Value Research

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The Value Hive

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Let The Investor Letters Roll In

It’s my favorite time of the year … Hedge Fund Annual Letters!…
January 15, 2020/by Brandon Beylo

Akre’s Take on Selling, Market Delusions and Float

I went 3-for-4 in my weekend football picks. Not bad. Now if…
January 8, 2020/by Brandon Beylo

Contrarian Investing in Europe, Japan & Commodity Cyclicals

If you’re reading this, congrats! You survived your New Years…
January 1, 2020/by Brandon Beylo

Druckenmiller’s Portfolio, Revenue Models and a Net-Cash Idea

From all us at Value Hive we wish you and your family a terrific…
December 25, 2019/by Brandon Beylo

Sports Rights, Optimal Teams and The Death of Value

We’ve got an early Christmas gift for our swarm of Hive readers…
December 18, 2019/by Brandon Beylo

Media Investment Guides, MSG Spin-off and Yacktman’s Focused Fund

We’re two weeks away from Christmas. Wow.

If you’re struggling…
December 11, 2019/by Brandon Beylo

Media Investing, African Equities and Japanese Ideas

Can you believe we’re in the last month of 2019? Seems like…
December 4, 2019/by Brandon Beylo

Hedge Funds Closing, Schwab Buying and Mexican Stocks

Before we dive into this week’s content, I want to let everyone…
November 27, 2019/by Brandon Beylo

Pubs vs. Tourists, Spin-offs and Interviews

Thanksgiving’s right around the corner. Can you believe it?…
November 20, 2019/by Brandon Beylo

Q3 Letters A Plenty, LEGOs as Investments and More!

Value Hive took it’s bye week last week. Now we’re back,…
November 13, 2019/by Brandon Beylo
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