HeyJaredThe Pursuit of Compounding
Compounding knowledge while studying high-quality compounders through the lens of Management, Moats, ROIC, and Reinvestment.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Jul 14, 2026
Latest issues
The Two Front War: Decoding Duolingo (opens the original)
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Welcome to a special collaborative Deep Dive. Today, we are teaming up with to tackle a company that sits squarely at the intersection of behavioral psychology and consumer tech: Duolingo.<img alt="Duolingo Course Content Ca
Keep Calm and Go Long (VIDEO Presentation) (opens the original)
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This past weekend, I had the pleasure of speaking at The Intrinsic Value Conference in New York City. It was a wonderful event filled with serious long-term investors, and I’m excited to share a recording of the presentation with you all today.The talk is titled Keep Calm and Go Long, and it addresses the single most reliable advantage we have left in modern markets -- our behavior. While informational and analytical edges are increasingly difficult
Adobe Q3 2026: A Billion Users vs the Backlog (opens the original)
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On September 10, Adobe reported Q3 2026 results. Once again, management executed the established playbook -- beat expectations, bump full-year revenue and non-GAAP EPS targets, and tout accelerating AI milestones.At first glance, the results look good -- total revenue was $6.76 billion, up 13% year-over-year (12% in constant currency), while subscription revenue grew 14%. <a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!CSOb!,f_auto,q_auto:good,fl_progre
Why S&P Global Wants to Break Itself Up (Again) (opens the original)
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Today’s post is free. Please do us a favor and share it with someone who would enjoy it. Thank you for helping us grow!ShareOn September 1, Bloomberg reported that S&P Global Inc (NYSE: SPGI) was exploring a separation of Capital IQ Pro -- t
Honeywell Aerospace: The 2% of Suppliers Choking the $18B Backlog (opens the original)
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<img alt="" class="sizing-normal" height="1087" src="https://substackcdn.com/image/fetch/$s_!s1zk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8dc94df-2221-4f96-810d-f37b5046f2c8_2014x1504.p
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