Author: evencio.alvarez14@gmail.com
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Episode 14: High Growth, High Quality Businesses – Ryan Reeves, InvestingCity.org
Ryan Reeves is the founder/CEO of InvestingCity.org. InvestingCity.org was built around one idea: save time and boost returns. Ryan started the business in 2016 after writing a newsletter for his friends, and realizing the gap in solid, financial analysis for the every day investor. Reeves’ passion for investing began early, around the age of 12.…
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Fresh Ideas From Q4 Investor Letters
Futures down, Coronavirus cases up. I’m not a doctor nor an epidemiologist. I have no idea how bad the Coronavirus could get.Here’s what I do know. Erratic price movements based on non-fundamental factors present buying opportunities. Remember, volatility a friend to those with level heads and rational behavior.We’re covering three new Q4 letters this week.…
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Your Monday Dirty Dozen [CHART PACK] #22
Being prepared, on a few occasions in a lifetime, to act promptly in scale in doing some simple and logical thing will often dramatically improve the financial results of that lifetime. A few major opportunities, clearly recognizable as such, will usually come to one who continuously searches and waits, with a curious mind, loving diagnosis…
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Episode 13: Deep Value Investing in LA Real Estate, Moses Kagan of AdaptiveRealty.com
I had the privilege to chat with Moses Kagan, founder of Adaptive Realty. I call Moses a Deep Value Investor in LA Real Estate because that’s exactly what he does.Moses finds beaten-down, ugly, overlooked buildings in Los Angeles, CA. He buys them, does a complete gut and renovation, and rents them out at attractive rates…
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Musings: Massive Supply Chain Disruptions and Tipping Points
Alex here with your latest Friday Macro Musings…As always, if you come across something cool during the week, shoot an email to alex@macro-ops.com and we’ll share it with the group.Latest Articles/Podcasts/Videos — Your Monday Dirty Dozen [CHART PACK] — l look at positioning in the options market versus direct, then we explore the possibility of…
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A Record-Breaking Market
Back in October, I wrote a piece for Real Vision titled Market Tops and Archimedes’ Lever. I talked about why I was bullish the market. If you can remember, those four very long months ago, people were very — and I mean very — bearish. I believe I was one of the only bulls on…
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We’re Not Done Yet: More Q4 Investor Letters
We hope you enjoyed your extended weekend with friends and family. You might be thinking, “does Value Hive take a day off?” The answer is no! In fact, we’re writing this intro on Monday morning.We don’t snooze so you can stay up-to-date on all things value investing.This week we’re diving into two of my favorite…
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The Perils of Too Much Information
The other day I was flipping through Tim Ferriss’ book “Tribe of Mentors” and came across this great section from Adam Robinson. For those of you not familiar with Adam, he’s a rated chess master, founder of the Princeton Review, and now a global macro advisor to some of the world’s most successful hedge funds…
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Your Monday Dirty Dozen [CHART PACK] #21
As an alternative approach, one of the traders I know does very well in the stock index markets by trying to figure out how the stock market can hurt the most traders. It seems to work for him. ~ Bruce Kovner Good morning!In this week’s Dirty Dozen [CHART PACK] we look at positioning in the…
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Jakob Fugger: Timeless Investing Lessons From The World’s Richest Man
“Through a combination of businesses in precious metals, goods and financing, he was able to become the leading merchant and financier of his time. Jakob Fugger is the best-known face of the Fugger family. His portrait with the gold cap, which was made by Albrecht Dürer, shows him at the high point of his powers.”…