JB Global Capital
Jack BeiroA finance-focused newsletter for fund tracking, investment research, and business commentary.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 49 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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jbglobalfund.substack.comLatest Issues
Flowers Foods Earnings
The Dividend Cut the Market Mispriced
Since initiating a position in Flowers Foods at $8.50, we have added as the stock declined to $6.80. As a result, FLO is now the second-largest position in the portfolio. The original thesis is availab...
Alibaba's Earnings: Strategic Implications
Qualitative Insights and Updated Valuation Framework
On May 13th, 2026, Alibaba announced its March quarter and full fiscal year 2026 results. With BABA at ~50% of our portfolio, this release was highly anticipated. Being on the East Coast...
Q1 2026 Investor Letter
Results as of 03/31/2026
The JB Global Capital fund’s results for Q1 2026 and since inception are presented below alongside the VT World Index and the S&P 500. These returns have been achieved without the use of leverage, shorting, or...
PayPal: Heads I Win, Tails I Don’t Lose Much
15% Free Cash Flow Yield With 23% ROIC at 7.5x Earnings
PayPal at ~$40
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...
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| Subscribers | Engagement | 69 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| 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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