HeyJaredSomething's Off
Something's always off. A security trading at the wrong price, a catalyst the market hasn't priced, a narrative that doesn't hold up to scrutiny. I write about finding it.
- Indexed issues, last 90 days
- 3
- Latest publication
- Sep 20, 2026
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- Earliest in this view
- Jul 12, 2026
Latest issues
PTEC LN - Thesis Update (opens the original)
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If you guys recall, I wrote my first thesis on Playtech back in April 2026. You can find it here. Subscribe nowThe pitch was pretty simple. The company had essentially streamlined itself into a B2B gambling tech software company. They had sold their consumer business (Snaitech) but remained structurally complex given several minority stakes in gambl
Nobody's Buying This: (Issue #2): WHSmith (SMWH LN) - A Retailer That’s Anything But Stationery (opens the original)
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Something’s Off is independent equity research published for educational purposes. All articles and notes are my own view. They are not necessarily correct, and not advice.The work is organised into three books.1. Special Situations2. Core Long3. OpportunisticAll fed by a dislocation screener that filters for names where the cash flow statement, the corporate structure, or the consensus narrative is off in a way I can prove. The full architecture is in th
Q2 2026 Portfolio Review (opens the original)
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To make it a little easier for you to all follow the performance of my ideas, I have decided to implement a quarterly review. I will breakdown performance of each idea, flag any trades I have exited, and give a breakdown of what’s driving over/under performance. I will cover:1. Headline % Performance vs Benchmark2. Alpha Decomposition 3. Returns Visualisation / Thesis Updates4. Factor TiltsQuick housekeeping: all marks are as of July 10th.Also flagging that in the future, I will have a full fled
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