Value Hive Podcast

Cody Shirk is a surfer, investor, and writer/founder of the Explorer Report. Basically, I want to be like Cody when I grow up. We spend 90 minutes discussing Cody's wild adventures traveling and investing in Latin America, his trip to Chernobyl to research uranium stocks, and how he thinks about gold, the US dollar, and other commodities. This was, by far, one of the most fun conversations I&#...

Josh Crumb talks all things commodities, green energy transition, mining labor shortage, and building Abaxx Futures Exchange. I hope you 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 MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging...

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...

Investor Audibles is back, baby! I hope you enjoy listening to the following Q2 investor letters: Legacy Ridge Capital Kathmandu Capital Alluvial Capital Let me know if there are other letters you want to hear! 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 offi...

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 sizing Research process Portfolio construction Investment criteria Lessons learned from mistakes Deep value mentors/idols And more. Y...

I'm excited to share my latest conversation with Chris Abbott of 1035 Capital Management. Chris buys stocks that you've never heard of. When you do hear about them, they make you want to vomit. He dumpster dives into hated market corners, abandoned equities, and downright ugly situations. This week Chris pitches three off-the-beaten path ideas: LLAP, FATBP, and ASPI. I guarantee you'll...

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 invest...

Don Simmons is the CEO of Hemisphere Energy (HME), a Canadian heavy oil producer. DISCLOSURE: WE/MACRO OPS OWNS SHARES IN HME AT THE TIME OF THIS PODCAST RELEASE. DO YOU OWN WORK. NONE OF THIS IS INVESTMENT ADVICE. SMALL CAP ENERGY STOCKS ARE RISKY. With that out of the way, let's get to the podcast. Don dives deep into his background and how he founded HME. The company takes a simple, yet uni...

Taylor Sulik is trying to solve a problem that we all face, but nobody wants to do ... revive domestic US critical mineral production. And he's doing it with Tungsten (among other metals). This podcast explores Taylor's path towards starting a mining company, how he's built his from scratch, and his plans for future production/development. I loved this episode. Taylor's story is on...

Evan Tindell runs Bireme Capital, a long/short value investment fund. I loved this episode. We spent over an hour discussing: Investor psychology Shorting Costco Lessons from being a professional poker player Position sizing Betting big on META during its Hate Day SOTP valuation stories (Bollore & Vivendi) Japanese value stocks Allocating time And more! This was one of the most wide-ranging co...

This is a replay of my 2023 conversation with Lobo Tiggre of Independent Speculator. Lobo is one of the premier voices in junior mining speculation, and you can tell why throughout this podcast. Lobo pulls no punches. He tells it like it is -- the good, the bad, and the ugly -- all while educating and entertaining you along the way. It's a fantastic listen, and one that you will want to listen...

This is a very different episode than usual. I don't think I've recorded a podcast specifically about net-net investing. But it's something I've wanted to do for a long time. That's why I'm excited to have Luis Sanchez on the podcast. Luis is a full-time net-net investor. He hunts in corners of the market you haven't even thought of. During the podcast, we dive deep int...

I hope you guys enjoy my podcast with Greg Orrell of OCM Gold Fund. Greg has done what most gold fund managers haven't ... outperform GDX. In fact, Greg has crushed GDX, returning 81% since 2008 versus GDX's 6% during the same time period. During the podcast, Greg dissects the gold miner industry and gives us a crash course on how to analyze, invest, and position size when buying gold prod...

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...

Just Judd Arnold pitching Navios Maritime $NMM and why he thinks its cheap and why it could reach $200/share in the future. Remember guys, none of this is investment advice. It's shipping. You will probably lose all your money, This is for educational/entertainment purposes only. Make sure you read Judd's 50-page memo on $NMM if you want to explore the idea further. Big thanks to Judd for...

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 identific...

This episode features Mat Roiss (@InvestRoiss), an investor and writer who shares his approach to portfolio construction, stock selection, valuation criteria, sourcing investment ideas, and areas of current interest. Mat also discusses his Substack (roiss.substack.com) where he publishes investment analysis. Disclaimer: Nothing discussed constitutes investment advice and is for educational purpose...

The first time I released this podcast it was two days before Christmas. Probably not the best timing if I wanted people to listen to the podcast. That's why I'm re-releasing this conversation with Judd Arnold today. If you like crazy finance stories, you will love this podcast. I hope you enjoy and tell your friends! I'm excited to share this week's podcast with Judd Arnold. This...

I'm stoked to bring you my conversation with Doug Ramshaw, CEO of Minera Alamos $MAI.V. PLEASE NOTE: I AM NOT A SHAREHOLDER OF MAI.V AS OF THIS RECORDING. I DO NOT PLAN TO OWN SHARES FOR AT LEAST TWO WEEKS AFTER THIS PODCAST IS RELEASED AS I'M STILL DOING DUE DILIGENCE. THIS IS MINING PEOPLE, IT'S RISKY. DO YOUR OWN WORK. MOST MINES FAIL. ITS HARD. NONE OF THIS IS INVESTMENT ADVICE. No...

What better time to replay my 2022 Twitter Spaces on Carvana (CVNA) and its ability to survive a potential bankruptcy than this week? If you haven't heard, CVNA has ripped over the past two years, rising from a low of ~$4/share to over $100/share. This is easily one of the most controversial stocks on Twitter. You either LOVE or HATE Carvana. There's no in-between. Fast-forward to 2024 and...

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 conver...

I'm excited to share my conversation with @Erik_YWR. Erik runs the fantastic Substack YWR.world. This conversation covers all things inflation. We discuss the main drivers of inflation/deflation, what has happened over the past 20 years in the US, why this time might be different, and how to profit from a higher-for-longer inflationary world. I really hope you enjoy this as much as I did. If y...

I'm stoked to share my conversation with Calvin Froedge. Calvin has one of the most unique investing backgrounds I've encountered in four years of the podcast. He didn't graduate high school. Instead, he spent his late teen years working for his dad's machinery business. He explored other business ventures in his early twenties before moving to Panama. Today, Calvin spends his time...

This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds: Greenhaven Road GreenWood Investors Silver Beech 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...

David Bastian of Kingdom Capital is BACK for another podcast. This time we're diving deep into GEN Restaurant Group (GENK). DISCLOSURE: I/WE AND DAVID OWN SHARES AS OF THIS PODCAST. We are free to change our minds and trade in/out of this position after the podcast is released. I'll say it again, none of this is investment advice. Do your own work. Don't trust two randoms with a microp...