Author: evencio.alvarez14@gmail.com
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Crossing The Chasm: Deep Dive Book Review
Crossing The Chasm is one of the most transformative books in technology entrepreneurship. By Geoffrey Moore, the book helps tech companies make the leap between convincing early adopters and selling to the mainstream market. The “chasm,” of course, is the middle ground between those early adopters and the mainstream market. Companies that successfully cross the…
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A Buy Climax is Coming…
“In the United States problems of economic understanding have been compounded by the effect of economic prosperity. The Japanese in World War II spike ruefully of shoribyo or “victory disease.” The Greeks called it hubris, and thought that it always ended in the intervention of the goddess Nemesis. That lady makes her appearance when wave-riders…
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Ben Gordon: The Hunt For Extraordinary Returns
The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They’re constantly releasing new updates that make the platform better, including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn’t be more excited to partner with TIKR.We’re also excited to announce our newest…
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Loungers PLC (LGRS.LSE): Growth Capex Hides True FCF Yield
Loungers (LGRS) is an operator of café/ bar/ restaurants across England and Wales under two distinct but complementary brands, Lounge and Cosy Club. It is the only growing all-day operator of scale in the UK, with a strong reputation for value for money and sites that offer something for everyone regardless of age, demographic, or…
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It’s Time to Buy Japanese Banks
“My lesson from Soros is to start every meeting at my boutique by convincing everyone that we are a bunch of idiots who know nothing and are mistake-prone, but happen to be endowed with the rare privilege of knowing it.” ~ Nassim Taleb Good morning!In this week’s Dirty Dozen [CHART PACK] we go through the…
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Nik Lentz: UFC, Insane Discipline, and Trading Stories
In this week’s episode, we had a conversation with Nik Lentz a former UFC fighter with a 30-12 fighting record that has a passion for trading. He is arguably one of the most unique guests of the show. During our conversation, Nik shared why he became a UFC fighter and what it’s like to be…
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Roblox (RBLX): A Comprehensive Cash Flow Analysis
I know you want to buy RBLX shares. Everyone does. Your five-year-old nephew who got approved for Level 3 options trading with Robinhood wants some RBLX. Parents who pay thousands a year for RBLX in-app purchases want RBLX shares to hedge their child’s expensive gaming habit.Roblox enables user-generated content from a community of developers and…
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Value Will Continue To Outperform? [DIRTY DOZEN]
“The object of skilled investment should be to defeat the dark forces of time and ignorance which envelop our future. The actual, private object of the most skilled investment today is ‘to beat the gun’, as the Americans so well express it, to outwit the crowd, to pass the bad, or depreciating half-crown to the…
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Tyler Kirkpatrick: Canadian Value w/ DRM and ACQ
Tyler Kirkpatrick runs the Canadian Value Stocks Blog. He is a production manager at a waste container company that has achieved a 19.19% annualized return from 2016 to 2020, which outperforms the S&P 500 by 53%. In this week’s episode, we get to know him, why he invests in Canada, his best investment yet, his two…
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The Gym Group (GYM): One of UK’s Best Reopening Plays
The Gym Group (GYM) is the second-largest low-cost gym operator in the UK. It has 184 locations and ~578K members as of January 2021. The company was one of the hardest-hit by the COVID pandemic. Despite those headwinds, GYM is the best-positioned company to take advantage of the UK reopening.There are three reasons we love…