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Idea Hive

Idea Hive

A curated portfolio of compelling value and special situation investment ideas

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues55SubscribersRead ideahive.substack.com

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#196
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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.

2 months ago
18
1

Portfolio Idea Playing Out

### MGP Ingredients (MGPI) — initial post here, last update here

2 months ago
9
1

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.

2 months ago
30
13

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.

2 months ago
42
9

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  • Idea Hive
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