Category: Research
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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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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)…