Value Hive Podcast

Hey Guys! This week our guest is Rory Johnston. He is the savant of all things oil. We discussed how he became an energy analyst, oil’s volatile history, how energy companies started caring about profitability and forgetting about growth at all cost, what is shale energy, the oil and field services and how to understand supply and demand data. [0:00] Who is Rory Jonhston? [7:30] The Energy Lost De...

Hey Guys! This week’s topic is about global outperformers and our guest Dede Eyesan is here to share his knowledge. Last year, Dede published a book titled Global Outperformers, where he studied listed companies that returned more than 1,000% in 10 years. Throughout this episode we get to know who Dede Eyesan is, the process of researching 10 baggers, what are some similarities 10 baggers share be...

Hey guys! Hope you're 2023 is off to a great start! I'm stoked to share the first interview of 2023! This week, I sat down with Nathalie Sinyard, a Behavioral Economist who specializes in studying burnout . That's right. The thing you and I do, but quietly tell ourselves its okay because we're "grinding." That thing.  Nathalie dispelled a lot of myths I had around burnout. I also opened up ab...

This week we're continuing our Investor Audibles series with Q3/Q4 2022 letters from the following investors/funds: Vlata Fund (Q4 Letter) Greenhaven Road Capital (Q3 Letter) Tourlite Capital (Q3 Letter) 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...

I came down with a mad cold this week and couldn't record a podcast. I don't think you want to hear voice any more nasaly than it already is.   Anyways, this week I'm releasing a Replay of one of our most popular episodes ever featuring The Shrub (or Shrubbery Capital).  We had a lot to cover on this conversation. We dive into Shrub’s background, working for event driven funds and family...

This week’s guest is Luke Wolgram. He is the most accurate investor according to Tip Ranks and during our conversation he shares his investing journey and philosophy, the benefits of Micro Caps, how he finds ideas, managing a portfolio and position sizing. Lastly he shares why Autpartn ($APR) a polish automotive parts distributor is an interesting idea. [0:00] Who is Luke Wolgram [4:00] Luke’s Inv...

Hey guys! This week we have Nicholas E. Radice on the podcast. Nicholas is a distressed and real asset investor with a unique approach to markets. Nicholas is from Upstate NY and got his start in distressed investing after growing up in the midst of a manufacturing collapse in his hometown. After graduating from Cornell University, Nicholas worked under famous distressed investor Ian Cumming, befo...

This week we have the one and only Peter Mantas of Logos LP. This episode is the second time we solely focused on life sciences and the Biotech space. Peter explains how much the biotech and life sciences industry has change since the last time we spoke all the way back in February. He explains why Big Pharma might have a golden age, how to value the pipeline for some pharmaceuticals companies, ga...

This week we're stoked to have Mike aka @TheRealEstateG6 on the podcast.  Our conversation focuses on all things real estate investing.  He shared with us how he got into Real Estate and his his Real Estate career, what he thinks about Arbnb renting as a business, the most common mistakes that retail investors do, his best and worts investments and how he levered his knowledge on private...

Please enjoy our conversation with Samer Hakoura, Founder of Alphyn Capital .  We covered everything that an investor needs to know about Ashtead Group (LSE: $AHT), whether it is Ashtead’s history, what is their business, Ashtead’s Competitive advantages, its unit economic, value and why they still have future margin expansion and revenue growth.  Plus, Samer shares his investment journe...

Today’s episode we had a conversation with Robert Brooks, Founder of Brick by Brick Capital. We covered everything that an investor needs to know about Ceco Environmental ($CECO), whether it is Ceco’s history, what is their business, Ceco’s Competitive advantages, its unit economic, value and why they still have future margin expansion and revenue growth. Plus, Robert shares his investment journey...

This week we invite Mr. Neutral Man from Twitter back on the Value Hive podcast with our Twitter Spaces Q&A recorded in late October. Mr. Neutral dives deep into his latest fat pitch idea: Howard Hughes $HHC. I hope you enjoy this Twitter Spaces recording. Please let me know who else you'd want me to interview in Q&A fashion. I love these episodes because it gives me a chance to step back...

This week we're continuing our Investor Audibles series with three Q3 2022 letters from the following investors/funds: Nordstern Capital   Praetorian Capital  Maran Capital   Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Also, here are some of the links mentioned in the podcast:  Value Hive Podcast w/ David Kaye Finally, a...

Please enjoy my podcast with Scott Willis, Portfolio Manager of the Grizzle ETF ($GRZZ). We covered everything that an investor needs to know about investing in energy companies, whether it is the most common mistakes done while valuing energy stock, where are we in the energy cycle, why ESG is a briefcase full of money for energy stocks, Russia and OPEC and what is the Cost Curve Explainer. [0:00...

This week we're continuing our Investor Audibles series with three Q3 2022 letters from the following investors/funds: Third Point Capital  (02:00 - 24:00) Ensemble Capital  (25:00 - 46:00) Greenlight Capital (47:00 - 65:00) 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 p...

Today’s episode we had a conversation with Jeremy Kokemar, Founder of Right Tail Capital . We covered everything that an investor needs to know about Ferguson ($FERG), whether it is Ferguson’s history, what is their business, Ferguson’s Competitive advantages, its unit economic, value chain and why they still have future margin expansion and revenue growth. Plus, Jeremy shares his investment journ...

Hey Guys! Continuing our theme of interviewing anonymous accounts, this week’s guest is @Mr_Neutral_Man . Our conversation focus on Real Estate investing in the Public Markets. He shared with us what are his dream investments, crazy stories about doing on the ground research, what was like to live and invest during the GFC, what is his hedging protocol, why inflation will be more persistent and wh...

Hey Guys! This week our guest is Leandro, he is the lead contributor at Best Anchor Stocks. This episode was all about Leandro investing process and journey. He shared some of his investment ideas featured at Best Anchor Stocks such as Five Below ($FIVE), Topicus ($TOI) and Texas Instruments ($TXN). He gave us context on their specific industry, their competitive advantage, and the management team...

This weeks guest is Sean Emory from Avory & Co. This week we dove deep into the weeds on Fiverr. We compared it to Upwork, we talked about how to valuate it, the unit economics of the business, and whether Fiverr has a moat. Plus, Sean shared with us his investing journey. Why he invest in structural growth and transformation and he shared a couple of his transformation bets that are in his po...

This week our guest is Taylor Pearson, Principal of Mutiny Fund , author of the book End of Jobs and the Interesting Times Newsletter. Our conversation is a summary of Taylor’s amazing blog posts such as: What is ergodicity, the Sand Pile Effect, Maginot Line, and Attractor Landscapes. He also tells us his investing journey and the origin story of the Cockroach Portfolio. [0:00] Who is Taylor Pear...

I'm thrilled to bring you my podcast with Brom Rector, founder of Empath VC. Empath is a VC fund investing in early-stage psychedelic companies all across the value chain. We're talking from drug therapeutics to picks and shovels delivery. You can learn more about Brom's fund here .  Brom spends an hour diving deep into the psychedelics business. We discuss every part of the value chain from...

This week we invite Doomberg back on the Value Hive podcast with our Twitter Spaces Q&A recorded August 30. Doomberg chats all things creative process, writing online, creating an online publishing business, the energy markets, political anti-logic, and more.  I hope you enjoy this Twitter Spaces recording. Please let me know who else you'd want me to interview in Q&A fashion. I love...

This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds: Maran Capital  (03:00 - 16:13) 1 Main Capital  (16:14 - 27:40) Steel City LP (27:41 - 43:06) Bonsai Partners (43:07 - 62:10) 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 sponso...

Hey guys! This week we've got anonymous Twitter user Henry Rearden ( @Integrity4Mkts ) on the podcast. Henry is most-known for his viral short thesis on Carvana $CVNA. You can find his latest thoughts here .  However, this podcast goes beyond Henry's short CVNA thesis. We uncover an intelligent investor from humble beginnings. Someone on the hunt for mispriced securities with limited downside...

Hey Guys! I started The Value Hive Podcast three years ago on the floor of my bedroom in my parents house. Today, I interviewed the iconic green cartoon chicken Doomberg . Lesson? Work hard and you too can interview cartoon chickens. This episode is a behind the scenes of what happens inside the hen house. Going from idea generation to the first draft, then to editing and publishing. How to use tw...