HeyJaredStocks & Stones
Your trusted guide to the fascinating world of small public companies. My goal is to help you navigate this unique market, understand its opportunities, and avoid its pitfalls. I also include some lessons on self-improvement and resilience.
- Indexed issues, last 90 days
- 6
- Latest publication
- Sep 17, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 17, 2026
Latest issues
REPLAYS: Rivemont MicroCap Cocktail - Technology Special (opens the original)
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Rivemont recently held another one of its investor cocktails in Montreal. As a reminder, or if you’re a new subscriber, I’ve been managing the MicroCap Fund at Rivemont since 2021 and have been organizing four to six networking events per year for about a decade.The goal of these events is to build a community of like-minded investors in Montreal and to showcase some of the microcap ideas I like and follow.On September 9, I had the pleasure of hosting Guillaume Falardeau, the founder of Leviat L
2026 Mid-Year Review (Planet MicroCap Podcast) (opens the original)
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Hi all,Last week, I was interviewed on the Planet MicroCap Podcast alongside Maj Soueidan () and Tim Heitman ().We discussed:What worked and what didn’t so far in 2026Some interesting trends to watchOur highlights from the Q2 earnings season in AugustWhich out-of-favour sectors could come backOur current highest-conviction ideas…and moreYou can watch the episode on YouTube (below) or listen to it on Spotify and Apple.I hope you
The Good, the Bad, and the Ugly (August 2026) (opens the original)
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Welcome to your monthly recap of the Canadian microcap market!August is always extremely busy, given it’s the second-quarter reporting season, and this year was no different. We have a lot to cover!Before we start our review, there were two notable M&A announcements during the month. The global lifestyle brand Roots (TSX: ROOT) agreed to be acquired by strategics for approximately $160 million. The $4.10-per-share cash consideration represente
AI, FOMO, and the Commoditization of Investment Research (opens the original)
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As a full-time portfolio manager, I’ve spent a substantial amount of time exploring how I could use artificial intelligence to speed up and improve my research process.If you’re like me and have spent any amount of time on X, LinkedIn, or Substack in recent months, you’ve probably noticed the exponential amount of AI slop being shared on these platforms.While AI can be a fantastic tool when used properly, I’ve also come to understand some of its most important pitfalls and blind spots. Here’s ho
The Good, the Bad, and the Ugly (July 2026) (opens the original)
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Welcome to your monthly recap of the Canadian microcap market!I hope everyone is enjoying summertime and has recharged their batteries before the busy Q2 earnings season.I am just getting back to work after a one-week staycation with my family. With a 3- and 6-year-old, I can hardly say it was relaxing, but it was fun nonetheless!Having more time to think and plan for the months ahead, I also decided on my next personal challenge. Last week, I signed up for my first 100-mile (160km) trail race.
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