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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

01:19:23

Greg Orrell: How To Outperform The $GDX

Value Hive Podcast ·

2024/06/21

I hope you guys enjoy my podcast with Greg Orrell of OCM Gold Fund. Greg has done what most gold fund managers haven't ... outperform GDX. In fact, Greg has crushed GDX, returning 81% since 2008 versus GDX's 6% during the same time period. During the podcast, Greg dissects the gold miner industry and gives us a crash course on how to analyze, invest, and position size when buying gold producers. If you're interested in gold and precious metals stocks, you will love this episode

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00:55:54

Jenny Chase: Solar Industry Deep Dive

Value Hive Podcast ·

2024/06/16

Jenny Chase is a solar analyst with BloombergNEF, goose keeper, and author of "Solar Power Finance Without the Jargon."We spend an hour diving deep into the solar industry. We cover: Solar panel adoption rates •Raw material inputs from #silver and #tin Solar value chains What investors get wrong about solar And more! I learned a ton and I know you will too. Make sure to follow Jenny on X @solar_chase and check out her work at BloombergNEF. Finally, a big thanks to our sponsors

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01:13:13

Lake Cornelia's Judd Arnold: Navios Maritime $NMM...

Value Hive Podcast ·

2024/06/07

Just Judd Arnold pitching Navios Maritime $NMM and why he thinks its cheap and why it could reach $200/share in the future. Remember guys, none of this is investment advice. It's shipping. You will probably lose all your money, This is for educational/entertainment purposes only. Make sure you read Judd's 50-page memo on $NMM if you want to explore the idea further. Big thanks to Judd for coming on the podcast. He's one of our most popular guests and I always come away smarter from

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01:34:21

GorillaGrip: Commodities, Geopolitics, Copper, and...

Value Hive Podcast ·

2024/05/31

This was one of my favorite episodes of the year. I love interviewing anonymous Twitter personalities, and GorillaGrip delivered. Gorilla is a full-time commodities investor who's spent his life traveling the world, kicking rocks, meeting management teams, and making tons of money, along with a few mistakes here and there. This conversation goes deep into geopolitics, commodity cycle identification, how Gorilla analyzes materials companies, and more. You will love this episode if you

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01:01:37

Mat Roiss: How To Buy Hated Stocks (& Other Investing...

Value Hive Podcast ·

2024/05/24

This episode features Mat Roiss (@InvestRoiss), an investor and writer who shares his approach to portfolio construction, stock selection, valuation criteria, sourcing investment ideas, and areas of current interest. Mat also discusses his Substack (roiss.substack.com) where he publishes investment analysis.Disclaimer: Nothing discussed constitutes investment advice and is for educational purposes only. Mitimco This episode is brought to you by MIT Investment Management Company, also known as

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01:01:10

[REPLAY] Judd Arnold: TSA, US Government, and a Fund...

Value Hive Podcast ·

2024/05/17

The first time I released this podcast it was two days before Christmas. Probably not the best timing if I wanted people to listen to the podcast. That's why I'm re-releasing this conversation with Judd Arnold today. If you like crazy finance stories, you will love this podcast. I hope you enjoy and tell your friends! 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

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01:28:44

Doug Ramshaw: How To Build A Mine That Makes Money

Value Hive Podcast ·

2024/05/10

I'm stoked to bring you my conversation with Doug Ramshaw, CEO of Minera Alamos $MAI.V. PLEASE NOTE: I AM NOT A SHAREHOLDER OF MAI.V AS OF THIS RECORDING. I DO NOT PLAN TO OWN SHARES FOR AT LEAST TWO WEEKS AFTER THIS PODCAST IS RELEASED AS I'M STILL DOING DUE DILIGENCE. THIS IS MINING PEOPLE, IT'S RISKY. DO YOUR OWN WORK. MOST MINES FAIL. ITS HARD. NONE OF THIS IS INVESTMENT ADVICE. Now with that out of the way ... Doug knows how to build profitable mines that scale, period

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01:34:11

[REPLAY] Carvana $CVNA: Will It Survive? (July 2022)

Value Hive Podcast ·

2024/05/03

What better time to replay my 2022 Twitter Spaces on Carvana (CVNA) and its ability to survive a potential bankruptcy than this week? If you haven't heard, CVNA has ripped over the past two years, rising from a low of ~$4/share to over $100/share. This is easily one of the most controversial stocks on Twitter. You either LOVE or HATE Carvana. There's no in-between. Fast-forward to 2024 and my Twitter audience has grown, so a lot of people probably missed this conversation. It's also

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01:08:44

@RagingBullCap: BQE Water $BQE.V Deep Dive

Value Hive Podcast ·

2024/04/26

I'm excited to share my conversation with Raging Bull Cap on BQE Water $BQE.V. DISCLAIMER: I DO NOT OWN SHARES IN $BQE AS OF THE DATE OF THIS PODCAST OR AT ANY POINT BEFORE THE PODCAST. THAT COULD CHANGE IN THE FUTURE AND I WILL PROBABLY BUY SOME SHARES ON A PULLBACK IF I EVER GET ONE. DYODD PEOPLE NONE OF THIS IS INVESTMENT ADVICE. With that out of the way, I think you'll love this conversation. BQE is right up my alley and a perfect way to play the metals and mining cycle. It's a

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00:59:39

@Erik_YWR: A Crash Course on Inflation

Value Hive Podcast ·

2024/04/19

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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01:18:03

[REPLAY] Calvin Froedge: An Unconventional Path To...

Value Hive Podcast ·

2024/04/12

I'm stoked to share my conversation with Calvin Froedge. Calvin has one of the most unique investing backgrounds I've encountered in four years of the podcast. He didn't graduate high school. Instead, he spent his late teen years working for his dad's machinery business. He explored other business ventures in his early twenties before moving to Panama.Today, Calvin spends his time researching new investments and running his Shipping Data company, Marhelm. I thoroughly enjoyed this

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00:59:41

Q4 2023 Investor Audibles: Greenhaven Road Capital,...

Value Hive Podcast ·

2024/04/05

This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds:Greenhaven Road GreenWood Investors Silver Beech 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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00:56:46

David Bastian: GEN Restaurant Group (GENK), Coal, and...

Value Hive Podcast ·

2024/03/29

David Bastian of Kingdom Capital is BACK for another podcast. This time we're diving deep into GEN Restaurant Group (GENK). DISCLOSURE: I/WE AND DAVID OWN SHARES AS OF THIS PODCAST. We are free to change our minds and trade in/out of this position after the podcast is released. I'll say it again, none of this is investment advice. Do your own work. Don't trust two randoms with a microphone. I think it's a unique situation that reminds me of Kura Sushi (KRUS), which went from $14

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01:13:28

Alberto Alvarez: Uranium, Ero Copper, and PGMs

Value Hive Podcast ·

2024/03/22

Alberto is one of the most underfollowed accounts on Twitter/X. He provides tremendous value for generalist investors willing to hunt in commodity markets. This week, Alberto dove deep into uranium assets, Ero Copper, and the bull case for Platinum Group Metals (PGMs). I'm a huge fan of Alberto's Substack, which you can read here: https://albertoag.substack.com/ Also, make sure to follow Alberto on Twitter @AAGResearch Finally, a big thanks to the following sponsors for making the podcast

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00:50:51

Q4 2023 Investor Audibles: SaltLight Capital, Cedar...

Value Hive Podcast ·

2024/03/15

This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds:SaltLight Capital Cedar Creek Partners Legacy Ridge 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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01:28:22

Auke Hoekstra: The Bull Case For Renewables

Value Hive Podcast ·

2024/03/08

I loved this conversation for a few reasons. One, Auke is an incredibly smart person. You'll pick that up quickly. Two, I don't agree with everything Auke believes, which makes for a fascinating conversation. Auke is a staunch renewable energy advocate. I'm on the fence. I think we can live somewhere in between where fossil fuels play their role, and if it is economical and just as good, renewables should be there too. We spend almost 90 minutes discussing: The bull case for

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01:03:49

Left Field Investing: Acne, Fungus, and Prison Stocks

Value Hive Podcast ·

2024/03/01

I'm excited to share my conversation with Left Field Investing. Left Field is quickly becoming one of my favorite Substack research accounts. He has a knack for finding off-the-beaten-path small-to-micro cap ideas that nobody else is writing about. Another reason I love this guy is he has a unique, non-investment background. In other words, he cut his teeth the old school way, teaching himself the game without a silver spoon. If you like what you hear, check out his Substack:

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01:15:10

John Swallow: Building A Different Mining Company...

Value Hive Podcast ·

2024/02/23

I'm very excited to share my conversation with John Swallow, CEO of Idaho Strategic Resources (IDR).IDR is a small cap gold producer that does things differently. They generate cash flow. Then use that cash flow to explore their massive land package for gold and rare earth elements (REEs). John is a true owner operator. Not only is he the CEO, he owns a lot of the company's stock, barely makes more than the average mining geologist on his team, and has a long-term ownership mindset. Most

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01:16:31

Ernest Scheyder: The War Below (Lithium, Copper, and...

Value Hive Podcast ·

2024/02/16

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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01:10:30

Aaron Edelheit: Dumpster Diving in Cannabis

Value Hive Podcast ·

2024/02/09

I hope you guys enjoy my podcast with Aaron Edelheit on the Cannabis industry. I had Aaron on the podcast two years ago to dive deep into the cannabis space. Since then, the industry has done nothing but incinerate investor capital. And that's precisely why I wanted to interview Aaron. I love his transparency, humility, and ability to objectively assess where/what he got wrong, and how he plans on fixing his cannabis investing process in 2024. Thanks again to Aaron for coming back on the

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319 results

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