Idea Hive
A curated portfolio of compelling value and special situation investment ideas
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 76 | Founded | 4 years ago | Last Issue | a year ago |
| Active | |||||
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Easy Bet On Sale
This post was written by Dalius from Special Situation Investments. Dalius / SSI is a go-to source for anyone interested in special sits and event-driven investments. I highly recommend checking it out.
SUMMARY THESIS
The long-running, no...
February Links Roundup
In this post, I’m excited to launch a new segment on the Idea Hive blog: monthly link roundups. These recurring posts will feature a collection of interesting write-ups and podcasts I’ve come across throughout the month. While the cornersto...
February Portfolio Review
With February coming to an end, I am sharing the monthly portfolio review. This post provides an overview of the Idea Hive portfolio, including key information on each position, such as elevator pitches and performance to date. It also cove...
Exploring the Quantum Computing Industry
In this article, I’m excited to share my research and thoughts on the quantum computing industry, as I have been taking a closer look at the sector recently.
I won’t surprise anyone by saying that quantum computing has been one of the hott...
Cheap, Well-Managed O&G Producer on the Cusp of an Inflection
Today, I am back with a new portfolio idea: International Petroleum Corporation (IPCO-TO). I think IPCO presents a compelling opportunity to invest in a cheap O&G producer with interesting growth optionality — a large, development-stage ass...
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