Today, we’re posting for the listening* enjoyment of all Haymaker subscribers Dave’s recent interview with, Sy Jacobs, the man we have often referred to as “Super Investor”. (This was recorded on March 3rd). Sy is a trusted and respected member of Dave’s collection of brilliant investors and his razor-sharp analytical skills have profitably served his clients and his personal portfolio (he puts his money where his mouth is) over a notably successful decades-long investment career.
As you will soon hear, Sy articulates a persuasive case for what he, and we, believe are three compelling money-making opportunities. In our view, the odds this trio will substantially outperform the S&P 500 and NASDAQ are quite high. Lending this credence, Sy has previously provided us with one of the biggest winners ever to grace the pages of this newsletter, as the elder Haymaker notes at the start of this discussion.
The Haymaker Team
*As the upload is audio only, we’ve posted the charts Sy and Dave reference at various points in their conversation.
SII: Note the excellent breakout signals…
QNST: 10-Year Price-to-Sales and P/E Charts
On MediaAlpha (MAX)
On EverQuote (EVER)
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David Hay is a passive owner of Evergreen Gavekal (“Evergreen”), a registered investment adviser with the Securities and Exchange Commission. As of 03/31/2025 Mr. Hay has no involvement in the day to day operations of Evergreen, nor is he involved with any investment research, or investment management performed by Evergreen. The information herein reflects the personal views of David Hay as a seasoned investor in the financial markets and any recommendations noted may be materially different than the investment strategies that Evergreen manages on behalf of, or recommends to, its clients.
Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this material, will be profitable, equal any corresponding indicated performance level(s), or be suitable for your portfolio. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on an individual’s investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed in this presentation.
