Author: evencio.alvarez14@gmail.com
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My Three Stock Picks For The 2020 MO Stock Picking Competition
Before I get to my three picks I want to remind all fellow Collective members that our 2020 Stock Picking Competition officially kicks off next Monday. The deadline to get your three picks in is by end of day Friday. If you want to play just shoot me an email at alex@macro-ops.com or post your…
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Akre’s Take on Selling, Market Delusions and Float
I went 3-for-4 in my weekend football picks. Not bad. Now if only I put some money on those convictions! As a Redskins fan, I’m a big Kirk Cousins guy. Would love to see him win a Superbowl.Let’s get to a housekeeping note. I’ll be in Charlotte, NC until Jan. 24th. If you’re a Value…
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Joe Boskovich and Brian Laks, Old West Capital (Episode 6)
Joe Boskovich and Brian Laks run Old West Capital Management. The firm describes its investment process as “A focus on people forms the core of Old West’s investment process. As a first principle, we believe that the soundest way to protect and grow our capital is by aligning ourselves with management teams who have high…
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Your Monday Dirty Dozen [CHART PACK] #15
…the poker world is so competitive that if you don’t fully capitalize on every advantage, you’re not going to survive. I absolutely understood that concept by the time I got down to the options floor. I learned more about options trading strategy by playing poker than I did in all my college economics courses combined. …
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Musings: One Man’s Trash Is Another Man’s Treasure
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] — I look at the total returns ytd for the major asset classes, then we discuss why…
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Contrarian Investing in Europe, Japan & Commodity Cyclicals
If you’re reading this, congrats! You survived your New Years Eve party. We’re excited for the new decade at Value Hive. In four months we’ve grown our subscriber base, started a podcast and solved world hunger met tons of interesting people.Our goal for the next decade is simple: Deliver curated, value investing news straight to…
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Episode 5 with Darren Fong: Everything You Need To Know About Canadian Small-Cap Investing
In today’s episode I chat with Darren Fong. Darren is a portfolio manager at Calgary-based Investment firm Acumen Capital. Since the Fund’s inception (March, 11 2016), Darren’s outperformed the TSX Small Cap Index by nearly 600bps annually.Darren dives into the nuances of investing in Canadian small-cap companies. Differences in Canadian management teams and how they…
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Episode 4 with Callum Laing: Business, Brands and Creating a Legacy
Callum Laing joins the Value Hive podcast for what is the most eclectic interview to date. Callum chats about private investing, partnerships, learning from mistakes and investment philosophy.He also revealed how he took down all of Italy’s internet in one fell swoop, and how he created one of the most enviable networks in all of…
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Episode 3 with Thomas Bachrach: Fishing Where They Ain’t (Global Micro-Cap Investing)
Thomas Bachrach is Principal of PFH Capital. PFH is a one-man investment fund focused on global, micro-cap investing. Thomas isn’t afraid to go where others won’t. He scours the corners of the globe to find interesting, off-the-beaten path securities.In this episode, Thomas discusses his investment process, where he’s finding value in the global markets, and…