Idea Hive Is Upgrading
Launching a curated portfolio of actionable investment ideas
Dear Subscribers,
I am excited to announce a new initiative at Idea Hive. From now on, Idea Hive will feature a curated portfolio of compelling value/special sit investment ideas. I will share the first position today while other portfolio names will be revealed in the coming weeks, so stay tuned!
Idea Hive will include summaries of highly attractive investment ideas sourced from the public domain and incorporated into my personal portfolio. These summaries will be complemented by regular updates on key developments impacting investment theses. The blog will continue to focus on ideas from the Value Investors Club, but I might consider expanding the scope to include ideas from other sources in the future.
My goal with Idea Hive is to document and support 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.
Here’s what you can expect from Idea Hive going forward:
New Ideas From Value Investors Club: I will post summaries of the most intriguing pitches from VIC when they become publicly accessible. These posts might include my additional research and insights on key aspects and/or risks of the investment thesis. Please note that access to some of the VIC posts requires a free guest account registration.
Regular Updates: I will monitor my portfolio positions daily to provide timely updates on these ideas.
Bi-Weekly Portfolio Updates: I will also make regular posts with commentary and performance analysis of my portfolio positions, including the latest updates and their impact on the investment thesis and potential upside.
Twitter Posts: I expect to be active on Twitter where I will occasionally share interesting content related to portfolio and other ideas, so make sure to follow me @ideahive.
I am thankful to have you as members of the Idea Hive community, and I hope you will find this Substack valuable.
See You Soon,
Idea Hive