I'm stoked to bring you my conversation with Doug Ramshaw, CEO of Minera Alamos $MAI.V. PLEASE NOTE: I AM NOT A SHAREHOLDER OF MAI.V AS OF THIS RECORDING. I DO NOT PLAN TO OWN SHARES FOR AT LEAST TWO WEEKS AFTER THIS PODCAST IS RELEASED AS I'M STILL DOING DUE DILIGENCE. THIS IS MINING PEOPLE, IT'S RISKY. DO YOUR OWN WORK. MOST MINES FAIL. ITS HARD. NONE OF THIS IS INVESTMENT ADVICE. Now with that out of the way ... Doug knows how to build profitable mines that scale, period. That's what he's don...
May 10, 2024•1 hr 29 min•Season 5Ep. 19
What better time to replay my 2022 Twitter Spaces on Carvana (CVNA) and its ability to survive a potential bankruptcy than this week? If you haven't heard, CVNA has ripped over the past two years, rising from a low of ~$4/share to over $100/share. This is easily one of the most controversial stocks on Twitter. You either LOVE or HATE Carvana. There's no in-between. Fast-forward to 2024 and my Twitter audience has grown, so a lot of people probably missed this conversation. It's also a great way ...
May 03, 2024•1 hr 34 min•Season 5Ep. 18
I'm excited to share my conversation with Raging Bull Cap on BQE Water $BQE.V. DISCLAIMER: I DO NOT OWN SHARES IN $BQE AS OF THE DATE OF THIS PODCAST OR AT ANY POINT BEFORE THE PODCAST. THAT COULD CHANGE IN THE FUTURE AND I WILL PROBABLY BUY SOME SHARES ON A PULLBACK IF I EVER GET ONE. DYODD PEOPLE NONE OF THIS IS INVESTMENT ADVICE. With that out of the way, I think you'll love this conversation. BQE is right up my alley and a perfect way to play the metals and mining cycle. It's a picks and sho...
Apr 26, 2024•1 hr 9 min•Season 5Ep. 17
I'm excited to share my conversation with @Erik_YWR. Erik runs the fantastic Substack YWR.world. This conversation covers all things inflation. We discuss the main drivers of inflation/deflation, what has happened over the past 20 years in the US, why this time might be different, and how to profit from a higher-for-longer inflationary world. I really hope you enjoy this as much as I did. If you want to learn more about Erik, check him out on Twitter @Erik_YWR. Finally, a big thanks to the follo...
Apr 19, 2024•1 hr•Season 5Ep. 16
I'm stoked to share my conversation with Calvin Froedge. Calvin has one of the most unique investing backgrounds I've encountered in four years of the podcast. He didn't graduate high school. Instead, he spent his late teen years working for his dad's machinery business. He explored other business ventures in his early twenties before moving to Panama. Today, Calvin spends his time researching new investments and running his Shipping Data company, Marhelm. I thoroughly enjoyed this conversation....
Apr 12, 2024•1 hr 18 min•Season 5Ep. 15
This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds: Greenhaven Road GreenWood Investors Silver Beech 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 you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMC...
Apr 05, 2024•1 hr
David Bastian of Kingdom Capital is BACK for another podcast. This time we're diving deep into GEN Restaurant Group (GENK). DISCLOSURE: I/WE AND DAVID OWN SHARES AS OF THIS PODCAST. We are free to change our minds and trade in/out of this position after the podcast is released. I'll say it again, none of this is investment advice. Do your own work. Don't trust two randoms with a microphone. I think it's a unique situation that reminds me of Kura Sushi (KRUS), which went from $14 to $120 in a few...
Mar 29, 2024•57 min•Season 5Ep. 14
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 Alberto on Twitter @AAGResearch Finally, a big thanks to the following sponsors for making the podcast a real...
Mar 22, 2024•1 hr 13 min•Season 5Ep. 13
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 you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MIT...
Mar 15, 2024•51 min•Season 5Ep. 12
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 good, renewables should be there too. We spend almost 90 minutes discussing: The bull case for renewable energy Myt...
Mar 08, 2024•1 hr 28 min•Season 5Ep. 11
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 the game without a silver spoon. If you like what you hear, check out his Substack: https://leftfieldin...
Mar 01, 2024•1 hr 4 min•Season 5Ep. 10
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 makes more than the average mining geologist on his team, and has a long-term ownership mindset. Most junior...
Feb 23, 2024•1 hr 15 min•Season 5Ep. 9
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 what led him to writing this book. From there, we explore the world of critical minerals from a human perspective and get in...
Feb 16, 2024•1 hr 17 min•Season 5Ep. 8
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 plans on fixing his cannabis investing process in 2024. Thanks again to Aaron for coming back on the show. I...
Feb 09, 2024•1 hr 11 min•Season 5Ep. 7
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 flags Rebecca sees in other junior explorer companies. Finally, we end the conversation discussing the ura...
Feb 02, 2024•58 min•Season 5Ep. 6
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 enjoy it. Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode...
Jan 26, 2024•1 hr 54 min•Season 5Ep. 5
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 you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITI...
Jan 19, 2024•46 min•Season 5Ep. 4
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 our sponsors! Mitimco This episode is brought to you by MIT Investment Management Company, also known as MI...
Jan 15, 2024•1 hr 3 min•Season 5Ep. 2
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 show without our sponsors! Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo,...
Jan 05, 2024•1 hr 21 min•Season 5Ep. 1
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 how to spot red flags along the way. I learned so much from Alberto, and I know you will too. Please note that N...
Dec 29, 2023•1 hr 17 min•Season 4Ep. 56
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't so obvious. It's a great Christmas/Holiday break from my current content of investor letters and individual stock ideas. I ho...
Dec 22, 2023•1 hr 2 min•Season 4Ep. 55
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 losses, as well as one current idea: Dental Corp (DNTL). Disclosure: Yaron may own a position in DNTL at the time of...
Dec 15, 2023•1 hr 15 min•Season 4Ep. 55
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 to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, ...
Dec 08, 2023•46 min•Season 4Ep. 54
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 "real" value investing. We discussed a handful of ideas, including CSSE, VTNR, LFMD, and SLNH. It's wild that Chris has ...
Dec 01, 2023•1 hr 17 min•Season 4Ep. 53
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 and doesn't shy away from company red flags or legitimate bear arguments. It was very refreshing. I learned...
Nov 25, 2023•1 hr 6 min•Season 4Ep. 52
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 to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year,...
Nov 17, 2023•45 min•Season 4Ep. 51
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 office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional...
Nov 10, 2023•1 hr 20 min•Season 4Ep. 50
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 the early innings of this offshore energy cycle. If you'd like to learn more about Judd, DM him on Twitter @C...
Nov 03, 2023•1 hr 27 min•Season 4Ep. 49
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 zero to one on a new industry, tools and tips for researching an industry, and why he chose OCI. If you liked Conor...
Oct 27, 2023•1 hr 7 min•Season 4Ep. 43
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, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term r...
Oct 20, 2023•1 hr 14 min•Season 4Ep. 48
