HeyJaredSchwar Capital Research
We hunts for asymmetric investment opportunities and share our portfolio decisions weekly. These are personal opinions only - not investment advice.
- Indexed issues, last 90 days
- 7
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest issues
Most Investors Get Margin of Safety Wrong (opens the original)
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To read our full disclaimer, click here.On the night of 28 December 1879, a storm came down the Firth of Tay.At around quarter past seven, a train bound for Dundee started across the new Tay Bridge, at the time one of the longest bridges in the world. It never reached the other side. The high girders in the middle of the bridge collapsed into the river, taking the train and everyone on it with them. Fifty-nine victims are known by name. Estimates of the true number run as high as seventy-five.
Revenue Up 24%, Backlog at a Record $142M, and a $90M Credit Line to Chase $100M+ Projects (NASDAQ: PPIH) (opens the original)
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To read our full disclaimer, click here.Perma-Pipe International Holdings reported second quarter fiscal 2026 results on 9 September, for the quarter ended 31 July.The headline: the underlying business grew faster than the reported numbers suggest.Net sales grew 24.4% to $59.6 million.Gross profit grew 20.7% to $17.4 million.Adjusted income before tax grew 70% to $8.3 million.GAAP diluted EPS grew to $0.31 from $0.10, after absorbi
Up 100% In 76 Days: Revisiting The Rare Disease Thesis After The Run-Up (opens the original)
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To read our full disclaimer, click here.This post is not a victory lap.It is the exercise I try to do whenever a position moves a long way in a short time.On June 19 I wrote up a US-listed rare disease company and initiated a 5% position at $30.70.The stock trades at around $61 today. That is a gain of roughly 100% in 76 days. The position has doubled.</p
Top 10 Lessons From Warren Buffett's Shareholder Letters (opens the original)
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To read our full disclaimer, click here.Greg Abel wrote the 2025 letter.That is the first time in sixty years the annual letter has arrived without Buffett’s name on it, and it turns a running commentary into something closer to a finished text. You can now read the whole thing end to end and see which ideas he held from 1977 to the finish, which ones he changed his mind about, and which ones he admitted, in print, that he got badly wrong.The perfo
An Investor's Odyssey (opens the original)
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To read our full disclaimer, click here.<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!fGfK!,w_1456,c_
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