Brandon Beylo

Value Hive Podcast

Business EN ↓ 341 episodes

Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/

Author

Brandon Beylo

Episodes

Matteo Franceschetti: Building A Data-First Sleep Powerhouse 05.03.2021 43:35

The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. This week I chat with Matteo Franceschetti, founder and CEO of Eight Sleep. Eight Sleep is r...

ARK Enters The Bear Cave w/ Edwin Dorsey 26.02.2021 1:16:25

The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. This week I chat with Edwin Dorsey, founder, and author of The Bear Cave. The Bear Cave is a...

Finding The Best Brand-Building Businesses w/ Kristen LaFrance 19.02.2021 1:19:29

The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. In this week’s episode, we give you our conversation with Kristen LaFrance. Kristen LaFrance...

Investing in Nordic & African Businesses w/ Erick Mokaya 12.02.2021 1:07:40

The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. This week we chat with Erick Mokaya. Erick is a Ph. D. student at the Stockholm School of Ec...

Pinterest (PINS) Deep Dive w/ Rihard Jarc 05.02.2021 1:36:44

This week we chat with Rihard Jarc, SaaS founder and author of the Uncover Alpha SubStack newsletter. Rihard has spent his life analyzing, investing, and creating software-based businesses. If you go by his Twitter bio, he's a growth investor, ex-portfolio manager, and CEO of TyplessAPI. Rihard's background makes him the perfect investor to dive deep into the Pinterest (PINS) bull thesis. PINS is...

Emerging Markets, Alternative Assets & Worldly Wisdom w/ Tiho Brkan 29.01.2021 2:01:54

The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. This week I chat with Tiho Brkan. Tiho is a private investor managing a family office. Tiho...

Chasing Gem Dealers & Great Stocks w/ Alex Barrow, Macro-Ops.com 22.01.2021 1:30:42

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Alex Barrow is the Co-Founder and Cheif Market Strategist at Macro-Ops.com . Alex joined the US Marine...

KKR, MCFT and The CLCT/NLAB Saga w/ Yaron Naymark, 1 Main Capital 15.01.2021 1:41:01

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Yaron Naymark is the founder and portfolio manager of 1 Main Capital. On his website, Yaron "makes con...

Six Industries With Durable Moats w/ Lawrence Hamtil, Fortune Financial Advisors 08.01.2021 1:29:36

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Lawrence Hamtil is a sixteen-year veteran of the financial services industry, having served clients in...

Movies, SPACs and IPO Manias with Michael Batnick, Irrelevant Investor (02.01) 01.01.2021 54:35

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Michael Batnick is the author of Irrelevant Investor, Director of Research at Ritholz Wealth Managemen...

All Things Enterprise Software w/ Shomik Ghosh, Boldstart VC (Ep. 57) 25.12.2020 1:20:50

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Shomik Ghosh is a principal at Boldstart VC by day and resident Enterprise Software savant by night. S...

The History of (Value) Investing w/ Jamie Catherwood, Investor Amnesia (Ep. 56) 18.12.2020 1:06:51

Jamie Catherwood is a Client Portfolio Associate at O’Shaughnessy Asset Management. He’s also the founder of Investor Amnesia. Investor Amnesia is passionate about bringing the world of financial history to life. Jamie’s passion for history started at an early age, and in his eyes, is a family affair. His father loves history. And his uncle was a historian by trade. Jamie provides a weekly read fo...

Emerging Technology, Writing and Process w/ Packy McCormick (Ep. 55) 11.12.2020 1:11:50

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Packy McCormick is the founder and creator of The Not Boring Newsletter and Not Boring Syndicate. What...

Innovative Technology Investing w/ Brett Winton, Ark Investment (Episode 54) 04.12.2020 1:15:01

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Brett Winton is the Head of Research at Ark Investment Management. Winton manages a team of analysts an...

How To Find Life-Changing Stocks w/ @FromValue (Episode 53) 27.11.2020 1:05:23

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Kris (@FromValue on Twitter) is the author of From Value To Growth premium research service on Seeking...

Working With Tiger Cubs & Spotting Frauds w/ Stephen Clapham, (Episode 52) 20.11.2020 1:10:58

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Stephen Clapham has one of the most decorated resumes of any guest I've interviewed. He's traveled Europ...

All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51) 13.11.2020 1:12:13

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. There's a theory that the best and smartest analysts on Twitter are anonymous. Our guest this week fits...

$GOCO, $GDRX and Healthcare Investing w/ Richard Chu, Saga Partners (Episode 50) 06.11.2020 1:26:36

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Richard Chu is an investment analyst at Saga Partners where he seeks to find high-growth, highly asymme...

$CRWD, CANSLIM and High Growth Stocks w/ Christopher Seifel (Episode 49) 30.10.2020 1:34:41

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Christopher Seifel is an equity research analyst and runs the newsletter Seifel Capital (link here ). C...

Deep Value Opportunities in Japan & Australia w/ Will Thrower, Dumile Capital (Episode 48) 23.10.2020 1:23:32

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Will Thrower is one of the most under-followed investors on Twitter. In fact, his Twitter profile is li...

How To Write A Great Investment Thesis & More w/ Morgan Housel, Collaborative Fund (Episode: 47) 16.10.2020 54:13

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Morgan Housel is a man that needs no introduction. He's a NY Times Bestseller, prolific writer for Colla...

$NTDOY, $TWTR and The Dangers of Overworking w/ Aaron Edelheit, Mindset Capital (Episode 46) 09.10.2020 1:44:08

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Aaron Edelheit is the CEO of Mindset Capital and author of the book, The Hard Break: The Case for a 24/...

$SE, $GRVY and Digital Transformation w/ Mads Christiansen (Episode 45) 02.10.2020 1:03:08

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Mads Christiansen is a private investor specializing in digital transformation, e-gaming and technology...

$UBER Deep Dive w/ Abdullah, Mostly Borrowed Ideas (Episode 44) 25.09.2020 1:15:19

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investm...

Unity Software ($U) Deep Dive w/ Aaron Bush, The Motley Fool (Episode 43) 18.09.2020 1:02:11

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive . They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investm...