Value Hive Podcast

Michael Jordan had his flu game. This week, Dan McMurtrie has his Flu Podcast. Join us as the Super Flugatu drops dozens of knowledge bombs, all while battling the flu.  Dan touches on a lot of what I originally posted, but there's definitely a few more gems worth the listen. Dan dives deep into topics like:  Structuring Research & Valuing Research Time The reality of emerging manage...

Hey guys! This week I'm stoked to have Amy Jo Kim on the podcast. Amy is the co-founder of Game Thinking, a company dedicated to helping the world's largest game developers accelerate product innovation and drive engagement from the ground up.  This podcast is all about deconstructing what makes the best games, well, the best. Amy spends most of the time discussing how the best games create s...

Hey guys! This week we have as a guest James Reynolds of Tenebrist Global. I’ve met James at Valuex Vail when he was the only person that pitched a company that was growing more than 5% per year! Certainly a hyper-growth stock. All kidding aside, he is a hyper-growth investor and this week we dug into his background, how he became an investor, his soup to nuts process, ecosystem control, Progyny,...

Hey guys! I have the privilege of speaking with Stephen Diehl. Diehl is a London based software engineer and an outspoken critic of cryptocurrencies, Web 3.0, NFTs, and pretty much that entire ecosystem that seems to be so rampantly bullish. This episode’s objective is to present a possible bear case to the crypto, Web 3.0, NFTs Maximalists and to the people that are on the fence and want to...

Hey guys! This week we got the one and only @SleepwellCap on the show today! We've got a wide ranging conversation today going from how he became a buy side generalist, lessons from the Fixed Income World, how conviction is the raw material for long term investing, differences between conviction and overconfidence, Sleepweell’s research process, will discuss serial acquires as an undiscovered...

Hey Guys! Continuing our theme of interviewing anonymous accounts, this week’s guest is @PinkPoloShorts. Our conversation focus on Real Estate investing since that is @PinkPoloShorts area of expertise.  He shared with us how he got into Real Estate after trying to become a professional baseball player, his Real Estate career, what he thinks about Airbnb renting as a business, the most common...

Hey Guys! Today we have a special guest: Shrubbery Capital. We had a lot to cover on this conversation. We dive into Shrub’s background, working for event driven funds and family offices, his recycling investment thesis, structuring a trade, why we should we use stop losses and technical analysis, and how we can seamlessly transition into new industries and take what we learned before from other p...

Hey Guys! This week, we’re chatting all things SPACs from a Twitter Spaces I organized on December 23, 2021. The goal was to hear interesting ideas, learn a few things, and have a ton of fun with the community. We're all trying to find treasure amongst (mostly) trash. Hopefully, this episode becomes the “X” that marked the spot on some treasures but only time will tell! Check out the time-stamp be...

This week we have Dror Poleg. He is the founder of Hype-Free Crypto. In this conversation we explore the impact of technology on where and how people live, work, and socialize such as Decentralized Autonomous Organizations (DAOs), Ponzi Schemes, his Chinese Real Estate investing career, how was his life in China and the possible positive and negative implications of the ME economy.[0:00] Who is Dr...

Hey guys! This week we are diving back into the Fintwit anonymous pool of talent and our guest is @FundiesCapital, he is a long-short Hedge Fund Equity Manager. We are going to discuss the unit economics of a business and how important they are when shorting or going long a stock, how to run a market neutral book, dive into Wayfair economics to understand how businesses can finance operations...

Hey guys! This week we had a a conversation with Muji @hhhypergrowth, he is the savant of all things hyper-growth investing. We discussed Muji’s 5 most important rules on hyper growth, finding the right industries and how to determine what is good industry or a bad industry and the we are going to round up the discussion with investing without moats and a small little riff about being comfortable...

Hey guys! After what felt like three years in the making, this week’s guest is Matthew Sweeney, the founder and portfolio manager of Laughing Water Capital. Long story short, Matt was actually the first fund manager that I’ve ever cold email when I was getting into the game and he was kind enough to email me back right away.  Since then we’ve been able to stay in touch and talk about investme...

Hey guys! This week we have a special guest: Nikhil Shamapant. Most of you know him as "Squish" on Twitter. Nikhil is an internal medicine intern at the University of Colorado and somehow he has time to both study internal medicine and write 77 page reports on Ethereum and opine on investment and market philosophy. We discussed a lot of things: his investment journey and how his investment process...

Hey guys! I'm stoked to bring you my conversation with Jessica Ablamsky. Jessica is a freelance marketing writer, journalist, growth stock investor and Twitter personality.  Today we dove into the lessons Jessica learned from last year (2020), how to identify companies with good corporate culture, how her investing journey started, switching from a fundamental value approach vs mome...

Hey guys! This week’s guest is Steve Gorelik, he is a portfolio manager at Firebird Asset Management. I first met Steve at VALUEx Vail 2019 and today he is going to give us a crash course on Investing Eastern Europe. He shares how his investing journey started, the cultural differences that he notices between the west and Eastern Europe, why you can find world class businesses in Eastern Euro...

Hey guys! Today is all about how to start a Hedge Fund and we have two amazing guests Yaron Naymark founder of 1 Main Capital and the anonymous twitter account @MadThunderdome to tell us all about it. Yaron Natymark shares his experience on bootstrapping a hedge fund while @MadThunderdome shares his experience on launching his hedge fund at an institutional level.  Here is the time-stamp of t...

This week we've got FinTwit Anon Bauncey Chillups or @PrefShares on Twitter. Bauncey dives deep into a host of topics, including:  Court vision: Bauncey's metaphor of basketball and investing The Dangers of Complex Financial Modeling Home Improvement Stocks Transition Investors Lessons Learned From Investing in Asset Plays  Call Options Embedded in AAA Video Game Stocks I thoroughly enjo...

Hey guys! Todays guest is the anonymous account on Twitter @bluth_capital. Bluth has decided to surface from his interweb lair and join the podcast! We're going to discuss his VC journey and how it relates to big tech and SPACs. We're also going to discuss moats and the four horsemen of the new venture know-how (you'll find out what that means!). We'll then talk about the biggest risk that Bluth i...

This week we have Peter Mantas, GP at Logos LP. This podcast is all about idea generation, how modern data and technical analysis can be applied to value investing, how he manages his portfolio construction, how drawdowns can really jeopardize your mental capital, as well Peter Mantas shares with us some tips and tricks on how he analyzes biotechnology companies and the rise of inta...

This week we have Tom Morgan, Director of Communication and Content at the KCP Group.  This episode we will focus on how to become a curiosity sherpa and what that really means, how we can close the gap between map and territory, how to lean into your impulse, how investors fall in love with their own thesis and why we should destroy our mental models. We also discuss Tom’s thoughts on the po...

Hey guys! This week we have a special guest Adam Singer, the VP of marketing and LEX Markets. We covered a variety of topics ranging from working for Google, investing in life sciences companies such Invitae (NVTA), what is LEX Markets plus we get to know Adam’s early life, how he became a DJ and music composer, he explains to us what are Potemkin numbers and how fishing, poker, and investing...

Shreekkanth Viswanathan is the founder and portfolio manager at SVN Capital. In this episode we had an amazing conversation about Shreekkanth’s investment criteria, his M&A background, his time at Advisory Research, founding SVN Capital  idea generation, idea sourcing, and we discussed two ex-US investing: Automatic Bank Services (SHVA) located in Israel and Livechat Software (L...

Hey gang! I'm stoked to bring you my Twitter Spaces interview and Q&A with Ben Kovler, founder and CEO of Green Thumb Industries $GTII.  GTII is a cannabis MSO (multi-state operator) betting big on consumer brands in the recreational cannabis space. The company sports a $7B market cap and generates over $750M in annual revenue.  During the Spaces, I give Ben a more formal 1v1 intervi...

This week we're diving into the physiology, biology and neurological side of investing and general performance with Louisa Nicola a Neuroscientist, Neurophysiologist and founder of Neuro Athletics. We learn a little bit about Louisa’s life, how she went from being an elite olympic level athlete to being a neuroscientist, neurophysiologist, and founding Neuro Athletics. What some of the miscon...

This week we chat with David Polanksy, co-founder and managing partner at Immersion Investments.  David is a terrific investor, independent thinker, and an all-around great guy. He's also CRIMINALLY under-followed on Twitter with less than 500 followers.  Let's change that, folks.  David and I spend two hours discussing myriad topics, including:  David's Investing Guiding Princ...