Easy Bet On Sale

Lifeway Foods will be sold to Danone over the coming months

Mar 25

16

February Links Roundup

A collection of interesting write-ups and podcasts

Mar 3

13

February 2025

February Portfolio Review

An overview of Idea Hive portfolio positions

Feb 28

13

2

Exploring the Quantum Computing Industry

Bubble or investment opportunity?

Feb 20

10

4

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

Revealing my latest portfolio addition

Feb 12

23

1

January Portfolio Review

An overview of Idea Hive portfolio positions

Feb 5

12

5

High-Quality SaaS Business at a Discount

Revealing a new portfolio idea

Feb 4

34

7

January 2025

2024 Review

Recapping the past year for the Idea Hive blog and portfolio

Jan 3

23

2

December 2024

New Portfolio Position — BHU

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

Dec 5, 2024

33

9

November 2024

Post-Settlement Update on MON

Latest thoughts on MON following the recent settlement with Tanzania.

Nov 22, 2024

14

3

Post-Earnings Update on PPSI

The setup remains attractive at the current stock price levels.

Nov 21, 2024

15

6

Japanese Net-Net Basket: Part 3

Revealing 4 new portfolio additions

Nov 19, 2024

28

1