Idea Hive
Idea HiveA curated portfolio of compelling value and special situation investment ideas
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Twice weekly | Issues | 75 |
| Subscribers | Read | ideahive.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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.
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...
Authors
The writers behind this newsletter.
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