Value Research
CD Projekt Red (CDR): Video Game Stock Ready To Breakout
It's that time again! Once a week I pull breakout alerts from…
APEI: An Online Education Stock Ready To Breakout
It's that time again! Once a month I pull breakout alerts from…
Cash Flow: It’s All That Matters (Pt. 2)
Last month I wrote about Cash Flow vs. Income Statement analysis.…
Two Free Breakout Alerts: Yunnan Baiyao (Ticker: 000538) & Dali Foods (3799.HK)
It's that time again! Once a month I pull two breakout alerts…
Kura Sushi (KRUS): Restaurant IPO w/ Playbook for Success
Business Description: Kura Sushi USA, Inc (KRUS). operates revolving…
Cash Flow: It’s All That Matters
Warning, this piece gets into the weeds of financial accounting…
Creative Thinking: An Investor’s Last Remaining Edge
Walt Disney epitomizes the ultimate Dreamer and Creator. From…
Two Free Breakout Alerts For The Week Ahead
Once a month we’ll feature a breakout (or two) from our premium…
A Private Equity Mindset To Public Markets
Private equity outperforms public markets. Unfortunately, most…
Quick-Take: Altisource Portfolio Solutions (ASPS)
Business Description: Altisource Portfolio Solutions S.A. operates…
Podcast
Ep. 36: Micro Cap Mastery & Unit Economics w/ Connor Haley, Alta Fox Capital
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Ep. 35: Gautam Baid – Compounding Knowledge, Investments and Passion
We all want compounding knowledge, investments and passion…
Episode 34: How To Find Long-Term Winners Early w/ Turner Novak, Gelt VC
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[REPLAY] Episode 33: Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners
[REPLAY NOTE]: Due to scheduling and travel I was not…
[REPLAY NOTE]: Due to scheduling and travel I was not…
Episode 32: Dissecting Network Effects & Local Economies w/ Keith Smith, Bonhoeffer Capital
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Episode 31: ETFs, Deep Value and Lessons From Podcasting w/ Tobias Carlisle, Acquirer’s Funds
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Episode 30: Finding Your Competitive Edge (& Lessons From Pro Volleyball) w/ Ryan Doherty
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Episode 29: Spin-off Extravaganza (OTIS, MSGE, IAC/MTCH) w/ Richard Howe, StockSpinOffInvesting.com
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Episode 28: Global Investing & Finding Your Edge w/ Brad Hathaway, Far View Capital
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Episode 27: Equity Investing Through a Creditor’s Lens w/ Jeremy Raper
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The Value Hive
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Greenhaven Road, Laughing Water and Tao Value Q2 Letters
Hope you had a great weekend! Can’t believe we’re almost…
Q2 Letters, SPAC Analysis and Michael Mauboussin’s Latest Podcast
Hope you had a great weekend! We’re in the dog-days of Q2 investor…
More Q2 Letters, 13F Regulations and Bill Miller Podcast
Hope everyone’s off to a great week! We’re smack in the middle…
Q2 Letters, Jim Chanos and An Undervalued Student Loan Play
Hope all our American Hive members had a great Fourth of July…
Career Risk, Sports Stocks, Li Lu and What Makes Stocks Go Up
Hope your week is off to a great start! We’ve got a lot to…
Activism, Financials and Why IPOs Suck
We hope you had a better weather weekend than we did in MD. Rain,…
Ackman’s SPAC, Intangible Assets, Insurance IPOs and Mauboussin’s Whitepaper
Hope you had a great weekend and a good start to your week. Isn’t…
Emerging Markets, Stock Based Compensation & DIY S&P Valuation
Markets don’t make sense. The Druck is as confused as the rest…
New Ideas From Telecom, Healthcare and Salmon Farming
Seemed like May flew by (along with the rest of 2020!) didn’t…
Four New Ideas, Gavin Baker & Howard Marks
We hope you enjoyed your extended weekend! As the weather warms…