Value Research

Unpacking The Bill Ackman Saga

Bill Ackman’s on a crusade. No, he’s not parading his latest…
April 3, 2020/by Brandon Beylo

Lessons From 11 Years of Operating: Mestek, Inc. (MCCK)

A few months ago, I shared a longer-form essay on Bowl America's…
March 20, 2020/by Brandon Beylo

Three Things Equity Investors Can Learn From Real Estate Investors

A couple weeks ago I had the chance to chat with Moses Kagan.…
March 9, 2020/by Brandon Beylo

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
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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

Episode 16: Reminiscences of a Deep Value Investor, ValueStockGeek

ValueStockGeek runs a deep-value investing blog and is active…
March 13, 2020/by Brandon Beylo

Episode 15: Buying A Job & Creating A Platform with Nick Haschka, The Wright Gardner & Cub Investments

Nick's journey towards small business ownership was a…
March 6, 2020/by Brandon Beylo

Episode 14: High Growth, High Quality Businesses – Ryan Reeves, InvestingCity.org

Ryan Reeves is the founder/CEO of InvestingCity.org. InvestingCity.org…
February 28, 2020/by Brandon Beylo

Episode 13: Deep Value Investing in LA Real Estate, Moses Kagan of AdaptiveRealty.com

I had the privilege to chat with Moses Kagan, founder of…
February 21, 2020/by Brandon Beylo

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
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The Value Hive

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

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

Two Great Blog Posts, Venture Capital Failures & Spin-off Ideas

Has the bleeding stopped? No. Not even close.

Yesterday, the…
March 18, 2020/by Brandon Beylo

Five Ideas For Oil & Gas, Magic Formula Reveals Top Five Largest Names

What a wild week in markets. This morning (Monday), the S&P…
March 11, 2020/by Brandon Beylo

New China Stocks, Private Equity Overview and A Buffet Monologue

Hope you’ve had a great week. We’ve seen the first few cases…
March 4, 2020/by Brandon Beylo

Fresh Ideas From Q4 Investor Letters

Futures down, Coronavirus cases up.  I’m not a doctor nor…
February 26, 2020/by Brandon Beylo

We’re Not Done Yet: More Q4 Investor Letters

We hope you enjoyed your extended weekend with friends and family.…
February 19, 2020/by Brandon Beylo

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
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