HeyJaredValue Investing Substack Podcast
IB-Tier Equity Research in US stocks, by an ex-PM with almost 10 years of professional experience (Institutional Value Investing) valueinvestiing.substack.com
- Indexed pieces, last 90 days
- 13
- Latest publication
- Sep 26, 2026
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- Earliest in this view
- Jul 19, 2026
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Build-A-Bear at 15% Yield (6x PE) (opens the original)
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<img alt="" class="sizing-normal" height="478.8806722689076" src="https://substackcdn.com/image/fetch/$s_!cIGi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F452ffac9-590f-41e6-a041-8e697a0237d
CHCI & BYD at 9x PE (opens the original)
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<img alt="" class="sizing-normal" height="721" src="https://substackcdn.com/image/fetch/$s_!xMIy!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fad80522e-9c37-4e17-9145-e998a0b12a5b_2750x1362.pn
Buffett Invests in Change (opens the original)
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In efficient markets, investors are not supposed to be able to have an edge over consensus, as they lack the informational edge necessary to consistently beat the market. And yet time and time again, we’ve seen Warren Buffett make trades that were unconventional for his time and which managed to successfully beat the market. So how did he do it, and what was his secret sauce?I believe it has to do with Buffett investing in “Change”. Hear me out.When we perform a valuation/DCF of a company, we te
Don’t Wait To Join The Bourgeoisie (opens the original)
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An article I recently wrote about stocks as a retirement plan (SARP) got quite a bit of positive feedback, so I thought to write a follow-up. A lot of us in the labor class bemoan the lack of opportunity to join the capital class due to our relative lack of capital. I’m here to rid you of such notions and demonstrate why investing as early as possible, even with as little as possible, is as good as being a wealthy old man. Let’s say you are currently middle-class, and want to retire comfortably
Zetrix at 2x PE (opens the original)
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Subscribe nowAll $ amounts in local currency. I am just using $ for convenience. I’m glad to have friends all across the investing world, because one of them just introduced me to this Malaysian stock called Zetrix (0138.KL). The stock fell -50% on Friday on seemingly no news, and now trades at 2x PE (instead of 4x PE previously). It was later reveale
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