Author: evencio.alvarez14@gmail.com
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Chris Barto: Mitek Systems $MITK, Swing Trading, & Fiducia Invest
This week we’re stoked to have Chris Barto join The Hive. Chris is a former investment analyst at a boutique RIA in Pittsburgh and current founder of Fiducia Investment Research LLC. Chris runs a concentrated, transparent, and in-depth research service covering high-quality businesses with durable competitive advantages. The site is perfect for people who are…
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Petz (PETZ3): Creating Brazil’s Leading Pet Ecosystem
The 3×5 Card Breakdown: Brazil has the third-largest pet retail market globally, growing at a 16%+ CAGR in a mostly fragmented industry. PETZ is the country’s largest pet retailer with 138 stores, 116 veterinary hospitals, and an unrivaled digital/omnichannel platform The company’s size allows it to negotiate lower prices with suppliers, generating more significant customer…
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This Is Why Bond Yields Are Falling
“But there is no use kidding: The professionals keep out of switches by waiting for the sound overlay spots. They don’t play the bad races at both ends of the daily programs. They don’t play bad races — period! When they feel the least bit of doubt, they walk away from the mutuel windows and…
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@the10thman1: Carvana $CVNA Deep Dive
Today’s episode we had a conversation with the anonymous twitter account @the10thman1 about his exceptional Carvana’s bull thesis. We covered everything that an investor needs to know about Carvana, whether it is Carvana’s history, the used car industry, Carvana’s Competitive advantages, what Carvana needs to improve in order to succeed, the bear thesis against Carvana…
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CONDITIONAL EDGE STACKING – HOW TO WIN MORE IN MARKETS
I also believed then, as I do now after more than fifty years as a money manager, that the surest way to get rich is to play only those gambling games or make those investments where I have an edge. ~Edward Thorp What does it mean to have an “edge” in trading… or poker… or…
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Via Varejo (VVAR3): Brazil’s E-Commerce Star At <1x Sales
Today we’re diving into one of the most exciting Brazilian businesses we’ve ever seen at Macro Ops. “In this huge country, no one can get so close, so quick and with so many solutions, to the customer and seller as we can.” – Roberto Fulcherberger What is Via Varejo On the surface, Via Varejo (VVAR,…
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Coiling US Markets
“Bullishness is born as hope in the midst of despair. Hope swells to confidence and confidence swells to euphoria, and the process contains the seed of its own destruction and the birth of its opposite, fear. Fear is nurtured by falling prices and the two feed on themselves until they swell to despair. And so…
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Utako Kojima & Aya Weissman: Special Situation Investing In Japan
For this week’s episode is all about Japan and luckily we had Aya Weissman and Utako Kojima from Horizon Kinetics to help us understand why Japan might be an interesting place to look for businesses.They explain why Japanese Corporate Culture is changing to a more shareholder friendly culture, what are the main differences between the…
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Telefonica Brasil (VIV): One Way To Play A Falling Dollar
Telefonica Brasil (also called Vivo) is Brazil’s largest telco operator with a 33% market share. Vivo boasts 96M total accesses, 3.7M fiber-to-the-home connections, and passes 16.3M homes.The company’s core businesses include mobile, handsets, FTT (fiber-to-home), digital services, data and ICT, and Internal Protocol Television (IPTV). These core businesses generate ~90% of Vivo’s revenue. Our Variant…
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Buy Signals Triggering in China
“The most effective and functional trading belief that he can acquire is “anything can happen.” Aside from the fact that it is the truth, it will act as a solid foundation for building every other belief and attitude that he needs to be a successful trader.” ~ Mark Douglas Good morning!In this week’s Dirty Dozen…