Idea Hive @ideahive
Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks. Joined August 2020-
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Great list of funds to follow for idea generation 👇
Great list of funds to follow for idea generation 👇
Great letter from @LaughingH20Cap on $LFCR and generally really good overview of the CDMO market. This is a must-read: static1.squarespace.com/static/5d93ed0…
Interesting pitch from Merion Road Capital (@aaronjsallen) on $CLH 👇 The largest U.S. hazardous waste management company trading at just 10x 2025 EBITDA, substantially below its MSW brethren despite comparable business characteristics. Full letter: merionroadcapital.com/_files/ugd/f6e…
As I noted in my multi-bagger review of $BLDR, I see quite a few similarities and potential in $DSGR. Here's a quick rundown of the thesis on DSGR from Alphyn Capital Management 👇
As I noted in my multi-bagger review of $BLDR, I see quite a few similarities and potential in $DSGR. Here's a quick rundown of the thesis on DSGR from Alphyn Capital Management 👇 https://t.co/doyOgZ1oV6
Interesting pitch on $CLMB by Headwater Capital 👇 Niche Cybersecurity and Data Center software distributor trading at just 8x EV/EBITDA despite a long organic and inorganic runway for growth. Full pitch here: headwaterscapmgmt.com/wp-content/upl…
Palm Harbour Capital on investing in Japan 👇 The full letter is well worth your time: palmharbourcapital.com/files/PHC%20Le…
Interesting potential bidding war setup on $SRX.AX 👇
Interesting potential bidding war setup on $SRX.AX 👇
Tons of useful info on ongoing merger arb cases👇
Tons of useful info on ongoing merger arb cases👇
Another interesting pitch on a small cap Italian company 👇
Another interesting pitch on a small cap Italian company 👇
Great read on $BQE.V 👇 For more details, you can read @ppinvest pitch on the name here as well: ppinvest-blog.blogspot.com/2023/12/gunsti…
Great read on $BQE.V 👇 For more details, you can read @ppinvest pitch on the name here as well: ppinvest-blog.blogspot.com/2023/12/gunsti…
An interesting setup is developing around $GIGSEK👇 If you want to know more about the company, here is the excellent VIC pitch on the name from Mar'23: valueinvestorsclub.com/idea/Gaming_In…
An interesting setup is developing around $GIGSEK👇 If you want to know more about the company, here is the excellent VIC pitch on the name from Mar'23: valueinvestorsclub.com/idea/Gaming_In…
Nice overview of the $CURN business and its history was recently posted by the Special Situation Investing blog. If you are involved or are thinking about the stock, definitely worth a look.
Some interesting thoughts about the pending takeover of $RCM 👇
Some interesting thoughts about the pending takeover of $RCM 👇
If anyone is interested in the $OCI setup, I just made the pitch public. With slightly lower prices today and management's commitment to capital returns, the situation is even more attractive today. For more details, full pitch on $OCI.AS is here: specialsituationinvestments.com/2024/02/quick-…
@ideahive Podcast on the memo: youtu.be/3EP-Who-QyE?si…
Interesting deep dive on $PWFL / $MIXT potential post merger by @CorneliaLake👇 Full pitch: drive.google.com/file/d/1eONP4_…
Daniel @MnkeDaniel
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Tristan @hurdle_rate
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129 Followers 358 Following If you get NO as an answer, remember, NO means Next Opportunity!!!
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177 Followers 500 Following Uncertainty is certain. Not investment advice. Always do your own due diligence. I know I know nothing, you don't, therefore I'm smarter. Fade the know'ers.
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Chris Mayer @chriswmayer
53K Followers 269 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
Leandro @Invesquotes
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William Green @WilliamGreen72
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Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
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Mario Gabelli @MarioGabelli
33K Followers 1 Following Official Mario Gabelli Twitter Page: Research-driven, value investing since 1977 --- Graham & Dodd + Buffett = Gabelli
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5K Followers 324 Following Sharing views on financial markets & the economy.
Made in Japan 🇯�.. @InvestInJapan
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59 Followers 196 Following Non-stop retweets plus occasional event driven and deep value tips.
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3K Followers 675 Following Author of Sleep Well Investments newsletter | Deep dives into time-tested businesses with long reinvestment runway https://t.co/vff3qimIza
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11K Followers 297 Following In the end, investing is all about valuation. Valuation starts with the correct numbers. I therefore use Koyfin. Get 20% off on Koyfin using the link below ↙️
Voss Capital @CapitalVoss
10K Followers 1K Following Value Oriented Special Situations https://t.co/G4gqDP6iLK
Bill Gross @real_bill_gross
62K Followers 293 Following Bill Gross is a renowned expert in the bond market and is at the forefront of thought leadership on the subject of fixed income investing. https://t.co/uyMZ9DarCd
Eugene Ng @EugeneNg_VCap
20K Followers 1K Following Investor. Author. Angel. Founder@Vision Capital & Ventures. Investing in companies that reflect our best vision for our future. Musings on investing & life.
WTI Realist (Grid Con.. @WTIBull
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Phil Timyan @PhilTimyan
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Marathoner @alessvat
1K Followers 649 Following Ex-GS. Successful investing is a marathon, not a sprint. Not investment advice, all opinions are mine not my employer, always do your own research.
Fairway Research @FairwayResearch
5K Followers 316 Following Company deep dives with intrinsic value estimates. Focus on smaller Cos. Trying to land returns in the fairway. Not investment advice.
Daniel McIntyre @not_macci
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Iggy on Investing @IggyOnInvesting
3K Followers 439 Following Student of Value investing. Here to share ideas and learn. DM's are open. NOT INVESTMENT ADVICE.
Carter Johnson @CarterJohnson23
923 Followers 330 Following Manager of MCJ Capital Partners | Focus on Quality Small Companies & Serial Acquirers | Fan of Micro Econ History *Nothing is Investment Advice*
Kevin Carpenter @kejca
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Krevix 🇺🇦 @KrevixD
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Paulo Macro @PauloMacro
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Drew Dickson @AlbertBridgeCap
24K Followers 217 Following Musings on behavioral finance, stock-picking, and other stuff. Views expressed do not represent those of Albert Bridge Capital LP.
Speedwell Research @Speedwell_LLC
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refoin @refoin_com
932 Followers 270 Following Investor. Here to learn and share. Interested in businesses, industries and investors. New website going live soon.
Modern-Investing @Secrets4stocks
3K Followers 182 Following THE MODERN INVESTING NEWSLETTER| Undervalued stocks | Tweets are no financial advise | Commodities |
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Avram Fisher @longcastadviser
6K Followers 405 Following Founder and Portfolio Manager of Long Cast Advisers. Former sell side analyst and PI. Building wealth via small cap investing. Email: [email protected]
Zhaozhe Jiang @Astervox42
643 Followers 724 Following Wannabe value investor, trying not to lose all my money. I often own stocks I tweet about. Not financial Advice, do your own DD.
Lake Cornelia Researc.. @CorneliaLake
21K Followers 482 Following Managed Accounts, Bespoke Advisory Services to Family Offices & Investment Funds. Not investment advice; I talk about stocks that can kill you. CAPS = PARODY
Hindenburg Research @HindenburgRes
610K Followers 0 Following Popping bubbles as we see them. We express strong opinions. Not investment advice.
🪫🇨🇦🕊️ @deepvalueco
5K Followers 221 Following Hunting maximum reward with minimum risk. Value is what's worth more in the future. Rambler at: https://t.co/5ulQ4oLPRQ ---DYODD- Not Advice
The Onveston Letter @onveston
3K Followers 362 Following The stock market is a comedy for those who think and a tragedy for those who feel.
Patient Capital @patient_capital
3K Followers 95 Following equity fund | posting opinions, no advice. Homepage: https://t.co/h0YvMwoOWf Imprint: https://t.co/n5cfVa06wa
Leviathan Capital @LeviathanCapit1
4K Followers 460 Following 22. Value and growth investor. Looking to learn more about investing and economics while sharing my ideas. Run a concentrated portfolio. my DMs are open.
𝗙𝗮𝗶𝗿𝗹�.. @Fairlight_Cap
7K Followers 808 Following Alternative investment management company. Not investment advice. [email protected]
AltayCap @AltayCapital
8K Followers 920 Following Long / Short equities. Value investor. Istanbul https://t.co/vNBoJqo6Ji
Carl Icahn @Carl_C_Icahn
464K Followers 108 Following Chairman of Icahn Enterprises L.P.; etc., etc. Some people get rich studying artificial intelligence. Me, I make money studying natural stupidity.Sharing a list of 40 funds with excellent quarterly letters for idea generation. 1) @alluvialcapital (Value + Special sits) 2) @eriksen_tim (Value + Special sits) 3) @LaughingH20Cap (Value + Special sits) 4) @CapitalVoss (Value + Special sits) 5) @LuisVSanchez777 (Value +…
@ideahive Hopefully it's nothing. I'll be quite disappointed if Vistry gets bought out.
$GIGSEK is another interesting setup I've come across over the last couple of weeks. The Swedish-listed online gambling software and referral marketing company plans to separate its two businesses by the end of Q2'24. I can see at least a 30% upside from current levels.
Interesting Paypal $PYPL deep dive in Wedgewood Partners' recent Q1 letter 👇, making it once again a sizable position.
Interesting SOTP setup with $SLCA, offering a potential 50% upside. Management conducted a strategic review of its business a couple of years ago. However, they concluded that separating its two businesses would not be feasible without addressing the debt overhang. Now that the…
10-page deep dive on $VTY.L from Crossroads Capital 👇 If anyone is looking into this idea, this is a must-read. Full report here: crossroadscap.io/investor-lette…
@ideahive @aaronjsallen It's an interesting idea and a well-written pitch. If industrial/hazardous waste is indeed where municipal waste was 20 years ago, it will be interesting for $clh and $ses.to, the latter is trading around 7x.
New idea published on SSI (for subscribers only): - Strategic review with multiple rumored suitors. - Lower-quality peers acquired at higher multiples, while superior firms trade way above the current valuation. - Limited downside and a large upside. specialsituationinvestments.com/ideas/
@valuepunks @MikeFritzell @cdnvaluestocks @Edelweiss_Cap @mfwarder @YetAnotherValue @MebFaber 10) And, here are couple write-ups with interesting industry deep dives: $PHIN: Nice review of the internal combustion engine supplier market. valueinvestorsclub.com/idea/PHINIA_IN… $ENAV.MI: Breakdown of the air traffic control services market. valueinvestorsclub.com/idea/ENAV_Spa/…
2/ HVAC industry by Revenue and Profit blog Detailed breakdown of the industry including the major end markets, mkt share distribution, and the key drivers of success in space. As a bonus, the story is told through the perspective of major industry players and their strategies.
1/ One of the best sources on energy markets "The Palgrave Handbook of International Energy Economics". Book includes everything from the replacement value of different energy facilities to detailed discussions on S&D dynamics. Freely available here: link.springer.com/content/pdf/10…
Finding freely available industry research can be challenging, which is why every quarter I share all the industry deep dives/primers I come across with you. So, here is the new list of 10+ industry deep dives that can help you accelerate your research. Enjoy! 👇
$SDPI is being acquired by $DTI for a consideration of $1/share in cash + 0.313x DTI shares, with a minimum stock selection criteria of at least 43%. The blended spread currently stands at 8%, and the closing is expected in Q3'24. Seems highly likely to close👇
Overall, this is a very interesting setup. However, I'm unsure about two factors: the sustainability of the earnings recovery and the true value of $TLF's HQ. If the HQ is worth close to its gross carrying value ($9.5m), this could be a very nice investment even without an…
Two prominent small-cap activists, Jeff Gramm (who owns 34%) and James Pappas (who owns 10%), might be looking to sell the company now that the post-COVID turnaround is in full motion. Both owned the stock from pre-COVID levels and have mostly incurred losses in this position.
$TLF is a leathercraft goods retailer with an impressive activist investor base that could push the company to sell itself. Meanwhile, TLF trades at 10x FCF on recovering earnings and has zero net debt, with the planned sale of HQs as a cherry on top (netting up to 20% if EV)👇
A fresh review of ongoing M&A cases. Plenty of opportunities with 20%+ spreads: specialsituationinvestments.com/2024/04/merger… 81% $BATL 47% $GAN 45% $CPRI 38% $HA / $ALK 34% $ACI / $KR 33% $X 24% $BEST 19% $HMST / $FSUN 18% $DFS / $COF Also, a download-ready table with all the info.👇
Sports betting / Gaming is normally not a sector where I feel at home, but this is an interesting idea. Well worth following @InvestSpecial on anything special sits.
$XLM.L is an affiliate marketing company focused on sports betting in NA and gaming in Europe. The company has just sold its EU operations for $35m in net proceeds before covering certain liabilities. As a result, the remaining US business trades at 2x FY23 adj. EBITDA.👇
@ideahive 🙏🙏🙏 here in English 🌊ppinvest007.substack.com/p/favorable-va…
Any thoughts on the rumored takeover of $JRVR by $GBLI at $15/share (vs JRVR at 8.5/shr)? This is a specialty insurance company exploring strategic alternatives. In fact, in Nov'23, they announced the sale of one of the segments. The sale eventually failed, and that likely plays…
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