Value Hive Podcast

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 posit...

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...

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 NOTHI...

I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: SaltLight Capital Blue Tower Asset Management LLC PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

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 fl...

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.

I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: Gator Capital Rowan Street Capital Third Point Capital PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

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 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...

I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: Open Square Capital JDP Capital Ideas discussed include: VAL, RIG, PTON, OXY, MELI PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

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...

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...

Stoked to have Will back on the podcast to discuss: Clean Tech Royalty companies (like CVW) Copper producers Gold producers Will's Commodity Purity Index (or CPI) Using AI in investment research Going 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...

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 on the podcast. Not much more needs to be said here. We chatted: > Iran> Shipping> Commodities> Nickels> Chemicals> Food> War> Inflation> Books And 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...

Welcome to another episode of Q4 Investor Audibles where I read three letters from value investors. This week, I read: Dave Waters' Tactile Fund Fred Liu's Hayden Capital Bob Robotti's Robotti Value Investors I hope you guys enjoy!

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...

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...

I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: Hirschmann Capital Arquitos Capital Third Point PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

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...

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...

I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: Laughing Water Capital Plural Investing Kathmandu Capital Ideas discussed include: NN, THRY, LFCR, PAR, WOSG.LN, LOGC, VICR, LITE PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

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 kno...

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 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 c...