Value Hive Podcast

296 Episodes

1. John Evans: Dissecting Offshore Services w/ Subsea7 CEO

   Published: 8/18/2023
2. [REPLAY] Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness

   Published: 8/11/2023
3. Derrek (@real_MikeBarnes): Resource Trading, Nintendo $NTDOY, and Getting More For Less

   Published: 8/4/2023
4. Q2 2023 Investor Audibles: Alluvial Capital, Laughing Water Capital, Cedar Creek Capital

   Published: 7/28/2023
5. Shubham Garg: Small-Cap E&Ps & Launching White Tundra Petroleum

   Published: 7/21/2023
6. Avi Fisher: Industrials, Construction, and Matrix Services $MTRX

   Published: 7/14/2023
7. Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas

   Published: 7/7/2023
8. Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks

   Published: 6/30/2023
9. [REPLAY] Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing

   Published: 6/23/2023
10. Mike Alkin: The Ultimate Uranium Crash Course

    Published: 6/16/2023
11. Thomas Bachrach: Natural Resource Partners (NRP), Coal Stocks, & LatAm Ideas

    Published: 6/9/2023
12. Q1 2023 Investor Audibles: Alluvial Capital, Greenhaven Road, & 1 Main Capital

    Published: 6/2/2023
13. James Davolos: Precious Metals Royalty & Streaming Deep Dive

    Published: 5/26/2023
14. Calvin Froedge: An Unconventional Path To Common Sense Investing

    Published: 5/19/2023
15. Otavio Costa: Precious Metals Deep Dive

    Published: 5/12/2023
16. Alex Verge: Building Journey Energy $JOY

    Published: 5/5/2023
17. Jared Dillian: All Things Writing, Creative Process, and Craft

    Published: 4/28/2023
18. Will Thomson: Critical Raw Materials Deep Dive

    Published: 4/21/2023
19. Judd Arnold: Seeking Convexity in Offshore Energy

    Published: 4/14/2023
20. Q4 2022 Investor Audibles: SRK Capital, HCM Capital, and Bonhoeffer Capital

    Published: 4/7/2023