Archive - Idea Hive

Easy Bet On Sale

Lifeway Foods will be sold to Danone over the coming months

Mar 25

February Links Roundup

A collection of interesting write-ups and podcasts

Mar 3

February 2025

February Portfolio Review

An overview of Idea Hive portfolio positions

Feb 28

Exploring the Quantum Computing Industry

Bubble or investment opportunity?

Feb 20

Cheap, Well-Managed O&G Producer on the Cusp of an Inflection

Revealing my latest portfolio addition

Feb 12

January Portfolio Review

An overview of Idea Hive portfolio positions

Feb 5

High-Quality SaaS Business at a Discount

Revealing a new portfolio idea

Feb 4

January 2025

Recapping the past year for the Idea Hive blog and portfolio

Jan 3

December 2024

New Portfolio Position — BHU

High-quality net-net at 8x P/E and 7% dividend yield

Dec 5, 2024

November 2024

Post-Settlement Update on MON

Latest thoughts on MON following the recent settlement with Tanzania.

Nov 22, 2024

Post-Earnings Update on PPSI

The setup remains attractive at the current stock price levels.

Nov 21, 2024

Japanese Net-Net Basket: Part 3

Revealing 4 new portfolio additions

Nov 19, 2024

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