Category: Value Investing

Can you believe we’re in the last month of 2019? Seems like yesterday Value Hive was born. Oh how time flies …Anyways, we’re deep in the throes of Holiday season. Lights are up, stockings hung. Here’s what’s in store this week: Media investment guides Thoughts on South African investing Warnings from Brookfield White-paper on Margin…

Before we dive into this week’s content, I want to let everyone know that this Friday, Nov. 29th MO is having a special Black Friday surprise for all Value Hive readers. I don’t want to spoil anything, but I will say that if you like to trade equity earnings announcements, you won’t want to miss…

Thanksgiving’s right around the corner. Can you believe it? Turkey, mashed potatoes, gravy, and TSLAQ arguments. What else am I missing?Anyways, there’s a ton of content for y’all this week. We’ve got a few more Q3 letters to share. A new spin-off from a major outdoor brand. valueDACH’s two-part interview with Guy Spier, and more!Before…

Value Hive took it’s bye week last week. Now we’re back, healthy and ready for the second half of the season.We’ve got a ton of content for y’all this week. More investor letters. SoftBank’s hilarious corporate presentation. Interviews with value managers, and more!Before we jump in, make sure to subscribe to this newsletter. You’ll receive…

This world’s spooky. There’s lots of uncertainty in life. Yet there’s four things that remain true: Death Taxes Bill Belichick owning rookie QBs Value Hive producing killer content Here’s what we’ve got in store this week. More of our favorite value manager Q3 letters. Tiffany receives a premium takeout offer. A 16-page article on everything…

This edition is LOADED with investor letters as we clear the deck for one of our favorites: Scott Miller. We’ll touch on some other things, such as a trader turning $700 into $100K+. Artko Capital continues to kill it. And Howard Marks discusses negative rates.But we’re saving room for what matters most, fresh ideas. Make…

October’s well underway, but yesterday marked my official first day of Fall. My girlfriend convinced me to visit a pumpkin patch. We took “artsy” photos with pumpkins and tractors.Safe to say I’m buying puts on her IG page if she posts those.Here’s what we got in store for you this week. PG&E hides under the…

There’s four major holidays we like to celebrate at Value Hive. Q1, Q2, Q3 and Q4 Investor Letters. This month we get our Q3 batch of letters. The next three Value Hive editions will be chock full of these letters. We’ll cover new positions, recently exited positions and market outlooks from our favorite value managers. Here’s…

Happy October! This month means Pumpkin Spice Lattes, apple orchards and pumpkin carvings. Speaking of October, we’ve got some spooky news for a few companies in this week’s Value Hive! Forever 21 files for bankruptcy. WeWork halts their IPO. Brokerage companies race to zero commissions, and more!Make sure to subscribe to this newsletter so you…

What do we got for ya this week on Value Hive? Sony and Loeb duke it out over operations. AT&T appears to have listened to Elliot management. A trader loses his shirt, and more!Make sure to subscribe to this newsletter so you receive it every week, completely free.Let’s get to it!—September 25, 2019How’s Your History?…