HeyJaredSolo Capitalist
High-conviction, concentrated investing. One deep-dive per week into the companies and sectors where a single position can define a portfolio.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 17, 2026
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- Earliest in this view
- Jul 8, 2026
Latest issues
Inside the +70.3% Global Founder Hubs Portfolio (opens the original)
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If you could run your business from anywhere, where would you go?You’d probably consider taxes, the cost of hiring, access to customers, and the kind of life you could build there.Now imagine thousands of entrepreneurs making those decisions.Some choose Dubai. Others choose Singapore, Warsaw, or Barcelona. Over time, their choices can bring new businesses, spending, jobs, and capital into those economies.The Global Founder Hubs Portfolio is built around that idea.I identified four markets with t
How I decide whether a stock can realistically become a five-bagger (opens the original)
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One of the easiest ways to fool yourself in investing is to say:“This stock could 5x.”It sounds analytical.Usually, it isn’t.A company has a huge market. Revenue is growing. The product is great. Management is ambitious. Maybe there is an AI angle somewhere.So we look at a $10 billion company and imagine it becoming worth $50 billion.But very few investors actually stop and ask the more useful question:What, exactly, has to happen inside the business for that $50 billion valuation to make sense?
The Ownership Ladder: What I’d Own at $10K, $100K, and $1 Million (opens the original)
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The portfolio that builds your first $100,000 is not the portfolio that should protect your first $1 million.Everyone tells you how to allocate a portfolio.Almost nobody asks how large the portfolio is.That makes no sense to me.A person with $10,000 and a person with $1 million are handed the same pie chart: some stocks, some bonds, a little real estate, rebalance once a year. As if the extra two zeros change nothing.They change everything.At $10,000, even an exceptional 20% year makes you $2,00
Everyone Wants Financial Freedom. Almost Nobody Wants Ownership (opens the original)
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The latest Federal Reserve data reveals why earning more is only the first step—and why most assets still fail to build wealth.*On June 18, the Federal Reserve updated one of the most revealing datasets in finance.It tracks who owns American wealth, asset by asset.The latest figures show that the wealthiest 10% of US households own 87.3% of all corporate equities and mutual fund shares.The bottom half owns 1.1%.This is usually presented as a statistic about inequality.I think it is just as usefu
Buffett Says Everyone’s Gambling. Here’s the One “Boring” Compounder I’d Buy With 20% of My Portfolio (opens the original)
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Last Wednesday, a 95-year-old man sat down in Omaha and told CNBC exactly what he thinks of this market.“It’s tough to find values when everybody is preferring gambling,” Warren Buffett said.He wasn’t being colorful. He was being literal. Buffett has described the stock market for years as a church with a casino bolted onto the side — and his point last week was that the casino is now where everyone wants to be. One-day options, in his view, aren’t investing and aren’t even speculating. They’re
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