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Value Research

Jakob Fugger: Timeless Investing Lessons From The World’s Richest Man

“Through a combination of businesses in precious metals, goods…
February 17, 2020/by Brandon Beylo

Illiquid Stocks: The Good, The Bad and The Ugly

Illiquid stocks are the last frontier for investors seeking an…
February 10, 2020/by Brandon Beylo

Bill Miller: Lessons From The Legendary Value Investor

Bill Miller is a melting pot of value investing icons There’s…
February 1, 2020/by Brandon Beylo

The Benefits of Investing in Low Hurdle Ideas

We’ve reached the final part in this three part series from…
January 23, 2020/by Brandon Beylo

A Former Marine’s Answer To Finding Your Mission & Purpose in Markets

Yesterday I introduced the three lessons I learned from my conversation…
January 22, 2020/by Brandon Beylo

Dr. Andrew Wittman on Proactive Thinking & Beating Mr. Market

A few weeks ago I sat down with former Marine veteran, Dr. Andrew…
January 21, 2020/by Brandon Beylo

The Catalyst for MSG’s Potential Breakout

If you haven’t heard by now, Madison Square Garden (MSG) is…
January 17, 2020/by Brandon Beylo

Question From Readers: Systematizing Idea Generation

Last week I received an email from a reader, David. Here’s…
January 14, 2020/by Brandon Beylo

A Value Investor’s Guide To Stoicism

You don’t need Stoicism to be a value investor. In the same…
December 31, 2019/by Brandon Beylo

The Dangers of Intellectual Brothels & “Yes-Man” Syndrome

A crucial point in an investor’s journey is the realization…
December 24, 2019/by Brandon Beylo
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Podcast

Episode 12: Building A Great Product w/ Robert Koyfman, Founder of Koyfin.com



Rob Koyfman is the founder and CEO of Koyfin.com. Rob…
February 14, 2020/by Brandon Beylo

Episode 11 – Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners



Clifford Sosin runs CAS Investment Partners. The fund…
February 7, 2020/by Brandon Beylo

Episode 10: Tier-1 Micro Caps with Maj Soueidan of GeoInvesting.com



Maj Soueidan is the Co-Founder of GeoInvesting.com.…
January 31, 2020/by Brandon Beylo

Episode 9: OTC Adventures with Dave Waters, Alluvial Capital



Dave Waters, CFA is Alluvial’s managing member. Since…
January 24, 2020/by Brandon Beylo

Episode 8 – Andrew Kingston & Shawn Shewchuk: Special Situations, Technical Analysis and Hockey



Thanks for tuning into Episode 7 of the…
January 17, 2020/by Brandon Beylo

Episode 7 – Dr. Andrew Wittman: Achieving A Warrior Mindset & Asking Better Questions



Dr. Andrew Wittman is the founder of the Mental Toughness…
January 10, 2020/by Brandon Beylo



Joe Boskovich and Brian Laks run Old West Capital…
January 6, 2020/by Brandon Beylo

Episode 5 with Darren Fong: Everything You Need To Know About Canadian Small-Cap Investing

In today's episode I chat with Darren Fong. Darren is a portfolio…
December 31, 2019/by Brandon Beylo

Episode 4 with Callum Laing: Business, Brands and Creating a Legacy

Callum Laing joins the Value Hive podcast for what is the…
December 31, 2019/by Brandon Beylo

Episode 3 with Thomas Bachrach: Fishing Where They Ain’t (Global Micro-Cap Investing)



Thomas Bachrach is Principal of PFH Capital. PFH is a…
December 31, 2019/by Brandon Beylo
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The Value Hive

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

Ackman Nets 50%, More Investor Letters & Housel’s Latest Long-Form

Hope you’ve had a great week so far! Lots going on in the value…
February 12, 2020/by Brandon Beylo

More Ideas From Your Favorite Value Investor Letters

After a brief stint of daily content, I’m back with your weekly…
February 5, 2020/by Brandon Beylo

Sneak Peak at Second Deep Value Polish Play

Yesterday we discussed the first of two Polish stocks I’m covering…
February 1, 2020/by Brandon Beylo

Sneak Peak at First Deep Value Polish Play

We’ve spent the last two days discussing where we’re looking…
January 31, 2020/by Brandon Beylo

Boring Businesses In Overlooked Areas: The Holy Grail of Deep Value Investing

Yesterday we discussed where we’re looking for deep value investments:…
January 30, 2020/by Brandon Beylo

Charlie Munger’s ‘Fish Where The Fish Are’ Applied To Poland Equity Research

It’s been a couple rough trading days for US equities. But…
January 29, 2020/by Brandon Beylo

How Warren Buffett Made 50% Returns During His Partnership Days | Warren Buffett’s Investment Strategy Explained

We’re a few weeks away from releasing the February Value Ventures…
January 27, 2020/by Brandon Beylo

Insights From O’Shaughnessy Asset Management’s Q4 2019 Letter

I want to dive into O’Shaughnessy Asset Management’s Q4 2019…
January 24, 2020/by Brandon Beylo

Let The Investor Letters Roll In

It’s my favorite time of the year … Hedge Fund Annual Letters!…
January 15, 2020/by Brandon Beylo

Akre’s Take on Selling, Market Delusions and Float

I went 3-for-4 in my weekend football picks. Not bad. Now if…
January 8, 2020/by Brandon Beylo
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