Author: evencio.alvarez14@gmail.com
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Episode 2 with Andrew Walker: Sports Rights, Media Investments and Cookies
Andrew Walker is co-founder of Rangeley Capital and founder/writer of Yet Another Value Blog.In this episode, Andrew and I discuss media investments, review his media guide blog posts (here’s parts 1, 2 and 3) and highlight specific ways to play the coming un-bundling phenomenon.Andrew is a media investment savant. This is a must listen for anyone interested in media…
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A Value Investor’s Guide To Stoicism
You don’t need Stoicism to be a value investor. In the same way you don’t need a killer step-back jump shot to play basketball. Yet if you want to excel as a value investor, you must embrace a form of this ancient philosophical practice.Think about it.Ben Graham, Warren Buffett, Michael Burry.They all share a similar…
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Your Monday Dirty Dozen [CHART PACK] #14
For eighteen years I followed the sea, took what it offered. It has brought me shipwreck and success, sorrow, danger, and unutterable happiness. ~ Henry de Monfreid SUBSCRIBE TO THE MONDAY DIRTY DOZEN HERE Good morning!In this week’s Dirty Dozen [CHART PACK] we look at the total returns ytd for the major asset classes, then…
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Druckenmiller’s Portfolio, Revenue Models and a Net-Cash Idea
From all us at Value Hive we wish you and your family a terrific Christmas Holiday!Crazy to think that this newsletter is four months old. We’ve grown up so fast!If you’ve got a long car ride to the in-laws, consider listening to our latest podcast episodes: Episode 2: Andrew Walker Episode 3: Thomas Bachrach But…
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The Dangers of Intellectual Brothels & “Yes-Man” Syndrome
A crucial point in an investor’s journey is the realization that they can say “no” more often. It’s at this moment where maturity begins, thoughtfulness resonates and decision-making improves. Saying “no” more often leads to a better portfolio, a less stressful idea generation process and a greater sense of control.We can also apply these lessons…
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Your Monday Dirty Dozen [CHART PACK] #13
Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and betting on the unexpected. ~ George Soros Good morning!In this week’s Dirty Dozen [CHART PACK] we look at the year-to-date returns for major markets, take a step back and review some big-picture macro indicators, talk about…
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Musings: GOATS: Druckenmiller and Soros Speak
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 technical picture for the SPX, go through some stats that show this…
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Sports Rights, Optimal Teams and The Death of Value
We’ve got an early Christmas gift for our swarm of Hive readers this week. Wait for it …We have a podcast! The Value Hive Podcast! Click here to listen to the podcast. It’s also available on Spotify and Apple Podcasts.Stoked doesn’t begin to describe how we feel! We’ve got a killer lineup and a (growing)…
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Poker & Investing: Lessons from a Professional Poker Player
A couple weeks ago I interviewed one of Macro Ops’ members, Macro Nakamoto (not his actual name). Macro is a professional poker player by trade. After finding success with the card game, Macro turned to another interest: trading and investing. My interview focused on Macro’s background as a poker player. Yet despite focusing on poker, the…