x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

00:57:32

Rebecca Hunter: Life As A Uranium Explorer

Value Hive Podcast ·

2024/02/02

Please enjoy my conversation with Rebecca Hunter, VP of Exploration at Forum Energy Metals $FMC.V. Rebecca has spent her life exploring the world for commodities, specifically uranium. This week, we get a boots-on-the-ground view of what it's like to explore for uranium. We discuss everything that goes into it, including geophysics, drilling, capital allocation, where to drill, and what red flags Rebecca sees in other junior explorer companies. Finally, we end the conversation discussing the

en

01:53:34

Peter Pham: Inversion Investing

Value Hive Podcast ·

2024/01/26

I hope you enjoy this podcast with Peter Pham of Inversion Investor. Peter is one of the most unique investors I've come across. The way he thinks about the world, markets, trades, and wisdom is unlike anything I've seen before in finance. This is definitely a different type of conversation. We cover a ton of ground, spanning myriad topics and thousands of years of history. I hope you enjoy it. Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This

en

00:45:54

Q4 2023 Investor Audibles: PFH Capital, Sohra Peak...

Value Hive Podcast ·

2024/01/19

This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds: ⁠PFH Capital Sohra Peak Capital Old West Asset Management 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

en

01:02:38

Philoinvestor: Know Thy Edge, Know Thyself

Value Hive Podcast ·

2024/01/15

I'm stoked to bring you my conversation with Philo Investor! Philo spends an hour diving deep on: Developing your own investing style Old vs. New Business Models Coursera, Udemy, and Duolingo Disney vs. Netflix Breaking bad habits Buying on the highs versus lows And more! If you enjoyed this podcast, check out Philo Investor on Twitter @philoinvestor. Also, we couldn't do this show without our sponsors! Mitimco This episode is brought to you by MIT Investment Management Company,

en

01:20:48

Chris Martenson: Uranium, Tin, Copper, and Oil

Value Hive Podcast ·

2024/01/05

I'm excited to get Chris Martenson on the podcast this week. Chris is the author of "Crash Course" and founder of PeakProsperity.com. This week, I pick Chris's brain on all things Commodities. We explore: Tin Copper Uranium Oil Gold Silver Chris has decades of experience in natural resources and I know you'll learn a lot from him. I know I did. Also, we couldn't do this show without our sponsors! Mitimco This episode is brought to you by MIT Investment

en

01:16:43

Alberto Ayuso: Shipping & Tankers 101

Value Hive Podcast ·

2023/12/29

I'm stoked to share my conversation with Alberto Ayuso. Alberto is a shipping/tankers analyst and one of the best follows on Twitter for all things shipping. Alberto gives a deep dive on all things shipping and tankers this week. Think of it as a Crash Course in the sector. You'll learn the good, the bad, and the ugly. You'll also learn what to look for in a great investment idea, and how to spot red flags along the way. I learned so much from Alberto, and I know you will too. Please

en

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

en

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

en

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

en

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

en

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

en

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

en

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

en

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

en

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

en

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

en

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

en

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

en

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

en

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

en

319 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...