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/
Show episodes
Q2 2025 Investor Audibles: Greystone Capital, SpringView Capital, Praetorian Capital
I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Greystone Capital, SpringView Capital, and Praetorian Capital's Q2 letters. Ideas discussed: APG, KITS, NRP, SYZ.TO, DR.TO, HOOD, SEG, MCY, WS.
Precious metals are starting to move. Otavio Costa was pounding the table on gold and silver back in 2023. This is a replay of that conversation. I hope you guys enjoy! Hey Guys! This episode, we hear from Tavi Costa, portfolio manager at Crescat Capital, and get his insights into the precious metals industry. Tavi tal
In this episode, Kristoffer Lindström—founder and analyst at LIND Research—joins to unpack his investment process and deliver a compelling pitch on Physitrack (ticker: PTRK). I hope you enjoyed the conversation. If you want to learn more about Kris and his process, follow him on X: https://x.com/Lindstroem_K and explor
In this episode, Oliver Friesen—CEO of Guardian Metal Resources—joins for a deep dive into tungsten’s resurgence and why this little-known metal is at the center of U.S. national security, supply chains, and industrial resilience. We unpack tungsten’s unique properties—highest melting point of any metal, extreme densit
Q2 2025 Investor Audibles: Laughing Water Capital, Jackson Peak Capital, Alluvial Capital
I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Laughing Water, Jackson Peak, and Alluvial Capital letters. Ideas discussed: CLAR, SES, THRY, VTY.L, CLAR, META, TTAN, SENEA, SRC.L, and more.
I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Rowan Street, Desert Lion, and Minot Light Capital Partners. Ideas discussed: META, SHOP, SPOT, ART, TDUP, CURV, LGCY, OM, LAKE, TTGT, RXST
