Author: evencio.alvarez14@gmail.com
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Cash Flow: It’s All That Matters
Warning, this piece gets into the weeds of financial accounting statements. We dive deep into the cash flow statement, why it matters, and equip you with the knowledge to dissect statements on your own.Before diving into the meat, one should understand why the cash flow statement is so important. There’s a few reasons: Cash tells…
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Monday Dirty Dozen [CHART PACK] #12
Being a great trader is a process. It’s a race with no finish line. The markets are not static. No single style or approach can provide superior results over long periods of time. To continue to outperform, the great traders continue to learn and adapt. ~ Jack Schwager In this week’s Dirty Dozen [CHART PACK]…
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Episode 28: Global Investing & Finding Your Edge w/ Brad Hathaway, Far View Capital
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. This week we chat with Brad Hathaway, managing partner of Far View Capital. Far View Capital invests around the globe on the hunt for special situations. Brad graduated from Yale University with a Political Science degree and quickly found his…
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New Ideas From Telecom, Healthcare and Salmon Farming
Seemed like May flew by (along with the rest of 2020!) didn’t it?The markets continue to confuse professional managers. Robinhood investors are minting money. Riots in the streets, S&P futures up pre-market. Nothing really makes sense.If there’s one shred of consistency in your life, it’s a fresh new copy of Value Hive in your inbox…
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Creative Thinking: An Investor’s Last Remaining Edge
Walt Disney epitomizes the ultimate Dreamer and Creator. From cartoons to movies to theme parks and more… His list of achievements is longer than Elon’s baby names.How can one man develop the capacity to turn his dreams into the reality that billions enjoy today?Superior models for operating mixed with a near-infinite supply of drive.The creator…
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Monday Dirty Dozen [CHART PACK] #11
The beginner plunges ahead on a favorite that loses, then bets lightly on a fair-priced horse that wins. He keeps switching amounts and positions, so that he never has a worthwhile bet on a winner at a worthwhile price. He is always one race behind the form of a horse and several races behind the…
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Two Free Breakout Alerts For The Week Ahead
Once a month we’ll feature a breakout (or two) from our premium Breakout Alerts service. This service is for members only and highlights half-a-dozen potential breakouts each week! We’ve had decent success this year with the service and returned nearly 20% in Q1.This article features two new breakout alerts that will go out to our…
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Episode 27: Equity Investing Through a Creditor’s Lens w/ Jeremy Raper
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hiveToday’s guest is Jeremy Raper. Jeremy runs RaperCapital.com and recently launched a premium investment research service.Jeremy looks at public markets through the eyes of a credit analyst. This gives him a unique perception on markets, companies and capital structure situations. He’s not…
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Four New Ideas, Gavin Baker & Howard Marks
We hope you enjoyed your extended weekend! As the weather warms up it remains harder to stay indoors. In light of that, you know how easy it is to practice social distancing in a boat? Pretty easy. Just boat six feet away from everyone else!Before diving in, I want to take time to thank all…
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A Private Equity Mindset To Public Markets
Private equity outperforms public markets. Unfortunately, most PE opportunities are for accredited investors (or high-net worth individuals). This means a majority of retail investors are unable to take part in these outsized returns.Yet what if there was a way to bring private equity investing to the masses?What if retail investors, small funds, etc. could access…