HeyJaredStone Mountain Research
Hunting for multibagger ideas supported by deep fundamental research and technical analysis. Somewhere between Charlie Munger & William O'Neil.
- Indexed issues, last 90 days
- 3
- Latest publication
- Sep 11, 2026
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- Checking…
- Earliest in this view
- Sep 2, 2026
Latest issues
The Founder-Owned Microcap Yielding 14% That Nobody's Watching (opens the original)
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This week we’re taking a closer look at Quercus TFI, a small founder-led Polish asset manager. If you haven’t read last week’s post on Poland’s overlooked asset managers, I’d recommend starting there.Quercus TFI is a Polish asset management company. It builds and runs investment funds for retail and institutional clients and earns a fee on the assets it manages. We think it’s worth a close look for a few reasons:It’s founder-led and owner-aligned, carries no debt, and earns a return on equity ne
Poland's Overlooked Asset Managers (opens the original)
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Today we are looking at Polish Asset Managers!We like these businesses for the following reasons:Low earnings and enterprise multiplesCapital-light models that earn high returns on equityFounder-led with meaningful insider ownershipCash rich balance sheets and capital-return optionalityA long runway as Polish fund ownership catches up with Western EuropeDirect beneficiaries of savings shifting from bank deposits into fundsPolish Asset Managers Trade at Depressed Multiple
Portfolio Tracker (opens the original)
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