HeyJaredValue Investing by Giles Capital
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- Indexed issues, last 90 days
- 14
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- Oct 1, 2026
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- Aug 17, 2026
Latest issues
Giles Capital Reads - Week 39 (opens the original)
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Meta's Muse and the cost of building AI take up much of the week, alongside a few reads on when paying up for a great company stops working. The One to Save is a guide to how banks make money.IdeasIndustry Primer: US Regional Banks explains how banks earn their money and how to read their financials like an owner, with a framework for spotting durable advantages in a despised industry. The full research PDF is for members, but the article is free. (17 min read)A weekly survey of <a href="https:/
Giles Capital Weekly - Week 39 (opens the original)
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<img alt="Tour Franklin in La Défense, Paris, home of Wavestone" class="sizing-normal" height="568" src="https://substackcdn.com/image/fetch/$s_!2Gky!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fi
Giles Capital Reads - Week 38 (opens the original)
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Investors are paying up for AI that does the work, from Meta's Muse agent to the grid builders in the Reaves letter, while Princes holds net cash worth most of its market value and still sits cheap. The One to Save asks which AI hardware profits will last.IdeasAndrew Walker weighs AI agents in investing: the legal risk when an autonomous tool oversteps, and the slow loss of the skills research used to build. His answer is an edge where human nuance beats machine consensus. (9 min read)A weekly s
Giles Capital Weekly - Week 38 (opens the original)
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<img alt="Interior of the Capitol Cigar & Whisky Lounge in Singapore" class="sizing-normal" height="1036" src="https://substackcdn.com/image/fetch/$s_!7RNf!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpub
Giles Capital Reads - Week 38 (opens the original)
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Brookfield trades 43 percent below its own valuation and its buybacks are the test of whether management believes that. Elsewhere, extreme founder discipline built Unitree's edge in cheap robotics, Asia's GLP-1 wave starts separating winners from losers, and John Hempton closes the week with a retail short squeeze regulators say was staged from the start.IdeasA curated survey of 27 special situations spans Signet's buyback authorization, First REIT's liquidation vote and an activist-driven payou
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