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Value Research

Podcast

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



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July 31, 2020/by Brandon Beylo
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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



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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

Episode 29: Spin-off Extravaganza (OTIS, MSGE, IAC/MTCH) w/ Richard Howe, StockSpinOffInvesting.com



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June 12, 2020/by Brandon Beylo

Episode 28: Global Investing & Finding Your Edge w/ Brad Hathaway, Far View Capital



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June 5, 2020/by Brandon Beylo

Episode 27: Equity Investing Through a Creditor’s Lens w/ Jeremy Raper







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May 29, 2020/by Brandon Beylo
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The Value Hive

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

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

Four New Ideas, Gavin Baker & Howard Marks

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