Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU
Value Hive Podcast
by Brandon Beylo
3d ago
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 think. DISCLOSURE: NICU IS MY LARGEST PERSONAL HOLDING BY FAR. I AM BIASED. PLEASE DO YOUR OWN DUE DILIGENCE. THIS IS MINING, EVERYTHING CAN AND WILL GO WRONG. NOTHING IS ADVICE. Finally, a big thanks ..read more
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@RagingBullCap: BQE Water $BQE.V Deep Dive
Value Hive Podcast
by Brandon Beylo
3d ago
I'm excited to share my conversation with Raging Bull Cap on BQE Water $BQE.V. DISCLAIMER: I DO NOT OWN SHARES IN $BQE AS OF THE DATE OF THIS PODCAST OR AT ANY POINT BEFORE THE PODCAST. THAT COULD CHANGE IN THE FUTURE AND I WILL PROBABLY BUY SOME SHARES ON A PULLBACK IF I EVER GET ONE. DYODD PEOPLE NONE OF THIS IS INVESTMENT ADVICE. With that out of the way, I think you'll love this conversation. BQE is right up my alley and a perfect way to play the metals and mining cycle. It's a picks and shovels water play with low float, decent insider ownership, and an inflecting business model with mult ..read more
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Q3 2024 Investor Audibles: Alta Fox Capital ($APP, $REVG), Gator Capital ($CBNA), Greenhaven Road Capital ($PAR, $HGTY, $CLBT, $SOC)
Value Hive Podcast
by Brandon Beylo
1w ago
I hope you guys enjoy the Q3 2024 Investor Audibles from: - Gator Capital - Alta Fox Capital - Greenhaven Road Capital Finally, a big thanks to our sponsors for making this episode happen. 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 returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager ..read more
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Purple Drink Capital: This Is Probably A Top Signal (& Trading Stories)
Value Hive Podcast
by Brandon Beylo
2w ago
This was a fun episode. I chatted stocks, trading, philosophy, and process with @PurpleDrinkCapital. I like the way he approaches markets. He's honest about his process, and is eager to share his mistakes (which is a sign I love). I hope you enjoy this episode. Finally, a big thanks to our sponsors for making this episode happen. 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 returns in support of MIT ..read more
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Stefan Lingmerth: Distress Investing, Trinseo $TSE, & Borr Drilling $BORR
Value Hive Podcast
by Brandon Beylo
3w ago
I'm excited to share my conversation with Stefan Lingmerth, founder of Sunshine Kapital (yes, with a K!). Stefan is a distress/stress investor. He buys the common stock of bombed-out, left-for-dead companies that look like they're heading for bankruptcy. If a stock is making new lows, there's a good chance Stefan knows about it and has already analyzed their balance sheet. This week, we discuss distressed investing, Trinseo $TSE, and Borr Drilling $BORR. Note: Stefan holds positions in the stocks mentioned at the time of recording. None of this is investment advice. Do your own work. Also note ..read more
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Alberto Alvarez: Boab Metals $BML, Silver, and Mining Valuations
Value Hive Podcast
by Brandon Beylo
1M ago
I hope you guys enjoy my podcast with Alberto Alvarez. We discuss Boab Metals (BML), silver, tin, and mining stock valuations. I loved this conversation and always enjoy Alberto's company. Make sure you follow him on Twitter/X @AAGresearch. Finally, a big thanks to our sponsors for making this episode happen. 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 returns in support of MIT's mission. To help th ..read more
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[REPLAY] Jenny Chase: Solar Industry Deep Dive
Value Hive Podcast
by Brandon Beylo
1M ago
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 for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, a ..read more
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Jerome (@UzoCapital): SPACs, Warrants, & Music Royalties
Value Hive Podcast
by Brandon Beylo
1M ago
I'm stoked to have Jerome aka @UzoCapital on the podcast this week. Jerome invests in off-the-beaten path ideas. His speciality of late has been de-SPAC'd companies, warrants, and private music royalties. This was such a fun conversation. Jerome is a great dude, has broad taste and hobbies outside investing, and just loves talking stocks. You'll hear what I mean when you listen. Make sure to follow Jerome on Twitter @UzoCapital. Enjoy! Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as ..read more
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Dave Waters (Alluvial Capital): Illiquid Stocks, Process, and Investing in Tactile
Value Hive Podcast
by Brandon Beylo
1M ago
Dave Waters returns to The Value Hive Podcast to discuss all things illiquid stocks, dark stocks, the expert market, and lessons learned from past mistakes. Investing nerds will love this episode. Dave is one of the sharpest, most unique investors I know. You'll enjoy this conversation. Finally, a big thanks to our sponsors for making this episode happen. 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 ..read more
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[REPLAY] David Kaye: The Business of Video Game Development
Value Hive Podcast
by Brandon Beylo
1M ago
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, how different types of video games companies will allocate capital, how NFTs could be used in the video game industry, Unity vs. Epic Games, and what are some KPIs that investor should look for when investing in the video game industry. This episode is brought to you by BullpenCareers.com. BullpenCareers.com is a job board exclusively for finance jobs. If you or someone you know is looking for a j ..read more
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