Idea Hive
Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
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🧵 The book that Warren Buffett memorised as a child. "Very early, probably when I was seven or so, I took this book out of the Benson Library called 'One Thousand Ways to Make $1...
🧵 thread/ Ken Langone: From Rags to Riches. The son of a plumber, almost expelled from college before co-founding Home Depot $HD and becoming an early investor in Stan Drukenmille...
🧵 thread/ In 1939, as WWII was starting, John Templeton was buying US stocks while everyone else sold. 60yrs later in 1999 when everyone was buying, Templeton was short 84 of the...
🧵Thread/ My Investing Checklist. In the past, I have always ‘memorised’ my investing checklist, or even worse, I write down extensive criteria with 100’s of items. Never to be rea...
🧵In 2002, Michael Burry wrote a thesis on Value Investors Club for a Mexican poultry producer $IBA In this thread, I'll summarise his write-up. Over the next 5 years the stock pri...
🧵We all know Ray Dalio as the founder of Bridgewater Associates, one of the world's largest hedge funds with ~$160 billion in AUM. But did you know that he played a key role in t...
🧵 Ben Graham's '7 Rules of a Defensive Investor' In the 'Intelligent Investor', Graham outlines a simple strategy and clear guidelines for an investor that wants to conservatively...
🧵Occasionally a friend or family member completely new to the investing world will ask me what they should read. This thread is an attempt to put 10 books in order, gradually beco...
🧵 I asked ChatGPT to write a letter from Charlie Munger to his 18-year old self. It simplified some of the most important lessons from Charlie Munger’s speeches and life experien...
1/ In Q3 2013, Carl Ichan bought a a significant position in $AAPL At the time, Apple was trading at 12x earnings or ~10x earnings excluding cash. YoY they had grown revenue +9%...
1/ Jack Ma is giving up controlling rights of Ant Group as part of a restructuring plan. This could be seen as a big positive for $BABA (1/3 stake in Ant) and increase the chances...
🧵 We all know about Ponzi Schemes. But let’s take a look at the man who started it all: Charles Ponzi Ponzi was born in Italy in 1882. He immigrated to the United States in 1903....