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Research – Value

Moonpig (MOON): UK’s Leading Online Card Company

March 3, 2021 by Brandon Beylo

Moonpig (MOON): UK’s Leading Online Card Company

Moonpig (MOON) is a leading online greeting card and gifting business, comprising the Moonpig brand in the UK and the…

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Categories Research, Research - Brandon, Research - Value

Manolete Partners (MANO): A Potential Five Bagger UK Micro Cap

February 24, 2021February 24, 2021 by Brandon Beylo

Manolete Partners (MANO): A Potential Five Bagger UK Micro Cap

At Macro Ops, we’re obsessed with finding the best, most asymmetric ideas in markets. We have a no-restrictions, global mandate…

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Categories Research, Research - Brandon, Research - Value

Boredom: An Investor’s Last Remaining Edge?

February 17, 2021 by Brandon Beylo

Boredom: An Investor’s Last Remaining Edge?

“Win or lose, everybody gets what they want out of the market. Some people seem to like to lose, so…

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Categories Research, Research - Brandon, Research - Value

Mahara Human Resources (1831): Saudi’s Largest Workforce Agency

February 10, 2021 by Brandon Beylo

Mahara Human Resources (1831): Saudi’s Largest Workforce Agency

Maharah for Human Resources Company (1831, or MHR for the article) offers recruitment services for public and private sectors in…

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Categories Research, Research - Brandon, Research - Value

Mouwasat Medical Services (4002): The Best Healthcare Services Company In Saudi Arabia

February 3, 2021 by Brandon Beylo

Mouwasat Medical Services (4002): The Best Healthcare Services Company In Saudi Arabia

MMS owns, manages, and maintains hospitals, medical centers, drug stores, and pharmacies in Saudi Arabia. They provide nearly every medical…

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Categories Research, Research - Brandon, Research - Value

Saudi Telecom Company (STC): A Monopoly For 18x Earnings

January 27, 2021January 27, 2021 by Brandon Beylo

Saudi Telecom Company (STC): A Monopoly For 18x Earnings

Saudi Telecom is the largest telco provider in Saudi Arabia. The company offers mobile, landline, Internet, and TV on-demand services,…

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Categories Research, Research - Brandon, Research - Value

My E.G. Services (MYEG): A Digital Government Solutions Provider

January 20, 2021January 20, 2021 by Brandon Beylo

My E.G. Services (MYEG): A Digital Government Solutions Provider

My E.G. Services (MYEG) is Malaysia’s leading provider of digital e-government and commercial services, acting as a bridge between government…

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Categories Research, Research - Brandon, Research - Value

Hextar Global (HEXTAR): A Good Co. / Bad Co. Agrochemical Opportunity

January 13, 2021January 13, 2021 by Brandon Beylo

Hextar Global (HEXTAR): A Good Co. / Bad Co. Agrochemical Opportunity

Hextar Global (HEXTAR) engages in the manufacturing, formulation, repackaging, distribution, and agency of agrochemicals in Malaysia and internationally. HEXTAR is…

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Categories Research, Research - Brandon, Research - Value

Top Glove (BVA.SGX): 17% Returns In A Boring Glove Maker

January 6, 2021January 6, 2021 by Brandon Beylo
top glove logo

Top Glove (BVA.SGX): 17% Returns In A Boring Glove Maker

  Top Glove (BVA) is the world’s largest manufacturer of nitrile, surgical, and natural rubber gloves. The company cranks out…

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Categories Research, Research - Brandon, Research - Value

Fever-Tree PLC (FEVR): Attacking The Forgotten 3/4ths of Your Drink

December 31, 2020 by Brandon Beylo

Fever-Tree PLC (FEVR): Attacking The Forgotten 3/4ths of Your Drink

Our Collective members receive new investment ideas every week. Whether its a well-known (but forgotten) large-cap US company or an…

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Categories Research, Research - Brandon, Research - Value
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