Jake's Substack
Jake BarfieldJake Barfield is the Portfolio Manager of Asheville Capital Management, which focuses on investing in world-class businesses before they are broadly appreciated as such. This Substack is some of his personal publications and is not financial advice.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 14 | Founded | 3 years ago | Last Issue | 10 months ago |
| Active | |||||
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jakebarfield.substack.comLatest Issues
Timee Investment Thesis
The following is an excerpt from Asheville Capital’s 2025 Interim Letter to Partners, in which I detailed our reasons for initiating a position in Timee in Q2 of this year. It is not investment advice.
We initiated a new posi...
Wise Investment Thesis
The following is an excerpt from the Asheville Capital 2024 Interim Letter, in which I detailed our reasons for initiating a position in Wise in June of this year. It is not investment advice.
Wise Investment Thesis
Wise is...
Asheville Capital's 2024 Interim Letter
The morning of August 2nd, 2024, I published the following letter to Limited Partners of Asheville Capital Management. It is reproduced here for your benefit. Nothing written herein is investment advice.
2024 Asheville Capita...
Auto Partner Investment Thesis
Summary
Auto Partner is a Polish distributor of aftermarket auto parts. It is one of the largest distributors of auto parts in Europe with more than 15 million individual spare part items inventoried within 160,000 m2 of warehouse capacity...
Asheville Capital Annual Letter - 2023
The morning of February 7th, 2024, I published the following letter to Limited Partners of Asheville Capital Management. It is reproduced here for your benefit. Nothing written herein is investment advice.
Thanks for reading Jake's...
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Authors
The writers behind this newsletter.
Founder and Portfolio Manager of Asheville Capital Management. We invest in world-class businesses before they are broadly appreciated as such.
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