Value Hive Podcast

Alberto is one of the most underfollowed accounts on Twitter/X. He provides tremendous value for generalist investors willing to hunt in commodity markets. This week, Alberto dove deep into uranium assets, Ero Copper, and the bull case for Platinum Group Metals (PGMs). I'm a huge fan of Alberto's Substack, which you can read here: https://albertoag.substack.com/ Also, make sure to follow A...

This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds: SaltLight Capital Cedar Creek Partners Legacy Ridge Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to y...

I loved this conversation for a few reasons. One, Auke is an incredibly smart person. You'll pick that up quickly. Two, I don't agree with everything Auke believes, which makes for a fascinating conversation. Auke is a staunch renewable energy advocate. I'm on the fence. I think we can live somewhere in between where fossil fuels play their role, and if it is economical and just as goo...

I'm excited to share my conversation with Left Field Investing. Left Field is quickly becoming one of my favorite Substack research accounts. He has a knack for finding off-the-beaten-path small-to-micro cap ideas that nobody else is writing about. Another reason I love this guy is he has a unique, non-investment background. In other words, he cut his teeth the old school way, teaching himself...

I'm very excited to share my conversation with John Swallow, CEO of Idaho Strategic Resources (IDR). IDR is a small cap gold producer that does things differently. They generate cash flow. Then use that cash flow to explore their massive land package for gold and rare earth elements (REEs). John is a true owner operator. Not only is he the CEO, he owns a lot of the company's stock, barely...

I'm excited to share my conversation with Ernset Scheyder. Ernest is a writer for Reuters and recently authored the book "The War Below: Lithium, Copper, And The Global Battle To Power Our Lives." I just got my copy in the mail and can't wait to read it. During the podcast, I spend an hour dissecting Ernest's writing habits/strategies, early background as a journalist, and wh...

I hope you guys enjoy my podcast with Aaron Edelheit on the Cannabis industry. I had Aaron on the podcast two years ago to dive deep into the cannabis space. Since then, the industry has done nothing but incinerate investor capital. And that's precisely why I wanted to interview Aaron. I love his transparency, humility, and ability to objectively assess where/what he got wrong, and how he plan...

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...

I hope you enjoy this podcast with Peter Pham of Inversion Investor. Peter is one of the most unique investors I've come across. The way he thinks about the world, markets, trades, and wisdom is unlike anything I've seen before in finance. This is definitely a different type of conversation. We cover a ton of ground, spanning myriad topics and thousands of years of history. I hope you enjo...

This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds: ⁠ PFH Capital Sohra Peak Capital Old West Asset Management Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to yo...

I'm stoked to bring you my conversation with Philo Investor! Philo spends an hour diving deep on: Developing your own investing style Old vs. New Business Models Coursera, Udemy, and Duolingo Disney vs. Netflix Breaking bad habits Buying on the highs versus lows And more! If you enjoyed this podcast, check out Philo Investor on Twitter @philoinvestor. Also, we couldn't do this show without...

I'm excited to get Chris Martenson on the podcast this week. Chris is the author of "Crash Course" and founder of PeakProsperity.com . This week, I pick Chris's brain on all things Commodities. We explore: Tin Copper Uranium Oil Gold Silver Chris has decades of experience in natural resources and I know you'll learn a lot from him. I know I did. Also, we couldn't do this...

I'm stoked to share my conversation with Alberto Ayuso. Alberto is a shipping/tankers analyst and one of the best follows on Twitter for all things shipping. Alberto gives a deep dive on all things shipping and tankers this week. Think of it as a Crash Course in the sector. You'll learn the good, the bad, and the ugly. You'll also learn what to look for in a great investment idea, and...

I'm excited to share this week's podcast with Judd Arnold. This is Judd's third appearance on Value Hive and he never disappoints. This week we're doing something completely different. We're dissecting one of Judd's past off-market deals that involves the TSA, The US Government, tons of patent litigation, and an 60+ year old inventor who made something obvious that wasn&#39...

Hey guys! I'm thrilled to have Yaron Naymark of 1 Main Capital back on the podcast. Technically this is his third time. But it's his second one-on-one interview. In this episode, Yaron reflects on the six years he's spent building 1 Main Capital. We discuss the good, the bad, and the ugly of being an emerging, one-man shop manager. Yaron also dissects lessons learned from wins and loss...

This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds: Third Point Capital Sohra Peak Capital Greenhaven Road Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought t...

I'm excited to share my podcast with Chris Abbott of 1035 Capital. Chris is a dumpster diver investor. He scours the corners of the market looking in the ugliest places and finding the ugliest stocks. I love it. I've got a soft spot for distressed/hated ideas. Maybe its because I'm reading/studying distressed investing currently. Or maybe its because dumpster diving feels like "re...

Happy Thanksgiving! I hope you had a great time with family and friends this Holiday Weekend. This week, I've got Dan Bianchini on the podcast. Dan is a retail investor that knows more about $MEEC than almost anyone. He's heavily invested (as of this episode) in the special situation, and he spends an hour discussing why. This was a thoughtful conversation. Dan is a serious retail investor...

This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds: ⁠Cedar Creek Capital ⁠Laughing Water Capital⁠ ⁠Alta Fox Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought...

If you enjoyed this podcast, check out Calvin on Twitter @CalvinFroedge. Also, Value Hive listeners get 20% off Calvin's Shipping Data service Marhelm. Just enter the code "Value" at checkout. Finally, thanks to the following sponsors for making the podcast a reality! Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment of...

I first interviewed Judd in April. Since then, the interview has become my most popular episode. This is partly due to Judd's acumen, deep knowledge on the subject matter, and my ability to shut up and listen. The offshore energy thesis has played out as Judd described in April. And this episode is a great way to get up to speed if you want to learn more about it. I still think we're in th...

I'm excited to have Conor Maguire on the podcast. Conor is a good friend and I can't believe it took this long to get him on the show. I enjoy Conor's work at Value Situations on Substack (link here ). He's an excellent analyst who covers under-followed situations from an event-driven angle. This week, we dove deep into the Fertilizer industry and OCI. Conor shares how he goes from...

I'm excited to have Lobo Tiggre on the podcast this week. We dove deep into Junior Mining Speculation. If you like what you heard, go follow him on Twitter @duediligenceguy . Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year...

I'm excited to have Keith Smith of Bonhoeffer Capital on the podcast this week. Keith previously joined The Hive almost four years ago. During our first conversation, Keith dove deep on his investment process, valuation analysis, and how he sources new ideas. This week, we dove deep on mining and metals services companies, including: FerreyCorp Wajax North American Construction (disclosure: I...

I'm excited to have Brian Laks of Old West Capital Management on the podcast this week. Brian previously joined The Hive almost four years ago. During our first conversation, Brian dove deep on uranium and how he finds investment opportunities in the market's most hated corners. This week, we discussed a host of topics, including: Brian's Uranium thesis and how he's playing it Coul...