About Hourglass Investing - For the Self-Directed Investor
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.
WELL Health ($WELL.TO) - Done WELL, Gonna Do WELL?
WELL Health Technologies has delivered fantastic returns to shareholders, growing from the micro-est of microcaps into a small-cap with improving business fundamentals, all while operating in a steady, massive industry with a ton of growth potential to offer WELL.
Find the Hourglass Investing newsletter - https://www.hourglassnetwork.ca/
Reach out to Jared:
Email - jaredleary@hourglassnetwork.ca
Twitter/X - https://twitter.com/hourglassnetwrk
1 Mar 2024
M-Tron Industries - Riding All the Tailwinds
M-Tron Industries is an exciting microcap investment opportunity. Serving stable & growing markets like space, communications, avionics, and defense, M-Tron Industries sports a pretty impressive list of established blue chip customers that provide steady streams of revenues and speak to M-Tron's differentiated products.
With more than 186% growth since a 2022 IPO, can this business continue to build on that growth by improving margins and product mix? Tune in to learn about Jared's newest portfolio addition.
Check out some use cases for radiofrequency devices and components - https://s201.q4cdn.com/767782554/files/doc_presentations/2024/Jan/19/mtroninvdeck-needham-growth-conference-final-011924.pdf
Find the Hourglass Investing newsletter - https://www.hourglassnetwork.ca/
Reach out to Jared to chat investing or request a company deep dive:
Email - jaredleary@hourglassnetwork.ca
Twitter/X - https://twitter.com/hourglassnetwrk
14 Feb 2024
Unity Software ($U) - No Longer in Unity with My Portfolio
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
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Spotify
5.0 / 5
13 ratings
Contact Hourglass Investing - For the Self-Directed Investor
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Hourglass Investing - For the Self-Directed Investor?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
