by Jared Leary
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.
Language
🇺🇲
Publishing Since
7/19/2023
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March 6, 2024
<p>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.</p> <p><br></p> <p>Find the Hourglass Investing newsletter - https://www.hourglassnetwork.ca/</p> <p>Reach out to Jared:</p> <p>Email - jaredleary@hourglassnetwork.ca</p> <p>Twitter/X - https://twitter.com/hourglassnetwrk</p> <p><br></p> <p><br></p>
March 1, 2024
<p>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.</p> <p>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. </p> <p><br></p> <p>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</p> <p>Find the Hourglass Investing newsletter - https://www.hourglassnetwork.ca/</p> <p>Reach out to Jared to chat investing or request a company deep dive: </p> <p>Email - jaredleary@hourglassnetwork.ca</p> <p>Twitter/X - https://twitter.com/hourglassnetwrk</p>
February 14, 2024
<p>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. </p> <p>Check out the first Unity Software podcast episode - https://open.spotify.com/episode/322iWo6vE6xTMor3QFcQ8w?si=afd777531542467b</p> <p>Check out the Unity Software deep dive article - https://www.hourglassnetwork.ca/p/unity-software </p> <p>Reach out to chat or request a company deep dive:</p> <p>Twitter/X: https://twitter.com/hourglassnetwrk</p> <p>Email: jaredleary@hourglassnetwork.ca</p>
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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.
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