Idea Hive
Idea HiveA curated portfolio of compelling investment ideas
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 55 | Subscribers | Read | ideahive.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Japanese Net-Net Basket: Part 1
In this post, I am sharing my research and thoughts on Japanese net-nets. This article marks the first part of a multi-part series covering cheap, cash-rich companies listed in Japan.
Portfolio Idea Playing Out
### MGP Ingredients (MGPI) — initial post here, last update here
Exploring The Met Coal Industry: Part 4
In today’s post, I am sharing my further research and thoughts on the metallurgical coal industry. This is the fourth and final part of the article series where I dive deeper into the met coal space.
Exploring The Met Coal Industry: Part 3
In this post, I am back with further research and thoughts on the met coal industry. This article marks the third part of a multi-post series covering the sector.
Authors
The writers behind this newsletter.
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