Hourglass Investing - For the Self-Directed Investor

Hosted by Jared Leary

Business Investing

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Latest episode

Mar 2024

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EN-CA

About the show

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.

Listen to episodes

27 recent

March 6, 202419 min

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

March 1, 202418 min

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

February 14, 202416 min

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

January 30, 202421 min

Storage Vault ($SVI.TO) - A Good Place to Store your Money?

Dive into Canada's largest storage REIT and leading provider of storage services to see if it deserves a spot in your investment portfolio. With industry tailwinds and a history of outperformance, does Storage Vault have the necessary ingredients to make a good investment for the next decade as well? Follow Hourglass Investing on Substack - https://www.hourglassnetwork.ca/ Reach out to request a company or chat: Twitter - https://twitter.com/hourglassnetwrk Email - jaredleary@hourglassnetwork.ca

January 3, 202420 min

Dentalcorp ($DNTL.TO) - A Business Worth Smiling About

Despite strong double-digit revenue growth and a strong flywheel fueling its growth, Dentalcorp trades at less than TTM revenues. Dive into the business, the flywheel driving the magic, and why the shares have been hammered since this Canadian dental leader's mid-2021 IPO in a fragmented (and ripe for consolidation!) industry. Find the Dentalcorp deep dive - https://www.hourglassnetwork.ca/p/dentalcorp Find Hourglass Investing on Substack - https://www.hourglassnetwork.ca/ Reach out with a company request or questions: Email - jaredleary@hourglassnetwork.ca Twitter/X - https://twitter.com/hourglassnetwrk

December 20, 202327 min

Calian Group ($CGY.TO) - You Name It, Calian Offers It

Calian Group has been building up a wide range of services and offerings since 1993, offering solutions across defence education, IT and cybersecurity, advanced technologies, and healthcare, while growing through an acquisitive growth model. Listen in as I make sense of Calian's huge range of offerings and try to figure out why Calian trades barely above its TTM revenue figures. Find Hourglass Investing on Substack - https://www.hourglassnetwork.ca/ Find the Hourglass Investing website - https://hourglassnetwork.ca/ Reach out with questions or requests for company dives: Email - jaredleary@hourglassnetwork.ca Twitter/X - https://twitter.com/hourglassnetwrk

December 13, 202329 min

The Trade Desk ($TTD) Part 2 - An Expensive Opportunity

Tune in to Part 2 of the mini-series on The Trade Desk, diving into the digital advertising industry, and the risk, opportunities, & competitive landscape for this interesting (but risky) investment opportunity. Finally, a dive into the balance sheet and valuation before The Trade Desk gets wrapped up. Find Hourglass Investing on Substack - https://www.hourglassnetwork.ca/ Find the Hourglass Investing website - https://hourglassnetwork.ca/ Reach out to request a deep dive/ask questions: Email - jaredleary@hourglassnetwork.ca Twitter/X - https://twitter.com/hourglassnetwrk

December 6, 202325 min

The Trade Desk ($TTD) Part 1 - A New Age of Advertising

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

November 29, 202320 min

Deckers Brands ($DECK) - Still Growing into its Shoes?

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. Find Hourglass Investing on Substack - https://www.hourglassnetwork.ca/ Find the Hourglass website - https://hourglassnetwork.ca/ Reach out with questions or requests for company dives: Email - jaredleary@hourglassnetwork.ca Twitter/X - https://twitter.com/hourglassnetwrk

November 21, 202323 min

WSP Global ($WSP.TO) - The Quiet Consolidator

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 Find Hourglass Investing on Substack - https://www.hourglassnetwork.ca/ Find the HGI website - https://hourglassnetwork.ca/ Reach out to request a company for a future podcast episode: X/Twitter - https://twitter.com/hourglassnetwrk Email - jaredleary@hourglassnetwork.ca