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    Business

    Value Hive Podcast

    Welcome to The Hive! It’s nice in here, isn’t it?

    The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day.

    If you’re a fan of value investing, business models, eclectic success and failure stories — this is your podcast.

    Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing.

    Join us as we strive to improve a little bit each day: https://macro-ops.com/

    Advertise

    Copyright: © Brandon Beylo

    • Apple Podcasts
    • Google Play
    • Spotify
    Latest Episodes:
    Taylor Pearson: Ergodicity All The Way Down Sep 16, 2022
    Show notes

    This week our guest is Taylor Pearson, Principal of Mutiny Fund, author of the book End of Jobs and the Interesting Times Newsletter. Our conversation is a summary of Taylor’s amazing blog posts such as: What is ergodicity, the Sand Pile Effect, Maginot Line, and Attractor Landscapes. He also tells us his investing journey and the origin story of the Cockroach Portfolio.

    • [0:00] Who is Taylor Pearson
    • [3:30] The Cockroach Portfolio
    • [6:00] Ray Dalio’s All Weather Portfolio
    • [11:00] Nassim Taleb’s Black Swan
    • [13:30] What is Ergodicity?
    • [18:00] The Ergodicity Problem in Economics
    • [21:00] Sand Pile Effect: Stability breeds Instability
    • [31:00] The White Moose Problem
    • [33:00] Maginot Line: Soldiers are Prepared to Fight the Last War
    • [43:00] The Beer Game
    • [47:00] Attractor Landscapes
    • [56:00] Driven by Compression Processing
    • [1:02:00] More from Taylor and Closing Questions

    If you like what you heard, make sure to follow Taylor on Twitter @TaylorPearsonME

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.


    Brom Rector: The Business of Psychedelics Sep 09, 2022
    Show notes

    I'm thrilled to bring you my podcast with Brom Rector, founder of Empath VC. Empath is a VC fund investing in early-stage psychedelic companies all across the value chain. We're talking from drug therapeutics to picks and shovels delivery. You can learn more about Brom's fund here.

    Brom spends an hour diving deep into the psychedelics business. We discuss every part of the value chain from growth (via ground for mushrooms or lab for LSD/MDMA) all the way to final drug delivery.

    If you're looking for a Crash Course on the Business of Psychedelics, you found it.

    And if you liked listening to Brom, check him out on Twitter @therealbrom.

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.

    Twitter Spaces Q&A: Doomberg Sep 02, 2022
    Show notes

    This week we invite Doomberg back on the Value Hive podcast with our Twitter Spaces Q&A recorded August 30. Doomberg chats all things creative process, writing online, creating an online publishing business, the energy markets, political anti-logic, and more.

    I hope you enjoy this Twitter Spaces recording. Please let me know who else you'd want me to interview in Q&A fashion. I love these episodes because it gives me a chance to step back and let the audience ask all the questions.

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.com

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.

    Q2 2022 Investor Audibles: Maran Capital, 1 Main Capital, Steel City LP, and Bonsai Partners Aug 26, 2022
    Show notes

    This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds:

    • Maran Capital (03:00 - 16:13)
    • 1 Main Capital (16:14 - 27:40)
    • Steel City LP (27:41 - 43:06)
    • Bonsai Partners (43:07 - 62:10)

    Please let me know what other letters you'd want to hear on future Investor Audible series episodes!

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.

    Henry Rearden: The Man Behind The Carvana (CVNA) Short Aug 19, 2022
    Show notes

    Hey guys! This week we've got anonymous Twitter user Henry Rearden (@Integrity4Mkts) on the podcast. Henry is most-known for his viral short thesis on Carvana $CVNA. You can find his latest thoughts here.

    However, this podcast goes beyond Henry's short CVNA thesis. We uncover an intelligent investor from humble beginnings. Someone on the hunt for mispriced securities with limited downside, wherever that takes him. Throughout the podcast we discuss the following topics:

    • Where to find ideas
    • How to construct an investment thesis
    • The dangers of overconfidence
    • How Henry found the CVNA short thesis
    • The power (and danger) of taking highly concentrated bets
    • Focus on how much you can lose, not how much you can make

    And more!

    If you want to learn more about Henry, follow him on Twitter. Thanks again to Henry for offering an hour of his time.

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and conduct research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls. And I know you will too. If you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.

    Doomberg: The Story Behind The Green Chicken Aug 12, 2022
    Show notes

    Hey Guys! I started The Value Hive Podcast three years ago on the floor of my bedroom in my parents house. Today, I interviewed the iconic green cartoon chicken Doomberg. Lesson? Work hard and you too can interview cartoon chickens. This episode is a behind the scenes of what happens inside the hen house. Going from idea generation to the first draft, then to editing and publishing. How to use twitter to create demand. Why having a good enough title is is essential for crossing the chasm into virality, and lessons learned from starting Doomberg and what the future holds.

    • [0:00] The Story behind Doomberg
    • [4:50] The Story behind the Name and the iconic Chicken
    • [6:20] The Five Pillars of a Business
    • [9:20] Pillar #1: Brand
    • [16:00] Struggles of Running a Newsletter
    • [27:00] Crossing the Chasm into Virality
    • [32:00] Idea Generation to First Draft
    • [40:00] Editing the First Draft
    • [48:30] Lessons Learned from Starting Doomberg
    • [51:00] Demand Creation: Impressions.
    • [1:03:00] Long/Short based on Doomberg Articles
    • [1:09:40] Twitter Q&A: The Best Energy Policy in the World?
    • [1:12:00] The Future of Doomberg
    • [1:23:00] More from Doomberg and Closing Questions

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and conduct research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls. And I know you will too. If you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.


    Paul Andreola: How To Find The Next XPEL Aug 05, 2022
    Show notes

    This week our guest is Paul Andreola. He is the publisher of SmallCap Discoveries and full-time microcap investor. Today, we discussed why illiquidity is a benefit, the advantages of being a CEO, his research process, immediate green and red flags, and how to spot the next $XPEL!

    • [0:00] Introduction: The most difficult parts of micro-cap investing in the last two years.
    • [1:40] Benefit of illiquidity
    • [6:50] Being a CEO
    • [11:00] What was the why for $XPEL?
    • [12:50] How much of a cost burden is staying public?
    • [15:40] Using the CANSLIM method with micro-caps.
    • [23:00] Lessons from investing in Bowflex and Medifast ($MED).
    • [27:33] Cheapies with a chance: Paul’s Process
    • [28:41] Reading 10Ks
    • [31:00] Capturing Inflection Points
    • [35:00] Share Dilution
    • [38:48] Immediate Red Flags
    • [40:40] Immediate Green Flags
    • [44:14] Cenco Tech
    • [50:05] Acceleware
    • [52:14] Inventronics (TSX:IVX)
    • [56:14] PosaBit
    • [59:14] Doing it all over it again
    • [1:02:54] More from Paul and Closing Questions

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Check out Paul on Twitter here and his website here.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and conduct research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls. And I know you will too. If you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.

    Q2 2022 Investor Audibles: Worm Capital, East 72, and Alluvial Fund Jul 29, 2022
    Show notes

    This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds:

    • Worm Capital (03:00 - 27:00)
    • East 72 (28:00 - 61:00)
    • Alluvial Fund (62:00 - 73:00)

    Please let me know what other letters you'd want to hear on future Investor Audible series episodes!

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.

    Christian Ryther: Water The Flowers & Cut The Weeds Jul 22, 2022
    Show notes

    Hey guys! This week we have value investor Christian Ryther from Curreen Capital. This is a gardening heavy episode. We focused on one of the most iconic Peter Lynch’s quotes: Watering the flowers, cutting the weeds. We discussed when to cut the weeds, what to do if a flower turns into a weed, accidentally cutting a flower, finding a better flower, the bullish thesis for Getbusy ($GETB), Christian’s Ideal Investments and how Christian finds ideas. Enjoy!

    • [0:00] Watering the flowers, cutting the weeds.
    • [10:00] When flowers turn to Weeds? American Outdoor ($AOUT)
    • [15:00] When to cut the Weeds?
    • [19:00] Accidentally cutting a Flower?
    • [23:00] Possible Problems by Watering the Flowers.
    • [27:00] Upside Downside: Small Asymmetry vs Big Asymmetry
    • [36:20] Ryther’s Best Decisions
    • [39:50] Getbusy ($GETB): Cash Cow, Grower and Moonshot
    • [43:50] When liquidity becomes an issue?
    • [51:50] What to do when you found a better flower?
    • [56:50] Christian's Hunting Ground
    • [58:50] The Ideal Investment
    • [1:04:00] More from Ryther and Closing Questions

    If you like what you heard, follow Christian on Twitter (here) and check out his website (here).

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.com

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.

    Carvana $CVNA: Will It Survive? Jul 15, 2022
    Show notes

    Hey Guys! This week, we’re chatting all things Carvana ($CVNA) from a Twitter Spaces I organized on July 7, 2022. The goal was to figure the +20 billion dollar question… Will Carvana ($CVNA) survive? We discussed how much Carvana has in liquidity, what could cause Carvana to have a liquidity crunch, is the valuation attractive enough? Plus, we had amazing guests such as Henry Rearden (@integrity4mkts), @GuyDealership, and Marc Cohodes (@AlderLaneEggs).

    • [0:00] Introduction
    • [2:00]@WolfofMStreet bullish view
    • [12:30] Bull Case: Carvana is not a fraud but falling used car prices are a big danger
    • [21:00] @sixdegreestech take
    • [24:00] How much liquidity does Carvana has?
    • [29:00] What could make Carvana to have a liquidity crunch?
    • [32:00] Valuation is not attractive yet: CVNA is not increasing and Inventory is increasing
    • [43:00] Leverage + Garcia’s Management: Formula for disaster.
    • [57:00] Henry’s Research
    • [1:03:00] @GuyDealership insights

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    Mitimco

    This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.com

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.


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