Couverture de Hourglass Investing - For the Self-Directed Investor

Hourglass Investing - For the Self-Directed Investor

Hourglass Investing - For the Self-Directed Investor

De : Jared Leary
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An investment series diving into businesses & uncovering new investing opportunities. Weekly episodes, released every Tuesday, covering companies I own or on my watchlist. Focused on quality growth, as well as micro- to small-cap spheres, to generate market-beating performance over the long-term. Hosted by Jared Leary, author of the Hourglass Investing newsletter and finance nerd.Jared Leary Economie Finances privées
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    Épisodes
    • WELL Health ($WELL.TO) - Done WELL, Gonna Do WELL?
      Mar 6 2024

      WELL Health Technologies has delivered fantastic returns to shareholders, growing from the micro-est of microcaps into a small-cap with improving business fundamentals, all while operating in a steady, massive industry with a ton of growth potential to offer WELL.


      Find the Hourglass Investing newsletter - https://www.hourglassnetwork.ca/

      Reach out to Jared:

      Email - jaredleary@hourglassnetwork.ca

      Twitter/X - https://twitter.com/hourglassnetwrk



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      19 min
    • M-Tron Industries - Riding All the Tailwinds
      Mar 1 2024

      M-Tron Industries is an exciting microcap investment opportunity. Serving stable & growing markets like space, communications, avionics, and defense, M-Tron Industries sports a pretty impressive list of established blue chip customers that provide steady streams of revenues and speak to M-Tron's differentiated products.

      With more than 186% growth since a 2022 IPO, can this business continue to build on that growth by improving margins and product mix? Tune in to learn about Jared's newest portfolio addition.


      Check out some use cases for radiofrequency devices and components - https://s201.q4cdn.com/767782554/files/doc_presentations/2024/Jan/19/mtroninvdeck-needham-growth-conference-final-011924.pdf

      Find the Hourglass Investing newsletter - https://www.hourglassnetwork.ca/

      Reach out to Jared to chat investing or request a company deep dive:

      Email - jaredleary@hourglassnetwork.ca

      Twitter/X - https://twitter.com/hourglassnetwrk

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      19 min
    • Unity Software ($U) - No Longer in Unity with My Portfolio
      Feb 14 2024

      Previously covered in an earlier episode, I revisit Unity Software in light of my recent decision to sell my shares and move on from the (still potentially enticing) investment opportunity.

      Check out the first Unity Software podcast episode - https://open.spotify.com/episode/322iWo6vE6xTMor3QFcQ8w?si=afd777531542467b

      Check out the Unity Software deep dive article - https://www.hourglassnetwork.ca/p/unity-software

      Reach out to chat or request a company deep dive:

      Twitter/X: https://twitter.com/hourglassnetwrk

      Email: jaredleary@hourglassnetwork.ca

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      16 min
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