HeyJaredThe Hermit
Institutional-grade research on overlooked small caps. Primary data, mosaic theory, and live portfolio tracking.
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- Indexed issues, last 90 days
- 9
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 26, 2026
Latest issues
[$OMSE ] The Ignored $154m Cash Mountain (opens the original)
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We usually release these PoW posts on Saturdays, but we’re waiting on management to give us the green light to quote them directly in our next, and probably best, long-form write-up to date. That adds a ton of value to the piece, so... definitely worth the wait.This piece is brought to you by Baseline. Use code HERMIT for 20% offVisit Baseline</p
[$GREEN ] Aglomerating Tiny Local Monopolies (opens the original)
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We recently upgraded our domain. To make sure you don't miss upcoming analyses, please move this email from Promotions to Primary (or reply with a quick 'received').This piece is brought to you by Baseline. More on them in a moment.Visit BaselineFor everyone in our chat, you already know what’s up. <div class="captioned-
Auto Logistics & Subprime Check: Carvana, Copart, and Credit Acceptance (Q3 2026) (opens the original)
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We just moved to a new domain, and algorithms hate sudden changes. If you leave this in the Promotions tab, the odds are high that our upcoming analyses will quietly slip past you without you ever knowing.How would you feel about dragging this over to your Primary inbox right now?And while you’re there… hit Reply with the one ticker keeping you up at night and what makes it worth a teardown. What’s the biggest reason we shouldn’t cover it?We are releasing a comprehensive update on the Car Distri
[$WAVE ] Turning Buzzwords into Free Cash Flow (opens the original)
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Today’s write-up on French consulting firm Wavestone is completely open to everyone, made possible by our friends at Baseline.If you appreciate having write-ups like this outside the paywall and want to see more of them, do check them out. Partnerships like this keep the research independent, thorough, and accessible to the entire community.<a class="image-link image2 is-viewable-img" href="https://substackcd
Everyone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened? (opens the original)
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Leverage does not pass judgment; it merely accelerates arithmetic. You guys know we’re suckers for great stories… and this one’s not only entertaining, but extraordinarily educational. Like an ogre, it has a lot of layers.<div class
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