Podcasts by Value Hive Podcast

Q3 2023 Investor Audibles: Third Point, Sohra Peak, Greenhaven Road from 2023-12-08T11:00

This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds:

• Listen

Chris Abbott: Extreme Dumpster Diving & Preferred Stocks (LFMD, CSSE, VTNR, SNLH) from 2023-12-01T16:35:41

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 uglie...

Dan Bianchini: Midwest Energy Emissions Corp $MEEC Deep Dive from 2023-11-25T14:01:29

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 mo...

Q3 2023 Investor Audibles: Cedar Creek Capital, Laughing Water Capital, & Alta Fox Capital from 2023-11-17T11:00

This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds:

• Listen

Calvin Froedge: First Quantum (FM), Commodity Complex, and Sibanye-Stillwater (SBSW) from 2023-11-10T11:00

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...

[REPLAY] Judd Arnold: Seeking Convexity in Offshore Energy from 2023-11-03T10:00

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 ...

Conor Maguire: Fertilizer Stocks & $OCI from 2023-10-27T10:00

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 Situation...

Lobo Tiggre: Junior Mining Speculation from 2023-10-20T14:32:30

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 Listen

Keith Smith: Mining Services 101 from 2023-10-13T10:00

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...

Brian Laks: Uranium, Tin, and Hunting For Hated from 2023-10-06T10:00:08

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...

Toff Capital: Physics, Specialty Chemicals Distribution, and $YAK from 2023-09-29T10:00:15

I'm excited to have Toff Capital on the podcast this week. Toff is a professional investor who publishes the Substack, Listen

Q2 2023 Investor Audibles: Buckley Capital, Immersion Investments, & Greenlight Capital from 2023-09-22T10:00:02

This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds:

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Daren Heitman (Azarias Capital): Uranium Bull Thesis 101 from 2023-09-15T10:00:24

I'm excited to share my first episode in my Uranium Industry Primer Series. This week, Daren Heitman of Azarias Capital joined the podcast to discuss the broad uranium bull thesis. Specifica...

[REPLAY] Nicholas E. Radice: Investing Like Ian Cumming & Peter Thiel from 2023-09-08T10:00:55

I'm excited to share the replay of my conversation with Nicholas Radice. Nicholas, now gone from Twitter, shares unique insights into his investment process. We dive deep into distressed inv...

David Bastian: Distressed Investing 101 w/ Kingdom Capital from 2023-09-01T10:00:05

Also, 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 kn...

Q2 2023 Investor Audibles: Gator Capital, Palm Harbour Capital, and SaltLight Capital from 2023-08-25T10:00:28

This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds:

• Listen

John Evans: Dissecting Offshore Services w/ Subsea7 CEO from 2023-08-18T10:00:18

This week we engage in a conversation with John Evans, CEO of Subsea 7. The discussion covers a wide range of topics, including the history and dynamics of the offshore space, factors crucial fo...

[REPLAY] Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness from 2023-08-11T10:00:02

I'm excited to share the two-year anniversary of the most popular Value Hive episode to date!

This week we chat with Dan McMurtrie, co-founder and Portfolio Manager of Tyro Partners....

Derrek (@real_MikeBarnes): Resource Trading, Nintendo $NTDOY, and Getting More For Less from 2023-08-04T10:00:34

I'm excited to share my latest conversation with Derrek aka @real_MikeBarnes on Twitter. Derrek is a retail trader who specializes in resource stocks, particularly gold miners. I like Derrek...

Q2 2023 Investor Audibles: Alluvial Capital, Laughing Water Capital, Cedar Creek Capital from 2023-07-28T10:00:06

This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds:

• Listen

Shubham Garg: Small-Cap E&Ps & Launching White Tundra Petroleum from 2023-07-21T10:00:18

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...

Avi Fisher: Industrials, Construction, and Matrix Services $MTRX from 2023-07-14T10:00:09

This week our guest is Avram (or Avi) Fisher. Avi discusses his Perfect Investment Hypothesis, highlighting key factors that make an investment ideal. The conversation then delves into the topic...

Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas from 2023-07-07T10:00:37

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 cas...

Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks from 2023-06-30T10:00:51

Hey Guys! This week we have Judd Arnold as a returning guest. Judd discusses why Tidewater is the best energy stock at the moment. He explores offshore opportunities, like VAL, RIG, and NE. Judd...

[REPLAY] Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing from 2023-06-23T10:00:22

Hey all! I am on vacation with my wife's family this week and do not have a new episode! Instead, I'm replaying one of my most popular podcasts, "Shrubbery Capital Pt. 2."

Mike Alkin: The Ultimate Uranium Crash Course from 2023-06-16T10:00:49

Hey guys! I'm stoked to have Mike Alkin on the podcast this week. Mike runs Sachem Cove Capital, a private investment fund. Mike is known as the "Uranium Guy" on Twitter and this w...

Thomas Bachrach: Natural Resource Partners (NRP), Coal Stocks, & LatAm Ideas from 2023-06-09T10:00:54

I hope you guys enjoy this podcast with Thomas Bachrach, Principal at PFH Capital.

This is Thomas's third time on the show and I always learn something when we chat.

Q1 2023 Investor Audibles: Alluvial Capital, Greenhaven Road, & 1 Main Capital from 2023-06-02T10:00

This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds:

• Listen

James Davolos: Precious Metals Royalty & Streaming Deep Dive from 2023-05-26T10:00:28

Hey guys! This episode, we have James Davolos, from Horizon Kinetics, as a returning guest, sharing valuable insights on various topics. James discusses the nature of sticky inflation and the di...

Calvin Froedge: An Unconventional Path To Common Sense Investing from 2023-05-19T10:00:53

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 hig...

Otavio Costa: Precious Metals Deep Dive from 2023-05-12T10:00:38

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 ...

Alex Verge: Building Journey Energy $JOY from 2023-05-05T10:00:58

Hey guys! This episode features Alex Verge, CEO of Journey, who shares his insights and experiences in the energy industry. Alex explains his “buy and exploit” game plan and emphasizes the impor...

Jared Dillian: All Things Writing, Creative Process, and Craft from 2023-04-28T10:00:23

Welcome to another episode of the Value Hive Podcast, folks! Today, we have a real treat for y'all as we've got Jared Dillian in the house. This guy's a top-notch writer and author o...

Will Thomson: Critical Raw Materials Deep Dive from 2023-04-21T10:00:04

Hey guys! In the latest episode of The Value Hive Podcast, I had the pleasure of speaking with Will Thomson, the managing partner at Massif Capital. Will's investment focuses on tangible ass...

Judd Arnold: Seeking Convexity in Offshore Energy from 2023-04-14T10:00:44

Hey guys! This week I'm stoked to have Judd Arnold on the podcast. Judd runs Lake Cornelia Research Management, a hedge fund and bespoke investment research firm.

Judd joined The Val...

Q4 2022 Investor Audibles: SRK Capital, HCM Capital, and Bonhoeffer Capital from 2023-04-07T11:00:45

This week we're continuing our Investor Audibles series with Q4 2022 letters from the following investors/funds:

• Listen

WTI Realist: Taking A Realistic View on The Bull Energy Thesis from 2023-03-31T11:00:34

I hope you guys enjoy my podcast with Twitter's own WTI Realist. We spend nearly 90 minutes dissecting the ...

Harris Kupperman: Journey Energy $JOY, Patience, and Inflection Investing from 2023-03-24T10:00:14

Hey guys! This week we're excited to have our friend Harris Kupperman (aka Kuppy) back on the podcast. Kuppy is a dear friend and one hell of an investor.

We spend the podcast discus...

Trader Ferg: Investing in Post-Bankruptcy Energy Plays from 2023-03-17T10:00:02

Hey guys! This week is all about Post Bankruptcy Investing and we have Ferguson Cullen to show us his investing philosophy. He explained his concept of Subsidized Asymmetry, how he tries to not ...

Christine Guerrero: An Inside Look at Integrated Oil E&Ps from 2023-03-10T11:00

Hey Guys! This week we have Christine Guerrero. She is one of the most unique guests from our Oil & Gas Journey. She has spent actual time working as an Engineer in various Energy Producers....

Josh Young: Energy Value Chain Analysis (Offshore & Onshore) from 2023-03-03T11:00:40

This week our guest is the number one performing manager from last year the one and only Josh Young, from Bison Interest. During our conversation we talk all things about the Onshore and Offshor...

Victor Swishchuk: A Beginner's Guide To Analyzing Oil E&Ps from 2023-02-24T11:00:13

We continue our pilgrimage through the oil and gas space and today we have Victor Swishchuck from Letko Brosseau to help us dive into the upstream section of the Energy Sector. Victor gives us a...

Brian Gitt: Busting The Myths of ESG & "Green" Energy from 2023-02-17T11:00:12

Hey Guys! This week is another episode on our 3 Month Journey through every corner of the energy space. Our guest today is Brian Gritt and he is kind enough to help us understand some of the myt...

Q4 Investor Audible Series: Praetorian Capital, Gator Capital, & Maran Capital from 2023-02-10T11:00:47

This week we're continuing our Investor Audibles series with Q4 2022 letters from the following investors/funds:

• Listen

Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing from 2023-02-03T11:00:09

Hey Guys! This week we are back for a second round with the anonymous account @agnostoxxx aka The Shrub. This episode was all about idea generation, what happens when we go from an Inflationary ...

Rory Johnston: Oil & Gas Industry Crash Course from 2023-01-27T11:00:24

Hey Guys! This week our guest is Rory Johnston. He is the savant of all things oil. We discussed how he became an energy analyst, oil’s volatile history, how energy companies started caring abou...

Dede Eyesan: How To Find Stocks That Return 10x in 10 Years from 2023-01-20T11:00:38

Hey Guys! This week’s topic is about global outperformers and our guest Dede Eyesan is here to share his knowledge. Last year, Dede published a book titled Global Outperformers, where he studied...

Nathalie Sinyard: Crash Course on Burnout from 2023-01-13T11:00:37

Hey guys! Hope you're 2023 is off to a great start! I'm stoked to share the first interview of 2023! This week, I sat down with Nathalie Sinyard, a Behavioral Economist who specializes in studyi...

Q3-Q4 Investor Audible Series: Vlata Fund, Greenhaven Road Capital, and Tourlite Capital from 2023-01-06T11:00:06

This week we're continuing our Investor Audibles series with Q3/Q4 2022 letters from the following investors/funds:

• Listen

[REPLAY] Shrubbery Capital: What 15 Years In Hedge Funds Teaches You from 2022-12-30T11:00:29

I came down with a mad cold this week and couldn't record a podcast. I don't think you want to hear voice any more nasaly than it already is.  

Anyways, this week I'm releasing a Rep...

Luke Wolgram: AutoPartner $APR & The Hunt For Unique Ideas from 2022-12-23T13:51:41

This week’s guest is Luke Wolgram. He is the most accurate investor according to Tip Ranks and during our conversation he shares his investing journey and philosophy, the benefits of Micro Caps,...

Nicholas E. Radice: Investing Like Ian Cumming & Peter Thiel from 2022-12-16T11:00:11

Hey guys! This week we have Nicholas E. Radice on the podcast. Nicholas is a distressed and real asset investor with a unique approach to markets. Nicholas is from Upstate NY and got his start i...

Peter Mantas: Life Sciences Deep Dive (Part 2) from 2022-12-09T11:00:06

This week we have the one and only Peter Mantas of Logos LP.
This episode is the second time we solely focused on life sciences and the Biotech space. Peter explains how much the biotech and...

Mike (@TheRealEstateG6): Zero To One In Real Estate from 2022-12-02T11:00:38

This week we're stoked to have Mike aka @TheRealEstateG6 on the podcast. 

Our conversation focuses on all things real estate investing. 

He shared with us how he got into...

Samer Hakoura: Ashtead Group $AHT Deep Dive from 2022-11-25T11:00:06

Please enjoy our conversation with Samer Hakoura, Founder of Alphyn Capital. 

We covered everything that an investor needs to...

Robert Brooks: CECO Environmental $CECE Deep Dive from 2022-11-18T11:00:27

Today’s episode we had a conversation with Robert Brooks, Founder of Brick by Brick Capital. We covered everything that an investor needs to know about Ceco Environmental ($CECO), whether it is ...

Twitter Spaces: @Mr_Neutral_Man Howard Hughes $HHC Deep Dive from 2022-11-11T11:00:36

This week we invite Mr. Neutral Man from Twitter back on the Value Hive podcast with our Twitter Spaces Q&A recorded in late ...

Q3 2022 Investor Audibles: Nordstern Capital, Praetorian Capital, and Maran Capital from 2022-11-04T11:00:25

This week we're continuing our Investor Audibles series with three Q3 2022 letters from the following investors/funds:

• Listen

Scott Willis: Commodity Investing 101 from 2022-10-28T11:00:26

Please enjoy my podcast with Scott Willis, Portfolio Manager of the Grizzle ETF ($GRZZ). We covered everything that an investor needs to know about investing in energy companies, whether it is t...

Q3 2022 Investor Audibles: Third Point Capital, Ensemble Capital, Greenlight Capital from 2022-10-21T11:00:57

This week we're continuing our Investor Audibles series with three Q3 2022 letters from the following investors/funds:

• Listen

Jeremy Kokemor: Ferguson PLC $FERG Deep Dive from 2022-10-14T11:00:25

Today’s episode we had a conversation with Jeremy Kokemar, Founder of Right Tail Capital. We covered everything that an investor n...

Mr. Neutral Man: Rock Quarries, Hedging, and Lessons From The GFC from 2022-10-07T11:00:25

Hey Guys! Continuing our theme of interviewing anonymous accounts, this week’s guest is @Mr_Neutral_Man. Our conversation focus o...

Leandro: Five Below (FIVE), Topicus (TOI.TSX), and Texas Instruments (TXN) from 2022-09-30T11:00:46

Hey Guys! This week our guest is Leandro, he is the lead contributor at Best Anchor Stocks. This episode was all about Leandro investing process and journey. He shared some of his investment ide...

Sean Emory: Fiverr $FVRR Deep Dive from 2022-09-23T11:00:42

This weeks guest is Sean Emory from Avory & Co. This week we dove deep into the weeds on Fiverr. We compared it to Upwork, we talked about how to valuate it, the unit economics of the busine...

Taylor Pearson: Ergodicity All The Way Down from 2022-09-16T11:00:19

This week our guest is Taylor Pearson, Principal of Mutiny Fund, author of the book End of Jobs and the Interesting Times Newsletter. Our co...

Brom Rector: The Business of Psychedelics from 2022-09-09T11:14:49

I'm thrilled to bring you my podcast with Brom Rector, founder of Empath VC. Empath is a VC fund investing in early-stage psychedelic companies all across the value chain. We're talking from dru...

Twitter Spaces Q&A: Doomberg from 2022-09-02T13:00:08

This week we invite Doomberg back on the Value Hive podcast with our Twitter Spaces Q&A recorded August 30. Doomberg chats all things creative process, writing online, creating an online pub...

Q2 2022 Investor Audibles: Maran Capital, 1 Main Capital, Steel City LP, and Bonsai Partners from 2022-08-26T11:00:33

This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds:

• Listen

Henry Rearden: The Man Behind The Carvana (CVNA) Short from 2022-08-19T11:00:58

Hey guys! This week we've got anonymous Twitter user Henry Rearden (@Integrity4Mkts) on the podcast. Henry is most-known for his viral short thesis on Carvana $CVN...

Doomberg: The Story Behind The Green Chicken from 2022-08-12T11:00:23

Hey Guys! I started The Value Hive Podcast three years ago on the floor of my bedroom in my parents house. Today, I interviewed the iconic green cartoon chicken Listen

Paul Andreola: How To Find The Next XPEL from 2022-08-05T11:00:51

This week our guest is Paul Andreola. He is the publisher of SmallCap Discoveries and full-time microcap investor. Today, we discussed why illiquidity is a benefit, the advantages of being a CEO...

Q2 2022 Investor Audibles: Worm Capital, East 72, and Alluvial Fund from 2022-07-29T11:00:04

This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds:

• Listen

Christian Ryther: Water The Flowers & Cut The Weeds from 2022-07-22T11:00:14

Hey guys! This week we have value investor Christian Ryther from Curreen Capital. This is a gardening heavy episode. We focused on one of the most iconic Peter Lynch’s quotes: Watering the flowe...

Carvana $CVNA: Will It Survive? from 2022-07-15T11:00:22

Hey Guys! This week, we’re chatting all things Carvana ($CVNA) from a Twitter Spaces I organized on July 7, 2022. The goal was to figure the +20 billion dollar question… Will Carvana ($CVNA) sur...

@ChasingTheVig: What Actually Drives Stock Performance? from 2022-07-08T11:00:35

Hey Guys! This week we return to the anonymous Twitter pool and today our guest is @chasingthevig. We discussed what really matters the most w...

Eugene Ng: Searching For "Zero To One" Companies from 2022-07-01T11:00:29

Hey Guys! This week we have Eugene Ng. He is the founder of Vision Capital which invest in public and private markets. On this episode Eugene shares with us his New Death Experience, how he redi...

Q1 2022 Investor Audibles: Bonsai Partners, RF Capital Management, and Howard Marks from 2022-06-24T11:00:28

This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds:

• Listen

Jay Singh III: Mergers, Arbitrages, and SPAC Opportunities from 2022-06-17T11:00:52

Hey Guys! This week we have Jay Singh III from specialsitsresearch.com. This episode is all about special ...

Alex Morris (TSOH_Investing): Retail Industry Deep Dive from 2022-06-10T11:00:36

Hey guys! This episode we got Alex Morris. Alex is the man behind the substack: The Science of Hitting. This is second time we have Alex as a guest and on this episode we talk all things Retail....

Adam Wyden: Orphaned Stocks, 50% Hurdle Rates & Twitter Banter from 2022-06-03T11:00:03

Hey Guys! This week’s guest is Adam Wyden from ADW Capital. After annoying him for countless weeks via Twitter DMs, he has agreed to join the podcast and talk about his investment journey, his i...

Ben Claremon: How To Evaluate Management & Capital Allocation from 2022-05-27T11:00:32

Hey Guys! This week is a clash of podcast hosts: Me vs Ben Claremon. 

Ben is Partner and Portfolio Manger at Cove Street Capital and the Podcast Host of Listen

Q1 2022 Investor Audibles: Laughing Water Capital, Greenhaven Road Capital, Alta Fox Capital from 2022-05-20T11:00:12

This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds: 

• Matt Sweeney, Laughing Water Capital 
• Sc...
  Listen

Elliott @mu2myoc: The Truth About Affordable Housing Investing from 2022-05-13T11:00:53

Hey Guys! This week we are pivoting from the public markets and we are diving back to Real Estate, specifically getting our hands dirty on affordable housing. Our guest Elliot @mu2myoc is here t...

Eric Markowitz: Tesla, Inc. $TSLA Deep Dive w/ Worm Capital from 2022-05-06T11:00:37

Hey guys! This week we have Eric Markowitz from Worm Capital. This episode is all things Tesla! Eric shares with us Worm Capital’s research on Tesla such as Tesla’s Autonomous Driving Advantage,...

Robert Prather: A Crash Course on Short Selling from 2022-04-29T11:00:54

Hey guys! This week’s guest is Robert Prather, founder of Vision Research an independent research firm dedicated that focuses on the...

Logan Bartlett: The State of Software Venture Investing from 2022-04-22T11:00:27

Hey Guys! This week we have a special guest: Logan Bartlett Managing Director and Partner of Redpoint Ventures. This podcast is all about Venture Capital and specifically Software Venture Capita...

Investor Audibles: GreenWood Investors, Worm Capital, Third Point, & Gator Capital from 2022-04-15T11:00

Hey guys! This week I'm trying something brand new on the podcast. I created an "audiobook" edition of some of my favorite hedge fund letters. This week, I read the Q4 letters from the following...

Aaron Edelheit: Crash Course on Cannabis Investing from 2022-04-08T11:25:42

Welcome back Aaron Edelheidt! This is the second time Aaron is on the Value Hive Podcast. This time around he was kind enough to give us a Crash Course on the Weed Industry and gave us insight o...

Twitter Spaces: Bill Brewster Q&A from 2022-04-01T11:00

Hey Guys! This week, we’re chatting all things Podcasting with Bill Brewster! This is a recording of a Twitter Spaces I did two weeks ago. 

The general goal was to talk about what we...

@KlendathuCap: Reminiscences of a FinTwit Anon from 2022-03-25T11:00

Hey Guys! This week we have as a guest another anonymous Fintwit account, @KlendathuCap. We discussed a variety of topics such as the reason behind his Twitter handle, investing in Pixar when he...

Frederik Gieschen: Lessons From Trading Greats, Writing Habits & Black Holes from 2022-03-18T11:00

Hey Guys! This week I am very stoked to have Frederik Gieschen, @NeckarValue, on the Podcast. We dove deep on writing and reading processes, lessons from the trading grates, market burnout, long...

Q4 Investor Letter Audibles: Greenhaven Road, Laughing Water Capital, & Greenlight Capital from 2022-03-11T12:00

Hey guys! This week I'm trying something brand new on the podcast. I created an "audiobook" edition of some of my favorite hedge fund letters. This week, I read the Q4 letters from the ...

Lucas Tomicki: Systematically Hunting For Compounders from 2022-03-04T12:00

Hey guys! This week we have Lukasz Tomicki, the portfolio manager at LRT Capital. LRT is a long-short fundamental based investment fund....

Austin Swanson: Cardlytics (CDLX) Deep Dive from 2022-02-25T12:00

This week I'm excited to share with you my conversation with Austin Swanson. Austin is a real estate and stock market investor. And boy, is he passionate about investing. Austin dives d...

Peter Mantas: Crash Course on Life Sciences & Biotech Investing from 2022-02-18T12:00

Hi guys! This week we have a returning guest! Peter Mantas of Logos LP. This episode is solely focused on life sciences and the Biotech space. He explains how strange of an environment the ...

Dan McMurtrie: The Super FLUgatu Episode (rec: 08/21) from 2022-02-11T12:00

Michael Jordan had his flu game. This week, Dan McMurtrie has his Flu Podcast. Join us as the Super Flugatu drops dozens of knowledge bombs, all while battling the flu. 

Dan touches ...

Amy Jo Kim: Deconstructing The Best Social Games from 2022-02-04T12:00

Hey guys! This week I'm stoked to have Amy Jo Kim on the podcast. Amy is the co-founder of Game Thinking, a company dedicated to helping the world's largest game developers accelerate product in...

James Reynolds: How To Identify Businesses w/ Ecosystems of Control from 2022-01-28T12:00

Hey guys! This week we have as a guest James Reynolds of Tenebrist Global. I’ve met James at Valuex Vail when he was the only person that pitched a company that was growing more than 5% per year...

Stephen Diehl: The Dark Side of Web3, Crypto & NFTs from 2022-01-21T12:00

Hey guys! I have the privilege of speaking with Stephen Diehl. Diehl is a London based software engineer and an outspoken critic of cryptocurrencies, Web 3.0, NFTs, and pretty much that entire e...

Sleepwell Capital: Conviction, Undiscovered Gems, and Spotify $SPOT from 2022-01-14T12:00

Hey guys! This week we got the one and only @SleepwellCap on the show today! We've got a wide ranging conversation today going from how he became a buy side generalist, lessons from the Fixed In...

Pink Polo Shorts: Real Estate Lessons, Baseball & Twitter Shenanigans from 2022-01-07T12:00

Hey Guys! Continuing our theme of interviewing anonymous accounts, this week’s guest is @PinkPoloShorts. Our conversation focus on Real Estate investing since that is @PinkPoloShorts area of exp...

Shrubbery Capital: What 15 Years In Hedge Funds Teaches You from 2021-12-31T12:00

Hey Guys! Today we have a special guest: Shrubbery Capital. We had a lot to cover on this conversation. We dive into Shrub’s background, working for event driven funds and family offices, his re...

FinTwit's Top SPAC Ideas of 2022 & Beyond from 2021-12-27T12:00

Hey Guys! This week, we’re chatting all things SPACs from a Twitter Spaces I organized on December 23, 2021. The goal was to hear interesting ideas, learn a few things, and have a ton of fun wit...

Dror Poleg: China, Ponzi Schemes, and The "Me" Corporation from 2021-12-17T12:00

This week we have Dror Poleg. He is the founder of Hype-Free Crypto. In this conversation we explore the impact of technology on where and how people live, work, and socialize such as Decentrali...

FundiesCapital: War Stories From Running A L/S Equity Fund from 2021-12-10T12:00

Hey guys! This week we are diving back into the Fintwit anonymous pool of talent and our guest is @FundiesCapital, he is a long-short Hedge Fund Equity Manager. We are going to discuss the unit ...

Muji @ hhhypergrowth: The 5 Most Important Rules For Hypergrowth Investing from 2021-12-03T12:00

Hey guys! This week we had a a conversation with Muji @hhhypergrowth, he is the savant of all things hyper-growth investing. We discussed Muji’s 5 most important rules on hyper growth, finding t...

Matthew Sweeney: Frameworks, Patience, and Edge from 2021-11-26T12:00

Hey guys! After what felt like three years in the making, this week’s guest is Matthew Sweeney, the founder and portfolio manager of Laughing Wate...

Nikhil Shamapant ("Squish"): 10x Ideas, Ethereum & Lessons From Internal Medicine from 2021-11-19T12:00

Hey guys! This week we have a special guest: Nikhil Shamapant. Most of you know him as "Squish" on Twitter. Nikhil is an internal medicine intern at the University of Colorado a...

Jessica Ablamsky: Marrying Momentum & Fundamental Investing from 2021-11-12T12:00

Hey guys! I'm stoked to bring you my conversation with Jessica Ablamsky. Jessica is a freelance marketing writer, journalist, growth stock investor and Twitter personality. 

Today we...

Steve Gorelik: Crash Course on Eastern European Investing from 2021-11-05T11:00

Hey guys! This week’s guest is Steve Gorelik, he is a portfolio manager at Firebird Asset Management. I first met Steve at VALUEx Vail 2019 and today he is going to give us a crash course on Inv...

How To Start A Hedge Fund: Yaron Naymark & @madThunderdome from 2021-10-29T11:00

Hey guys! Today is all about how to start a Hedge Fund and we have two amazing guests Yaron Naymark founder of 1 Main Capital and the anonymous twitter account @MadThunderdome to tell us all abo...

Bauncey Chillups (@PrefShares): Court Vision, Financial Models & Video Game/Home Improvement Stocks from 2021-10-22T11:00

This week we've got FinTwit Anon Bauncey Chillups or @PrefShares on Twitter. Bauncey dives deep into a host of topics, including:&nbs...

Bluth Capital: Lessons From VC, The New Four Horsemen & SPAC Attacks from 2021-10-15T11:00

Hey guys! Todays guest is the anonymous account on Twitter @bluth_capital. Bluth has decided to surface from his interweb lair and join the podcast! We're going to discuss his VC journey and how...

Peter Mantas (Logos LP): Portfolio Construction, Biotechs & Value Re-Booted from 2021-10-08T11:00

This week we have Peter Mantas, GP at Logos LP. This podcast is all about idea generation, how modern data and technical analysis can be applied to value investing, how he manages his portf...

Peter Mantas (Logos Capital): Portfolio Construction, Biotechs & Value Re-Booted from 2021-10-08T11:00

This week we have Peter Mantas, GP at Logos LP. This podcast is all about idea generation, how modern data and technical analysis can be applied to value investing, how he manages his portf...

Tom Morgan: How To Become A Curiosity Sherpa from 2021-10-01T11:00

This week we have Tom Morgan, Director of Communication and Content at the KCP Group. 

This episode we will focus on how to become a curiosity sherpa and what that really means, how ...

Adam Singer: Investing in Life Sciences, Tech Dystopia, and Online Worlds from 2021-09-24T11:00

Hey guys! This week we have a special guest Adam Singer, the VP of marketing and LEX Markets. We covered a variety of topics ranging from working for Google, investing in life sciences companies...

Shreekkanth Viswanathan: Finding Great Businesses Outside The US (SHVA.TSE & LVC.WSE) from 2021-09-17T11:00

Shreekkanth Viswanathan is the founder and portfolio manager at SVN Capital. In this episode we had an amazing conversation about Shreekkanth’s investment criteria, his M&A background, his t...

Ben Kovler: Live Q&A w/ Founder/CEO of Green Thumb Industries $GTII from 2021-09-15T11:00

Hey gang! I'm stoked to bring you my Twitter Spaces interview and Q&A with Ben Kovler, founder and CEO of Green Thumb Industries $GTII. 

GTII is a cannabis MSO (multi-state opera...

Louisa Nicola: How To Supercharge Decision-Making from 2021-09-10T11:00

This week we're diving into the physiology, biology and neurological side of investing and general performance with Louisa Nicola a Neuroscientist, Neurophysiologist and founder of Neuro Athleti...

David Polansky: Babushkas & The Quest For 20% IRRs from 2021-09-03T11:00

This week we chat with David Polanksy, co-founder and managing partner at Immersion Investments. 

David is a terrific investor, independent thinker, and an all-around great guy. He's...

Adam Wilk: From Spurs To Stocks & The Power of Doing Nothing from 2021-08-27T11:00

Today we had the privilege of speaking with Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management LLC. He has a v...

Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness from 2021-08-20T11:00

This week we chat with Dan McMurtrie, co-founder and Portfolio Manager of Tyro Partners. Tyro manages assets for Institutions and High Net Worth Individuals. We utilize a deep dive research proc...

Steven Wood: Constructivism & The Psychology of A Great Investor from 2021-08-13T11:00

This week we had a conversation with Steven Wood founder of Greenwood Investors. We covered a variety of topics ranging from joining the board of 500-year-old Portuguese Institution, Steven’s la...

Omri Velvart: Value Investing At The Age of Acceleration from 2021-08-06T11:00

This week we had a conversation we Omri Velvart Founder & CIO @ Legacy Value Partner. We dive into his journey from being a Deep Value Investor to investing in Quality, why he invested in Sa...

China Tech Sell-off Explained: Twitter Spaces Feat. Rui Ma from 2021-07-30T11:00

This week we're releasing the recording of a Twitter Spaces I hosted on Tuesday (07/27). 

Topic: China Tech Sell-Off 

Co-hosts: Rui Ma (Listen

SinStockPapi: Tobacco Stocks, ESG Signaling & Limbic Investing from 2021-07-23T11:00

This week we have @sinstockpapi joining the Value Hive. We dive into why invests in sin stocks, what is limbic capitalism, everything you need to k...

Kyla Scanlon: Tik-Tok, Creator Economies, and DAOs from 2021-07-16T11:00

This week’s guest is the one and only FinTwit/TikTok celebrity Kyla Scanlon. Kyla tells her experience on creating financial content specifically for Tik Tok. She gives us an insight into t...

Harris Perlman: Finding Hidden Treasure w/ @OtterMarket from 2021-07-09T11:00

We're stoked to have Harris Perlman join The Hive this week. Harris is a full time investor specializing in micro-cap/nano-cap stocks all across the globe. If it's tiny, obscure, off-the-beaten-...

Robert Mulcahy: Tiny Stocks, Lemonade $LMND, and Letting Winners Run from 2021-07-02T11:00

This week is all about the micro-cap space and we have Robert Mulcahy or the @tinystockninja on Twitter. We covered a variety of topics ranging f...

David Kaye: The Business of Video Game Development from 2021-06-25T11:00

This week we had a fantastic conversation with David Kaye, the president and co-founder of Snapshot Games. We talked about a variety of different topics such as David’s first video game company,...

Chris Barto: Mitek Systems $MITK, Swing Trading w/ Options, & Fiducia Invest from 2021-06-18T11:00

This week we're stoked to have Chris Barto join The Hive. Chris is a former investment analyst at a boutique RIA in Pittsburgh and current founder of Fiducia Investment Research LLC. Chris runs ...

@the10thman1: Carvana $CVNA Deep Dive from 2021-06-11T11:00

Today’s episode we had a conversation with the anonymous twitter account @the10thman1 about his exceptional Carvana’s bull thesis. We covered everything that an investor needs to know about Carv...

Utako Kojima & Aya Weissman: Special Situation Investing In Japan from 2021-06-04T11:00

This week I'm thrilled to be joined by Utako Kojima and Aya Weissman. Both women work at Horizon Kinetics and help run the Japan Special Opportunity Strategy. 

Aya is a Co-Portfolio ...

Thomas Bachrach: Kaspi.kz $KSPI, Allegiance Coal $AHQ, & Exotic Ideas from 2021-05-28T11:00

This week we have another returning guest, Thomas Bachrach! Thomas Bachrach is PFH Capital’s Principal and an OG Value Hive guest! He focuses on esoteric, off-the-beaten-path micro-cap companies...

Harris Kupperman: IPO Unlocks, KEDM.com, Tankers & More! from 2021-05-21T10:00

Welcome back Harris Kupperman! This is the second time Kuppy is on the Value Hive Podcast. This time around we talked about different event-driven strategies found on his Listen

James Davolos: The Best Businesses To Own During Inflation from 2021-05-14T11:00

Let’s talk about the 4.2% elephant in the room, that’s right! This week is all about inflation and luckily we had the privilege to talk to James Davolos, Portfolio Manager at Horizon K...

Michael Fritzell: Investing Opportunities In Asia & Beyond from 2021-05-07T11:00

Michael Fritzell is a Swedish Investor based in Singapore and the owner of the Asian Century Stocks Newsletter. 

During our talk Fritz shares the path that took him to live in B...

Myles Danielsen: An Inside Look at Institutional Allocators from 2021-04-30T11:00

Myles Danielsen joins the Hive this week to chat all things Institutional Investment Allocation. According to his firm's website, Myles is a Principal at Hall Capital Partners LLC in the Public ...

Kyler Hasson: Buying Quality Compounders At A Fair Price from 2021-04-23T11:00

This week I chat with Kyler Hasson, investment manager and founder of ConcentratedCapital.com. Kyler loves buying great business...

Kelvin Seetoh (@SlingshotCap): How To Spot Emerging Moats & ORGS Deep Dive from 2021-04-16T12:03

Kelvin Seetoh (aka @SlingshotCap on Twitter) joins the Hive this week to chat about all things emerging moats, $ORGS, and the importance of staying young in investing. 

I recorded th...

Rob Mahan: Deep Value Investing in Eastern Europe from 2021-04-09T10:00

This week we chat with Rob Mahan. Rob's a part-time investor and founder of DeepValueInvestments.wordpress.com. Rob's blog is dedicated to finding massively discounted stocks from every part of ...

Jason Greenwald: Luck, Real Estate and The Power of Ego from 2021-04-02T10:00

This week we're stoked to bring you our conversation with Jason Greenwald. Jason is a full-time investor allocating capital between private real estate and public markets. On the real estate sid...

Ben Gordon: The Hunt For Extraordinary Returns from 2021-03-26T10:00

This week I had the privilege to talk with Ben Gordon. He is the founder and head portfolio manager at Blue Grotto Capital. This episode is a deep dive into Ben’s process of researching and find...

Nik Lentz: UFC, Insane Discipline, and Trading Stories from 2021-03-19T10:00

In this week’s episode, we had a conversation with Nik Lentz a former UFC fighter with a 30-12 fighting record that has a passion for trading. He is arguably one of the most unique guests o...

Tyler Kirkpatrick: Dream Unlimited (DRM), AutoCanada (ACQ) & All Things Canadian Value from 2021-03-12T11:00

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Matteo Franceschetti: Building A Data-First Sleep Powerhouse from 2021-03-05T11:00

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ARK Enters The Bear Cave w/ Edwin Dorsey from 2021-02-26T13:11:16

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Finding The Best Brand-Building Businesses w/ Kristen LaFrance from 2021-02-19T12:59:17

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Investing in Nordic & African Businesses w/ Erick Mokaya from 2021-02-12T13:00

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Pinterest (PINS) Deep Dive w/ Rihard Jarc from 2021-02-05T13:22:40

This week we chat with Rihard Jarc, SaaS founder and author of the Uncover Alpha SubStack newsletter. Rihard has spent his life analyzing, investing, and creating software-based businesses. If y...

Emerging Markets, Alternative Assets & Worldly Wisdom w/ Tiho Brkan from 2021-01-29T14:16:52

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Chasing Gem Dealers & Great Stocks w/ Alex Barrow, Macro-Ops.com from 2021-01-22T13:00

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KKR, MCFT and The CLCT/NLAB Saga w/ Yaron Naymark, 1 Main Capital from 2021-01-15T13:00

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Six Industries With Durable Moats w/ Lawrence Hamtil, Fortune Financial Advisors from 2021-01-08T13:14:45

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Movies, SPACs and IPO Manias with Michael Batnick, Irrelevant Investor (02.01) from 2021-01-01T13:00

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All Things Enterprise Software w/ Shomik Ghosh, Boldstart VC (Ep. 57) from 2020-12-25T13:00

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The History of (Value) Investing w/ Jamie Catherwood, Investor Amnesia (Ep. 56) from 2020-12-18T13:00

Jamie Catherwood is a Client Portfolio Associate at O’Shaughnessy Asset Management. He’s also the founder of Investor Amnesia. Investor Amnesia is passionate about bringing the world of financia...

Emerging Technology, Writing and Process w/ Packy McCormick (Ep. 55) from 2020-12-11T12:52:51

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Innovative Technology Investing w/ Brett Winton, Ark Investment (Episode 54) from 2020-12-04T13:00

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How To Find Life-Changing Stocks w/ @FromValue (Episode 53) from 2020-11-27T12:00

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Working With Tiger Cubs & Spotting Frauds w/ Stephen Clapham, (Episode 52) from 2020-11-20T12:30:12

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All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51) from 2020-11-13T12:00

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$GOCO, $GDRX and Healthcare Investing w/ Richard Chu, Saga Partners (Episode 50) from 2020-11-06T13:00

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$CRWD, CANSLIM and High Growth Stocks w/ Christopher Seifel (Episode 49) from 2020-10-30T11:00

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Deep Value Opportunities in Japan & Australia w/ Will Thrower, Dumile Capital (Episode 48) from 2020-10-23T11:00

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How To Write A Great Investment Thesis & More w/ Morgan Housel, Collaborative Fund (Episode: 47) from 2020-10-16T11:00

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$NTDOY, $TWTR and The Dangers of Overworking w/ Aaron Edelheit, Mindset Capital (Episode 46) from 2020-10-09T11:00

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$SE, $GRVY and Digital Transformation w/ Mads Christiansen (Episode 45) from 2020-10-02T11:00

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$UBER Deep Dive w/ Abdullah, Mostly Borrowed Ideas (Episode 44) from 2020-09-25T11:00

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Unity Software ($U) Deep Dive w/ Aaron Bush, The Motley Fool (Episode 43) from 2020-09-18T11:00

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The Future of Esports, Sports Betting and Gaming w/ Will Hershey, Roundhill Investments (Episode 42) from 2020-09-11T11:00

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What Makes Companies Like Shopify and Nike Great with Brett Bivens (Episode 41) from 2020-09-04T11:00

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Business Mispricings, Risk Management and Sticking To Your Process w/ Gary Mishuris, Silver Ring Value Partners (Episode 40) from 2020-08-28T11:00

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What You Learn From 1,000+ CEO Interviews w/ Bobby Kraft, SNN Wire (Episode 39) from 2020-08-21T11:00

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The Power of Stock Checklists w/ Brian Feroldi, The Motley Fool (Episode 38) from 2020-08-14T10:31:28

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Industrials, Cyclicals and a New Idea w/ Alex Jones, Porter Street Research (Episode 37) from 2020-08-07T11:00

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Micro Cap Mastery & Lessons in Unit Economics w/ Connor Haley, Alta Fox Capital (Episode 36) from 2020-07-31T11:00

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Compounding Knowledge, Investments and Passion w/ Gautam Baid (Episode 35) from 2020-07-24T11:00

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How To Find Long-Term Winners Early w/ Turner Novak, Gelt VC (Episode 34) from 2020-07-17T12:00

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[REPLAY] Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners (Episode 33) from 2020-07-10T12:00

[REPLAY NOTE]: Due to scheduling and travel I was not able to get a new podcast to you this week. I apologize and do not expect something like this to happen again. I chose Cliff's e...