Value Research
Accrued Revenue: The Ultimate Cash-Sucker
Hope you had a great week! Last week we discussed deferred revenue…
GoodRX (GDRX) S-1 Breakdown Analysis
GoodRX (GDRX) filed their S-1 earlier this week. I read It…
Deferred Revenue: Don’t Miss The Next SaaS Winner
Hope you’ve had a great week! We paused our accounting series…
Other Income Analysis: Spot Danger Before You Invest
Last we discussed R&D costs and whether we should expense…
Capitalizing R&D: Learn What GAAP Fails To Teach You
Last we discussed Accounts Payable and the role they play in…
Unity Software: Breaking Down S-1 Filing
Unity Software released their S-1 filing yesterday morning. I…
Account Payable: What They Are & Why They Matter
Last week we learned about Accounts Receivables (A/R). Check…
Red Violet (RDVT): Asset-Light Spin-off With Long Runway
Business Description: RDVT’s platform (CORE™) stores 1+ trillion…
Enlabs (NLAB): High Growth, Low Price
Enlabs (NLAB.OM) offers entertainment through various products,…
CD Projekt Red (CDR): Video Game Stock Ready To Breakout
It's that time again! Once a week I pull breakout alerts from…
Podcast
$UBER Deep Dive w/ Abdullah, Mostly Borrowed Ideas
Abdullah runs the Mostly Borrowed Ideas newsletter and…
Abdullah runs the Mostly Borrowed Ideas newsletter and…
Unity Software ($U) Deep Dive w/ Aaron Bush, The Motley Fool
Today I picked Aaron's brain on all things…
Today I picked Aaron's brain on all things…
Cyclical Stocks and a New Idea w/ Alex Jones, Porter Street Research
This episode is brought to you by TIKR. Join the free…
This episode is brought to you by TIKR. Join the free…
Ep. 36: Micro Cap Mastery & Unit Economics w/ Connor Haley, Alta Fox Capital
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This episode is brought to you by TIKR. Join the free…
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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This episode is brought to you by TIKR. Join the free…
[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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This episode is brought to you by TIKR. Join the free…
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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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…
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…