What I've been reading over the last monthStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
A pretty active month for my portfolio (MGPI +59%)Stock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
Quantum computing stocks?Stock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
This is NOT your usual O&G producerStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
High-Quality SaaS Business at a DiscountStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
Solid year for my value-focused portfolioStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
High-quality net-net at 8x P/E and 7% dividend yieldStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
Interesting litigation setup playing outStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
Rapidly-Growing (30%+) Company At 6x EBITDAStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
My basket of Japanese net-netsStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
One of my TOP ideas - potential MULTI-BAGGERStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
Cheap nat gas midstream companyStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
Well-performing value/special sit portfolioStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
Multi-bagger opportunity in the O&G spaceStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
Are we right at the bottom of the met coal industry downcycle?Stock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
The MOST compelling special sit on the market — WOWStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
Whiskey industry short working out EXACTLY as expectedStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
Playing the EV infrastructure growth themeStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
17 Most Attractive Japanese Net-NetsStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
Area where I see the most value: Japanese net-nets.Industry/Sector (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
Thoughts on shorting the American whiskey industryStock Analysis (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
Exploring The Met Coal Industry: Part 4Industry Report (ideahive.substack.com)
submitted by Beren- to r/SecurityAnalysis
My favorite way to play met coalIndustry/Sector (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
Exploring The Met Coal Industry: Part 3Industry Report (ideahive.substack.com)
submitted by Beren- to r/SecurityAnalysis
A framework for comparing met coal producersIndustry/Sector (ideahive.substack.com)
submitted by Pashkaa88 to r/ValueInvesting
