Category: Value Investing
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Value Investing Q3 Letter Recaps: LAZ, Small Banks (MFBP & CZBS), and BOX
Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in three minutes. Within each idea we answer four main questions: What does the business do? Why is it a good bet? Why does the opportunity exist? What is the prize if you’re right? Quick…
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Value Investing Q3 Letter Recaps: EMBRAC_B, JOE, and API
Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in three minutes. Within each idea we answer four main questions: What does the business do? Why is it a good bet? Why does the opportunity exist? What is the prize if you’re right? Quick…
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Value Investing Q3 Letter Recaps: CL, KMX, BOLSAA
Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in three minutes. Within each idea we answer four main questions: What does the business do? Why is it a good bet? Why does the opportunity exist? What is the prize if you’re right? Quick…
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Value Investing Letter Recaps: Q3 2022
“When we find our treasure, we forget where we put our picks and shovels.” – Bert McCoy Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in three minutes. Within each idea we answer four main questions: What does the business do? Why is…
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Value Investing Letter Recaps: Q3 2022
“When we find our treasure, we forget where we put our picks and shovels.” – Bert McCoy Our Value Investing Letter Recaps keep things simple.Each email focuses on three value investing hedge fund letters, three ideas, all digestible in three minutes.Within each idea we answer four main questions: What does the business do? Why is…
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Value Investing Letter Recaps: FERG, CDMO, EVBG
“When we find our treasure, we forget where we put our picks and shovels.” – Bert McCoy Our Value Investing Letter Recaps keep things simple.Each email focuses on three value investing hedge fund letters, three ideas, all digestible in three minutes.Within each idea we answer four main questions: What does the business do? Why is…
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Value Investing Letters: Q2 2022
“When we find our treasure, we forget where we put our picks and shovels.” – Bert McCoy This week we’re kicking off (or revitalizing?) a quarterly series I’m calling “Value Investing Letter Recaps”The piece congregates all my favorite investment ideas from my favorite value investor quarterly letters. I do the “heavy” work of distilling hundreds…
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Podcast Transcript: Dan McMurtrie
Wednesday, August 25, 2021Podcast Transcripts: Dan McMurtrieBrandon Beylo (host):This is take two with Dan McMurtrie of Tyro Partners. One of those issues we covered is the whole topic of inverted shorts. Which I think is such a fascinating idea, where you’re trying to look for ideas on the long side by inverting what you would…
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Steven Wood: Constructivism & The Psychology of A Great Investor
This week we had a conversation with Steven Wood founder of Greenwood Investors. We covered a variety of topics ranging from joining the board of 500-year-old Portuguese Institution, Steven’s latest book “The Builders”, and the white paper he is publishing on how family businesses operate. Steven is a huge psychology geek and he gave us…
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Harris Kupperman: IPO Unlocks, KEDM.com, Tankers & More!
Welcome back Harris Kupperman! This is the second time Kuppy is on the Value Hive Podcast. This time around we talked about different event-driven strategies found on his Kuppy’s Event Driven Monitor (KEDM) such as investing in post-bankruptcy stocks and IPO unlocks ($AFRM), what is like managing an event-driven portfolio and at the end of…