Value Hive Podcast

I hope you guys enjoy this Q3 2025 Investor Audible Series with: Hinde Group Atai Capital Greenhaven Road Capital Lots of ideas to dig into after listening to this episode. Enjoy!

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 s...

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...

I hope you guys enjoy this Q3 2025 Investor Audible Series with: Kingdom Capital Advisors Hirschmann Capital Greenlight Capital My daughter was napping in the room next door so apologies if I sound "hushed." Nap time is precious around here! Enjoy!

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 mining Adrian's new role at Fast Markets Alphamin $AF...

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...

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. Mitimco This epis...

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...

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, refini...

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. 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...

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...

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...

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 o...

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...

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.

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...

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 h...

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...

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.

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

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 s...

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!

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....

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...

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...