HeyJaredSummit Stocks
Self-taught investor sharing what I learn along the way + in-depth stock research, portfolio updates, and our own stock research tool.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 28, 2026
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- Earliest in this view
- Jul 22, 2026
Latest issues
September 2026 Portfolio Update (opens the original)
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Hi there,This month’s portfolio update is going to look quite different from the previous ones.Put bluntly: I’ve sold my entire stock portfolio.This isn’t because I’ve lost conviction in the businesses I own. In fact, my long-term conviction in these companies hasn’t changed at all.I still think Amazon is bound for outperformance, and I would love to own companies like Basic-Fit and Nintendo again.I wrote about Amazon just last week, so I still very much believe in the sto
Amazon ($AMZN): How High ROIIC Will Drive Exceptional Returns (opens the original)
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Free cash flow is the lifeblood of valuation.Without positive FCF, there is no value.This is because the value of a business is comprised of all future cash flows discounted to today’s value of money.If a business hypothetically earns $100 per year for the coming 5 years, and then disappears, an investor demanding a 10% annual return values that business at $379 (see image below).This is basic finance.<a class="image-link image2" href="https://substackcdn.com/image/fetch/$s_!dB2I!,f_auto,
Here’s How to Outperform the Market (opens the original)
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Valuation is relative.Relative to what exactly?Market expectations.I talk about this quite often because it’s one of the important concepts to understand if you’re looking for outperformance.Say you’re valuing a high-quality businesses. That’s what we all want to own, so naturally, that’s where you’ll be looking.But therein lies the problem.The high-quality business you’re analyzing is also recognized as high quality by the market.So while the average company might trade at 20x earnings, this bu
AppLovin ($APP): 50% Growth at Just 26x FCF (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!neGD!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3704426a-f274-4455-b3ed-d72c53e080bf_2134x1200.j
Greggs ($GRG): 17x FCF Presents an Attractive Opportunity (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!ueJR!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe6ce509c-ba6d-496e-a9fa-b297c95c25a4_2134x1200.j
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