Value Research
Hextar Global (HEXTAR): A Good Co. / Bad Co. Agrochemical Opportunity
Hextar Global (HEXTAR) engages in the manufacturing, formulation,…
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.…
Super Stock Case Study: Rightmove PLC (RMV)
Rightmove plc (RMV) operates a property portal in the United…
How To Spot Increasing Returns Businesses
“My plan is to start from a completely blank state, taking…
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…
Snapchat: A New Way To View The Bull Thesis
Snapchat (SNAP) is on fire. The stock’s up 194% YTD with no…
C3.ai: Mr. Market’s Latest Enterprise Software AI IPO
“And it is why digital transformation can be so frightening:…
AI in Finance: Revamping Competitive Advantages
“It is difficult to think of a major industry that AI will…
Reviewing Our Four Biggest Winners of 2020
We’ve had a good year in our equity portfolio. Times like these…
Podcast
KKR, MCFT & CLCT/NLAB Saga w/ Yaron Naymark
Yaron Naymark is the founder and portfolio manager…
Yaron Naymark is the founder and portfolio manager…
Lawrence Hamtil: Six Industries With Durable Moat Advantages
Lawrence Hamtil is a sixteen-year veteran…
Lawrence Hamtil is a sixteen-year veteran…
Michael Batnick: Movies, SPACs and IPO Manias
Michael Batnick is the author of Irrelevant Investor, Director…
Shomik Ghosh: All Things Enterprise Software Investing
Shomik Ghosh is a principal at Boldstart VC by day and…
Jamie Catherwood: The History of (Value) Investing
Jamie Catherwood is a Client Portfolio Associate at O’Shaughnessy…
Packy McCormick: Emerging Technology, Writing and Process
Packy McCormick is the founder and creator of The Not Boring…
Packy McCormick is the founder and creator of The Not Boring…
Innovative Technology Investing w/ Brett Winton of Ark Investment
This episode is brought to you by TIKR. Join the free…
This episode is brought to you by TIKR. Join the free…
FromValue: How To Find Life-Changing Stocks
This episode is brought to you by TIKR. Join the free beta…
Working With Tiger Cubs & Spotting Frauds w/ Stephen Clapham
This episode is brought to you by TIKR. Join the free beta…
@FoolAllTheTime: All Things Semiconductor Investing
There's a theory that the best and smartest analysts on Twitter…
The Value Hive
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KKR, MCFT & CLCT/NLAB Saga w/ Yaron Naymark
Yaron Naymark is the founder and portfolio manager…
Yaron Naymark is the founder and portfolio manager…
Michael Batnick: Movies, SPACs and IPO Manias
Michael Batnick is the author of Irrelevant Investor, Director…
Shomik Ghosh: All Things Enterprise Software Investing
Shomik Ghosh is a principal at Boldstart VC by day and…
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,…