Value Hive Podcast

300 Episodes

1. Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More

   Published: 3/28/2025
2. 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
3. [REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 12/20/2024
16. 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
17. [REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)

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

    Published: 11/29/2024
19. Q3 2024 Investor Audibles: Alta Fox Capital ($APP, $REVG), Gator Capital ($CBNA), Greenhaven Road Capital ($PAR, $HGTY, $CLBT, $SOC)

    Published: 11/22/2024
20. Purple Drink Capital: This Is Probably A Top Signal (& Trading Stories)

    Published: 11/15/2024