Value Hive Podcast

Hey Guys! This week we have a special guest: Logan Bartlett Managing Director and Partner of Redpoint Ventures. This podcast is all about Venture Capital and specifically Software Venture Capital. We discussed Logan’s venture capital journey, the differences between public markets and the private market, what is currently happening in the Software landscape, he shared from a venture capitalist poi...

Hey guys! This week I'm trying something brand new on the podcast. I created an "audiobook" edition of some of my favorite hedge fund letters. This week, I read the Q4 letters from the following funds: GreenWood Investors Worm Capital Third Point Gator Capital  There is one other podcast that does this (Capital Literature), but I thought having a more human voice would make it easier to liste...

Welcome back Aaron Edelheidt! This is the second time Aaron is on the Value Hive Podcast. This time around he was kind enough to give us a Crash Course on the Weed Industry and gave us insight on what exciting developments are happening in the political landscape, how important are brands in the weed industry, why high barriers of entry exist, what are MSOS, Glass House Farms and why he decide to...

Hey Guys! This week, we’re chatting all things Podcasting with Bill Brewster! This is a recording of a Twitter Spaces I did two weeks ago.  The general goal was to talk about what we have learned from podcasting, our favorites podcast episode/guest, our favorites podcasts and have a ton of fun with the community and answer some of their questions. [1:00] What have you learned about yourself s...

Hey Guys! This week we have as a guest another anonymous Fintwit account, @KlendathuCap. We discussed a variety of topics such as the reason behind his Twitter handle, investing in Pixar when he was a kid, how he got into Investing, using technicals, how your behavior changes when you post a stock position on Twitter, how he manages his portfolio and a small conversation about the oculus. [0:00] W...

Hey Guys! This week I am very stoked to have Frederik Gieschen, @NeckarValue, on the Podcast. We dove deep on writing and reading processes, lessons from the trading grates, market burnout, longevity and endgames [0:00] How Frederik Became a Writer [17:00] Don’t Fool Yourself [26:00] Handling Being Wrong [40:00] Investing Burn Out: Peter Lynch [47:00] FinTwit Timeline: Web 3.0, Metaverse, NFT, BS,...

Hey guys! This week I'm trying something brand new on the podcast. I created an "audiobook" edition of some of my favorite hedge fund letters. This week, I read the Q4 letters from the following funds:  Greenhaven Road Capital Laughing Water Capital  Greenlight Capital There is one other podcast that does this (Capital Literature), but I thought having a more human voice would make it ea...

Hey guys! This week we have Lukasz Tomicki, the portfolio manager at LRT Capital . LRT is a long-short fundamental based investment fund.  In this conversation we took a deep dive to a lot of different areas such as the current conflict between the Ukraine and Russia, his technology background, how he founded a company after graduating high school, story stocks such as Uber and We Work, and C...

This week I'm excited to share with you my conversation with Austin Swanson. Austin is a real estate and stock market investor. And boy, is he passionate about investing. Austin dives deeper into businesses than any analyst/portfolio manager I've seen. This show is a highlight into Austin's research process on Cardlytics (CDLX). Austin owns a two-stock portfolio, and CDLX is one of them. This epis...

Hi guys! This week we have a returning guest! Peter Mantas of Logos LP. This episode is solely focused on life sciences and the Biotech space. He explains how strange of an environment the Biotech industry is experiencing at the moment, he shares the different business models that exist in Biotech, we dive a little bit into the pick and shovels of the Biotech industry such as West Pharmaceuti...

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...