class="image-link image2 is-viewable-
Trade Alert 21st Sep’26 (opens the original)
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Hey readers. From now on, we will send short trade alerts whenever we make a change to the RC Portfolio. These posts will be added to our Portfolio Updates tab and will provide an easy way for you to track changes to the RC Portfolio. Read more
Deep Dive: Grab Holdings ($GRAB) (opens the original)
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Grab is one of Southeast Asia’s leading superapps. Its 3 main business segments are Delivery (food, groceries, and parcels) at ~53%, Mobility (cabs, two-wheeler rides, etc.) at ~36%, and Financial Services (payments and lending) at ~10% of FY25 revenue. It’s currently down 55% over the last year. Welcome to Rebound Capital. If you are new here, we conduct in-depth research on beaten-down stocks and study companies that have made successful comebacks. Subscribe for free and join 25,700 other inve
Industry Deep Dive: Semiconductor Wafer Fab Equipment (opens the original)
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In this article, we share an industry primer on the machines that enable the creation of semiconductor wafers (the silicon on which GPU/CPU chips are ‘printed’). The companies that sell these machines are few (~5 major ones) in number and underpin the entire AI industry. This enables them to generate superior returns on capital. Roughly $150 billion will be spent on wafer fabrication equipment in calendar 2026, according to our estimates, and three-quarters of it will pass through these companie
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