Part 1: The Tape Tells All
We kick off our series of imagining alternate scenarios and evaluating the weight of the evidence by starting with the most important thing, the tape. I’m going to walk you through my process for looking under the hood at the broader supply and demand forces driving underlying price-action in the averages and what the technicals […]
Q3 Letters, Russian Stocks and P/E Misconceptions
There’s four major holidays we like to celebrate at Value Hive. Q1, Q2, Q3 and Q4 Investor Letters. This month we get our Q3 batch of letters. The next three Value Hive editions will be chock full of these letters. We’ll cover new positions, recently exited positions and market outlooks from our favorite value managers. […]
