Author: evencio.alvarez14@gmail.com
-
Michael Fritzell: Investing Opportunities In Asia & Beyond
Michael Fritzell is a Swedish Investor based in Singapore and the owner of the Asian Century Stocks Newsletter. During our talk Fritz shares the path that took him to live in Beijing, the cultural differences that he noticed while living there, the geopolitical issues between China and Taiwan, and of course his investing experience as a…
-
80% Returns In Five Months w/ International IPOs: CIA Brasilieria (CBD)
Fish Where The Fish Are: International IPOs To generate superior returns, we need to do two things: Look where nobody else is looking Fish where the fish are Let’s flesh these ideas out through the lens of the world’s best investor, Warren Buffett: “It’s a huge structural advantage not to have a lot of money.…
-
How POWW Became A Spawning Multi-Bagger Business
Spawning Companies: What They Are, Why They Matter, And How To Find Them Mohnish Pabrai recently had a chat with Stig Broaderson on The Investor’s Podcast. During the conversation, Mohnish highlighted one of his newest investment frameworks: Spawners. Simply put, a “Spawner” is a company that can create new business segments that have the potential…
-
The Bull Case For Gold
04/21/2021: Back Up The Truck On Bullion… On August 9th of last year, I wrote that we should expect a significant correction in gold due to extreme trend deviation and wild speculative positioning. We had taken full profits on our long gold positions just two days earlier and subsequently shorted silver at what ended up…
-
Why China is Buying So Much Corn
Remember, you don’t get any money just because you know why the market is going up or down. You only get money if your plan has positioned you to capitalize on the market’s movement, regardless of whether you know why the market is up or down on a particular day. ~ Jim Paul, “What I…
-
Myles Danielsen: An Inside Look at Institutional Allocators
Myles Danielsen joins the Hive this week to chat all things Institutional Investment Allocation. According to his firm’s website, Myles is a Principal at Hall Capital Partners LLC in the Public Equity group, responsible for research, identification, due diligence, and monitoring of long-only public equity investments and long-short equity hedge funds.In addition to his core…
-
Westwing Group AG (WEW): Germany’s Leading Online Home & Decor Platform
Westwing Group AG (WEW) is a home decor and furniture e-commerce business. The stock has at least 170% upside from the current price and is well-positioned to take share in an industry at the inflection point of its J-Curve adoption cycle.Along with its structural tailwinds, the company is in the process of transforming its inventory…
-
Google is Dangerously Overextended…
“Good traders liquidate their positions when they believe they are wrong; great traders reverse their positions when they believe they are wrong.” ~ Jack Schwager Good morning!In this week’s Dirty Dozen [CHART PACK] we look at the Nikkei coiling, GBTC trading at its largest ever discount to NAV, broader market breadth, hedge funds finally starting…
-
Kyler Hasson: Buying Quality Compounders At A Fair Price
This week I chat with Kyler Hasson, investment manager and founder of ConcentratedCapital.com. Kyler loves buying great businesses that can compound invested capital over long periods of time. In other words, he’s a Compounder Bro. Kyler didn’t follow the “normal” investor path, if there is one.He started dabbling in investing at age 18 and was immediately…
-
Short Selling Isn’t Dead, You’re Just Doing It Wrong
“Short sellers are the market’s police officers. If short selling were to go away, the market would levitate even more than it currently does.” – Seth Klarman Seth Klarman’s positive take stands in stark contrast to the current zeitgeist…So are we seeing the end of short selling? The answer is a definitive no. It’s just…