$UBER Deep Dive w/ Abdullah, Mostly Borrowed Ideas

Abdullah runs the Mostly Borrowed Ideas newsletter and…
September 25, 2020/by Brandon Beylo

Unity Software ($U) Deep Dive w/ Aaron Bush, The Motley Fool

Today I picked Aaron's brain on all things…
September 18, 2020/by Brandon Beylo

Cyclical Stocks and a New Idea w/ Alex Jones, Porter Street Research

This episode is brought to you by TIKR. Join the free…
August 7, 2020/by Brandon Beylo

Ep. 36: Micro Cap Mastery & Unit Economics w/ Connor Haley, Alta Fox Capital

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July 31, 2020/by Brandon Beylo
gautam baid

Ep. 35: Gautam Baid – Compounding Knowledge, Investments and Passion

We all want compounding knowledge, investments and passion…
July 24, 2020/by Brandon Beylo

Episode 34: How To Find Long-Term Winners Early w/ Turner Novak, Gelt VC

This episode is brought to you by TIKR. Join the free…
July 17, 2020/by Brandon Beylo

[REPLAY] Episode 33: Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners

[REPLAY NOTE]: Due to scheduling and travel I was not…
July 10, 2020/by Brandon Beylo

Episode 32: Dissecting Network Effects & Local Economies w/ Keith Smith, Bonhoeffer Capital

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July 3, 2020/by Brandon Beylo

Episode 31: ETFs, Deep Value and Lessons From Podcasting w/ Tobias Carlisle, Acquirer’s Funds

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June 26, 2020/by Brandon Beylo

Episode 30: Finding Your Competitive Edge (& Lessons From Pro Volleyball) w/ Ryan Doherty

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June 19, 2020/by Brandon Beylo
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The Value Hive

Curated value investing news and resources delivered to your inbox. For free.

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

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…
June 17, 2020/by Brandon Beylo

Emerging Markets, Stock Based Compensation & DIY S&P Valuation

Markets don’t make sense. The Druck is as confused as the rest…
June 10, 2020/by Brandon Beylo

New Ideas From Telecom, Healthcare and Salmon Farming

Seemed like May flew by (along with the rest of 2020!) didn’t…
June 3, 2020/by Brandon Beylo
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