HeyJaredStock Croc (patiently hunting 'Quality' stocks)
I am a CPA focused on investing in quality stocks with a margin of safety. My mindset is rooted in patience and caution, with a strategy centered on long-term growth through businesses with strong fundamentals and a competitive edge.
- Indexed issues, last 90 days
- 9
- Latest publication
- Sep 27, 2026
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- Earliest in this view
- Jul 12, 2026
Latest issues
Cognex (CGNX): The Eyes of the Automated Factory Are Getting Smarter (opens the original)
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Cognex builds the eyes of the automated factory. Its products are vision software, vision systems, vision sensors and ID products that locate, identify, inspect and measure parts, and read the codes printed on items as they move through production. When a car plant checks that every weld is in place, or an electronics line confirms that a connector is seated correctly, or a warehouse scans thousands of parcels an hour, there is a good chance a Cognex system is doing the seeing. The company is ba
VIAV Jumped 9% on Friday and Has Tripled in a Year. Is It Worth Buying at $40? (opens the original)
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Macro Economic Read: The Rain Is Priced In. Is their a Flood as well? (opens the original)
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Clarity of Thought: A Rookie Investor Reads Expectations, A Professional Goes Beyond? Imagine, it is cloudy day, you are going out, check the weather app, and it says 85% probability of rain, you carry your umbrella, wear your rain shoes, walk to the train station and everyone else is carrying an umbrella as well; now if it rains, everyone was prepared for it, nothing happens wet sleeves, day proceeds as planned, nobody is surprised.What if it does not rain, that day, and only stays cloudy?What
ASTS: A Remarkable Machine Priced for the Bull Case, But Is It Worth It (opens the original)
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A few months ago, the space sector was riding a wave of breathless hype, with AST SpaceMobile, Inc. (ASTS), SpaceX, and Rocket Lab (RKLB) dominating every financial conversation. For ASTS, that euphoria peaked near $133 towards the end of May, before reality set in with a brutal correction that dragged the stock down toward $53 by late July. After a minor recovery, it is hovering around $62, leaving both existing shareholders and sideline observers asking the same difficult questions. What is th
Amkor (AMKR): Is This The Unsung Bindery of the AI Factory? (opens the original)
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I wrote about Amkor earlier in my Feb article, and hold a position in this company already. Just lately, Amkor caught the attention of macro-focused retail and mid-cap trackers (such as prominent X accounts monitoring supply-chain bottlenecks), shifting the stock into the broader conversation about domestic semiconductor re-shoring. Since I am already invested in this stock and have written about it earlier as well, so I thought, best time, to align my readers, that if it is a good buy, and the
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