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 know more about the technology and its dark side. Check out the time stamp below: [1:20] Researching Cryp...
Jan 21, 2022•1 hr 35 min•Season 3Ep. 3
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 gems in markets and of course why he is so bullish on Berkshire and Spotify. You are definitely missing ...
Jan 14, 2022•1 hr 40 min•Season 3Ep. 2
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 mistakes that retail investors do, underwriting 101, the future on Real Estate and his opinion on Redfin, ...
Jan 07, 2022•1 hr 20 min•Season 3Ep. 1
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 places and apply them to new esoteric ideas. If you like what you heard, please follow Shrub on Twitt...
Dec 31, 2021•1 hr 38 min•Season 2Ep. 54
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 below: [6:00] Doma Holdings ($DOMA) [14:00] Brandon’s Watchlist [16:30]Radius Global Infrastructure, I...
Dec 27, 2021•1 hr 25 min•Season 2Ep. 53
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 Dror Poleg? If you enjoyed what you listened to, please consider following Dror on Twitter as well as ...
Dec 17, 2021•1 hr 29 min•Season 2Ep. 52
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 while potentially having shady unit economics, shorting with the right drivers and to end the conversati...
Dec 10, 2021•1 hr 28 min•Season 2Ep. 52
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 without knowing the full details of a technology in order to invest. [0:00] Introduction: Who is Muj...
Dec 03, 2021•1 hr 32 min•Season 2Ep. 50
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 investment ideas. In this conversation, we dove into Matt’s 4 part decision making framework on evaluating investm...
Nov 26, 2021•1 hr 44 min•Season 2Ep. 49
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 has evolved, learning how to reason, Ethereum and the Crypto space, Web 3.0, investments philosophi...
Nov 19, 2021•2 hr 11 min•Season 2Ep. 48
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 momentum trading strategies and we wrapped up the podcast talking about Dutch Bros ($BROS) a new Starbucks type stock an...
Nov 12, 2021•1 hr 32 min•Season 2Ep. 47
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 Europe, the future of the Russian Stock Market, the geopolitical differences between Russia vs China and last...
Nov 05, 2021•1 hr 45 min•Season 2Ep. 46
Hey guys! Today is all about how to start a Hedge Fund and we have two amazing guests Yaron Naymark founder of 1 Main Capital and the anonymous twitter account @MadThunderdome to tell us all about it. Yaron Natymark shares his experience on bootstrapping a hedge fund while @MadThunderdome shares his experience on launching his hedge fund at an institutional level. Here is the time-stamp of the conversation: [0:30] Introduction [2:20] Yaron Naymark founder of 1 Main Capital: Bootstrapping a Hedge...
Oct 29, 2021•1 hr 30 min•Season 2Ep. 45
This week we've got FinTwit Anon Bauncey Chillups or @PrefShares on Twitter. Bauncey dives deep into a host of topics, including: Court vision: Bauncey's metaphor of basketball and investing The Dangers of Complex Financial Modeling Home Improvement Stocks Transition Investors Lessons Learned From Investing in Asset Plays Call Options Embedded in AAA Video Game Stocks I thoroughly enjoyed this podcast. Bauncey is someone I've wanted to get on the podcast for a long time and I'm glad he took the ...
Oct 22, 2021•1 hr 32 min•Season 2Ep. 44
Hey guys! Todays guest is the anonymous account on Twitter @bluth_capital. Bluth has decided to surface from his interweb lair and join the podcast! We're going to discuss his VC journey and how it relates to big tech and SPACs. We're also going to discuss moats and the four horsemen of the new venture know-how (you'll find out what that means!). We'll then talk about the biggest risk that Bluth is acutely studying as we're 11 years into a bull market. Finally, we'll hit on NFTs, a commodities s...
Oct 15, 2021•1 hr 23 min•Season 2Ep. 43
This week we have Peter Mantas, GP at Logos LP. This podcast is all about idea generation, how modern data and technical analysis can be applied to value investing, how he manages his portfolio construction, how drawdowns can really jeopardize your mental capital, as well Peter Mantas shares with us some tips and tricks on how he analyzes biotechnology companies and the rise of intangible assets. If you like what you heard, please follow Peter on Twitter @Logos_LP Check out the time-stamp below:...
Oct 08, 2021•1 hr 48 min•Season 2Ep. 42
This week we have Tom Morgan, Director of Communication and Content at the KCP Group. This episode we will focus on how to become a curiosity sherpa and what that really means, how we can close the gap between map and territory, how to lean into your impulse, how investors fall in love with their own thesis and why we should destroy our mental models. We also discuss Tom’s thoughts on the potential global face change, and we’ll finish the conversation on the flow of networks and systems: how to ...
Oct 01, 2021•1 hr 39 min•Season 2Ep. 41
Hey guys! This week we have a special guest Adam Singer, the VP of marketing and LEX Markets. We covered a variety of topics ranging from working for Google, investing in life sciences companies such Invitae (NVTA), what is LEX Markets plus we get to know Adam’s early life, how he became a DJ and music composer, he explains to us what are Potemkin numbers and how fishing, poker, and investing are very similar and last but not least we talked about technology dystopia and if we are becoming an an...
Sep 24, 2021•1 hr 58 min•Season 2Ep. 40
Shreekkanth Viswanathan is the founder and portfolio manager at SVN Capital. In this episode we had an amazing conversation about Shreekkanth’s investment criteria, his M&A background, his time at Advisory Research, founding SVN Capital idea generation, idea sourcing, and we discussed two ex-US investing: Automatic Bank Services (SHVA) located in Israel and Livechat Software (LVC) located in Poland. Check out the time-stamp below: [1:18] The State of the Investment Union [5:00] Evolution Gam...
Sep 17, 2021•1 hr 27 min•Season 2Ep. 39
Hey gang! I'm stoked to bring you my Twitter Spaces interview and Q&A with Ben Kovler, founder and CEO of Green Thumb Industries $GTII. GTII is a cannabis MSO (multi-state operator) betting big on consumer brands in the recreational cannabis space. The company sports a $7B market cap and generates over $750M in annual revenue. During the Spaces, I give Ben a more formal 1v1 interview about the business, long-term strategies, and how he thinks about branding. After that, we open the floor to ...
Sep 15, 2021•1 hr 19 min•Season 2Ep. 40
This week we're diving into the physiology, biology and neurological side of investing and general performance with Louisa Nicola a Neuroscientist, Neurophysiologist and founder of Neuro Athletics. We learn a little bit about Louisa’s life, how she went from being an elite olympic level athlete to being a neuroscientist, neurophysiologist, and founding Neuro Athletics. What some of the misconceptions about neurology, how our “brain endurance” help us in making sharp decisions, how we can use dop...
Sep 10, 2021•1 hr 17 min•Season 2Ep. 37
This week we chat with David Polanksy, co-founder and managing partner at Immersion Investments. David is a terrific investor, independent thinker, and an all-around great guy. He's also CRIMINALLY under-followed on Twitter with less than 500 followers. Let's change that, folks. David and I spend two hours discussing myriad topics, including: David's Investing Guiding Principles The Five Types of Investments David Makes eDreams Odigeo (EDR) BasicFit (BFIT) I thoroughly enjoyed this conversation ...
Sep 03, 2021•1 hr 54 min•Season 2Ep. 36
Today we had the privilege of speaking with Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management LLC . He has a very interesting background, he worked with the San Antonio Spurs on the Acquisition Department, we discussed the intricacies of basketball analytics, what does his research process looks like, from initial due diligence to deep dives, and how much he spends on research, we also talked about two of his ideas At Home (HOME) and Thunderbird Entertainment Group (TBRD) ...
Aug 27, 2021•2 hr 4 min•Season 2Ep. 35
This week we chat with Dan McMurtrie, co-founder and Portfolio Manager of Tyro Partners. Tyro manages assets for Institutions and High Net Worth Individuals. We utilize a deep dive research process focused on evaluating the secular trends and supply chains driving Technology, Healthcare, Industrial, and Consumer markets. Today Dan joins The Hive for a three-hour podcast with topics ranging from post-consciousness, Maslow's Hierarchy of Needs, Fad Investing, and Lessons For Emerging Managers. Dan...
Aug 20, 2021•3 hr 12 min•Season 2Ep. 33
This week we had a conversation with Steven Wood founder of Greenwood Investors. We covered a variety of topics ranging from joining the board of 500-year-old Portuguese Institution, Steven’s latest book “The Builders” and how he is writing it, the white paper he is publishing on how family businesses operate plus Steven is a huge psychology geek and he gave us an insight on how our left and right brain interact and what we can do to take full advantage of both sides. Here are the time-stamps: [...
Aug 13, 2021•1 hr 43 min•Season 2Ep. 33
This week we had a conversation we Omri Velvart Founder & CIO @ Legacy Value Partner. We dive into his journey from being a Deep Value Investor to investing in Quality, why he invested in Salesforce (CRM) and Facebook (FB), what is Value Chain Investing, and last but not least we had a conversation about investing in Israel businesses. Please do yourself a favor and follow Omri on Twitter ( here ). He is criminally underfollowed and I hope we can change that! If you're interested in what he'...
Aug 06, 2021•1 hr 38 min•Season 2Ep. 32
This week we're releasing the recording of a Twitter Spaces I hosted on Tuesday (07/27). Topic: China Tech Sell-Off Co-hosts: Rui Ma ( @ruima ), Jessica Ablamsky ( @jablamsky ), BuyandHold ( @BuyandHoldd ), and Mayhem For Markets ( @Mayhem4Markets ) This was a fantastic discussion on all things Chinese investing from VIEs to venture capital flows, and even a few stock pitches. At one point we had nearly 300 people listening to the conversation. I learned a ton about the Chinese public and privat...
Jul 30, 2021•1 hr 41 min•Season 2Ep. 31
This week we have @sinstockpapi joining the Value Hive. We dive into why invests in sin stocks, what is limbic capitalism, everything you need to know about tobacco companies such as British Tobacco, what is the Lindy Effect, the bull and bear case for Swedish Match, his thoughts on ESG investing, and a Q&A from the FinTwit Community. Here is the time-stamp: [0:00] Who is @sinstockpapi? [4:30] Investment Philosophy [9:00] Understanding the Business as a Customer [13:00] Lessons Learned from ...
Jul 23, 2021•1 hr 19 min•Season 2Ep. 30
This week’s guest is the one and only FinTwit/TikTok celebrity Kyla Scanlon. Kyla tells her experience on creating financial content specifically for Tik Tok. She gives us an insight into the creative content grind: how she comes up with ideas, how she produces her videos, managing feedback, mistakes learned, creator wellness and burnouts. Plus we have a little side conversation about Decentralized Autonomous Organizations (DAOs). [3:00] Kyla’s First TikTok Video [7:30] The Creative Process of P...
Jul 16, 2021•44 min•Season 2Ep. 29
We're stoked to have Harris Perlman join The Hive this week. Harris is a full time investor specializing in micro-cap/nano-cap stocks all across the globe. If it's tiny, obscure, off-the-beaten-path and with a bit of hair, odds are Harris has studied it. To get an idea of who he is, know this. Harris has gone from A-Z on both the OTC Market Exchange and the Canadian TSX Exchange. Yep, that's dedication. This week Harris dives deep into his investment process and philosophy. He shares mistakes he...
Jul 09, 2021•1 hr 24 min•Season 2Ep. 28
