HeyJaredStockOpine’s Newsletter
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- Indexed issues, last 90 days
- 16
- Latest publication
- Sep 27, 2026
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- Earliest in this view
- Jul 12, 2026
Latest issues
Portfolio Update: Adding to Grab (opens the original)
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Following our exits from Allegion and Straumann, we decided to increase our position in Grab (see our Deep Dive here).The main reason is the progress in its ride-hailing and delivery businesses. Grab is attracting more customers and handling more transactions while profitability improves. We also see opportunities to earn more from its existing network through advertising and financial services, although lending brings risks that deserve attention.<p class="button-w
AI Agents Challenge Booking, Amazon Extends Its Logistics Reach & Grab Insiders Buy (opens the original)
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Hi All,Welcome to our brief overview of the most important developments across the portfolio over the past few days.The most interesting development this week came from outside Booking itself, as Meta’s new AI agent is starting to show what an agentic travel-booking experience could look like.Before we dive in, a word from our sponsor.Baseline: Test your investment thesisBaseline was built inside an investment firm to answer the questions that matter when evaluating a business: How strong are it
Intuit Investor Day: rebuilding customer growth without giving up earnings growth (opens the original)
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In our Q4 review, we discussed why Intuit was accepting slower near-term growth to rebuild customer acquisition. Investor Day provided more detail on how management plans to deliver that reset.FY2027 guidance was also reaffirmed. The more useful disclosures concerned customer acquisition, lower-priced tax products and the progress of Enterprise Suite. These give us clearer measures of whether the strategy is working, beyond the earnings targets we covered previously.Before we dive in, a word fro
Grab’s Atome Bet, Crocs Shows Green Shoots & AMD’s AI Opportunity Broadens (opens the original)
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Hi All,Welcome to our brief overview of the most important news across the portfolio over the past few days.The biggest development this week came from Grab, due to its acquisition of Atome Financial.Before we dive in, a word from our sponsor.Baseline: Test your investment thesisBaseline was built inside an investment firm to answer the questions that matter when evaluating a business: How strong are its barriers to entry? Does it have pricing power? How good is management? How does it compare w
Portfolio Update: Why We Plan to Exit Allegion and Straumann (opens the original)
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We plan to sell our positions in and Straumann. Both remain businesses we respect, but at current prices we no longer find the prospective returns attractive enough to keep them in the portfolio.Allegion represents ~3% of the portfolio with a total gain of ~24%. Straumann represents ~2.4%, with a loss of 12.3%. Together, the positions account for 5.4% of the portfolio.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!KY57!,f_auto,q_auto:good,fl_progressiv
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