fbpx

Value Research

Load more

Podcast

Episode 26: A Permanent Place For Hyper-Niche Software w/ Michael Girdley, Dura Software

This episode is brought to you by TIKR. Join the free beta…
May 22, 2020/by Brandon Beylo

Episode 25: How To Create Your Own Float w/ Kirk Du Plessis, OptionAlpha



Can't believe we've made it 25 episodes!

We couldn't…
May 15, 2020/by Brandon Beylo

Episode 24: More Than Shipping Stocks w/ Harris Kupperman, Praetorian Capital

I'm thrilled to bring you Episode 24, my chat with Harris…
May 8, 2020/by Brandon Beylo

Episode 23: Managing Through A Crisis w/ Bill Brewster, SCG Capital



Today's guest is Bill Brewster. Bill is the founder and…
May 1, 2020/by Brandon Beylo

Episode 22: Mid-Caps & More with George Livadas, Upslope Capital



Episode 22 is live!

This week we've got George Livadas…
April 24, 2020/by Brandon Beylo

Episode 21: How To Fix A Business In 100 Days w/ Jeff Sands, Dorset Partners




What better time to have a turnaround expert on the…
April 17, 2020/by Brandon Beylo

Episode 20: Survival of The Permanent w/ Brent Beshore, Permanent Equity



We've made it to a huge milestone: 20 podcast episodes.

We…
April 10, 2020/by Brandon Beylo

Episode 19: What I Learned From Over 600 Blog Posts, The Science of Hitting



Episode 19 is here! I'm excited to bring y'all my conversation…
April 3, 2020/by Brandon Beylo

Episode 18: Lessons in Options Trading, Credit Markets and Balance Sheets w/ Fil Zucchi

Better late than never, right?

On Episode 18 of the Value…
March 28, 2020/by Brandon Beylo

Episode 17: The Power of Owner Operators with Chris Mayer, Woodlock House Family Capital



Chris Mayer is an author and fund manager. He's written…
March 20, 2020/by Brandon Beylo
Load more

The Value Hive

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

Four New Ideas, Gavin Baker & Howard Marks

We hope you enjoyed your extended weekend! As the weather warms…
May 27, 2020/by Brandon Beylo

Crisis Investing, Value vs. Growth, and Chapter 11 Bankruptcies

As always, hope you had a great week. I got to spend the weekend…
May 20, 2020/by Brandon Beylo

Carvana, Peloton & A Cheap Portuguese Company

Hope you had a great week and weekend. Golf courses in MD finally…
May 13, 2020/by Brandon Beylo

More Letters From Your Favorite Investors

If you’re like me, you missed Berkshire Hathaway’s annual…
May 6, 2020/by Brandon Beylo

More Letters From Your Favorite Investors

We hope you and your family are safe and healthy during this…
April 29, 2020/by Brandon Beylo

Another Round of Q1 Investor Letters: New Ideas & Fresh Perspectives

We had a lot go down in the value space last week. Remember when…
April 22, 2020/by Brandon Beylo

Q1 Letters Are Here: The Latest Ideas From Our Favorite Investors

Do you know what time it is? It’s Q1 Investor Letter time!…
April 15, 2020/by Brandon Beylo

Burry Finds Twitter, Japanese Net-Nets and How To Invest in Distress

We made it past Q1 2020. Are you still alive? Times like these…
April 8, 2020/by Brandon Beylo

Fresh Ideas From Great Investors & More COVID-19 Fallout

Didn’t March feel like an eternity? Not even the entire month.…
April 1, 2020/by Brandon Beylo

The Fed’s Unlimited QE, PE Discrepancies and Michael Mauboussin’s Latest Paper

The FED threw the kitchen sink, refrigerator, dining room table…
March 25, 2020/by Brandon Beylo
Load more
Macro-Ops.com is published by Foundation Capital Research. 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. Copyright © 2016 Foundation Alpha LLC. All rights reserved. - powered by Enfold WordPress Theme