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    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/

    Advertise

    Copyright: © Brandon Beylo

    • Apple Podcasts
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    • Spotify
    Latest Episodes:
    David Bastian: Distressed Investing 101 w/ Kingdom Capital Sep 01, 2023
    Show notes

    Also, 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.

    Q2 2023 Investor Audibles: Gator Capital, Palm Harbour Capital, and SaltLight Capital Aug 25, 2023
    Show notes

    This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds:

    • Gator Capital
    • Palm Harbour Capital
    • SaltLight 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, 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.

    John Evans: Dissecting Offshore Services w/ Subsea7 CEO Aug 18, 2023
    Show notes

    This week we engage in a conversation with John Evans, CEO of Subsea 7. The discussion covers a wide range of topics, including the history and dynamics of the offshore space, factors crucial for success, the structure of the offshore value chain, customer relationships, barriers of entry, and future industry prospects. John also addresses misconceptions about Subsea 7 and provides insights into managing backlog.

    • [0:00] Who is John Evans?
    • [7:00] The History of the Offshore Space
    • [13:00] Things need to succeed
    • [15:00] The Offshore Value Chain
    • [30:00] Customer Base
    • [40:00] Business Relationship
    • [45:00] Supply, Demand, and Barriers of Entry
    • [55:00] What is to come?
    • [1:00:00] Managing Backlog
    • [1:11:00] Misconceptions about Subsea7
    • [1:14:00] More from John Evans, Subsea7 & and closing questions.

    Also, 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.


    [REPLAY] Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness Aug 11, 2023
    Show notes

    I'm excited to share the two-year anniversary of the most popular Value Hive episode to date!

    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 is a fantastic investor and an even better human. I hope you listen to the show in its entirety as Dan continually drops knowledge bombs about life as an emerging manager.

    If you don't already, please follow Dan on Twitter @SuperMugatu. Also, if you're interested in Dan's firm Tyro Partners, check them out here.

    Also, 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.

    Derrek (@real_MikeBarnes): Resource Trading, Nintendo $NTDOY, and Getting More For Less Aug 04, 2023
    Show notes

    I'm excited to share my latest conversation with Derrek aka @real_MikeBarnes on Twitter. Derrek is a retail trader who specializes in resource stocks, particularly gold miners. I like Derrek because he's a multi-dimensional investor. Not only does he invest in resource stocks, but he's also heavily invested in names like Nintendo $NTDOY and Phillip Morris $PM.

    You will love this conversation. Derrek is a real trader and a testament to the value of the FinTwit community.

    If you like what you heard, follow Derrek on Twitter @real_MikeBarnes

    Also, 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.

    Q2 2023 Investor Audibles: Alluvial Capital, Laughing Water Capital, Cedar Creek Capital Jul 28, 2023
    Show notes

    This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds:

    • Alluvial Capital
    • Laughing Water Capital
    • Cedar Creek 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, 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.

    Shubham Garg: Small-Cap E&Ps & Launching White Tundra Petroleum Jul 21, 2023
    Show notes

    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.


    Avi Fisher: Industrials, Construction, and Matrix Services $MTRX Jul 14, 2023
    Show notes

    This week our guest is Avram (or Avi) Fisher. Avi discusses his Perfect Investment Hypothesis, highlighting key factors that make an investment ideal. The conversation then delves into the topic of the industrials supercycle, exploring trends and dynamics in the industrial sector. Avi also discusses construction accounting and its complexities. Additionally, Avi highlights Matrix Service ($MTRX) as an investment opportunity.

    • [0:00] Who is Avi Fisher?
    • [9:00] The Perfect Investment Hypothesis
    • [13:00] Industrials Supercycle
    • [18:00] Construction Accounting
    • [33:00] Matrix Service ($MTRX)
    • [1:00:00] More from Avram Fisher and Closing Questions

    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.

    Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas Jul 07, 2023
    Show notes

    This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on shorting, including the Silicon Valley Bank case. The conversation then shifts to event-driven investing with the Hunter Douglass Saga as an example of Social Activism.
    Jeremy also provides insights on Japanese capitalism and the importance of idea generation through pattern recognition. He mentions FAR Limited ($FAR.ASX) as another example of Social Activism and touches on commodity investing.

    • [0:00] Catch Up since Last Podcast
    • [4:00] Lessons on Shorting: Silicon Valley Bank
    • [19:00] Event Driven Inverting: The Hunter Douglass Saga
    • [38:00] Japanese Capitalism
    • [58:00] Idea Generation < Pattern Recognition
    • [1:02:00] FAR Limited ($FAR.ASX)
    • [1:08:00] Commodity Investing
    • [1:35:00] More from Jeremy and Closing Questions

    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.

    Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks Jun 30, 2023
    Show notes

    Hey Guys! This week we have Judd Arnold as a returning guest. Judd discusses why Tidewater is the best energy stock at the moment. He explores offshore opportunities, like VAL, RIG, and NE. Judd highlights the importance of liquidity and provides insights on finding post-bankruptcy ideas. He also mentions Pagaya (PGY) as an interesting company and shares additional investment ideas.

    • [0:00] Why Tidewater is the best?
    • [10:00] You are long CAPEX, not price.
    • [15:00] Sub Sea 7
    • [25:00] Offshore opportunities ($VAL $RIG $NE)
    • [30:00] Liquidity is King
    • [40:00] Finding Post Bankruptcy Ideas
    • [55:00] Pagaya $PGY
    • [1:20:00] Other Ideas

    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.

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