HeyJaredTarot Capital
The intersection of fundamental and incentive-driven investing.
- Indexed issues, last 90 days
- 5
- Latest publication
- Sep 11, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest issues
2026 Grants Digest vol 12 (opens the original)
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We just passed the 10k subscriber mark. Thank you for your support and hope you all had a very restful Labor Day weekend. Today we’re starting off with a very Dune-coded business that owns a ton of water in the American Southwest.Disclaimer: This newsletter is not investment advice. The information provided is for informational purposes only and should not be considered investment advice. You should consult with a financial advisor or other professional to determine your investment goals and ris
2026 Grants Digest vol 11 (opens the original)
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First, congratulations to all of the heroes decided to buy WDAY after we discussed in February. I am a coward and didn’t believe (call it AI-psychosis, whatever).Second, congratulations to all of the extremely attractive geniuses that decided to get long drones after the post earlier in August. It’s a classic example of a Tarot set-up—just like the idea from April—where we are:<l
Quick Note: Unusual Delights; Unusual Ends (opens the original)
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Drones drones drones! They’re the future! And the US military needs ‘em bad! Great! How do we make money off of it?In December 2025, the United States banned all foreign produced UAS (unmanned aircraft systems) and components. This was an immediate issue for all American drone companies, which had until that point been buying parts out of Shenzhen, China for the better part of 15 years. The other narrative track on this has been the Drone Dominance sourcing competition, which anticipates deployi
2026 Grants Digest vol 10 (opens the original)
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The 10th digest of 2026! With many more to come!Disclaimer: This newsletter is not investment advice. The information provided is for informational purposes only and should not be considered investment advice. You should consult with a financial advisor or other professional to determine your investment goals and risk tolerance. Any investment decisions you make are solely your responsibility. The author may hold a position in discussed securities at the time of publication and may transact in t
2026 Grants Digest vol 9 (opens the original)
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Solid collection of interesting grants and governance signals in this one.As always, the grant structures tell you what the boards are underwriting. Whether the businesses deliver is the part you have to handicap yourself. Some quick mentions of others doing great work in the space: Thanks to at YAVB for the shoutout in his latest post, where he discusses a very interesting grant at (which will be discussed in a future digest!).The aptly named <span class="me
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