Value Hive Podcast

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...

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...

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 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...

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...

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...

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,...

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! Mitimco For those looking t...

Excited to have the Q1 2025 Investor Audible Series rolling through this quarter. This week, we have letters from: 1Main Capital Alluvial Capital NZS Capital Big thanks to the sponsors as well! 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 beli...

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...

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! 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...

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! Mitimco This episode...

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! Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office...

Q4 Investor Audibles is out. This week we cover: Massif Capital Marlton Partners Giverny Capital This 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. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of...

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 c...