HeyJaredSherwood Investment Letter
Investing from Stockholm. Building a fund in public. The weekly buys, logic, watchlist and performance.
- Indexed issues, last 90 days
- 6
- Latest publication
- Sep 30, 2026
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- Checking…
- Earliest in this view
- Jul 12, 2026
Latest issues
Sweden’s Hemnet goes nuclear (opens the original)
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If your life is boring, invest in Hemnet (HEM.ST).The drama for this elite Swedish cash generator keeps coming.Just this month, we’ve seen:The share crash nearly 40%A big board shake-upThe buyback program pausedBreaking strategic news yesterdayForgive me for writing about Hemnet again.I thought wide-moat monopolies were supposed to be boring.Instead, Hemnet might be Sweden’s most interesting case right now.FreeThe big news yesterday — Hemnet will once again offer free listing options
Hemnet chaos continues (opens the original)
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Hi all, yesterday I turned 50.They say wisdom comes with age. But looking at my returns, wisdom may be lagging by about 20 years.Check back in when I’m 100.GravityToday’s letter is about Hemnet (HEM.ST).A dazzling company in chaos.Before we dive in, a quick bit of reflection.About investing. And what a fun thing it’s turned out to be.I have a full, busy life. I have every reason not to do this.But somehow I’ve always gravitated in this direction.Towards markets. Contrarian thinking. Mispriced op
3 buckets. My updated investment strategy (opens the original)
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Hi all, back from summer and keeping the pedal to the metal.First, quick updates: I added more to Berner.And also to Hemnet after its recent board shakeup. (What a tumultuous year for them.)But the thrust of this letter is framework.My updated thinking on what I buy, why I buy it. And how I organize it in my noggin.Optimal pathI’ve been doin
Forgotten small-cap Swedish compounder (opens the original)
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Hi all, back from summer.Where everything seemed to be on fire:temperaturesforeststhe $40 trillion US deficitbonds and stock marketsthose smoking Nvidia earningsand even my fundI mean, SaaS-selloff victim Vitec Software — my biggest holding — is up 30% since late July.Heating up.UninvestedI don’t love this.I’m still reshuffling my funds. And I’m still 30% cash.More than I’d like.Sure, I want some cash reserves. For those market
Karnell is crushing it (opens the original)
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If you haven’t been following this newsletter, I don’t blame you. Watching a guy go more and more niche. Into Sweden, small caps, serial acquirers etc.Probably not for everyone.But if you’ve stuck around, I think it’s paid off.Because you’d have heard about Karnell.InfancyKarnell (KARNEL-B.ST) might be that under-the-radar gem we’re all looking for.And the exact reason to read newsletters from random Americans in Sweden who may or may not know what they’re talking about.Karnell’s a Swedish midca
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