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

01:07:14

[REPLAY] Adrian Godas: Mining History, Alphamin...

Value Hive Podcast ·

2025/11/14

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

01:24:17

Tim Elliott: Geology 101 For Generalist Investors

Value Hive Podcast ·

2025/11/07

Tim Elliott is an old school geologist. The kind that would create physical maps using nothing but a pick, shovel, and a can of beans to sustain himself. This episode is a Mining Geology 101 for generalist investors. Tim provides deep insights into a geologist's perspective on the junior resource investing space. He explains what to look out for, what to avoid, what a great company/situation looks like, and more. Finally, a big thanks to our sponsors for making this episode happen.MitimcoThis

en

01:07:25

Purple Drink Capital: Robotics, Blow-off Tops, NVDA,...

Value Hive Podcast ·

2025/10/31

Stoked to have PurpleDrinkCapital on the podcast for his third appearance (Value Hive record??). We chatted robotics, NVDA, market blow-off tops, trading psychology, technical analysis, and energy. I love having PurpleDrink on because I learn something new about trading, investing, and my process along the way. Finally, a big thanks to our sponsors for making this episode happen.MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office

en

01:19:41

[REPLAY] @ContrarianCurse: From Analyst To Portfolio...

Value Hive Podcast ·

2025/10/24

Replay of my conversation with Twitter/X user @ContrarianCurse. This was his first ever podcast and it was well received. I hope you guys enjoy. 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

en

01:10:47

[REPLAY] @Sustainabledud1: Rare Earth Element (REE)...

Value Hive Podcast ·

2025/10/17

This is a replay of my June 27th conversation with @Sustainabledud1 on all things Rare Earths (REE) ... before they were popular :) I hope you guys enjoy!Remember: EDUCATIONAL PURPOSES ONLY FOLKS. 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

en

00:54:56

Q2 2025 Investor Audibles: Bonsai Partners, Cedar...

Value Hive Podcast ·

2025/10/10

I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Cedar Creek Capital, Bonsai Partners, and Hayden Capital's Q2 letters. Finally, a big thanks to our sponsors for making this episode happen.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

en

01:07:01

[REPLAY] Will Thomson (Massif Capital): The Zambia...

Value Hive Podcast ·

2025/10/03

This is a replay of my December 2024 conversation with Will Thomson, portfolio manager and founder of Massif Capital. 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.MitimcoThis episode is brought to

en

01:11:19

Peter Mantas: uniQure (QURE) and Clearpoint Neuro...

Value Hive Podcast ·

2025/09/26

Anyone that's followed CLPT or QURE has probably listened to Peter Mantas of Logos LP. If you haven't ... what are you doing? And do you even like getting smarter? Peter is unequivocally one of the smartest people I know. He knows the biotech industry better than anyone I've met, and you can hear it in our conversations. This week, we discuss the CLPT and QURE inflection moment this week. We hypothesize about left-tail removing events, and what it means for both companies. DISC: I OWN A POSITION IN

en

01:06:57

[REPLAY] Jason Jessup: Building a $1B+ Mining Company...

Value Hive Podcast ·

2025/09/19

Please enjoy this replay of my 2024 conversation with Jason Jessup, CEO of Magna Mining $NICU. 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

en

01:10:09

Andrei Stetsenko (Gymkhana Partners): Beating The S&P...

Value Hive Podcast ·

2025/09/12

Andrei Stetsenko is a first-generation immigrant from Kyiv, Ukraine, where he was born in 1989. After graduating summa cum laude from Princeton in 2010, he joined Farley Capital as an investment analyst. In 2015, he was made a partner of the firm. Over the past dozen years, Andrei has traveled to India 17 times and met with hundreds of listed Indian companies. Andrei has been cited as an expert on India’s equity market in media including Barron's, Bloomberg News, and the Financial

en

00:45:35

Q2 2025 Investor Audibles: Greystone Capital,...

Value Hive Podcast ·

2025/09/05

I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Greystone Capital, SpringView Capital, and Praetorian Capital's Q2 letters. Ideas discussed: APG, KITS, NRP, SYZ.TO, DR.TO, HOOD, SEG, MCY, WS.

en

01:25:47

[REPLAY] Otavio Costa: Precious Metals Deep Dive (2023)

Value Hive Podcast ·

2025/08/29

Precious metals are starting to move. Otavio Costa was pounding the table on gold and silver back in 2023. This is a replay of that conversation. I hope you guys enjoy!Hey Guys! This episode, we hear from Tavi Costa, portfolio manager at Crescat Capital, and get his insights into the precious metals industry. Tavi talks about the importance of precious metals CAPEX and explains how the demand for precious metals, specifically gold, affects the industry. He also discusses the differing opinions of

en

01:01:00

Kristoffer Lindstrom: Physitrack (PTRK) Deep Dive & More

Value Hive Podcast ·

2025/08/22

In this episode, Kristoffer Lindström—founder and analyst at LIND Research—joins to unpack his investment process and deliver a compelling pitch on Physitrack (ticker: PTRK). I hope you enjoyed the conversation. If you want to learn more about Kris and his process, follow him on X: https://x.com/Lindstroem_K and explore his research at LIND Research: Lindresearch.com.Please note that I do not hold shares in PTAK and do not plan to hold shares in the company following this podcast. This is for

en

01:05:08

Oliver Friesen (GMET): All Things Tungsten

Value Hive Podcast ·

2025/08/15

In this episode, Oliver Friesen—CEO of Guardian Metal Resources—joins for a deep dive into tungsten’s resurgence and why this little-known metal is at the center of U.S. national security, supply chains, and industrial resilience. We unpack tungsten’s unique properties—highest melting point of any metal, extreme density, and hardness—and why it’s indispensable in defense applications from armor‑piercing munitions to high‑temperature aerospace systems. Oliver discusses Guardian’s Nevada‑focused

en

00:57:26

Q2 2025 Investor Audibles: Laughing Water Capital,...

Value Hive Podcast ·

2025/08/08

I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Laughing Water, Jackson Peak, and Alluvial Capital letters. Ideas discussed: CLAR, SES, THRY, VTY.L, CLAR, META, TTAN, SENEA, SRC.L, and more.

en

00:30:58

Q2 2025 Investor Audibles: Rowan Street, Desert Lion,...

Value Hive Podcast ·

2025/08/01

I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Rowan Street, Desert Lion, and Minot Light Capital Partners. Ideas discussed: META, SHOP, SPOT, ART, TDUP, CURV, LGCY, OM, LAKE, TTGT, RXST

en

01:22:34

Matthew Pierson (Merit Oak Capital): From Navy Seal...

Value Hive Podcast ·

2025/07/25

I hope you guys enjoy my podcast with Matthew Pierson, founder of Merit Oak Capital. Merit Oak is a long-biased hedge fund focused on long-term capital appreciation through concentrated, multi-year investments in outstanding public companies that are determined to be undervalued based on extensive fundamental research.”Matt is an American hero, one of the toughest dudes I've ever met, and a solid emerging manager. Enjoy!

en

00:36:19

Investor Audibles Q2 2025: LVS Advisory, Brasada...

Value Hive Podcast ·

2025/07/18

Another edition of Investor Audibles is out. This week we read letters from LVS Advisory, Brasada Capital, and Kathmandu Capital. Ideas include: $CW, $ITOS, $WST, $UBER, $UI, $ACMR, Nagacorp, and more. I hope you guys enjoy!

en

01:15:58

[REPLAY] John Swallow (Idaho Strategic): The Golden...

Value Hive Podcast ·

2025/07/11

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

en

01:13:12

Sultan Ameerali: Finding Value In Garbage (LODE,...

Value Hive Podcast ·

2025/07/05

I had the pleasure of interviewing Sultan Ameerali for this week's Value Hive Podcast. Sultan is a self-taught investor specializing in industries and companies others hate. We covered A LOT in this podcast. We chatted mining stocks, Comstock (LODE), Fat Brands (FATBP), AI, hockey, journalism, and boxing.I thoroughly enjoyed this podcast and I hope you will, too. Finally, a big thanks to the following sponsors for making the podcast a reality.MitimcoThis episode is brought to you by MIT

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 -...