HeyJaredThe Little Substack that Beats the Market
Value investing research. Real-time portfolio updates and in-depth analysis of the companies in my personal portfolio.
- Indexed issues, last 90 days
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- Sep 27, 2026
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- Jul 5, 2026
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WE.Connect: Underfollowed, High Quality and Really Cheap (opens the original)
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IntroductionWe.Connect is a small French family-owned company created at the end of 2015 through the merger of Groupe Unika and Technline.The company mainly distributes third-party IT products. As you can probably tell from other companies in the portfolio, I love distributors when they are well run.WE.Connect has been in my portfolio for several years, and this is now the third time I’m writing about the company.The first time, the investment case was mainly about the balance sheet. After the p
3 Under-the-Radar Stocks to Watch — September 2026 (opens the original)
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I keep a long list of companies that look interesting for one reason or another.Some come from my monthly screener, others from my watchlist, and occasionally from companies I already know or own.In this article, I’m sharing what I find interesting about three of them and why I think they are serious candidates for deeper research.Disclaimer : These are usually preliminary reviews, not full Deep Dives. I’ve spent enough time to understand what makes each company interesting, but more work is sti
Monthly Screener — Turning Over Rocks: September 2026 (opens the original)
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As Peter Lynch once said:“The person that turns over the most rocks wins the game.”Of course, turning over rocks takes time.Every month, I screen hundreds of companies looking for overlooked opportunities in parts of the market most investors ignore.The goal of the Monthly Screener is not to produce a list of stocks to buy. It is to reduce a large universe of companies to a much smaller research pipeline: businesses that combine enough of what I usually look for — reasonable val
Monthly News — August (opens the original)
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Monthly Portfolio Update: Better Execution, Worse Execution, and Rebuilding GolarAugust brought several important developments across the portfolio, including new results, changes in capital allocation, and three portfolio transactions. Read more
Jumbo Interactive: A High-Quality Business Priced for Uncertainty (opens the original)
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Jumbo Interactive is the kind of business I usually like to spend time on.It is founder-led, highly cash-generative and operates in a relatively resilient industry. Over the last five years, Jumbo has generated an average ROE of 33.6% and an average ROIC of 66.4%, while maintaining high margins and requiring relatively little incremental capital to grow. Over time, it has also become a broader and more diversified business, with growing exposure to SaaS and other lottery-related services.Despite
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