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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

01:17:20

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

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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

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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

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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

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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

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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

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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

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01:16:31

[REPLAY] Ernest Scheyder: The War Below (Lithium,...

Value Hive Podcast ·

2025/02/07

I'm excited to share my conversation with Ernset Scheyder. Ernest is a writer for Reuters and recently authored the book "The War Below: Lithium, Copper, And The Global Battle To Power Our Lives." I just got my copy in the mail and can't wait to read it. During the podcast, I spend an hour dissecting Ernest's writing habits/strategies, early background as a journalist, and what led him to writing this book. From there, we explore the world of critical minerals from a

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01:24:18

Stephen Farrington: An Unemployed Small-Cap Value...

Value Hive Podcast ·

2025/01/31

This might be one of my favorite podcasts of 2025 ... and it's only January. Stephen Farrington is a small cap investor and author of the Unemployed Small-Cap Value Degenerate Substack. If you love eclectic investment journeys, you're in the right place. Stephen went from chef to student to professor to full-time investor/writer. And what a story it is. We discuss philosophy, investment frameworks, and some of Stephen's latest ideas. Check out his substack here:

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01:15:58

John Swallow (Idaho Strategic): The Golden Age of...

Value Hive Podcast ·

2025/01/24

I'm thrilled to have John Swallow, CEO of Idaho Strategic, back on the podcast. John has been one of my favorite guests over the years. He's built Idaho Strategic $IDR from a near-bankrupt entity to a $160M+ company today (as of this podcast). I first had John on the podcast last February. Things were a lot different then. Gold is much higher now. IDR is profitable. They have no net debt. But John isn't satisfied. He's building a real company. One that will last for decades after he's gone. This

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00:38:49

Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX),...

Value Hive Podcast ·

2025/01/17

We're back at it with Q4 2024 Investor Audibles! This week we're listening to: Vlata Fund LVS Advisory Patient Capital Management I think you'll enjoy this week's video. Finally, a big thanks to our sponsors for making this episode happen. 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

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01:16:48

Peter Mantas: How To Spot Left and Right Tail...

Value Hive Podcast ·

2025/01/10

Peter Mantas is one of the smartest investors I know. Every time I talk with Peter I get smarter. You will too. This week, Peter dissects bombed-out spaces like biotech, and discusses how to identify left and right tail investment ideas and industries. I thoroughly enjoyed this conversation, and I hope you do too. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment

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00:34:09

Q3 2024 Investor Audibles: Saltlight Capital (APP,...

Value Hive Podcast ·

2025/01/03

I hope you guys enjoy the Q3 2024 Investor Audibles from: - Saltlight Capital - Fairlight Capital Finally, a big thanks to our sponsors for making this episode happen. 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,

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00:59:39

[REPLAY] @Erik_YWR: A Crash Course on Inflation

Value Hive Podcast ·

2024/12/27

I'm excited to share my conversation with @Erik_YWR. Erik runs the fantastic Substack YWR.world. This conversation covers all things inflation. We discuss the main drivers of inflation/deflation, what has happened over the past 20 years in the US, why this time might be different, and how to profit from a higher-for-longer inflationary world. I really hope you enjoy this as much as I did. If you want to learn more about Erik, check him out on Twitter @Erik_YWR. Finally, a big thanks to the

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01:07:01

Will Thomson (Massif Capital): The Zambia Copper...

Value Hive Podcast ·

2024/12/20

Will Thomson joins the show (for the second time) to discuss the copper market and pitch Zambia as a potential investment jurisdiction. NOTHING YOU HEAR IS INVESTMENT ADVICE. DO YOUR OWN RESEARCH. THIS IS EDUCATION. ANY STOCK YOU HEAR MAY OR MAY NOT BE OWNED BY THE GUEST OR HOST. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo

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01:38:29

Judd Arnold (Lake Cornelia Investment Research): Data...

Value Hive Podcast ·

2024/12/13

Judd Arnold is back for another great episode. We cover so many topics in almost two hours. Stock pickers will love this episode. We discuss: Data Centers (IREN) AI (NBIS) Offshore Energy (VAL/TDW) Bitcoin (CORZ) Special Situations (BNED) I love talking stocks and there are few people I'd rather talk to than Judd. NOTHING YOU HEAR IS INVESTMENT ADVICE. DO YOUR OWN RESEARCH. THIS IS EDUCATION. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is

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01:23:36

[REPLAY] Evan Tindell (Bireme Capital): The...

Value Hive Podcast ·

2024/12/06

Evan Tindell runs Bireme Capital, a long/short value investment fund. I loved this episode. We spent over an hour discussing: Investor psychology Shorting Costco Lessons from being a professional poker player Position sizing Betting big on META during its Hate Day SOTP valuation stories (Bollore & Vivendi) Japanese value stocks Allocating time And more! This was one of the most wide-ranging conversations I've had in a while, and I loved it. If you like what you heard, follow

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01:04:54

Jason Jessup: Building a $1B+ Mining Company with...

Value Hive Podcast ·

2024/11/29

Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada. I'll keep it simple. I think Jason is building the next multi-billion dollar mining company. He's got everything in place ... the team, the assets, the opportunity. And I think he's the man for the job. Give this podcast a listen and let me know what you think. DISCLOSURE: NICU IS MY LARGEST PERSONAL HOLDING BY FAR. I AM BIASED. PLEASE DO YOUR OWN DUE

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00:44:01

Q3 2024 Investor Audibles: Alta Fox Capital ($APP,...

Value Hive Podcast ·

2024/11/22

I hope you guys enjoy the Q3 2024 Investor Audibles from: - Gator Capital - Alta Fox Capital - Greenhaven Road Capital Finally, a big thanks to our sponsors for making this episode happen. 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

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01:08:40

Purple Drink Capital: This Is Probably A Top Signal...

Value Hive Podcast ·

2024/11/15

This was a fun episode. I chatted stocks, trading, philosophy, and process with @PurpleDrinkCapital. I like the way he approaches markets. He's honest about his process, and is eager to share his mistakes (which is a sign I love). I hope you enjoy this episode. Finally, a big thanks to our sponsors for making this episode happen. 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

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319 results

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