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

01:10:47

@Sustainabledud1: Rare Earth Element (REE) Deep Dive

Value Hive Podcast ·

2025/06/27

Stoked to have Sustainable Dude on the podcast to dive deep into the world of Rare Earth Elements (or REEs). They're messy, complicated, opaque, and rich with opportunity. We talk processing, refining, production, China's dominance, how the West can build its supply chain, and individual stock names. This was terrific. Give Sustainable dude a follow and subscribe to his Substack. It is WELL worth the read. Finally, a big thanks to the following sponsors for making the podcast a reality.MitimcoThis

en

00:59:25

[REPLAY] Garrett Goggin: All Things Gold & Silver Stocks

Value Hive Podcast ·

2025/06/20

Garrett Goggin is the founder of The Golden Portfolio, a newsletter that exclusively covers gold and silver mining stocks. Garrett has over 15 years experience investing in junior precious metals miners. I spent over an hour picking his brain on portfolio construction, grade hurdle rates, red flags to avoid, and how to value a mining stock. I think you'll like this one. Please note that Garrett or myself might own any of the stocks mentioned in the podcast. None of this is investment advice. Do

en

01:19:41

@ContrarianCurse: From Analyst To Portfolio Manager

Value Hive Podcast ·

2025/06/13

Excited to have @ContrarianCurse on the podcast for the first time. I also believe it's his first ever podcast. I had a blast chatting with "Suspended Cap" about his switch from analyst to PM, how he covers industries and analyzes stocks, how he thinks about idiosyncratic risk, and his thoughts on brands and retail companies. This was such a fun episode. Stock junkies will love this one. Finally, a big thanks to our sponsors for making this episode happen.MitimcoThis episode is brought

en

01:16:58

Purple Drink Capital (Pt. 2): Trading, Psychology,...

Value Hive Podcast ·

2025/06/06

Purple Drink Capital is back for Round 2 at Value Hive. I love talking to Purple Drink. The dude is a Trader's Trader. He's a slave to the tape, respects his biases, and understands the game he's playing. I love the way he views markets and positions himself in various thematics. Even if you're not a "trader" you will learn something new and useful, I promise. Finally, a big thanks to our sponsors for making this episode happen.MitimcoThis episode is brought to you by MIT

en

00:32:28

Investor Audibles: Hosking Partners May 2025 Letter

Value Hive Podcast ·

2025/05/30

We're changing it up a bit this week! I decided to do an Investor Audible on just one "letter" ... Hosking Partner's May 2025 edition of Hosking Post. The letter discusses Capital Cycles, Warren Buffett, and how to view all investments through the capital cycle framework. I recorded this because I wish I had an audiobook version of it, so enjoy!Also -- big thanks to the sponsors!MitimcoFor those looking to start a stock-picking fund or just looking to learn about how others have

en

01:12:59

[REPLAY] Jeff Sands: How To Fix A Business In 100 Days

Value Hive Podcast ·

2025/05/23

Excited to replay Episode 21 with y'all! Jeff Sands is a 3x winner of the Turnaround Of The Year award (2017-2019), and he's got a good shot at 2020. He spent his early career working in his family business. When outside pressures rattled the company, Jeff realized two things: a) the importance of cash and b) that nobody taught him how to manage this crisis. Jeff's passion is turning around troubled businesses, and he's one of the best in the world at it. During our chat, we

en

01:15:17

James Elbaor (Marlton LLC): Investing In Investors

Value Hive Podcast ·

2025/05/16

This is one of my favorite conversations of the year. James Elbaor of Marlton LLC spent over an hour discussing all things investing. We chatted single stocks, thematics, psychology, how to invest in other investors, and what makes a great investor. We also talked about process, vibes, and of course, mining. If you're an emerging manager, or someone that wants to start their own fund one day, you will LOVE this episode. Also -- big thanks to the sponsors!MitimcoFor those looking to start a

en

01:17:04

Erik_YWR (Part 2): French Stocks, European Banks, and...

Value Hive Podcast ·

2025/05/09

I'm excited to get Erik_YWR back on the podcast this week. Erik pitched European bank stocks on his first episode, and he nailed it. So today, we're asking him about French stocks, revisiting European banks, and South Korea. You'll love this conversation if you enjoy psychology, actionable ideas, and general market banter. Also -- big thanks to the sponsors!MitimcoFor those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend

en

00:30:34

Q1 2025 Investor Audibles: 1Main Capital, Alluvial...

Value Hive Podcast ·

2025/05/02

Excited to have the Q1 2025 Investor Audible Series rolling through this quarter.This week, we have letters from:1Main CapitalAlluvial CapitalNZS CapitalBig thanks to the sponsors as well!MitimcoThis 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

en

01:07:14

Adrian Godas: Mining History, Alphamin Resources...

Value Hive Podcast ·

2025/04/25

This is my first podcast with Adrian Godas and I am so excited to share it with you. Adrian is one of the OGs that helped me learn the mining industry. He answered all my dumb questions, provided actionable investment ideas, and was a wealth of knowledge on the deep roots of mining history. In this episode, we dive deep into: The history of miningAdrian's new role at Fast MarketsAlphamin $AFMDistrict Metals $DXMValeura Energy $VLEAnd more! You are going to love it. Big thanks to the sponsors as

en

00:16:13

Jeremy Raper (Lost File): Westinghouse Bankruptcy Story

Value Hive Podcast ·

2025/04/18

Hey guys -- wanted to publish a short episode this week from the Lost File of Jeremy Raper's latest podcast (Pt. 3). Jeremy covered the Westinghouse Bankruptcy, uranium, and how to think about researching new industries. I think you'll love it. Big thanks to the sponsors as well!MitimcoThis 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

01:18:56

[REPLAY] Deep Value Investing w/ @BuyCheapAndPray and...

Value Hive Podcast ·

2025/04/11

I hope you guys enjoy my Twitter Spaces conversation on all things Deep Value Investing. Big thanks to my two co-hosts @BuyCheapAndPray and @theotheraharon for making this Spaces worth the listen. We cover a ton of ground during the conversation, including: Position sizingResearch processPortfolio constructionInvestment criteriaLessons learned from mistakesDeep value mentors/idolsAnd more. You're going to love this episode. Finally, a big thanks to our sponsors for making this episode

en

01:17:26

Derrek @real_MikeBarns: Gold, Nintendo, Bodybuilding,...

Value Hive Podcast ·

2025/04/04

Very excited to have my friend Derrek -- aka @real_MikeBarns on Twitter -- on the podast again. We chat gold, junior miners, Derrek's life-changing trade in Kirkland Lake Gold, his other life-changing trade in Agnico Eagle (AEM), and more. I loved this conversation. I always learn something new when talking to Derrek, and you will too. Big thanks to the sponsors as well!MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of

en

01:17:20

Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And...

Value Hive Podcast ·

2025/03/28

Jeremy Raper is back for his third appearance on the podcast. We chat Japan, Tariffs, Trump, activist investing, Jeremy's research process, commodities, and more. As always, Jeremy leaves a ton of knowledge bombs to absorb over the hour. Big thanks to the sponsors as well!MitimcoThis 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

00:40:43

Q4 Investor Audibles: Massif Capital (GMIN), Marlton...

Value Hive Podcast ·

2025/03/21

Q4 Investor Audibles is out. This week we cover: Massif Capital Marlton PartnersGiverny CapitalThis is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the podcast if you have time. It helps get the word out about Value Hive. MitimcoThis 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

en

01:39:22

[REPLAY] Jeremy Raper Pt. 2: Activist Investing,...

Value Hive Podcast ·

2025/03/14

This is a replay of our podcast in 2023. This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on shorting, including the Silicon Valley Bank case. The conversation then shifts to event-driven investing with the Hunter Douglass Saga as an example of Social Activism.Jeremy also provides insights on Japanese capitalism and the importance of idea generation through pattern recognition. He mentions FAR Limited

en

01:09:07

Adam Rossi: Investing In The Age of DOGE

Value Hive Podcast ·

2025/03/07

I'm thrilled to have Adam Rossi on the podcast. Adam is a private investor, successful businessman, entrepreneur, beekeeper and maple syrup salesman. Adam has decades of experience building companies in the cyber and defense spaces. We spent an hour discussing DOGE, defense stocks, and investing like a family office. I really enjoyed this conversation and I know you will too. MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office

en

01:14:42

Matt Warder: Coal, Precious Metals, and Dinner with...

Value Hive Podcast ·

2025/02/28

I can't believe it took me this long to get Matt Warder on the podcast. But here we are. Matt is the smartest guy in the coal space, and it's not even close. We chat HCC's latest investor presentation, why coal stocks are cheap, the 2026-2027 setup, and Matt's thoughts on precious metals. We finish the conversation with lessons from Matt's dinner with Mohnish Pabrai. MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each

en

00:31:26

Q4 2024 Investor Audibles: Colebrooke Opportunities...

Value Hive Podcast ·

2025/02/21

Q4 Investor Audibles is out. This week we cover: Colebrooke Opportunities Fund Tidefall Capital Maran CapitalThis is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the podcast if you have time. It helps get the word out about Value Hive. MitimcoThis 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

en

00:57:27

Swen Lorenz: Drowning in Undervalued Shares

Value Hive Podcast ·

2025/02/14

Global value investors will love this episode. Swen runs Undervalued-Shares.com, one of the best research services for finding off-the-beaten path ideas, hated companies, and stocks that you've never heard of. We spend over an hour discussing global value stocks, how Swen analyzes and ranks companies, and how he decides on what stocks to research in a world awash with ideas. This episode is heavy on new ideas, process, and investor psychology. We also touch on investing in the world of ChatGPT

en

312 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 -...