Skip to content
  •    Operators Dashboard
  • Logout
Macro Ops: Unparalleled Investing Research
  • Home
  • Research
  • Theory
  • Best Of
  • The Collective
  • About
  • Contact

Theory

KKR, MCFT & CLCT/NLAB Saga w/ Yaron Naymark

January 15, 2021 by Brandon Beylo
header for podcast

KKR, MCFT & CLCT/NLAB Saga w/ Yaron Naymark

 Yaron Naymark is the founder and portfolio manager of 1 Main Capital. On his website, Yaron “makes concentrated investments…

read more

Categories Podcast, Podcast - Value, Theory, Theory - Brandon, Theory – Value, Value Hive

Macro Ops 2020 Annual Portfolio Performance Review

January 8, 2021 by Alex Barrow

Macro Ops 2020 Annual Portfolio Performance Review

To others, being wrong is a source of shame; to me, recognizing my mistakes is a source of pride. Once…

read more

Categories Theory, Theory - Alex

Lawrence Hamtil: Six Industries With Durable Moat Advantages

January 8, 2021 by Brandon Beylo
header image for podcast

Lawrence Hamtil: Six Industries With Durable Moat Advantages

 Lawrence Hamtil is a sixteen-year veteran of the financial services industry, having served clients in all aspects of the…

read more

Categories Podcast, Podcast - Value, Theory, Theory - Brandon, Theory – Value

Michael Batnick: Movies, SPACs and IPO Manias

January 1, 2021 by Brandon Beylo
header image for podcast

Michael Batnick: Movies, SPACs and IPO Manias

Michael Batnick is the author of Irrelevant Investor, Director of Research at Ritholz Wealth Management, and co-host of the Animal…

read more

Categories Podcast, Podcast - Value, Theory, Theory - Brandon, Theory – Value, Value Hive

Shomik Ghosh: All Things Enterprise Software Investing

December 25, 2020 by Brandon Beylo
header for podcast

Shomik Ghosh: All Things Enterprise Software Investing

Shomik Ghosh is a principal at Boldstart VC by day and resident Enterprise Software savant by night. Shomik’s job at Boldstart VC…

read more

Categories Podcast, Podcast - Value, Theory, Theory - Brandon, Theory – Value, Value Hive

Jamie Catherwood: The History of (Value) Investing

December 18, 2020 by Brandon Beylo
header image for podcast

Jamie Catherwood: The History of (Value) Investing

Jamie Catherwood is a Client Portfolio Associate at O’Shaughnessy Asset Management. He’s also the founder of Investor Amnesia. Investor Amnesia…

read more

Categories Podcast, Podcast - Value, Theory, Theory - Brandon, Theory – Value

Packy McCormick: Emerging Technology, Writing and Process

December 11, 2020 by Brandon Beylo
featured image for podcast post

Packy McCormick: Emerging Technology, Writing and Process

 Packy McCormick is the founder and creator of The Not Boring Newsletter and Not Boring Syndicate. What started as…

read more

Categories Podcast, Podcast - Value, Theory, Theory - Brandon, Theory – Value

Innovative Technology Investing w/ Brett Winton of Ark Investment

December 4, 2020 by Brandon Beylo
header for podcast photo

Innovative Technology Investing w/ Brett Winton of Ark Investment

 This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They’re constantly releasing new…

read more

Categories Podcast, Podcast - Value, Theory, Theory - Brandon, Theory – Value

FromValue: How To Find Life-Changing Stocks

November 27, 2020 by Brandon Beylo
header for website post

FromValue: How To Find Life-Changing Stocks

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They’re constantly releasing new updates…

read more

Categories Podcast, Podcast - Value, Theory, Theory - Brandon, Theory – Value

Working With Tiger Cubs & Spotting Frauds w/ Stephen Clapham

November 20, 2020 by Brandon Beylo
header for podcast

Working With Tiger Cubs & Spotting Frauds w/ Stephen Clapham

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They’re constantly releasing new updates…

read more

Categories Podcast, Podcast - Value, Theory, Theory - Brandon, Theory – Value
Post navigation
Older posts
Page1 Page2 … Page23 Next →

Facebook

Twitter

Linkedin

(512) 766-6961

Austin, TX

support@macro-ops.com

  • About Us
  • F.A.Q.
  • Contact
  • Disclaimer
  • Terms of Service

All content on our website, emails, social media posts, comments on other websites or other material generated by Macro Ops is intended for general information purposes only. None of our content should be considered to be an invitation to buy or sell securities. No content from Macro Ops should be considered individual investment advice. Macro Ops cannot guarantee accuracy of information on the site. Contributors to Macro Ops may have trading or investing positions in the securities mentioned.

You should assume that we are likely to take trading positions in the stocks, options, futures or other securities we write about. Macro Ops does not have an obligation to inform readers of a change of opinion on securities mentioned or on a change in our trading positions on securities mentioned. Macro Ops assumes no liability for losses incurred from readers trading securities that are mentioned in any of our content. None of the media brands in the “Featured In” section have directly endorsed our products or services. For full disclaimer, please read our disclaimer.

© Macro-Ops 2015 - 2021