What Is Idea Hive?

Idea Hive is an investment research newsletter where I curate a portfolio of attractive value and special situation investment opportunities.

The blog features investment ideas sourced from the public domain and incorporated into my personal portfolio. The initial pitches are complemented by regular updates on key developments impacting investment theses. Idea Hive is focused on ideas from the Value Investors Club, but I will expand the scope to include ideas from other sources in the future.

What's The Goal?

My aim with Idea Hive is to document my own portfolio management process, which spans idea selection, update tracking and position closing. While this will benefit my portfolio management skills, I also hope the blog will create value for readers, allowing them to quickly grasp and then follow attractive investment opportunities.

Who Am I?

I am a private, full-time investor posting my research on the Idea Hive blog. I have multiple years of experience working in equity research on the buy-side.

Join Idea Hive!

Join a community of over 8,000 investors who share their investment ideas and insights. You'll get access to the most interesting pitches along with regular updates, as well as the opportunity to network with other investors.

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A curated portfolio of compelling value and special situation investment ideas

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