JB Global Capital
Jack BeiroA finance-focused newsletter for fund tracking, investment research, and business commentary.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 46 | Founded | 3 years ago | Last Issue | 4 months ago |
| Active | |||||
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jbglobalfund.substack.comLatest Issues
PayPal: Heads I Win, Tails I Don’t Lose Much
PayPal at ~$40
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PayPal trades at 7.5x earnings with a 15% FCF yield despite being structurally profitable while earning a 23% ROIC
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Conservative zero-growth EPV implies ~18% upside
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Breakup value suggests ~22% upside wit...
Clorox-GOJO Acquisition: Strategic and Financial Implications
Deal Summary
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Shifts our original Clorox investment thesis from post-ERP operational recovery toward long-term portfolio quality enhancement
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Increases exposure to the Health & Wellness category, characterized by durable brand e...
Metacognition
Managing real capital exposed a simple truth, judgment fails before analysis does. The solution: a metacognitive framework for decision-making.
Photo by Stefano Bucciarelli on Unsplash
As eternal students of investing, we’re always lookin...
Q4 2025 Investor Letter
Results as of 12/31/2025
The JB Global Capital fund results for FY 2025 and since inception are presented below, along with comparable quarterly results for a leading global stock market index (VT World Index) and the S&P 500. These...
The A.I. "Bubble": A Value Investor's Perspective
Are we in an A.I. bubble? This question matters more than ever as 40% of the S&P rests in just ten companies. Our portfolio suggests we think so—we hold no positions in Nvidia, Palantir, or the MAG 7 stocks. Michael Burry’s recent return to...
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| Subscribers | Engagement | 68 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Investor from New Jersey. MBA from Kean University, working in Public Finance. My work has been featured on Yahoo Finance. Subscribe for quarterly investor letters, in-depth investment cases, and financial models.
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