Value Hive Podcast
En podkast av Brandon Beylo - Fredager
296 Episoder
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Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai
Publisert: 28.2.2025 -
Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)
Publisert: 21.2.2025 -
Swen Lorenz: Drowning in Undervalued Shares
Publisert: 14.2.2025 -
[REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)
Publisert: 7.2.2025 -
Stephen Farrington: An Unemployed Small-Cap Value Degenerate
Publisert: 31.1.2025 -
John Swallow (Idaho Strategic): The Golden Age of Gold Mining
Publisert: 24.1.2025 -
Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)
Publisert: 17.1.2025 -
Peter Mantas: How To Spot Left and Right Tail Investment Ideas
Publisert: 10.1.2025 -
Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)
Publisert: 3.1.2025 -
[REPLAY] @Erik_YWR: A Crash Course on Inflation
Publisert: 27.12.2024 -
Will Thomson (Massif Capital): The Zambia Copper Opportunity
Publisert: 20.12.2024 -
Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)
Publisert: 13.12.2024 -
[REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)
Publisert: 6.12.2024 -
Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU
Publisert: 29.11.2024 -
Q3 2024 Investor Audibles: Alta Fox Capital ($APP, $REVG), Gator Capital ($CBNA), Greenhaven Road Capital ($PAR, $HGTY, $CLBT, $SOC)
Publisert: 22.11.2024 -
Purple Drink Capital: This Is Probably A Top Signal (& Trading Stories)
Publisert: 15.11.2024 -
Stefan Lingmerth: Distress Investing, Trinseo $TSE, & Borr Drilling $BORR
Publisert: 8.11.2024 -
Q3 2024 Investor Audibles: Upslope Capital, Rowan Capital, JDP Capital Management
Publisert: 1.11.2024 -
Alberto Alvarez: Boab Metals $BML, Silver, and Mining Valuations
Publisert: 25.10.2024 -
[REPLAY] Jenny Chase: Solar Industry Deep Dive
Publisert: 18.10.2024
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 improve a little bit each day: https://macro-ops.com/
