Value Hive Podcast

View Top 200 Chart

Back to Rankings Page

Business
**Value Hive Podcast**

Welcome to The Hive! It’s nice in here, isn’t it?

The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day.

If you’re a fan of value investing, business models, eclectic success and failure stories — this is your podcast.

Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing.

Join us as we strive to improve a little bit each day: https://macro-ops.com/

Latest Episodes:

Q4 2023 Investor Audibles: PFH Capital, Sohra Peak Capital, Old West Management Jan 19, 2024

Show notes

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, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠emergingmanagers.org⁠⁠⁠, a website for emerging manager stockpickers.

For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

Tegus

Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠⁠⁠tegus.co/valuehive⁠⁠⁠ for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠TIKR.com/hive⁠⁠⁠.

Marhelm

Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out ⁠⁠⁠here⁠⁠⁠.

Philoinvestor: Know Thy Edge, Know Thyself Jan 15, 2024

Show notes

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 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 returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.

Tegus

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠⁠⁠⁠⁠⁠⁠tegus.co/valuehive⁠⁠⁠⁠⁠⁠⁠ for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠⁠⁠⁠.

Marhelm

Chris Martenson: Uranium, Tin, Copper, and Oil Jan 05, 2024

Show notes

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, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.

Tegus

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠⁠⁠⁠⁠⁠tegus.co/valuehive⁠⁠⁠⁠⁠⁠ for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠⁠⁠.

Marhelm

Alberto Ayuso: Shipping & Tankers 101 Dec 29, 2023

Show notes

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 NOTHING YOU HEAR on this podcast should be portrayed or construed as investment advice. It is solely for entertainment purposes only. Do your own due diligence. Guests may/may not hold positions in stocks mentioned at the time of the podcast.

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, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.

Tegus

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠⁠⁠⁠⁠tegus.co/valuehive⁠⁠⁠⁠⁠ for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠⁠.

Marhelm

Judd Arnold: TSA, US Government, and a Fund Analyst Walk Into A Bar Dec 22, 2023

Show notes

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 hope you enjoy it.

Please note that neither Judd Arnold nor myself are legal professionals or attorneys and we DO NOT play ones on the internet. Nothing you listen to is investment or legal advice.

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, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers.

Tegus

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠⁠⁠⁠tegus.co/valuehive⁠⁠⁠⁠ for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.

Marhelm

Yaron Naymark: Reflecting On Six Years At 1 Main Capital Dec 15, 2023

Show notes

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 this podcast. Nothing is investment advice so please do your own due diligence.

Also, we couldn't do this show without our sponsors!

Mitimco

Tegus

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠TIKR.com/hive⁠⁠⁠.

Marhelm

Q3 2023 Investor Audibles: Third Point, Sohra Peak, Greenhaven Road Dec 08, 2023

Show notes

This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds:

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, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠emergingmanagers.org⁠⁠, a website for emerging manager stockpickers.

Tegus

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠⁠tegus.co/valuehive⁠⁠ for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠TIKR.com/hive⁠⁠.

Marhelm

Chris Abbott: Extreme Dumpster Diving & Preferred Stocks (LFMD, CSSE, VTNR, SNLH) Dec 01, 2023

Show notes

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 fewer than 200 followers on Twitter. Let's change that. Follow him @1035_capital.

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 long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠emergingmanagers.org⁠, a website for emerging manager stockpickers.

Tegus

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠tegus.co/valuehive⁠ for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠TIKR.com/hive⁠.

Marhelm

Dan Bianchini: Midwest Energy Emissions Corp $MEEC Deep Dive Nov 25, 2023

Show notes

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 a ton, and I know you will too.

If you enjoyed this podcast, check out Dan on Twitter @danban__.

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 long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠emergingmanagers.org⁠, a website for emerging manager stockpickers.

Tegus

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠TIKR.com/hive⁠.

Marhelm

Q3 2023 Investor Audibles: Cedar Creek Capital, Laughing Water Capital, & Alta Fox Capital Nov 17, 2023

Show notes

This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds:

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, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠emergingmanagers.org⁠, a website for emerging manager stockpickers.

Tegus

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠TIKR.com/hive⁠.

Marhelm

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected