Brandon Beylo

macroops.substack.com

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Writer | Investor | Listener || CIO @FoundationFund ~ Trying to find great businesses trading at fantastic prices!

Nothing you read here is investment advice.

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Content

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Thread by Brandon Beylo: Capital Returns is a must-read for any investor that wants to up their game. The book teaches you how changes in an industry's supply side can affect competitive positioning, economics, and more. You can read it in a weekend! Here are my 5 Favorit
- Tweet
- Feb 9, 2023
by Brandon Beylo
Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing
- Podcast episode
- Feb 3, 2023
by Brandon Beylo and ShrubGPT, KFC 🌳🔥🇺🇦
Thread by Brandon Beylo: Ed Thorp is a trading legend with one hell of a resume: - Godfather of quant investing - Created the first card-counting system - Founded the first quant hedge fund He also crushed the market & returned ~19% CAGR for 30 years. Here are ten of hi
- Tweet
- Dec 1, 2022
by Brandon Beylo
Thread by Brandon Beylo: Today, I'm going to teach you about Cash Flow Variance Analysis. It's a tool to help you understand the CASH DRIVERS of a business. It also reveals if a business consumes OR generates cash as it grows (important). You won't analyze a company wit
- Tweet
- Aug 2, 2022
by Brandon Beylo
Value Hive Podcast
- Podcast
by Brandon Beylo

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The Base Rate Book
- Book
- Feb 22, 1999
by Michael J. Mauboussin

Asks

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I’m watching Enron: The Smartest Guys In The Room for the first time tonight. Makes me wonder what other classic Wall Street/Finance movies I haven’t seen.
- Brandon Beylo
- 73 recommendations
- Dec 2, 2022

Channels

Value Hive Podcast
- Podcast
by Brandon Beylo

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