Hourglass Investing - For the Self-Directed Investor

The Trade Desk is at the forefront of a new wave of advertising, and has been one of the best performing investments since its IPO, delivering a 55% CAGR to early shareholders.

The stock seems poised to continue its growth with a fantastic business model operating in a massive TAM and significant tailwinds.

Listen in to learn about the Trade Desk's business, its CEO, and what it does. Part 2 will dive into The Trade Desk's future growth potential and moat, balance sheet, and valuation, so stay tuned!

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Reach out with questions/comments:

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

Email - jaredleary@hourglassnetwork.ca

Find The Trade Desk educational videos - https://www.youtube.com/watch?v=Cqki_mlQmkI

Deckers Brands. A company with double-digit revenue growth, an incredible margin profile, returns on invested capital north of 40%, and seemingly not enough attention from the markets. What's not to love?

Dive into the products, business model, balance sheet, and finally the moat and growth potential of $DECK, an investment opportunity that's already delivered 30-year returns well above the wider market for early shareholders.

But will the growth live on? Listen in to find out.

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Reach out with questions or requests for company dives:

Email - jaredleary@hourglassnetwork.ca

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A Portfolio Peep into one of my highest conviction investments - WSP Global. Operating as the leader in a critical industry with huge tailwinds and an estimated $2.4 trillion TAM by 2031, and further propelled by a consolidation flywheel and strong organic growth figures, WSP is poised to deliver huge returns.

Find the WSP Global deep dive - https://www.hourglassnetwork.ca/p/wsp-global?r=21awfj&utm_campaign=post&utm_medium=web

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A First Look at Jamieson Wellness - a small-cap Canadian company with significant industry tailwinds and a potentially massive growth opportunity ahead. Listen in to find out the final verdict on this investment opportunity, and whether Jared is more or less interested in the company.

Reach out to request a company deep dive:

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

Or reach out through email - jaredleary@hourglassnetwork.ca

Find Hourglass on Substack - https://www.hourglassnetwork.ca/

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From a small cap investor's wildest fantasy to a 30% plunge, XPEL shares have been getting hammered recently. I dove into the company to see if the recent price action represented an investment opportunity - the verdict? I passed on the stock. Listen in to find out what XPEL has done a fantastic job of, and what the concerns around the business are.

Find the XPEL deep dive - https://www.hourglassnetwork.ca/p/xpel?r=21awfj&utm_campaign=post&utm_medium=web

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Find the Culper Research Short Report - https://img1.wsimg.com/blobby/go/cc91fda7-4669-4d1b-81ce-a0b8d77f25ab/downloads/Culper_XPEL_10-19-2023.pdf?ver=1697723139822

Reach out with questions or companies you want covered @hourglassnetwrk on X/Twitter, or email jaredleary@hourglassnetwork.ca

InMode is a vertically integrated medical device innovator and manufacturer that returned nearly 28% compounded annual returns since a 2019 IPO. With a sell-off over geopolitical concerns, are shares a buying opportunity for investors?

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Microcaps offer incredible growth opportunities - especially when they have bottom of the barrel valuations like SupremeX, a company dominating a dying industry to fund their next stage of growth.

Find the SupremeX deep dive article here - https://www.hourglassnetwork.ca/p/supremex?

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Everyone needs a friend. And pharma companies love friends like Schrödinger - a software platform that delivers better drug candidates in half the time.

Find the Schrödinger deep dive here - https://www.hourglassnetwork.ca/p/schrodinger-inc

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Cybersecurity is a massive and growing opportunity for investors - it's also a highly fragmented and richly valued industry. Why is it important and who are the main players?

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Find the full archive of newsletters, podcasts, and deep dive research on our website - https://hourglassnetwork.ca/

First 12 Hours of a Global Cyberattack - https://www.youtube.com/watch?v=-b8Ctr51RLQ

Sometimes a troubled stock tells investors to stay away. But sometimes, trouble spells opportunity. Let's dive into the troubled business of Aritzia to find out if a turnaround is in store, or the company has darker times ahead.

Find the Aritzia deep dive article - https://www.hourglassnetwork.ca/p/aritzia

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They were likely arguing about it while the Great Pyramids were being built - is the dividend or growth approach to investing superior? What many often fail to appreciate in the debate are personal tolerances and taxes. Let's dive into the age-old debate.

Unity Software has built an engine that powers creators across gaming, film, and industry - but their management team threatens to tear down the brilliant product and attractive business model with moves that manage to peeve just about everyone involved.

People often say that small-cap investors have an edge over other self-directed investors. But why is this? Should we all be small-cap investors? Explore the advantages of small-cap investing in this episode, where I discuss the growth potential of lesser-known & smaller stocks and the potential drawbacks to a small-cap approach. Find us on Substack - https://www.hourglassnetwork.ca/

Find us on our website - https://hourglassnetwork.ca/

Duolingo is a language-learning powerhouse on the path to transforming itself into a full education platform. Today's episode dives into their products, balance sheet, and the potential investment opportunity behind Duolingo.

Find the Duolingo research article here: https://www.hourglassnetwork.ca/p/deep-dive-duolingo

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Every investor can, and should, learn from the greats. Their unique approaches to the market, their strategies, insights, and investing criteria are invaluable for investors looking to build, and improve, their own investment strategies. Today's episode is going over some of the greatest investors in the game - the Mt. Rushmore of modern investing.

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Diving into a backbone play for every buzzword you can imagine - AI, cloud, data. You name it, Arista Networks is providing a picks and shovels approach to the space. A beautiful balance sheet meets an innovative and brilliant management team.

Find the Arista Networks Research Article - https://jaredleary.substack.com/p/deep-dive-arista-networks

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Find our entire archive on the Hourglass website - https://hourglassnetwork.ca/

We're diving into Planet Labs today - Planet is a company that revolutionized the business model for satellites with a new approach, which the visionary founders dubbed 'agile aerospace'. The business builds mass-manufacturable, compact satellites that they have deployed in a constellation in orbit around Earth, providing daily imagery and detailed tasking capabilities to customers across a broad range of industries and use cases.

Find our Planet Labs research article here: https://open.substack.com/pub/jaredleary/p/planet-labs?r=21awfj&utm_campaign=post&utm_medium=web

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Find all Hourglass content on our website: https://hourglassnetwork.ca/

Commodities have dictated the success or failure of civilizations for centuries. The commodity of our modern times takes a slightly different form - data is the new dominant resource, and is now shaping what many are calling the 'Age of Information'. This episode dives into data, why it's important, and some of the companies changing the way we interact with it.

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Dive into Stem, Inc., an exciting AI play with lots of growth potential in a huge market, complete with tailwinds - now in audio form!

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A brief introduction to the Hourglass Network - now in audio form!

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