Value Hive Podcast
The Value Hive Podcast is a show for investors, entrepreneurs, and thinkers who want to get smarter every day. It features high-quality interviews that explore value investing, business models, and stories of success and failure. The podcast offers fresh perspectives on classic investment topics and passionate discussions about all things investing. Hosted by Brandon Beylo, the show aims to help listeners improve their knowledge and skills.
Episodes
![[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/2862374/2862374-1613085518959-c8592d1bd21bb.jpg)
[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
The last time I had CEO of Magna Mining Jason Jessup on the podcast his goal was to create the next FNX Mining. That would be a great outcome for everyone as FNX went from $0.25 to $35 at its peak. But here we are a year later, and Jason is thinking bigger. FNX is no longer the goal. Think closer to Teck Resources ... or even bigger. Jason explains his plans for NICU over the next 2-3 years, his g
Q2 2026 Investor Audibles: Legacy Ridge Capital, Pernas Research, Greenlight Capital
I hope you guys enjoy this Q2 Investor Audibles series. As always, none of this is investment advice. You are an idiot if you think otherwise. Everything is for entertainment and educational purposes only. Investment carries substantial risk and you should always consult a professional before making any investment decisions.
Astrid Wilde: A Bright AI & Robotics Future
This was one of my favorite conversations so far this year. Astrid is the founder of Inheritance HQ. According to its website, the company “transforms observation into training data that robots and world models can learn from at scale, enabling capability to compound instead of restart with every newembodiment.”Don’t worry if you didn’t understand a word from that sentence. I didn’t either. Which
Gavin McCracken (Pt. 2): Robotics, AI, and A Commodities Supercycle
We are back with another interview with Gavin McCracken. This time, we spend most of the podcast chatting robotics, AI, and why those two themes could kickstart the next commodities supercycle. I really enjoyed Gavin's take on AI and robotics, mainly because it aligns with my initial hypotheses. But it's always good to bounce ideas off a AI PhD. Remember, NOTHING YOU HEAR IS INVESTMENT ADV
Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point
Q2 2026 Investor Audibles is live. Remember, none of this is investment advice. I just wish there were audible versions of investor letters, so I decided to make them. I hope you enjoy!
[REPLAY] Gavin McCracken: A Journey To 2,000x Returns
This was easily my favorite podcast of the year. Granted, we're only in April. So it's exciting, but a high bar for future guests.Gavin is a one-of-one thinker and investor. He generated a 2,000x return in his account from buying basically two stocks: Valeura Energy (VLE) and Andean Precious Metals (APM).You will love his story on how he found, bought, and held along the way to 2,000x perf
Jeremy Raper: Cycles, AI, and Activism
PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLYI had a great time chatting with Jeremy Raper of Raper Capital. I always learn something new from him, and this episode doesn't disappoint. This week, we chat: Cyclicality in AI/semiconductorsUsing AI in Jeremy's investment research proces
Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU
I hope you enjoy this podcast with Evan Vanderveer, founder of Vanshap Capital. Vanshap invests in founder-led businesses that focus on Customer Fanaticism. We discuss three of Evan's core holdings: 1. Kaspi (KSPI)2. Nu Holdings (NU)3. Mercado Libre (MELI)PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT
Seedy19: A 35x Return From Biotech Investing
I hope you guys enjoy my podcast with @Seedy19 (from X). Seedy is a full-time biotech investor. He generated a 35x on his entire portfolio last year. Not just one stock, his entire portfolio. The crazy part? He did it buying mostly common stocks. Biotech stocks, of course. But common stocks nonetheless!We spend an hour diving into Seedy's process, how he identifies new ideas, researches positi
Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers
I've got Judd Arnold back on the podcast for another great episode of distressed investing. Judd is one of the best investors I know at finding distressed situations at inflection points. We spent almost two hours discussing energy, COVID normalization, pool companies, and investment process. I hope you enjoy this conversation as much as I did. PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOU
Peter Mantas: The Biotech Bubble Whisperer
This is my fifth interview with Peter Mantas. I learn something new each time I talk to Peter. This week, we discuss Peter's views on where the Left Tail lies in biotech, why bubbles are great for biotech's long-term success, and how to spot the real AI winners from vaporware in the biotech space. I loved recording this episode and learned a ton, I know you will too.PLEASE NOTE THAT NOTHIN
Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC
I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters:SaltLight CapitalBlue Tower Asset Management LLCPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
[REPLAY] Rebecca Hunter: Life As A Uranium Explorer
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 flag
[REPLAY] Josh Crumb: Global Commodity Outlook & Building ABAXX
Josh Crumb talks all things commodities, green energy transition, mining labor shortage, and building Abaxx Futures Exchange.I hope you enjoy.NOTHING YOU HEAR IS INVESTMENT ADVICE. IT IS FOR ENTERTAINMENT PURPOSES ONLY. YOU ARE A FOOL IF YOU TAKE ANY OF THIS AS ADVICE.
Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital
I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: Gator CapitalRowan Street CapitalThird Point CapitalPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
[REPLAY] Oliver Friesen: All Things Tungsten
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‑pi
Brian Leeners (Homerun Resources): The Silica Opportunity
Brian Leeners is the CEO/founder of Homerun Resources (HMR.V), a Brazilian-based silica company dedicated to bringing high-quality silica to market to help advance the solar, renewables, and AI growth initiatives. We spent the podcast discussing the solar value chain, silica's role within that chain, what makes silica different, the supply/demand dynamics of the market, and what separates Home
Q1 2026 Investor Audibles: Open Square Capital, JDP Capital
I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: Open Square CapitalJDP CapitalIdeas discussed include: VAL, RIG, PTON, OXY, MELIPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
The last time I had CEO of Magna Mining Jason Jessup on the podcast his goal was to create the next FNX Mining. That would be a great outcome for everyone as FNX went from $0.25 to $35 at its peak. But here we are a year later, and Jason is thinking bigger. FNX is no longer the goal. Think closer to Teck Resources ... or even bigger. Jason explains his plans for NICU over the next 2-3 years, his g
Gavin McCracken: A Journey To 2,000x Returns
This was easily my favorite podcast of the year. Granted, we're only in April. So it's exciting, but a high bar for future guests. Gavin is a one-of-one thinker and investor. He generated a 2,000x return in his account from buying basically two stocks: Valeura Energy (VLE) and Andean Precious Metals (APM). You will love his story on how he found, bought, and held along the way to 2,000x pe
Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive
Stoked to have Will back on the podcast to discuss: Clean Tech Royalty companies (like CVW) Copper producersGold producersWill's Commodity Purity Index (or CPI) Using AI in investment researchGoing slow to go fast (read before summarizing)Really liked this chat. NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT PURPOSES. YOU ARE A FOOL IF YOU THINK ANY OF THIS IS ADVICE. DO YOUR OWN
[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy
Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast. This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set. I loved this conversation. Lots to learn and implement i
Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World
Calvin Froedge on the podcast. Not much more needs to be said here. We chatted: > Iran> Shipping> Commodities> Nickels> Chemicals> Food> War> Inflation> BooksAnd more. This podcast is for those that love commodities, politics, free-thinkers, and no bullshit discourse. By the way, if you loved this episode, consider joining our Macro Ops Collective. We have the sharpest g
Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors
Welcome to another episode of Q4 Investor Audibles where I read three letters from value investors. This week, I read: Dave Waters' Tactile FundFred Liu's Hayden CapitalBob Robotti's Robotti Value InvestorsI hope you guys enjoy!
[REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology
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 episod
Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals
Hey guys -- I'm stoked to bring you my conversation with Tomasz Nadrowski, PM of Amvest Terraden Capital. Tomasz is one of the sharpest investors in the metals space, focusing on the "Major Minor" critical minerals like gallium, germanium, tellurium, and other critical materials needed to defend countries, arm armies, and build tomorrow's reality. We spent over an hour diving int
Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital
I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: Hirschmann CapitalArquitos CapitalThird Point PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
[REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum
This was one of my favorite episodes of the year.I love interviewing anonymous Twitter personalities, and GorillaGrip delivered.Gorilla is a full-time commodities investor who's spent his life traveling the world, kicking rocks, meeting management teams, and making tons of money, along with a few mistakes here and there.This conversation goes deep into geopolitics, commodity cycle identificati
Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
The last time I had CEO of Magna Mining Jason Jessup on the podcast his goal was to create the next FNX Mining. That would be a great outcome for everyone as FNX went from $0.25 to $35 at its peak. But here we are a year later, and Jason is thinking bigger. FNX is no longer the goal. Think closer to Teck Resources ... or even bigger. Jason explains his plans for NICU over the next 2-3 years, his g
Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital
I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: Laughing Water CapitalPlural InvestingKathmandu Capital Ideas discussed include: NN, THRY, LFCR, PAR, WOSG.LN, LOGC, VICR, LITEPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU
Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada.I'll keep it simple. I think Jason is building the next multi-billion dollar mining company.He's got everything in place ... the team, the assets, the opportunity. And I think he's the man for the job.Give this podcast a listen and let me know w
Timothy Call (Capital Management Corp): Unloved Small Caps ($LFVN, $ACCO, $WDO.TSX)
NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY. I hope you guys enjoy my podcast with Timothy Call of Capital Management Corp. Tim spends his time finding and investing in unloved small-caps that lead their little market niches. These companies are often down a lot over the past year, trade at low valuation multiples, and pay shareholders via dividends/buybacks/and deb
Chris Abbott (1035 Capital Management): Comstock (LODE), SkyX Platform (SKYX), Mobilicom (MOB), Research Frontiers (REFR)
Chris Abbott of 1035 Capital Management joins the podcast this week to pitch more interesting stock ideas. We discuss: Comstock (LODE)SkyX Platform (SKYX)Mobilicom (MOB)Research Frontiers (REFR)I love chatting with Chris because I always find new investments ideas and learn something different. Chris has a unique way of looking for and at investment situations, and I know you will enjoy this conve
Q3 2025 Investor Audibles: Hinde Group, Atai Capital, Greenhaven Road Capital
I hope you guys enjoy this Q3 2025 Investor Audible Series with: Hinde GroupAtai CapitalGreenhaven Road CapitalLots of ideas to dig into after listening to this episode. Enjoy!
[REPLAY] Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager
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 sol
Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy
Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast. This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set. I loved this conversation. Lots to learn and implement i
Q3 2025 Investor Audibles: Kingdom Capital, Hirschmann Capital, Greenlight Capital
I hope you guys enjoy this Q3 2025 Investor Audible Series with: Kingdom Capital AdvisorsHirschmann CapitalGreenlight Capital My daughter was napping in the room next door so apologies if I sound "hushed." Nap time is precious around here!Enjoy!
[REPLAY] Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation
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 $AFMD
Tim Elliott: Geology 101 For Generalist Investors
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 l
Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology
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 episod
[REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager
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, ho
[REPLAY] @Sustainabledud1: Rare Earth Element (REE) Deep Dive
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, refinin
Q2 2025 Investor Audibles: Bonsai Partners, Cedar Creek Capital, Hayden Capital
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
[REPLAY] Will Thomson (Massif Capital): The Zambia Copper Opportunity
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. F
Peter Mantas: uniQure (QURE) and Clearpoint Neuro (CLPT) Inflection
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 hypot
[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining (2024)
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 opp
Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
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 exper
Q2 2025 Investor Audibles: Greystone Capital, SpringView Capital, Praetorian Capital
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.
[REPLAY] Otavio Costa: Precious Metals Deep Dive (2023)
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
Kristoffer Lindstrom: Physitrack (PTRK) Deep Dive & More
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
Oliver Friesen (GMET): All Things Tungsten
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‑pi
Q2 2025 Investor Audibles: Laughing Water Capital, Jackson Peak Capital, Alluvial Capital
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.
Q2 2025 Investor Audibles: Rowan Street, Desert Lion, Minot Light Capital Partners
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
Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager
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 so
Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital
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!
[REPLAY] John Swallow (Idaho Strategic): The Golden Age of Gold Mining
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.
Sultan Ameerali: Finding Value In Garbage (LODE, Miners, and More)
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 f
@Sustainabledud1: Rare Earth Element (REE) Deep Dive
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 names. This was terrific. Give Sustainable dude a follow and subscribe to his Substack. It is WELL worth
[REPLAY] Garrett Goggin: All Things Gold & Silver Stocks
Garrett Goggin is the founder of The Golden Portfolio, a newsletter that exclusively covers gold and silver mining stocks. Garrett has over 15 years experience investing in junior precious metals miners. I spent over an hour picking his brain on portfolio construction, grade hurdle rates, red flags to avoid, and how to value a mining stock. I think you'll like this one. Please note that Garret
@ContrarianCurse: From Analyst To Portfolio Manager
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 fun episode. Stock junkies will love this
Purple Drink Capital (Pt. 2): Trading, Psychology, and Crude Oil
Purple Drink Capital is back for Round 2 at Value Hive. I love talking to Purple Drink. The dude is a Trader's Trader. He's a slave to the tape, respects his biases, and understands the game he's playing. I love the way he views markets and positions himself in various thematics. Even if you're not a "trader" you will learn something new and useful, I promise. Finally, a
Investor Audibles: Hosking Partners May 2025 Letter
We're changing it up a bit this week! I decided to do an Investor Audible on just one "letter" ... Hosking Partner's May 2025 edition of Hosking Post. The letter discusses Capital Cycles, Warren Buffett, and how to view all investments through the capital cycle framework. I recorded this because I wish I had an audiobook version of it, so enjoy!Also -- big thanks to the sponsors!
[REPLAY] Jeff Sands: How To Fix A Business In 100 Days
Excited to replay Episode 21 with y'all! Jeff Sands is a 3x winner of the Turnaround Of The Year award (2017-2019), and he's got a good shot at 2020. He spent his early career working in his family business. When outside pressures rattled the company, Jeff realized two things: a) the importance of cash and b) that nobody taught him how to manage this crisis. Jeff's passion is turning a
James Elbaor (Marlton LLC): Investing In Investors
This is one of my favorite conversations of the year. James Elbaor of Marlton LLC spent over an hour discussing all things investing. We chatted single stocks, thematics, psychology, how to invest in other investors, and what makes a great investor. We also talked about process, vibes, and of course, mining. If you're an emerging manager, or someone that wants to start their own fund one day,
Erik_YWR (Part 2): French Stocks, European Banks, and South Korea
I'm excited to get Erik_YWR back on the podcast this week. Erik pitched European bank stocks on his first episode, and he nailed it. So today, we're asking him about French stocks, revisiting European banks, and South Korea. You'll love this conversation if you enjoy psychology, actionable ideas, and general market banter. Also -- big thanks to the sponsors!MitimcoFor those looking to
Q1 2025 Investor Audibles: 1Main Capital, Alluvial Capital, NZS Capital
Excited to have the Q1 2025 Investor Audible Series rolling through this quarter.This week, we have letters from:1Main CapitalAlluvial CapitalNZS CapitalBig thanks to the sponsors as well!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 ca
Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation
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 $AFMD
Jeremy Raper (Lost File): Westinghouse Bankruptcy Story
Hey guys -- wanted to publish a short episode this week from the Lost File of Jeremy Raper's latest podcast (Pt. 3). Jeremy covered the Westinghouse Bankruptcy, uranium, and how to think about researching new industries. I think you'll love it. Big thanks to the sponsors as well!MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office
[REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon
I hope you guys enjoy my Twitter Spaces conversation on all things Deep Value Investing. Big thanks to my two co-hosts @BuyCheapAndPray and @theotheraharon for making this Spaces worth the listen. We cover a ton of ground during the conversation, including: Position sizingResearch processPortfolio constructionInvestment criteriaLessons learned from mistakesDeep value mentors/idolsAnd more. You'
Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold
Very excited to have my friend Derrek -- aka @real_MikeBarnes on Twitter -- on the podast again. We chat gold, junior miners, Derrek's life-changing trade in Kirkland Lake Gold, his other life-changing trade in Agnico Eagle (AEM), and more. I loved this conversation. I always learn something new when talking to Derrek, and you will too. Big thanks to the sponsors as well!MitimcoThis episode is
Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More
Jeremy Raper is back for his third appearance on the podcast. We chat Japan, Tariffs, Trump, activist investing, Jeremy's research process, commodities, and more. As always, Jeremy leaves a ton of knowledge bombs to absorb over the hour. Big thanks to the sponsors as well!MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of
Q4 Investor Audibles: Massif Capital (GMIN), Marlton Partners (BOL.PA, JGC.LN, PRSR.LN, JARA.LN, API,LN), Giverny Capital (MTB, ALGN, MEDP, IBP, FISVA,SHTF, FERG, KNSL)
Q4 Investor Audibles is out. This week we cover: Massif Capital Marlton PartnersGiverny CapitalThis is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the podcast if you have time. It helps get the word out about Value Hive. MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT
[REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas
This is a replay of our podcast in 2023. 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 case. The conversation then shifts to event-driven investing with the Hunter Douglass Saga as an example of Social Activism.Jeremy also provides insights on Japanese ca
Adam Rossi: Investing In The Age of DOGE
I'm thrilled to have Adam Rossi on the podcast. Adam is a private investor, successful businessman, entrepreneur, beekeeper and maple syrup salesman. Adam has decades of experience building companies in the cyber and defense spaces. We spent an hour discussing DOGE, defense stocks, and investing like a family office. I really enjoyed this conversation and I know you will too. MitimcoThis episo
Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai
I can't believe it took me this long to get Matt Warder on the podcast. But here we are. Matt is the smartest guy in the coal space, and it's not even close. We chat HCC's latest investor presentation, why coal stocks are cheap, the 2026-2027 setup, and Matt's thoughts on precious metals. We finish the conversation with lessons from Matt's dinner with Mohnish Pabrai. MitimcoThis episode is brought
Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)
Q4 Investor Audibles is out. This week we cover: Colebrooke Opportunities Fund Tidefall Capital Maran CapitalThis is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the podcast if you have time. It helps get the word out about Value Hive. MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the invest
Swen Lorenz: Drowning in Undervalued Shares
Global value investors will love this episode. Swen runs Undervalued-Shares.com, one of the best research services for finding off-the-beaten path ideas, hated companies, and stocks that you've never heard of. We spend over an hour discussing global value stocks, how Swen analyzes and ranks companies, and how he decides on what stocks to research in a world awash with ideas. This episode is he
[REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)
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, an
Stephen Farrington: An Unemployed Small-Cap Value Degenerate
This might be one of my favorite podcasts of 2025 ... and it's only January.
Stephen Farrington is a small cap investor and author of the Unemployed Small-Cap Value Degenerate Substack.
If you love eclectic investment journeys, you're in the right place. Stephen went from chef to student to professor to full-time investor/writer.
And what a story it is.
We discuss philosophy, investmen
John Swallow (Idaho Strategic): The Golden Age of Gold Mining
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 J
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