HeyJaredSycamore Capital Management
In-depth research on quality businesses + concentrated portfolio management | 6-Year CAGR 25.1%
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 21, 2026
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- Earliest in this view
- Aug 3, 2026
Latest issues
Academy Sports + Outdoors (ASO) | Call Your Shot (opens the original)
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Sycamore is for informational purposes only. Read my full disclaimer here.In my August monthly update, I laid out the read through for Academy following Dick’s Sporting Goods’ brutal earnings reaction. DKS stock lost 30% of its value the day of that report, driven almost entirely by softness in footwear. Remember that Dick’s bought out Foot Locker in September 2025. Footwear now makes up 40% of Dick’s business.My take at the time was that Academy would likely see some of
Sycamore Watchlist | 3 Small Caps in Deep Drawdowns (opens the original)
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Sycamore is for informational purposes only. Read my full disclaimer here.I am thrilled to finally release a new series I am calling the Sycamore Watchlist. I have been wanting to do this for over a year and it is finally here.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!AoxZ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff215bce5-f00b-4be4-ad20-2f2822d9a1d9_1672x941.png" target
Sprouts Farmers Market (SFM) | Pressure Test (opens the original)
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Sycamore is for informational purposes only. Read my full disclaimer here.Back in February, I wrote about Sprouts under the title “Fresh, Organic, and Mispriced.”The stock was in a 62% drawdown, the business was self-funding a long runway of unit growth, and I ar
Sycamore Portfolio Update | August 2026 (opens the original)
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Sycamore is for informational purposes only. Read my full disclaimer here.Monthly CommentaryA Busy MonthAugust proved out to be a busy month. I was able to get four company specific reports published. If you missed any of them, you can check them out here:Angel Studios (ANGX)I published a couple of different reports on Angel. Highlighting the incredible growth the company is experiencing right now along with my 5-year bear/base/bull model. In this I model out su
Academy Sports + Outdoors (ASO) | Still Relevant (opens the original)
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Sycamore is for informational purposes only. Read my full disclosure here.Three years ago this week I published my first post on Substack. I wrote about a business I knew well and was building a big position in at the time.Academy Sports & Outdoors. The post had a 100% open rate. It also was only sent to three subscribers (friends). I thought I would revisit ASO for my three year anniversary of writing on Subst
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