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HeyJared

Simple Alpha

Been in the game since 14. Now, I am 29. By day, I hunt unicorns as a VC partner. By night, I invest in stocks. Burned through hundreds of thousands before cracking the code. Turns out? Simplicity beats complexity every time. Sharing my learnings:)

Newsletter · By David · Official site

Indexed issues, last 90 days
5
Latest publication
Sep 28, 2026
Audience
Checking…
Earliest in this view
Jul 6, 2026

Latest issues

  1. Issue · Sep 28, 2026

    How I Made One of My Best Investments Ever (opens the original)

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    Hey, I’m David, a 30-year-old hedge fund manager. In Simple Alpha, I share what I’ve learned from investing since I started at 14. Subscribers get access to in-depth research, personal stories and lessons from the world’s best investors.“Is that a safe investment? Okay cool, they have a great Oreo dessert here.” - My ex-girlfriend<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!zMxI!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-me

  2. Issue · Sep 4, 2026

    Portfolio Update #14: My Performance, IREN and Upstart Earnings, AI Bubble Barometer (opens the original)

    Excerpt · Positive tone

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    “That is a more profound change to our economy and jobs than anything in my lifetime by a dramatic amount. I'm staking whatever reputation I have saying this time is different.” - Bill Gates<img alt="" class="sizing-normal" height="1402"

  3. Issue · Aug 5, 2026

    The Second Act of Leopold Aschenbrenner (opens the original)

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    “One investment rule at Berkshire has not and will not change: Never risk permanent loss of capital.” — Warren Buffett, Berkshire Hathaway 2023 shareholder letter<img alt="" class="sizing-normal" height="819" src="https://substackcd

  4. Issue · Jul 24, 2026

    Portfolio Update #13: I disagree with Bill Ackman (opens the original)

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    You’re reading a premium edition of Simple Alpha — built for investors who want to beat the market. Subscribers get access to strategies, data, and insights from the the best investors in the world.Subscribe now“What the wise do in the beginning, fools do in the end.” - Warren Buffett<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!-eeE!,f_auto,q_aut

  5. Issue · Jul 6, 2026

    4 Narrative-Violating Facts That Reveal the State of AI (opens the original)

    Excerpt · Critical tone

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    Hey, I'm David, a 30-year-old hedge fund manager. In Simple Alpha, I share what I've learned from investing since I started at 14. Subscribers get access to in-depth research and lessons from the world's best investors.Subscribe now<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!g7oX!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc1a77a9d-16a5-4

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