Author: evencio.alvarez14@gmail.com
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Gold is Starting its Next Bull Leg…
“Remember, in life, time rather than money is the most important currency, and we all have only a finite amount of time (at least until they figure out life extension). You can win money, lose money, and earn it back again. But time is something that you can never get back, so making good decisions…
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Kelvin Seetoh: How To Spot Emerging Moats & ORGS Deep Dive
Kelvin Seetoh (aka @SlingshotCap on Twitter) joins the Hive this week to chat about all things emerging moats, $ORGS, and the importance of staying young in investing.I recorded this episode at 9:00 PM my time (EST), so big thanks to Kelvin for showing up with his A-game at 9 AM sharp Singapore time!If you like…
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Consumer Picks & Shovels: How Companies Help Customers Find Gold
“When everyone is looking for gold, it’s a good time to be in the pick and shovel business.” – Mark Twain. We’re in the midst of another gold rush. It doesn’t look or feel like the first one. No, today’s gold rush lives inside every consumer e-commerce purchase.The 1847 gold rush taught us something. Actual wealth creation didn’t…
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Equity Positioning at RECORD Levels
“Whoever wishes to foresee the future must consult the past; for human events ever resemble those of preceding times…this arises from the fact that they are produced by men who have been, and ever will be, animated by the same passions.” ~ Niccolò Machiavelli Good morning!In this week’s Dirty Dozen [CHART PACK] we look at…
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Rob Mahan: Deep Value Investing in Eastern Europe
This week we chat with Rob Mahan. Rob’s a part-time investor and founder of DeepValueInvestments.wordpress.com. Rob’s blog is dedicated to finding massively discounted stocks from every part of the world. His findings take him through Eastern Europe, Asia, and all across the market cap spectrum.Rob is a traditional deep value investor. He seeks businesses trading…
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5 Investing Lessons From A Year of Podcasting
A year ago, I launched the Macro Ops investing podcast, Value Hive. I wrestled with starting such a venture. Who would listen to me? How would I snag guests for the show? Am I a good interviewer? Not to mention I hate how I sound and tend to wrestle with a slight stutter.Yet record I…
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A Bull Market In Wheat
When you develop a desire for trading, you must realize that the desire originates from the greed for profit and that it is only a feeling that has little to do with the possibility of making actual profits. Therefore, you need to identify and control the greed when it grows in you. Meticulous analysis of…
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Quarterly Deep Dives… Advanced Option & Vol Trading
I remember reading in David Epstein’s terrific book Range a bit about a long-term study looking at fhigh-powered consultants from top business schools and their ability to effectively tackle problems. What they found was that these so-called “masters of the universe” were actually quite good at quickly assessing simple well-defined problem sets; you know, the…
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Jason Greenwald: Luck, Real Estate and The Power of Ego
This week we’re stoked to bring you our conversation with Jason Greenwald. Jason is a full-time investor allocating capital between private real estate and public markets. On the real estate side, Jason buys all his properties in foreclosure auctions. In public equities, he wants to buy great businesses at great prices. Jason’s real estate experience…
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Notes on Q1 Performance, Gold, Ethereum, EURUSD…
He also taught me one other thing that is absolutely critical: You have to be willing to make mistakes regularly; there is nothing wrong with it. Michael taught me about making your best judgment, being wrong, making your next best judgment, being wrong, making your third best judgment, and then doubling your money. That’s from…