Value Hive Podcast

Updated: 15 Nov 2024 • 260 episodes
twitter.com/marketplunger1

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/ Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

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This was a fun episode. I chatted stocks, trading, philosophy, and process with @PurpleDrinkCapital. I like the way he approaches markets. He's honest about his process, and is eager to share his mistakes (which is a sign I love). I hope you enjoy this episode. Finally, a big thanks to our sponsors for making this epis

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I'm excited to share my conversation with Stefan Lingmerth, founder of Sunshine Kapital (yes, with a K!). Stefan is a distress/stress investor. He buys the common stock of bombed-out, left-for-dead companies that look like they're heading for bankruptcy. If a stock is making new lows, there's a good chance Stefan knows

62 min
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Investor Audibles is back, baby! I hope you enjoy listening to the following Q3 investor letters: Upslope Capital Rowan Capital JDP Capital Management Let me know if there are other letters you want to hear! Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by

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I hope you guys enjoy my podcast with Alberto Alvarez. We discuss Boab Metals (BML), silver, tin, and mining stock valuations. I loved this conversation and always enjoy Alberto's company. Make sure you follow him on Twitter/X @AAGresearch. Finally, a big thanks to our sponsors for making this episode happen. Mitimco T

67 min
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Jenny Chase is a solar analyst with BloombergNEF, goose keeper, and author of "Solar Power Finance Without the Jargon." We spend an hour diving deep into the solar industry. We cover: Solar panel adoption rates •Raw material inputs from ⁠#silver⁠ and ⁠#tin⁠ Solar value chains What investors get wrong about solar And mo

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I'm stoked to have Jerome aka @UzoCapital on the podcast this week. Jerome invests in off-the-beaten path ideas. His speciality of late has been de-SPAC'd companies, warrants, and private music royalties. This was such a fun conversation. Jerome is a great dude, has broad taste and hobbies outside investing, and just l

83 min
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