Value Hive Podcast

Chris Mayer is an author and fund manager. He's written three books and in 2018, started managing Woodlock House Family Capital.  Many investors have heard of Chris' name from his (now cult-following phenomenon) book, 100-Baggers. In that book, Chris dives into common characteristics of companies that returned 100-to-1 for their investors. Some of those characteristics include:  Revenue...

ValueStockGeek runs a deep-value investing blog and is active on Twitter. I originally found him when setting up my own investment blog.  We've ping-ponged back and forth with times to chat and call, and after a few months we finally synched up.  I'm excited to have ValueStockGeek on the podcast for a few reasons:  We share similar investment styles and philosophies His transparency...

In this week's episode I chat with Nick Haschka. Nick is the founder of Cub Investments and Co-Owner of The Wright Gardner. He wears many hats, but if you were to ask him what he does, he boils it down to two things: investor and CEO of a plant company.  Nick's journey towards small business ownership was a winding road. After graduating from MIT, he went to work for McKinsey. After consultin...

Ryan Reeves is the founder/CEO of InvestingCity.org. InvestingCity.org was built around one idea: save time and boost returns. Ryan started the business in 2016 after writing a newsletter for his friends, and realizing the gap in solid, financial analysis for the every day investor. Reeves' passion for investing began early, around the age of 12. After graduating Pepperdine, he worked at Morgan St...

I had the privilege to chat with Moses Kagan, founder of Adaptive Realty. I call Moses a Deep Value Investor in LA Real Estate because that's exactly what he does.  Moses finds beaten-down, ugly, overlooked buildings in Los Angeles, CA. He buys them, does a complete gut and renovation, and rents them out at attractive rates of return for his investors.  While not an investor in public eq...

Rob Koyfman is the founder and CEO of Koyfin.com. Rob has a tremendous background in the world of finance, investment and trading. He's a CFA Charterholder and former Goldman Sachs VP.  In 2015 Rob left the corporate world to start Koyfin.com. A one man operation. Rob grew Koyfin into a fast-growing financial analysis website. Rob's vision for Koyfin is simple. He wants to provide better anal...

Clifford Sosin runs CAS Investment Partners. The fund is a value oriented partnership focusing on investing in great businesses at discounted prices to their future value.  Cliff discusses his early days at UBS, the genius of the bankruptcy system, how he finds ideas and mental models. Cliff also reveals how to fix the banking system as we know it.  The conversation covers a wide array o...

Maj Soueidan is Co-Founder of GeoInvesting.com. GeoInvesting navigates investment risk by interviewing company management, dissecting conference calls, interacting with our wide network of investors and scouring financial documents for hidden clues. GeoInvesting provides quick, concise and efficient research instead of hundreds of pages of financial jargon. Maj and his team focus on micro cap stoc...

Dave Waters, CFA is Alluvial’s managing member. Since launching Alluvial in 2014, Mr. Waters has focused on delivering exceptional results for Alluvial’s investors. Dave also runs OTCAdventures.com.  I first found Dave after reading a write-up from his blog. This led to a Twitter follow, and then frequent, spam-like messaging asking Dave about various OTC stock ideas.  Dave is unique in...

Thanks for tuning into Episode 7 of the Value Hive Podcast. If you like what we're doing, drop us a rating and review on your favorite podcast platform. It goes a long way.  While you're at it, make sure to subscribe to our weekly newsletter. We deliver curated, value investing news straight to your inbox. For free. Forever. You can subscribe here ! On today's episode I chat with Andrew Kings...

Dr. Andrew Wittman is the founder of the Mental Toughness Training Center, a leadership consultancy specializing in peak performance, team dynamics, resolving conflict in the workplace and is the author of the book, “Ground Zero Leadership: CEO of You” (2016). A Marine Corps infantry combat veteran and former federal agent, he holds a Doctorate of Philosophy in Theology, is a guest lecturer at Cle...

Joe Boskovich and Brian Laks run Old West Capital Management. The firm describes its investment process as "A focus on people forms the core of Old West's investment process. As a first principle, we believe that the soundest way to protect and grow our capital is by aligning ourselves with management teams who have high stock ownership and smart pay." Joe started the company with his father.&nbsp...

In today's episode I chat with Darren Fong. Darren is a portfolio manager at Calgary-based Investment firm Acumen Capital. Since the Fund's inception (March, 11 2016), Darren's outperformed the TSX Small Cap Index by nearly 600bps annually. Darren dives into the nuances of investing in Canadian small-cap companies. Differences in Canadian management teams and how they allocate capital. We then cha...

Thomas Bachrach is Principal of PFH Capital. PFH is a one-man investment fund focused on global, micro-cap investing. Thomas isn't afraid to go where others won't. He scours the corners of the globe to find interesting, off-the-beaten path securities. In this episode, Thomas discusses his investment process, where he's finding value in the global markets, and the importance of going global. He sha...

Andrew Walker is co-founder of Rangeley Capital and founder/writer of Yet Another Value Blog.  In this episode, Andrew and I discuss media investments, review his media guide blog posts (here's parts 1 , 2 and 3 ) and highlight specific ways to play the coming un-bundling phenomenon.  Andrew is a media investment savant. This is a must listen for anyone interested in media stocks, sports...

This is an all-out spin-off podcast. Brandon chats with Richard Howe, founder of StockSpinoffInvesting.com . Brandon and Richard discuss everything spin-off related. Richard focuses on smaller-cap spin-offs, and goes deep into his research process. The hour-long episode covers current ideas, past ideas, the history behind spin-off investing and what Richard likes going forward. Show-notes: Richard...