Value Hive Podcast
26 FOLLOWERS
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, and eclectic success and failure stories this is your podcast. Our goal is to provide you with the highest quality interviews with new twists on old..
Value Hive Podcast
2M ago
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 human perspective and get insights that didn't make it into the book, but were just as interesting.
If you enjoyed this podc ..read more
Value Hive Podcast
2M ago
Please enjoy my conversation with Rebecca Hunter, VP of Exploration at Forum Energy Metals $FMC.V.
Rebecca has spent her life exploring the world for commodities, specifically uranium.
This week, we get a boots-on-the-ground view of what it's like to explore for uranium. We discuss everything that goes into it, including geophysics, drilling, capital allocation, where to drill, and what red flags Rebecca sees in other junior explorer companies.
Finally, we end the conversation discussing the uranium market, it's supply/demand imbalance, and what higher prices mean for the future of yellow cake ..read more
Value Hive Podcast
3M ago
I hope you enjoy this podcast with Peter Pham of Inversion Investor. Peter is one of the most unique investors I've come across.
The way he thinks about the world, markets, trades, and wisdom is unlike anything I've seen before in finance.
This is definitely a different type of conversation. We cover a ton of ground, spanning myriad topics and thousands of years of history.
I hope you enjoy it.
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 offic ..read more
Value Hive Podcast
3M ago
This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds:
PFH Capital
Sohra Peak Capital
Old West Asset Management
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 year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term re ..read more
Value Hive Podcast
3M ago
I'm stoked to bring you my conversation with Philo Investor! Philo spends an hour diving deep on:
Developing your own investing style
Old vs. New Business Models
Coursera, Udemy, and Duolingo
Disney vs. Netflix
Breaking bad habits
Buying on the highs versus lows
And more!
If you enjoyed this podcast, check out Philo Investor on Twitter @philoinvestor.
Also, we couldn't do this show without our sponsors!
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 manag ..read more
Value Hive Podcast
3M ago
I'm stoked to bring you my conversation with Philo Investor! Philo spends an hour diving deep on:
Developing your own investing style
Old vs. New Business Models
Coursera, Udemy, and Duolingo
Disney vs. Netflix
Breaking bad habits
Buying on the highs versus lows
And more!
If you enjoyed this podcast, check out Philo Investor on Twitter @philoinvestor.
Also, we couldn't do this show without our sponsors!
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 manag ..read more
Value Hive Podcast
4M ago
I'm excited to get Chris Martenson on the podcast this week. Chris is the author of "Crash Course" and founder of PeakProsperity.com.
This week, I pick Chris's brain on all things Commodities. We explore:
Tin
Copper
Uranium
Oil
Gold
Silver
Chris has decades of experience in natural resources and I know you'll learn a lot from him. I know I did.
Also, we couldn't do this show without our sponsors!
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 ..read more
Value Hive Podcast
4M ago
I'm stoked to share my conversation with Alberto Ayuso. Alberto is a shipping/tankers analyst and one of the best follows on Twitter for all things shipping.
Alberto gives a deep dive on all things shipping and tankers this week. Think of it as a Crash Course in the sector. You'll learn the good, the bad, and the ugly.
You'll also learn what to look for in a great investment idea, and how to spot red flags along the way.
I learned so much from Alberto, and I know you will too.
Please note that NOTHING YOU HEAR on this podcast should be portrayed or construed as investment advice. It is solely ..read more
Value Hive Podcast
5M ago
This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds:
Third Point Capital
Sohra Peak Capital
Greenhaven Road 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 year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-te ..read more
Value Hive Podcast
5M ago
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 ugliest stocks.
I love it. I've got a soft spot for distressed/hated ideas. Maybe its because I'm reading/studying distressed investing currently. Or maybe its because dumpster diving feels like "real" value investing.
We discussed a handful of ideas, including CSSE, VTNR, LFMD, and SLNH.
It's wild that Chris has fewer than 200 followers on Twitter. Let's change that. Follow him @1035_capital.
Finally, thanks to ..read more