Brandon Beylo

macroops.substack.com

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community-curated profile

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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Tweet Apr 18, 2023

The "Green Transition" is here. And it's one the most bullish events in metals and mining's history. This month, the OECD released a paper on "Raw Materials Critical For The Green Transition." I read it so you don't have to. A thread on what I

by Brandon Beylo

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Tweet Feb 9, 2023

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

by Brandon Beylo

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Podcast episode Feb 3, 2023

Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing

by Brandon Beylo and ShrubGPT, KFC 🌳🔥🇺🇦

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Tweet Dec 1, 2022

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

by Brandon Beylo

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Tweet Aug 2, 2022

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

by Brandon Beylo

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Podcast

Value Hive Podcast

by Brandon Beylo

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