Value Research

Hextar Global (HEXTAR): A Good Co. / Bad Co. Agrochemical Opportunity
Hextar Global (HEXTAR) engages in the manufacturing, formulation,…
January 13, 2021/by Brandon Beylo
Top Glove (BVA.SGX): 17% Returns In A Boring Glove Maker
Top Glove (BVA) is the world’s largest manufacturer…

Fever-Tree PLC (FEVR): Attacking The Forgotten 3/4ths of Your Drink
Our Collective members receive new investment ideas every week.…
December 31, 2020/by Brandon Beylo
Super Stock Case Study: Rightmove PLC (RMV)
Rightmove plc (RMV) operates a property portal in the United…
December 30, 2020/by Brandon Beylo
How To Spot Increasing Returns Businesses
“My plan is to start from a completely blank state, taking…
December 23, 2020/by Brandon Beylo
It’s Markov All The Way Down (A Mental Model For Investing & Everything Else)
Fighter pilots have to worry about a lot in the sky. Not only…
December 16, 2020/by Brandon Beylo
Snapchat: A New Way To View The Bull Thesis
Snapchat (SNAP) is on fire. The stock’s up 194% YTD with no…
December 9, 2020/by Brandon Beylo
C3.ai: Mr. Market’s Latest Enterprise Software AI IPO
“And it is why digital transformation can be so frightening:…
December 2, 2020/by Brandon Beylo
AI in Finance: Revamping Competitive Advantages
“It is difficult to think of a major industry that AI will…
November 25, 2020/by Brandon Beylo
Reviewing Our Four Biggest Winners of 2020
We’ve had a good year in our equity portfolio. Times like these…
November 21, 2020/by Brandon BeyloPodcast

KKR, MCFT & CLCT/NLAB Saga w/ Yaron Naymark
Yaron Naymark is the founder and portfolio manager…
January 15, 2021/by Brandon BeyloYaron Naymark is the founder and portfolio manager…

Lawrence Hamtil: Six Industries With Durable Moat Advantages
Lawrence Hamtil is a sixteen-year veteran…
January 8, 2021/by Brandon BeyloLawrence Hamtil is a sixteen-year veteran…

Michael Batnick: Movies, SPACs and IPO Manias
Michael Batnick is the author of Irrelevant Investor, Director…
January 1, 2021/by Brandon Beylo
Shomik Ghosh: All Things Enterprise Software Investing
Shomik Ghosh is a principal at Boldstart VC by day and…
December 25, 2020/by Brandon Beylo
Jamie Catherwood: The History of (Value) Investing
Jamie Catherwood is a Client Portfolio Associate at O’Shaughnessy…
December 18, 2020/by Brandon Beylo
Packy McCormick: Emerging Technology, Writing and Process
Packy McCormick is the founder and creator of The Not Boring…
December 11, 2020/by Brandon BeyloPacky McCormick is the founder and creator of The Not Boring…

Innovative Technology Investing w/ Brett Winton of Ark Investment
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December 4, 2020/by Brandon BeyloThis episode is brought to you by TIKR. Join the free…

FromValue: How To Find Life-Changing Stocks
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November 27, 2020/by Brandon Beylo
Working With Tiger Cubs & Spotting Frauds w/ Stephen Clapham
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November 20, 2020/by Brandon Beylo
@FoolAllTheTime: All Things Semiconductor Investing
There's a theory that the best and smartest analysts on Twitter…
November 13, 2020/by Brandon BeyloThe Value Hive
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KKR, MCFT & CLCT/NLAB Saga w/ Yaron Naymark
Yaron Naymark is the founder and portfolio manager…
January 15, 2021/by Brandon BeyloYaron Naymark is the founder and portfolio manager…

Michael Batnick: Movies, SPACs and IPO Manias
Michael Batnick is the author of Irrelevant Investor, Director…
January 1, 2021/by Brandon Beylo
Shomik Ghosh: All Things Enterprise Software Investing
Shomik Ghosh is a principal at Boldstart VC by day and…
December 25, 2020/by Brandon Beylo
More Q2 Letters, Costco’s Genius and Aswath Damodaran
Happy August! We hope you’re staying cool and your portfolio…
August 5, 2020/by Brandon Beylo
Greenhaven Road, Laughing Water and Tao Value Q2 Letters
Hope you had a great weekend! Can’t believe we’re almost…
July 29, 2020/by Brandon Beylo
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…
July 22, 2020/by Brandon Beylo
More Q2 Letters, 13F Regulations and Bill Miller Podcast
Hope everyone’s off to a great week! We’re smack in the middle…
July 15, 2020/by Brandon Beylo
Q2 Letters, Jim Chanos and An Undervalued Student Loan Play
Hope all our American Hive members had a great Fourth of July…
July 8, 2020/by Brandon Beylo
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…
July 1, 2020/by Brandon Beylo
Activism, Financials and Why IPOs Suck
We hope you had a better weather weekend than we did in MD. Rain,…
June 25, 2020/by Brandon Beylo