Value Hive Podcast

282 Episodes

1. [REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon

   Published: 4/11/2025
2. Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold

   Published: 4/4/2025
3. Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More

   Published: 3/28/2025
4. Q4 Investor Audibles: Massif Capital (GMIN), Marlton Partners (BOL.PA, JGC.LN, PRSR.LN, JARA.LN, API,LN), Giverny Capital (MTB, ALGN, MEDP, IBP, FISVA,SHTF, FERG, KNSL)

   Published: 3/21/2025
5. [REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas

   Published: 3/14/2025
6. Adam Rossi: Investing In The Age of DOGE

   Published: 3/7/2025
7. Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai

   Published: 2/28/2025
8. Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)

   Published: 2/21/2025
9. Swen Lorenz: Drowning in Undervalued Shares

   Published: 2/14/2025
10. [REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)

    Published: 2/7/2025
11. Stephen Farrington: An Unemployed Small-Cap Value Degenerate

    Published: 1/31/2025
12. John Swallow (Idaho Strategic): The Golden Age of Gold Mining

    Published: 1/24/2025
13. Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)

    Published: 1/17/2025
14. Peter Mantas: How To Spot Left and Right Tail Investment Ideas

    Published: 1/10/2025
15. Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)

    Published: 1/3/2025
16. [REPLAY] @Erik_YWR: A Crash Course on Inflation

    Published: 12/27/2024
17. Will Thomson (Massif Capital): The Zambia Copper Opportunity

    Published: 12/20/2024
18. Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)

    Published: 12/13/2024
19. [REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)

    Published: 12/6/2024
20. Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU

    Published: 11/29/2024