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PODCAST

Value Hive Podcast

Welcome to The Hive! It"s nice in here, isn"t it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you"re a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to

business investing

All Episodes

01:01:48

Judd Arnold: TSA, US Government, and a Fund Analyst...

Value Hive Podcast ·

2023/12/22

I'm excited to share this week's podcast with Judd Arnold. This is Judd's third appearance on Value Hive and he never disappoints. This week we're doing something completely different. We're dissecting one of Judd's past off-market deals that involves the TSA, The US Government, tons of patent litigation, and an 60+ year old inventor who made something obvious that wasn't so obvious. It's a great Christmas/Holiday break from my current content of investor letters

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01:14:33

Yaron Naymark: Reflecting On Six Years At 1 Main Capital

Value Hive Podcast ·

2023/12/15

Hey guys! I'm thrilled to have Yaron Naymark of 1 Main Capital back on the podcast. Technically this is his third time. But it's his second one-on-one interview. In this episode, Yaron reflects on the six years he's spent building 1 Main Capital. We discuss the good, the bad, and the ugly of being an emerging, one-man shop manager. Yaron also dissects lessons learned from wins and losses, as well as one current idea: Dental Corp (DNTL). Disclosure: Yaron may own a position in DNTL at

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00:45:31

Q3 2023 Investor Audibles: Third Point, Sohra Peak,...

Value Hive Podcast ·

2023/12/08

This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds: Third Point Capital Sohra Peak Capital Greenhaven Road Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT

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01:16:58

Chris Abbott: Extreme Dumpster Diving & Preferred...

Value Hive Podcast ·

2023/12/01

I'm excited to share my podcast with Chris Abbott of 1035 Capital. Chris is a dumpster diver investor. He scours the corners of the market looking in the ugliest places and finding the ugliest stocks. I love it. I've got a soft spot for distressed/hated ideas. Maybe its because I'm reading/studying distressed investing currently. Or maybe its because dumpster diving feels like "real" value investing. We discussed a handful of ideas, including CSSE, VTNR, LFMD, and SLNH

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01:06:04

Dan Bianchini: Midwest Energy Emissions Corp $MEEC...

Value Hive Podcast ·

2023/11/25

Happy Thanksgiving! I hope you had a great time with family and friends this Holiday Weekend. This week, I've got Dan Bianchini on the podcast. Dan is a retail investor that knows more about $MEEC than almost anyone. He's heavily invested (as of this episode) in the special situation, and he spends an hour discussing why. This was a thoughtful conversation. Dan is a serious retail investor and doesn't shy away from company red flags or legitimate bear arguments. It was very refreshing

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00:45:02

Q3 2023 Investor Audibles: Cedar Creek Capital,...

Value Hive Podcast ·

2023/11/17

This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds: ⁠Cedar Creek Capital ⁠Laughing Water Capital⁠ ⁠Alta Fox Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT

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01:19:30

Calvin Froedge: First Quantum (FM), Commodity...

Value Hive Podcast ·

2023/11/10

If you enjoyed this podcast, check out Calvin on Twitter @CalvinFroedge. Also, Value Hive listeners get 20% off Calvin's Shipping Data service Marhelm. Just enter the code "Value" at checkout. Finally, thanks to the following sponsors for making the podcast a reality! Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn

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01:26:32

[REPLAY] Judd Arnold: Seeking Convexity in Offshore...

Value Hive Podcast ·

2023/11/03

I first interviewed Judd in April. Since then, the interview has become my most popular episode. This is partly due to Judd's acumen, deep knowledge on the subject matter, and my ability to shut up and listen. The offshore energy thesis has played out as Judd described in April. And this episode is a great way to get up to speed if you want to learn more about it. I still think we're in the early innings of this offshore energy cycle. If you'd like to learn more about Judd, DM him on

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01:07:28

Conor Maguire: Fertilizer Stocks & $OCI

Value Hive Podcast ·

2023/10/27

I'm excited to have Conor Maguire on the podcast. Conor is a good friend and I can't believe it took this long to get him on the show. I enjoy Conor's work at Value Situations on Substack (link here). He's an excellent analyst who covers under-followed situations from an event-driven angle. This week, we dove deep into the Fertilizer industry and OCI. Conor shares how he goes from zero to one on a new industry, tools and tips for researching an industry, and why he chose OCI. If

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01:13:57

Lobo Tiggre: Junior Mining Speculation

Value Hive Podcast ·

2023/10/20

I'm excited to have Lobo Tiggre on the podcast this week. We dove deep into Junior Mining Speculation. If you like what you heard, go follow him on Twitter @duediligenceguy. Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term

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01:14:19

Keith Smith: Mining Services 101

Value Hive Podcast ·

2023/10/13

I'm excited to have Keith Smith of Bonhoeffer Capital on the podcast this week. Keith previously joined The Hive almost four years ago. During our first conversation, Keith dove deep on his investment process, valuation analysis, and how he sources new ideas. This week, we dove deep on mining and metals services companies, including: FerreyCorp Wajax North American Construction (disclosure: I own some and this is NOT investment advice) Mader Group And more! If you enjoyed this podcast

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01:18:36

Brian Laks: Uranium, Tin, and Hunting For Hated

Value Hive Podcast ·

2023/10/06

I'm excited to have Brian Laks of Old West Capital Management on the podcast this week. Brian previously joined The Hive almost four years ago. During our first conversation, Brian dove deep on uranium and how he finds investment opportunities in the market's most hated corners. This week, we discussed a host of topics, including: Brian's Uranium thesis and how he's playing it Could tin be the next uranium? How Brian finds hated ideas Brian's research process Patience

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01:20:10

Toff Capital: Physics, Specialty Chemicals...

Value Hive Podcast ·

2023/09/29

I'm excited to have Toff Capital on the podcast this week. Toff is a professional investor who publishes the Substack, ToffCap.Substack.com. This week, we discussed a host of topics, including: Toff's research process Idea generation Toff's background and why he studied physics Becoming a valuation expert Specialty Chemicals Distribution ADF Group $DRX Mongolia Growth Group $YAK If you enjoyed this podcast, please check Toff out on Twitter @ToffCap. Finally, a big thanks

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00:56:23

Q2 2023 Investor Audibles: Buckley Capital, Immersion...

Value Hive Podcast ·

2023/09/22

This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds: Buckley Capital Immersion Investments Greenlight Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each

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01:05:45

Daren Heitman (Azarias Capital): Uranium Bull Thesis 101

Value Hive Podcast ·

2023/09/15

I'm excited to share my first episode in my Uranium Industry Primer Series. This week, Daren Heitman of Azarias Capital joined the podcast to discuss the broad uranium bull thesis. Specifically, we discussed: Supply-side economics, drivers, incentives, and risks Demand-side economics, drivers, incentives, and risks How to structure a trade to express a bullish uranium hypothesis How to model supply and demand Getting to the 80/20 of the Uranium thesis The importance of the Fuel

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01:31:55

[REPLAY] Nicholas E. Radice: Investing Like Ian...

Value Hive Podcast ·

2023/09/08

I'm excited to share the replay of my conversation with Nicholas Radice. Nicholas, now gone from Twitter, shares unique insights into his investment process. We dive deep into distressed investing as Nicholas shares his strategy of combining Ian Cumming & Peter Thiel's investment philosophies to create something highly differentiated. This was my first podcast exploring the corners of distressed investing Twitter, and I know you'll love it. Hey guys! This week we have Nicholas E

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01:04:38

David Bastian: Distressed Investing 101 w/ Kingdom...

Value Hive Podcast ·

2023/09/01

Also, a big thanks to the following sponsors for making the podcast a reality! Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠emergingmanagers.org⁠, a website for emerging manager stockpickers. For

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00:54:08

Q2 2023 Investor Audibles: Gator Capital, Palm...

Value Hive Podcast ·

2023/08/25

This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds: Gator Capital Palm Harbour Capital SaltLight Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year,

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01:19:47

John Evans: Dissecting Offshore Services w/ Subsea7 CEO

Value Hive Podcast ·

2023/08/18

This week we engage in a conversation with John Evans, CEO of Subsea 7. The discussion covers a wide range of topics, including the history and dynamics of the offshore space, factors crucial for success, the structure of the offshore value chain, customer relationships, barriers of entry, and future industry prospects. John also addresses misconceptions about Subsea 7 and provides insights into managing backlog. [0:00] Who is John Evans? [7:00] The History of the Offshore Space [13:00] Things

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03:13:21

[REPLAY] Dan McMurtrie: Research Process, Inverted...

Value Hive Podcast ·

2023/08/11

I'm excited to share the two-year anniversary of the most popular Value Hive episode to date! This week we chat with Dan McMurtrie, co-founder and Portfolio Manager of Tyro Partners. Tyro manages assets for Institutions and High Net Worth Individuals. We utilize a deep dive research process focused on evaluating the secular trends and supply chains driving Technology, Healthcare, Industrial, and Consumer markets. Today Dan joins The Hive for a three-hour podcast with topics ranging from

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313 results

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