Archive - Jake's Substack

Timee Investment Thesis

Timee is Japan's leading spot-work marketplace, with dominant market share in a fast-growing industry likely to compound earnings at a high rate for the…

Aug 11 •

August 2024

Wise Investment Thesis

Wise is the world's cheapest, fastest, and most transparent FX provider with a long runway for efficient growth behind its existing advantage. The…

Aug 5, 2024 •

Asheville Capital's 2024 Interim Letter

The morning of August 2nd, 2024, I published the following letter to Limited Partners of Asheville Capital Management.

Aug 2, 2024 •

June 2024

Auto Partner Investment Thesis

Auto Partner is a European auto parts distributor that is replicating a similar business model to that of AutoZone and O'Reilly Automotive, which could…

Jun 27, 2024 •

February 2024

Asheville Capital Annual Letter - 2023

The morning of February 7th, 2024, I published the following letter to Limited Partners of Asheville Capital Management.

Feb 7, 2024 •

November 2023

Medley Inc. (4480.JP) Investment Thesis

Medley is a world-class business that is not broadly appreciated as such.

Nov 30, 2023 •

September 2023

InPost (INPST) Investment Thesis

InPost is an advantaged parcel delivery company that is taking market share in Europe, deploying capital at extremely high returns on incremental…

Sep 27, 2023 •

July 2023

Graph Databases // Gaurav Deshpande

Today's episode, produced in partnership with Stream by Alphasense, looks at graph databases.

Jul 6, 2023 •

1:09:18

May 2023

Agora // Tony Zhao

00:00 - Stream by Alphasense Promotion

May 1, 2023 •

1:15:57

April 2023

Acast // Ross Adams

In today's episode of the Quality Investing Podcast we will be profiling Acast and I will be joined by Acast's CEO Ross Adams.

Apr 1, 2023 •

46:00

March 2023

Raksul // Yasukane Matsumoto

In today's episode of the Quality Investing Podcast we will be profiling Raksul, and I will be joined by Raksul's CEO Yasukane Matsumoto.

Mar 1, 2023 •

1:11:52

January 2023

HashiCorp // Kelsey Hightower

In this episode I examine the infrastructure software company, HashiCorp.

Jan 1, 2023 •

2:00:21

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