Shows
Value Hive PodcastFinTwit's Top SPAC Ideas of 2022 & BeyondHey Guys! This week, we’re chatting all things SPACs from a Twitter Spaces I organized on December 23, 2021. The goal was to hear interesting ideas, learn a few things, and have a ton of fun with the community. We're all trying to find treasure amongst (mostly) trash. Hopefully, this episode becomes the “X” that marked the spot on some treasures but only time will tell!
Check out the time-stamp below:
[6:00] Doma Holdings ($DOMA)
[14:00] Brandon’s Watchlist
[16:30]Radius Global Infrastructure, Inc (RADI)
[20:00] Brandons’s Wathchlist
[23:40] Algoma Steel Group Inc (ASTL)
[34:30] CCC Intelligent Solutions Holdings (CCCS)
[45:00] Whole Earth Brands (FREE...
2021-12-271h 25Value Hive PodcastAdam Singer: Investing in Life Sciences, Tech Dystopia, and Online WorldsHey guys! This week we have a special guest Adam Singer, the VP of marketing and LEX Markets. We covered a variety of topics ranging from working for Google, investing in life sciences companies such Invitae (NVTA), what is LEX Markets plus we get to know Adam’s early life, how he became a DJ and music composer, he explains to us what are Potemkin numbers and how fishing, poker, and investing are very similar and last but not least we talked about technology dystopia and if we are becoming an ant colony?
This episode is brought to y...
2021-09-241h 58Value Hive PodcastShreekkanth Viswanathan: Finding Great Businesses Outside The US (SHVA.TSE & LVC.WSE)Shreekkanth Viswanathan is the founder and portfolio manager at SVN Capital. In this episode we had an amazing conversation about Shreekkanth’s investment criteria, his M&A background, his time at Advisory Research, founding SVN Capital idea generation, idea sourcing, and we discussed two ex-US investing: Automatic Bank Services (SHVA) located in Israel and Livechat Software (LVC) located in Poland.
Check out the time-stamp below:
[1:18] The State of the Investment Union
[5:00] Evolution Gaming
[8:00] Shreekkanth Investment Criteria
[16:00] Shreekkanth’s M&A Background
[21:00] Advisory Research Type of Investments
[27:00] Does Valuation Matter in the Current Environment?
[32:00] Founding SVN Capital.
...
2021-09-171h 27Value Hive PodcastBen Kovler: Live Q&A w/ Founder/CEO of Green Thumb Industries $GTIIHey gang! I'm stoked to bring you my Twitter Spaces interview and Q&A with Ben Kovler, founder and CEO of Green Thumb Industries $GTII.
GTII is a cannabis MSO (multi-state operator) betting big on consumer brands in the recreational cannabis space. The company sports a $7B market cap and generates over $750M in annual revenue.
During the Spaces, I give Ben a more formal 1v1 interview about the business, long-term strategies, and how he thinks about branding. After that, we open the floor to live Q&A from those in attendance.
I can...
2021-09-151h 18Value Hive PodcastLouisa Nicola: How To Supercharge Decision-MakingThis week we're diving into the physiology, biology and neurological side of investing and general performance with Louisa Nicola a Neuroscientist, Neurophysiologist and founder of Neuro Athletics. We learn a little bit about Louisa’s life, how she went from being an elite olympic level athlete to being a neuroscientist, neurophysiologist, and founding Neuro Athletics. What some of the misconceptions about neurology, how our “brain endurance” help us in making sharp decisions, how we can use dopamine so we can achieve our goals, and last, but not least, the importance of sleep in our everyday life and how we can imp...
2021-09-101h 17Value Hive PodcastDavid Polansky: Babushkas & The Quest For 20% IRRsThis week we chat with David Polanksy, co-founder and managing partner at Immersion Investments.
David is a terrific investor, independent thinker, and an all-around great guy. He's also CRIMINALLY under-followed on Twitter with less than 500 followers.
Let's change that, folks.
David and I spend two hours discussing myriad topics, including:
David's Investing Guiding Principles
The Five Types of Investments David Makes
eDreams Odigeo (EDR)
BasicFit (BFIT)
I thoroughly enjoyed this conversation and I know you will too. David drops plenty of knowledge bombs during the podcast and I know you'll be smar...
2021-09-031h 54
Value Hive PodcastAdam Wilk: From Spurs To Stocks & The Power of Doing NothingToday we had the privilege of speaking with Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management LLC. He has a very interesting background, he worked with the San Antonio Spurs on the Acquisition Department, we discussed the intricacies of basketball analytics, what does his research process looks like, from initial due diligence to deep dives, and how much he spends on research, we also talked about two of his ideas At Home (HOME) and Thunderbird Entertainment Group (TBRD) and we wrapped our conversation with tips and tricks on learning how to do nothing.
[0:00] Introduction
[4:40] How Did Yo...
2021-08-272h 03Value Hive PodcastDan McMurtrie: Research Process, Inverted Shorts & Post-ConsciousnessThis week we chat with Dan McMurtrie, co-founder and Portfolio Manager of Tyro Partners. Tyro manages assets for Institutions and High Net Worth Individuals. We utilize a deep dive research process focused on evaluating the secular trends and supply chains driving Technology, Healthcare, Industrial, and Consumer markets.
Today Dan joins The Hive for a three-hour podcast with topics ranging from post-consciousness, Maslow's Hierarchy of Needs, Fad Investing, and Lessons For Emerging Managers.
Dan is a fantastic investor and an even better human. I hope you listen to the show in its entirety as Dan continually d...
2021-08-203h 11Value Hive PodcastSteven Wood: Constructivism & The Psychology of A Great InvestorThis week we had a conversation with Steven Wood founder of Greenwood Investors. We covered a variety of topics ranging from joining the board of 500-year-old Portuguese Institution, Steven’s latest book “The Builders” and how he is writing it, the white paper he is publishing on how family businesses operate plus Steven is a huge psychology geek and he gave us an insight on how our left and right brain interact and what we can do to take full advantage of both sides.
Here are the time-stamps:
[0:00] Who is Steven Wood?
[4:00] Misunderstood Quality.
[8:20] Activism vs Constru...
2021-08-131h 43Value Hive PodcastOmri Velvart: Value Investing At The Age of AccelerationThis week we had a conversation we Omri Velvart Founder & CIO @ Legacy Value Partner. We dive into his journey from being a Deep Value Investor to investing in Quality, why he invested in Salesforce (CRM) and Facebook (FB), what is Value Chain Investing, and last but not least we had a conversation about investing in Israel businesses.
Please do yourself a favor and follow Omri on Twitter (here). He is criminally underfollowed and I hope we can change that!
If you're interested in what he's doing at Legacy Value Partners, check out their Twitter page...
2021-08-061h 37Value Hive PodcastChina Tech Sell-off Explained: Twitter Spaces Feat. Rui MaThis week we're releasing the recording of a Twitter Spaces I hosted on Tuesday (07/27).
Topic: China Tech Sell-Off
Co-hosts: Rui Ma (@ruima), Jessica Ablamsky (@jablamsky), BuyandHold (@BuyandHoldd), and Mayhem For Markets (@Mayhem4Markets)
This was a fantastic discussion on all things Chinese investing from VIEs to venture capital flows, and even a few stock pitches. At one point we had nearly 300 people listening to the conversation.
I learned a ton about the Chinese public and private markets through this conversation, and I know you'll learn just as much!
Please fol...
2021-07-301h 41Value Hive PodcastSinStockPapi: Tobacco Stocks, ESG Signaling & Limbic InvestingThis week we have @sinstockpapi joining the Value Hive. We dive into why invests in sin stocks, what is limbic capitalism, everything you need to know about tobacco companies such as British Tobacco, what is the Lindy Effect, the bull and bear case for Swedish Match, his thoughts on ESG investing, and a Q&A from the FinTwit Community.
Here is the time-stamp:
[0:00] Who is @sinstockpapi?
[4:30] Investment Philosophy
[9:00] Understanding the Business as a Customer
[13:00] Lessons Learned from the Covid 19 Crash
[16:00] Sins Stock: What is Limbic Capitalism?
[22:00] Sin Stocks’ Misconceptions: Tobacco
[26:00] Making Money on Tobacco Stocks.
[29:00] What It feel...
2021-07-231h 19Value Hive PodcastKyla Scanlon: Tik-Tok, Creator Economies, and DAOsThis week’s guest is the one and only FinTwit/TikTok celebrity Kyla Scanlon. Kyla tells her experience on creating financial content specifically for Tik Tok. She gives us an insight into the creative content grind: how she comes up with ideas, how she produces her videos, managing feedback, mistakes learned, creator wellness and burnouts. Plus we have a little side conversation about Decentralized Autonomous Organizations (DAOs).
[3:00] Kyla’s First TikTok Video
[7:30] The Creative Process of Producing a Finance Tok Tok Video
[11:20] TikTok as a Platform for Financial Education/Content?
[13:00] Video Mistakes
[16:00] Working with Patrick O’Shaughnessy on the Busi...
2021-07-1643 minValue Hive PodcastHarris Perlman: Finding Hidden Treasure w/ @OtterMarketWe're stoked to have Harris Perlman join The Hive this week. Harris is a full time investor specializing in micro-cap/nano-cap stocks all across the globe. If it's tiny, obscure, off-the-beaten-path and with a bit of hair, odds are Harris has studied it. To get an idea of who he is, know this. Harris has gone from A-Z on both the OTC Market Exchange and the Canadian TSX Exchange. Yep, that's dedication.
This week Harris dives deep into his investment process and philosophy. He shares mistakes he's made along the way, lessons learned from past (and current...
2021-07-091h 23Value Hive PodcastRobert Mulcahy: Tiny Stocks, Lemonade $LMND, and Letting Winners RunThis week is all about the micro-cap space and we have Robert Mulcahy or the @tinystockninja on Twitter. We covered a variety of topics ranging from how Robert started his investing journey, identifying mistakes and how to correct them, how he manages his portfolio and allocates capital, his view, as former insurance professional, on the $LMND AI Twitter debacle, and last but not least his bull thesis on his latest high conviction micro-cap bet: Crexendo ($CXDO).
This episode is brought to you by BullpenCareers.com. BullpenCareers.com is a job board exclusively for finance jobs. If you o...
2021-07-021h 12
Planet MicroCap Podcast | MicroCap Investing StrategiesEp. 181 - Do Cult Companies Make Good Cult Stocks with Brandon Beylo, Host of the "Value Hive Podcast"For this episode of the Planet MicroCap Podcast, I spoke with Brandon Beylo. He is the Host of the Value Hive Podcast and Research Analyst at Macro Ops. I've known Brandon for a while now, and it was long overdue to have him on the show. He's incredibly passionate about investing and that comes through in all his endeavors via the podcast and his work at Macro Ops. As a guest on his show, I saw that firsthand in the prep Brandon does even for me, and I think he's a true asset to the space. We had a...
2021-06-301h 17Value Hive PodcastDavid Kaye: The Business of Video Game DevelopmentThis week we had a fantastic conversation with David Kaye, the president and co-founder of Snapshot Games. We talked about a variety of different topics such as David’s first video game company, how different types of video games companies will allocate capital, how NFTs could be used in the video game industry, Unity vs. Epic Games, and what are some KPIs that investor should look for when investing in the video game industry.
This episode is brought to you by BullpenCareers.com. BullpenCareers.com is a job board exclusively for finance jobs. If you or someone you...
2021-06-251h 13Value Hive PodcastChris Barto: Mitek Systems $MITK, Swing Trading w/ Options, & Fiducia InvestThis week we're stoked to have Chris Barto join The Hive. Chris is a former investment analyst at a boutique RIA in Pittsburgh and current founder of Fiducia Investment Research LLC. Chris runs a concentrated, transparent, and in-depth research service covering high-quality businesses with durable competitive advantages. The site is perfect for people who are interested in learning about different businesses, read market commentary, as well as develop a place to interact with other investors who are willing to put in the time to read and learn.
During our hour-long chat, Chris and I discuss the absence...
2021-06-181h 00Value Hive Podcast@the10thman1: Carvana $CVNA Deep DiveToday’s episode we had a conversation with the anonymous twitter account @the10thman1 about his exceptional Carvana’s bull thesis. We covered everything that an investor needs to know about Carvana, whether it is Carvana’s history, the used car industry, Carvana’s Competitive advantages, what Carvana needs to improve in order to succeed, the bear thesis against Carvana and @the10thman1’s fair value for Carvana.
[0:00] Who is @the10thman1?
[8:30] Expectation Investing
[12:00] From Energy to Carvana ($CVNA )
[15:30] CVNA’s History
[19:40] The Used Car Industry
[26:00] A Better Way to Present Inventory Online
[28:00] Exceptional Quality Control
[30:00] Test Driving an used...
2021-06-111h 19Value Hive PodcastUtako Kojima & Aya Weissman: Special Situation Investing In JapanThis week I'm thrilled to be joined by Utako Kojima and Aya Weissman. Both women work at Horizon Kinetics and help run the Japan Special Opportunity Strategy.
Aya is a Co-Portfolio Manager and Director of Asia Strategy at Horizon. With over 30 years of investment experience, Aya was previously a founder and Chief Investment Officer of AS Hirota Capital Management, LLC.
Prior to that, her experiences included acting as a portfolio manager specializing in Japanese securities for Kingdon Capital Management, LLC, a New York–based hedge fund; two years as a partner and Portfolio Manager of Feir...
2021-06-0454 minValue Hive PodcastThomas Bachrach: Kaspi.kz $KSPI, Allegiance Coal $AHQ, & Exotic IdeasThis week we have another returning guest, Thomas Bachrach! Thomas Bachrach is PFH Capital’s Principal and an OG Value Hive guest! He focuses on esoteric, off-the-beaten-path micro-cap companies, and on this episode, he shares two of his latest investments: Kaspi ($KSPI), a Kazakhstan fin-tech business, and Allegiance Coal ($AHQ.ASX), an Australian Coal Company. He also shares how he finds, researches, and manages companies located in different countries, and the investment mistakes he made in 2020, and what he learned from those mistakes.
[0:00] Who is Thomas Bachrach?
[4:00] What is PFH Capital’s Strategy?
[5:30] 2020 Mistakes
[13:00] Managing Investments in Different Coun...
2021-05-281h 25Value Hive PodcastHarris Kupperman: IPO Unlocks, KEDM.com, Tankers & More!Welcome back Harris Kupperman! This is the second time Kuppy is on the Value Hive Podcast. This time around we talked about different event-driven strategies found on his Kuppy’s Event Driven Monitor (KEDM) such as investing in post-bankruptcy stocks and IPO unlocks ($AFRM), what is like managing an event-driven portfolio and at the end of the episode, he answered some of the questions from the Twitter community!
This episode is brought to you by BullpenCareers.com. BullpenCareers.com is a job board exclusively for finance jobs. If you or someone you know is looking for a jo...
2021-05-211h 12Value Hive PodcastJames Davolos: The Best Businesses To Own During InflationLet’s talk about the 4.2% elephant in the room, that’s right! This week is all about inflation and luckily we had the privilege to talk to James Davolos, Portfolio Manager at Horizon Kinetics, to help us understand inflation at a deep level.
We talked about what is the CPI and how it is measured, the effect that inflation has on risk assets, what is duration on risk assets, how not to hedge against inflation, but most importantly he shared how we can effectively hedge against inflation by investing in companies that are Direct Beneficiaries, Indirect Beneficiaries or Oppo...
2021-05-1456 minValue Hive PodcastMichael Fritzell: Investing Opportunities In Asia & BeyondMichael Fritzell is a Swedish Investor based in Singapore and the owner of the Asian Century Stocks Newsletter.
During our talk Fritz shares the path that took him to live in Beijing, the cultural differences that he noticed while living there, the geopolitical issues between China and Taiwan, and of course his investing experience as a Swedish investor in the Asian equities market, including:
Diligence for Asian companies
The role of the Chinese Government inside companies
Some misconceptions that investors have about investing in China
Why he is bullish on Delfi ($P34), China Unicom ($762) and Sanrio Comp...
2021-05-071h 13Value Hive PodcastMyles Danielsen: An Inside Look at Institutional AllocatorsMyles Danielsen joins the Hive this week to chat all things Institutional Investment Allocation. According to his firm's website, Myles is a Principal at Hall Capital Partners LLC in the Public Equity group, responsible for research, identification, due diligence, and monitoring of long-only public equity investments and long-short equity hedge funds. In addition to his core role in public equities, he is a key member of the Cross Asset Research & Strategy team.
Myles spends an hour and a half dissecting the institutional investment business, giving us an inside look at where allocators invest, why they choose one...
2021-04-301h 37Value Hive PodcastKyler Hasson: Buying Quality Compounders At A Fair PriceThis week I chat with Kyler Hasson, investment manager and founder of ConcentratedCapital.com. Kyler loves buying great businesses that can compound invested capital over long periods of time. In other words, he's a Compounder Bro. Kyler didn't follow the "normal" investor path, if there is one.
He started dabbling in investing at age 18 and was immediately hooked on quality investing. Hasson skipped much of the cigar-butt stage and instead spent his time learning about the best businesses possible, and trying to hold them for long periods of time.
Our conversation covered a wide breadth of...
2021-04-231h 17Value Hive PodcastKelvin Seetoh (@SlingshotCap): How To Spot Emerging Moats & ORGS Deep DiveKelvin Seetoh (aka @SlingshotCap on Twitter) joins the Hive this week to chat about all things emerging moats, $ORGS, and the importance of staying young in investing.
I recorded this episode at 9:00 PM my time (EST), so big thanks to Kelvin for showing up with his A-game at 9 AM sharp Singapore time!
If you like what you heard from Kelvin, make sure to follow him on Twitter @SlingShotCap.
The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that ma...
2021-04-161h 12Value Hive PodcastRob Mahan: Deep Value Investing in Eastern EuropeThis week we chat with Rob Mahan. Rob's a part-time investor and founder of DeepValueInvestments.wordpress.com. Rob's blog is dedicated to finding massively discounted stocks from every part of the world. His findings take him through Eastern Europe, Asia, and all across the market cap spectrum.
Rob is a traditional deep value investor. He seeks businesses trading
2021-04-091h 10Value Hive PodcastJason Greenwald: Luck, Real Estate and The Power of EgoThis week we're stoked to bring you our conversation with Jason Greenwald. Jason is a full-time investor allocating capital between private real estate and public markets. On the real estate side, Jason buys all his properties in foreclosure auctions. In public equities, he wants to buy great businesses at great prices.
Jason's real estate experience biases him towards a long-term public equity mindset. He'll gladly buy and hold investments as long as the thesis is working and his returns are as good or better than his real estate holdings.
We covered a whole host of to...
2021-04-021h 13Value Hive PodcastBen Gordon: The Hunt For Extraordinary ReturnsThis week I had the privilege to talk with Ben Gordon. He is the founder and head portfolio manager at Blue Grotto Capital. This episode is a deep dive into Ben’s process of researching and finding ideas, why he started Blue Grotto, his prior work at GMT, why he went long on Spectrum Brands and Cedar Fair Entertainment, and why shorting is a dark art.
Here is the time-stamp:
[0:00] The Story Behind Blue Grotto
[3:00] Who is Ben Gordon?
[6:40] From Analyst to PM: Emerging Markets Wireless Carriers
[10:00] Reply and Smurfit Kappa
[12:05] Using Regressions to Find Ideas
[16:30] The IT...
2021-03-261h 30Value Hive PodcastNik Lentz: UFC, Insane Discipline, and Trading StoriesIn this week’s episode, we had a conversation with Nik Lentz a former UFC fighter with a 30-12 fighting record that has a passion for trading. He is arguably one of the most unique guests of the show. During our conversation, Nik shared why he became a UFC fighter and what it's like to be a UFC fighter, how he got into trading options and derivatives, and of course, tells us about the parallels that exist between fighting and trading.
[0:00] Nik’s Fighting Journey.
[3:00] How Nik Became A UFC Fighter
[20:00] From Fighting to Trading
[40:00] Nik’s Trading Strateg...
2021-03-191h 24Value Hive PodcastTyler Kirkpatrick: Dream Unlimited (DRM), AutoCanada (ACQ) & All Things Canadian ValueThe Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better, including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
We're also excited to announce our newest sponsor, Eight Sleep! Eight Sleep makes products that improve your sleep through personalized temperature, smarter data, and patented technology. There is truly nothing like Eight Sleep on the market. With Eight Sleep, you can see exactly how...
2021-03-121h 19Value Hive PodcastMatteo Franceschetti: Building A Data-First Sleep PowerhouseThe Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
This week I chat with Matteo Franceschetti, founder and CEO of Eight Sleep. Eight Sleep is revolutionizing the way we think about sleep, performance, and health. Matteo's company reminds me of Netflix, Roku and Peloton wrapped in one. Matteo's journey to founding Eight Sleep...
2021-03-0543 minValue Hive PodcastARK Enters The Bear Cave w/ Edwin DorseyThe Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
This week I chat with Edwin Dorsey, founder, and author of The Bear Cave. The Bear Cave is a short-focused newsletter dedicated to finding interesting companies doing sketchy things. Edwin began his obsession with the stock market in the second grade. As we discuss...
2021-02-261h 16Value Hive PodcastFinding The Best Brand-Building Businesses w/ Kristen LaFranceThe Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
In this week’s episode, we give you our conversation with Kristen LaFrance. Kristen LaFrance is the host of Shopify's Resilient Retail series. Prior to joining the Shopify team, she hosted two eCommerce podcasts: Playing for Keeps and eComm Noms. As the official mayor of...
2021-02-191h 19Value Hive PodcastInvesting in Nordic & African Businesses w/ Erick MokayaThe Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
This week we chat with Erick Mokaya. Erick is a Ph.D. student at the Stockholm School of Economics, lead author for Transcript, and a life-long learner. He loves studying businesses and finding companies in the Nordic and African markets. Our conversation starts with...
2021-02-121h 07Value Hive PodcastPinterest (PINS) Deep Dive w/ Rihard JarcThis week we chat with Rihard Jarc, SaaS founder and author of the Uncover Alpha SubStack newsletter. Rihard has spent his life analyzing, investing, and creating software-based businesses. If you go by his Twitter bio, he's a growth investor, ex-portfolio manager, and CEO of TyplessAPI.
Rihard's background makes him the perfect investor to dive deep into the Pinterest (PINS) bull thesis. PINS is one of Rihard's largest holdings and one he started buying for around $20. Our conversation dives deep into Rihard's bull pitch, the future of AR-based realities, and why PINS is just getting started with monetizing...
2021-02-051h 36Value Hive PodcastEmerging Markets, Alternative Assets & Worldly Wisdom w/ Tiho BrkanThe Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
This week I chat with Tiho Brkan. Tiho is a private investor managing a family office. Tiho provides HNWIs & Family Offices with attractive deal flow from Real Estate (Rehab, Developments, Distressed) & Stock market (Indexes & Sectors) asset buckets.
I'm stoked to bring you...
2021-01-292h 01Value Hive PodcastChasing Gem Dealers & Great Stocks w/ Alex Barrow, Macro-Ops.comThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
Alex Barrow is the Co-Founder and Cheif Market Strategist at Macro-Ops.com. Alex joined the US Marine Corps on his 18th birthday just one month after the 9/11 terrorist attacks. He subsequently spent a decade in the military. Serving in various capacities from scout sniper to interrogator...
2021-01-221h 30Value Hive PodcastKKR, MCFT and The CLCT/NLAB Saga w/ Yaron Naymark, 1 Main CapitalThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
Yaron Naymark is the founder and portfolio manager of 1 Main Capital. On his website, Yaron "makes concentrated investments in high-quality reasonably valued businesses with long reinvestment runways and in special situations that are experiencing a temporary dislocation or undergoing an element of change that will cause...
2021-01-151h 41Value Hive PodcastSix Industries With Durable Moats w/ Lawrence Hamtil, Fortune Financial AdvisorsThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
Lawrence Hamtil is a sixteen-year veteran of the financial services industry, having served clients in all aspects of the business during his career, which started in 2002. In 2005, he joined Dennis Wallace of Fortune Financial Services, LLC, becoming, at the time, one of Multi-Financial Securities, Inc’s yo...
2021-01-081h 29Value Hive PodcastMovies, SPACs and IPO Manias with Michael Batnick, Irrelevant Investor (02.01)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
Michael Batnick is the author of Irrelevant Investor, Director of Research at Ritholz Wealth Management, and co-host of the Animal Spirits Podcast with Ben Carlson.
Michael is one of the most prolific finance thinkers on Twitter and often provides high-quality, comedic insight into myriad f...
2021-01-0154 minValue Hive PodcastAll Things Enterprise Software w/ Shomik Ghosh, Boldstart VC (Ep. 57)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
Shomik Ghosh is a principal at Boldstart VC by day and resident Enterprise Software savant by night. Shomik's job at Boldstart VC is to find and become Day One partners with passionate, technical Enterprise Founders. This means Shomik spends all his time thinking, analyzing, and valuing...
2020-12-251h 20Value Hive PodcastThe History of (Value) Investing w/ Jamie Catherwood, Investor Amnesia (Ep. 56)Jamie Catherwood is a Client Portfolio Associate at O’Shaughnessy Asset Management. He’s also the founder of Investor Amnesia. Investor Amnesia is passionate about bringing the world of financial history to life. Jamie’s passion for history started at an early age, and in his eyes, is a family affair. His father loves history. And his uncle was a historian by trade.
Jamie provides a weekly read for subscribers every Sunday filled with financial history literature, stories of human psychology and bubbles gone by.
From reading Jamie’s content one thing is certain: markets change...
2020-12-181h 06Value Hive PodcastEmerging Technology, Writing and Process w/ Packy McCormick (Ep. 55)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
Packy McCormick is the founder and creator of The Not Boring Newsletter and Not Boring Syndicate. What started as a COVID side-hustle quickly spiraled into a full-time job and never-ending passion. After graduating from Duke, Packy went to work as an investment banking associate at Bank...
2020-12-111h 11Value Hive PodcastInnovative Technology Investing w/ Brett Winton, Ark Investment (Episode 54)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
Brett Winton is the Head of Research at Ark Investment Management. Winton manages a team of analysts and helps forecast disruptive technologies. If that sounds like a hard job, it's because it is. And Brett will be the first to tell you that.
I l...
2020-12-041h 15Value Hive PodcastHow To Find Life-Changing Stocks w/ @FromValue (Episode 53)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
Kris (@FromValue on Twitter) is the author of From Value To Growth premium research service on Seeking Alpha. Kris has grown his audience to >21K followers on Twitter and Seeking Alpha each. Kris' job is simple: he tries to find stocks that he can own for...
2020-11-271h 05Value Hive PodcastWorking With Tiger Cubs & Spotting Frauds w/ Stephen Clapham, (Episode 52)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
Stephen Clapham has one of the most decorated resumes of any guest I've interviewed. He's traveled Europe as an equity analyst. Worked his way up to partnership status at multiple multi-billion dollar hedge funds. And now he runs a website dedicated to training investment analysts in...
2020-11-201h 10Value Hive PodcastAll Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
There's a theory that the best and smartest analysts on Twitter are anonymous. Our guest this week fits that mold. Mule (@FoolAllTheTime) is a generalist investment analyst with a passion for the semiconductor industry. The conversation covers a wide range of semiconductor topics like Intel as...
2020-11-131h 12Value Hive Podcast$GOCO, $GDRX and Healthcare Investing w/ Richard Chu, Saga Partners (Episode 50)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
Richard Chu is an investment analyst at Saga Partners where he seeks to find high-growth, highly asymmetric investment opportunities. How Richard ended up at Saga Partners is anything but traditional. Chu didn't have much investing experience after graduating college. Yet his passion for compounding wealth and...
2020-11-061h 26Value Hive Podcast$CRWD, CANSLIM and High Growth Stocks w/ Christopher Seifel (Episode 49)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
Christopher Seifel is an equity research analyst and runs the newsletter Seifel Capital (link here). Chris is one of the sharpest investors/analysts on Twitter, and it shows. He's quickly grown his Twitter following to over 13K. Chris focuses on high growth companies, portfolio construction and...
2020-10-301h 34Value Hive PodcastDeep Value Opportunities in Japan & Australia w/ Will Thrower, Dumile Capital (Episode 48)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
Will Thrower is one of the most under-followed investors on Twitter. In fact, his Twitter profile is like the companies he hunts for: undervalued with long runways for growth. Our conversation took us from chicken farms in China to equity trading offices in London. How Will...
2020-10-231h 23Value Hive PodcastHow To Write A Great Investment Thesis & More w/ Morgan Housel, Collaborative Fund (Episode: 47)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
Morgan Housel is a man that needs no introduction. He's a NY Times Bestseller, prolific writer for Collaborative Fund and great conversationalist. I'm still amazed I was able to swindle him into joining the podcast this week. As a writer, I've wanted to chat with him...
2020-10-1654 min
Avoiding the Crowd with Maj SoueidanHow to Avoid Value Traps with Brandon Beylo, Host of Value Hive PodcastOn this episode of Avoiding the Crowd with Maj Soueidan, we welcomed fellow podcasting extraordinaire on the show, Brandon Beylo, Host of the Value Hive Podcast. Brandon put out a great tweet the other day on How to Avoid Value Traps (https://twitter.com/marketplunger1/status/1308764234298388480), and we break down this graphic thoroughly. You don’t want to miss this episode - full on masterclass on Value Traps. Please enjoy!
For more information about Brandon Beylo and Value Hive Podcast, please visit: https://macro-ops.com/ and https://podcasts.apple.com/us/podcast/value-hive-podcast/id1492171651
Shout ou...
2020-10-151h 27Value Hive Podcast$NTDOY, $TWTR and The Dangers of Overworking w/ Aaron Edelheit, Mindset Capital (Episode 46)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
Aaron Edelheit is the CEO of Mindset Capital and author of the book, The Hard Break: The Case for a 24/6 Lifestyle. He also runs the newsletter, Mindsetvalue. Aaron's a tried-and-true value investor searching the globe for undervalued businesses. We spend the early portion of the podcast...
2020-10-091h 44Value Hive Podcast$SE, $GRVY and Digital Transformation w/ Mads Christiansen (Episode 45)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
Mads Christiansen is a private investor specializing in digital transformation, e-gaming and technology. He freely shares his thoughts and ideas on Twitter and also runs a YouTube channel (both you can find in links below). Mads got his investing capital from his job as a medical...
2020-10-021h 03Value Hive Podcast$UBER Deep Dive w/ Abdullah, Mostly Borrowed Ideas (Episode 44)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct...
2020-09-251h 15Value Hive PodcastUnity Software ($U) Deep Dive w/ Aaron Bush, The Motley Fool (Episode 43)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct...
2020-09-181h 02Value Hive PodcastThe Future of Esports, Sports Betting and Gaming w/ Will Hershey, Roundhill Investments (Episode 42)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct...
2020-09-1156 minValue Hive PodcastWhat Makes Companies Like Shopify and Nike Great with Brett Bivens (Episode 41)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct...
2020-09-041h 09Value Hive PodcastBusiness Mispricings, Risk Management and Sticking To Your Process w/ Gary Mishuris, Silver Ring Value Partners (Episode 40)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.
***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct...
2020-08-281h 33Value Hive PodcastWhat You Learn From 1,000+ CEO Interviews w/ Bobby Kraft, SNN Wire (Episode 39)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better. I couldn't be more excited to partner with TIKR.
***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are...
2020-08-211h 15Value Hive PodcastThe Power of Stock Checklists w/ Brian Feroldi, The Motley Fool (Episode 38)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better. I couldn't be more excited to partner with TIKR.
***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are...
2020-08-1459 minValue Hive PodcastIndustrials, Cyclicals and a New Idea w/ Alex Jones, Porter Street Research (Episode 37)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better. I couldn't be more excited to partner with TIKR.
***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are...
2020-08-071h 35Value Hive PodcastMicro Cap Mastery & Lessons in Unit Economics w/ Connor Haley, Alta Fox Capital (Episode 36)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better. I couldn't be more excited to partner with TIKR.
***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are...
2020-07-311h 06Value Hive PodcastCompounding Knowledge, Investments and Passion w/ Gautam Baid (Episode 35)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better. I couldn't be more excited to partner with TIKR.
Our guest this week is Gautam Baid, author of The Joys of Compounding.
Gautam Baid, CFA, is portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as senior analyst in their healthcare investment banking teams. Baid is a CFA c...
2020-07-241h 08Value Hive PodcastHow To Find Long-Term Winners Early w/ Turner Novak, Gelt VC (Episode 34)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better. I couldn't be more excited to partner with TIKR. I use it every single day. Alright, back to the podcast.
Turner Novak is a venture capitalist and partner at Gelt VC. Turner came from a single-parent, low-income household and worked his way to becoming one of the more popular venture capital thinkers on Twitter today. Through hard work and sharing his thoughts online, Turner began finding his venture voice.
...
2020-07-171h 03Value Hive Podcast[REPLAY] Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners (Episode 33)[REPLAY NOTE]: Due to scheduling and travel I was not able to get a new podcast to you this week. I apologize and do not expect something like this to happen again. I chose Cliff's episode for a replay because it is one of my favorites, and also one of my first. New listeners will learn so much from Cliff's thoughts. Thank you for your support!
Clifford Sosin runs CAS Investment Partners. The fund is a value oriented partnership focusing on investing in great businesses at discounted prices to their future value.
Cliff discusses his...
2020-07-102h 09Value Hive PodcastDissecting Network Effects & Local Economies w/ Keith Smith, Bonhoeffer Capital (Episode 32)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive.
Keith Smith is the portfolio manager of Bonhoeffer Capital. Bonhoeffer is a global-oriented fund focused on finding compound mispricings across the capital structure. The fund looks for misunderstood businesses and poke around unconventional fishing holes on their quest for alpha generation.
Keith joins the show to discuss his investment process, local scale economies and finding hidden opportunities across the globe.
If you want to learn more about Keith, follow him on Twitter @Bonhoeffer_KDS. You can al...
2020-07-031h 57Value Hive PodcastETFs, Deep Value and Lessons From Podcasting w/ Tobias Carlisle, Acquirer's Funds (Episode 31)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive.
We're stoked to bring you this week's guest: Tobias Carlisle. Tobias is a Renaissance man in the investing community. He's written four books, captains two podcasts and runs two ETFs. Along with that he's a husband and a father to a beautiful family.
Tobias is usually on the other end of these interviews.
We chat about ETFs, daily routines, Berkshire Hathaway, asking better questions and more!
Here's the show outline:
[2:12] Tobias' Daily Routine
[4:01] The...
2020-06-261h 04Value Hive PodcastFinding Your Competitive Edge (& Lessons From Pro Volleyball) w/ Ryan Doherty (Episode 30)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive.
Our 30th episode was one of the most esoteric conversations yet. This week, I had the pleasure of chatting with Ryan Doherty. Ryan was a former professional baseball pitcher (and at one point, the tallest professional player ever) turned professional volleyball player.
Ryan went from never playing volleyball to beating gold medalist team Phil Dalhausser and Todd Rogers.
We spend over an hour discussing passion, competition, mental edge and process improvement. I had a blast.
H...
2020-06-191h 19Value Hive PodcastSpin-off Extravaganza (OTIS, MSGE, IAC/MTCH) w/ Richard Howe, StockSpinOffInvesting.com (Episode 29)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive.
Richard Howe joins the Hive for the second time! It's our first guest with a second appearance and we're stoked to bring you this conversation.
This episode is IDEA HEAVY and features 5-6 new spin-off ideas for you to research, study and add to your watchlist. Rich dives deep into the following spin-offs:
Otis Worldwide (OTIS)
Carrier (CARR)
Ecolab (ECL)
Madison Square Garden Entertainment (MSGE)
IAC/Interactive (IAC)
Match Group (MTCH)
Kontoor Brands (KTB)
Howmet Aerospace (HWM)
...
2020-06-121h 38Value Hive PodcastGlobal Investing & Finding Your Edge w/ Brad Hathaway, Far View Capital (Episode 28)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive.
This week we chat with Brad Hathaway, managing partner of Far View Capital. Far View Capital invests around the globe on the hunt for special situations. Brad graduated from Yale University with a Political Science degree and quickly found his way to the hedge fund/private equity world.
After honing his skills, Brad set off to start Far View Capital Management (website here).
I loved this conversation. You can tell Brad bleeds Investing, business and continual le...
2020-06-051h 50Value Hive PodcastEquity Investing Through a Creditor's Lens w/ Jeremy Raper, Raper Capital (Episode 27)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive
Today's guest is Jeremy Raper. Jeremy runs RaperCapital.com and recently launched a premium investment research service.
Jeremy looks at public markets through the eyes of a credit analyst. This gives him a unique perception on markets, companies and capital structure situations. He's not afraid to invest all along the capital structure, and often writes about unique long/short bond opportunities.
Before launching his premium research service, Jeremy worked over a decade on both the buy an...
2020-05-292h 02Value Hive PodcastA Permanent Place For Hyper-Niche Software w/ Michael Girdley, Dura Software (Episode 26)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive
This week we chat with Michael Girdley. Michael's list of accomplishments and ventures would take up the rest of this description! In short, he loves building businesses and creating products that resonate with customers.
He's the founder of Geekdom Fund, CodeUp and his newly launched fund, Dura Software.
The conversation covers all things venture capital, start-up business, as well as Michael's personal background and passions. We also discuss the types of companies Michael looks to invest in...
2020-05-221h 48Value Hive PodcastHow To Create Your Own Float w/ Kirk Du Plessis, OptionAlpha (Episode 25)This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive
Can't believe we've made it 25 episodes!
We couldn't have done it without our AMAZING followers and guests. I know everyone likes to say that, but it's true. You, our listeners don't download episodes to hear my endless drivel. And you, our guests, don't come on the show without knowing your voice will be heard.
We're creating a tremendous flywheel and we're just getting started!
This week we feature our conversation with Kirk Du Plessis, fo...
2020-05-151h 40Value Hive PodcastMore Than Shipping Stocks w/ Harris Kupperman, Praetorian Capital (Episode 24)I'm thrilled to bring you Episode 24, my chat with Harris Kupperman (aka Kuppy) of Praetorian Capital. Kuppy is known for his views on all things tankers and shipping stocks.
But he's more than that. Way more than that. Our conversation dives deep into Kuppy's overall investment philosophy, how he stumbled upon investing, his love for travel and some crazy adventure stories.
If you're looking for the latest opinion on tankers, this isn't your podcast. But if you're looking for actionable, timeless investment thought and wisdom, you're in the right place.
Here's the podcast outl...
2020-05-081h 26Value Hive PodcastManaging Through A Crisis w/ Bill Brewster, SCG Capital (Episode 23)Today's guest is Bill Brewster. Bill is the founder and portfolio manager of Sullimar Capital Group.
I'm excited to share our conversation as Bill's quickly becoming one of my favorite investment thinkers. I found him on Twitter, and after following his tweets and blog, I reached out asking him to come on the show.
During the conversation, we talk baseball, Charlie Munger, airlines and travel and everything in between.
Here's the timeline:
[0:00 - 6:00] Who is Bill Brewster?
[7:00 - 10:00] How Bill's Investment Style Has Changed
[11:00 - 19:00] Thinking About CEO Pay
[20:00 - 27:00] The Power of Su...
2020-05-011h 26Value Hive PodcastMid-Caps & More with George Livadas, Upslope Capital (Episode 22)Episode 22 is live!
This week we've got George Livadas on the show. George is the founder and portfolio manager of Upslope Capital. George graduated with a Russian degree, but found his way into investment banking at Citigroup. He worked in IB covering the brokerage and can producer industries (to name a couple).
George loves investing, but he didn't start out like many traditional value investors. He didn't read Buffett's letter, he didn't read Graham's doctrine. He developed a passion for investing by learning about business.
George founded Upslope Capital to invest his own wa...
2020-04-241h 09Value Hive PodcastHow To Fix A Business In 100 Days w/ Jeff Sands, Dorset Partners (Episode 21)Excited to share Episode 21 with y'all!
What better time to have a turnaround expert on the show, right?
Jeff Sands is a 3x winner of the Turnaround Of The Year award (2017-2019), and he's got a good shot at 2020. He spent his early career working in his family business. When outside pressures rattled the company, Jeff realized two things: a) the importance of cash and b) that nobody taught him how to manage this crisis.
Jeff's passion is turning around troubled businesses, and he's one of the best in the world at it.
2020-04-171h 12Value Hive PodcastSurvival of The Permanent w/ Brent Beshore, Permanent Equity (Episode 20)We've made it to a huge milestone: 20 podcast episodes.
We couldn't have done it without you, our listener base. Y'all keep the lights on and help spread the word about what we're doing.
For our 20th episode, we chat with Brent Beshore, CEO and Founder of Permanent Equity.
We're living in unprecedented times. COVID-19 is wreaking havoc on our day-to-day lives. It's shutting down businesses and entire economies. We don't know when we'll return to "normal". And when we do, we don't know what that new "normal" will look like.
In thi...
2020-04-101h 19Value Hive PodcastWhat I Learned From Over 600 Blog Posts, The Science of Hitting (Episode 19)Episode 19 is here! I'm excited to bring y'all my conversation with Alex (aka, The Science of Hitting). Alex is a both a writer and investor. When he's not thinking about which businesses to buy, he's writing about them on GuruFocus.
Alex has over 600 blog posts on GuruFocus to date, a feat few others can claim. I've enjoyed Alex's content for years and getting the chance to chat with him about investing was a blast.
Here's what we cover:
[0:00 - 6:00] Introduction
[7:00 - 14:00] Quality vs. Price
[15:00 - 23:00] TSOH's Investment Process (Soup to nuts)
[24:00 - 40:00] Can you pay...
2020-04-031h 32Value Hive PodcastLessons in Options Trading, Credit Markets and Balance Sheets w/ Fil Zucchi (Episode 18)Better late than never, right?
On Episode 18 of the Value Hive Podcast I chat with Fil Zucchi. Fil is an independent options trader and former bankruptcy lawyer. I first met Fil at last years ValueX Vail Investors Conference.
Fil brings a unique look to equity and credit markets. He expresses his thoughts and opinions through options trading. He's a market veteran with over 30 years of experience.
Here's the crazy part: in 30 years of trading, Fil's never seen markets like the one we're in now.
We dive deep into options trading, balance shee...
2020-03-281h 21Value Hive PodcastThe Power of Owner Operators with Chris Mayer, Woodlock House Family Capital (Episode 17)Chris Mayer is an author and fund manager. He's written three books and in 2018, started managing Woodlock House Family Capital.
Many investors have heard of Chris' name from his (now cult-following phenomenon) book, 100-Baggers. In that book, Chris dives into common characteristics of companies that returned 100-to-1 for their investors. Some of those characteristics include:
Revenue and earnings growth
Founder-led or owner-operator at the helm
Tremendous drawdowns in share price
During the podcast, we chat about the following topics:
What Chris wished he knew when he started investing
Why Chris prefers owner-operators
What gives Chri...
2020-03-201h 10Value Hive PodcastReminiscences of a Deep Value Investor, ValueStockGeek (Episode 16)ValueStockGeek runs a deep-value investing blog and is active on Twitter. I originally found him when setting up my own investment blog.
We've ping-ponged back and forth with times to chat and call, and after a few months we finally synched up.
I'm excited to have ValueStockGeek on the podcast for a few reasons:
We share similar investment styles and philosophies
His transparency is refreshing
He offers unique insights into macro themes as well as micro, company-specific write-ups
During the chat we discuss the following:
[2:00-10:00] Introduction to ValueStockGeek
[11:00-14:30] Maintaining Rationality Duri...
2020-03-131h 23Value Hive PodcastBuying A Job & Creating A Platform with Nick Haschka, The Wright Gardner & Cub Investments (Episode 15)In this week's episode I chat with Nick Haschka. Nick is the founder of Cub Investments and Co-Owner of The Wright Gardner. He wears many hats, but if you were to ask him what he does, he boils it down to two things: investor and CEO of a plant company.
Nick's journey towards small business ownership was a winding road. After graduating from MIT, he went to work for McKinsey. After consulting, he found a passion in clean tech and clean energy with NRG Group, leading their high-tech ventures program.
It was around this time Ni...
2020-03-061h 12Value Hive PodcastHigh Growth, High Quality Businesses - Ryan Reeves, InvestingCity.org (Episode 14)Ryan Reeves is the founder/CEO of InvestingCity.org. InvestingCity.org was built around one idea: save time and boost returns. Ryan started the business in 2016 after writing a newsletter for his friends, and realizing the gap in solid, financial analysis for the every day investor. Reeves' passion for investing began early, around the age of 12. After graduating Pepperdine, he worked at Morgan Stanley, The Motley Fool and Seeking Alpha.
I thoroughly enjoyed my conversation with Ryan. He's humble, honest and full of compounded investing knowledge.
Here's what we discussed:
[0-14min] - Rya...
2020-02-281h 14Value Hive PodcastDeep Value Investing in LA Real Estate, Moses Kagan of AdaptiveRealty.com (Episode 13)I had the privilege to chat with Moses Kagan, founder of Adaptive Realty. I call Moses a Deep Value Investor in LA Real Estate because that's exactly what he does.
Moses finds beaten-down, ugly, overlooked buildings in Los Angeles, CA. He buys them, does a complete gut and renovation, and rents them out at attractive rates of return for his investors.
While not an investor in public equities, Moses' analysis of cash flows, determination to find great deals, and knowledge of the power of relationships applies to any investment field.
During the podcast we...
2020-02-221h 29Value Hive PodcastBuilding A Great Product w/ Robert Koyfman, Founder of Koyfin.com (Episode 12)Rob Koyfman is the founder and CEO of Koyfin.com. Rob has a tremendous background in the world of finance, investment and trading. He's a CFA Charterholder and former Goldman Sachs VP.
In 2015 Rob left the corporate world to start Koyfin.com. A one man operation. Rob grew Koyfin into a fast-growing financial analysis website. Rob's vision for Koyfin is simple. He wants to provide better analytics for investors.
During the podcast we chat about the following:
First 15 minutes ...
Rob's background and experience at Goldman Sachs
What Rob learned while working for PMs a...
2020-02-141h 10Value Hive PodcastLong-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners (Episode 11)Clifford Sosin runs CAS Investment Partners. The fund is a value oriented partnership focusing on investing in great businesses at discounted prices to their future value.
Cliff discusses his early days at UBS, the genius of the bankruptcy system, how he finds ideas and mental models. Cliff also reveals how to fix the banking system as we know it.
The conversation covers a wide array of topics and was one of our longer episodes. I hope you find Cliff's insights as interesting as I did.
Make sure you follow him on Twitter @CliffordSosin
...
2020-02-072h 09Value Hive PodcastMaj Soueidan, GeoInvesting.com (Episode 10)Maj Soueidan is Co-Founder of GeoInvesting.com. GeoInvesting navigates investment risk by interviewing company management, dissecting conference calls, interacting with our wide network of investors and scouring financial documents for hidden clues. GeoInvesting provides quick, concise and efficient research instead of hundreds of pages of financial jargon.
Maj and his team focus on micro cap stocks. If you want to know why, I highly encourage you to read this article.
When they're not looking for Tier-1 micro-caps, Maj and his team investigate potential Chinese frauds listed on US exchanges.
Maj and I chatted ab...
2020-01-311h 28Value Hive PodcastOTC Adventures with Dave Waters, Alluvial Capital (Episode 9)Dave Waters, CFA is Alluvial’s managing member. Since launching Alluvial in 2014, Mr. Waters has focused on delivering exceptional results for Alluvial’s investors. Dave also runs OTCAdventures.com.
I first found Dave after reading a write-up from his blog. This led to a Twitter follow, and then frequent, spam-like messaging asking Dave about various OTC stock ideas.
Dave is unique in his investment approach. He searches the darkest, most illiquid corners of the markets in his search for great, obscure companies.
Dave and I cover a lot of ground in this 1 hour 30 minute...
2020-01-241h 32Value Hive PodcastAndrew Kingston & Shawn Shewchuk: Special Situations, Technical Analysis and Hockey (Episode 8)Thanks for tuning into Episode 7 of the Value Hive Podcast. If you like what we're doing, drop us a rating and review on your favorite podcast platform. It goes a long way.
While you're at it, make sure to subscribe to our weekly newsletter. We deliver curated, value investing news straight to your inbox. For free. Forever. You can subscribe here!
On today's episode I chat with Andrew Kingston and Shawn Shewchuk. Andrew and Shawn are portfolio managers for Gavin Croup, CA. Gavin Group is a unique investment services business. They pride themselves on being H...
2020-01-171h 05Value Hive PodcastDr. Andrew Wittman: Achieving A Warrior Mindset & Asking Better Questions (Episode 7)Dr. Andrew Wittman is the founder of the Mental Toughness Training Center, a leadership consultancy specializing in peak performance, team dynamics, resolving conflict in the workplace and is the author of the book, “Ground Zero Leadership: CEO of You” (2016).
A Marine Corps infantry combat veteran and former federal agent, he holds a Doctorate of Philosophy in Theology, is a guest lecturer at Clemson University, and co-hosts the radio call-in show, “Get Warrior Tough.” As a leadership and peak-performance expert working across five continents, Andrew has successfully added tens of millions in profit to his clients’ bottom line, through hi...
2020-01-101h 02Value Hive PodcastJoe Boskovich and Brian Laks, Old West Capital (Episode 6)Joe Boskovich and Brian Laks run Old West Capital Management. The firm describes its investment process as "A focus on people forms the core of Old West's investment process. As a first principle, we believe that the soundest way to protect and grow our capital is by aligning ourselves with management teams who have high stock ownership and smart pay." Joe started the company with his father.
I chat with the guys about their investment approach, capital allocation and the importance of owner-operators. Joe discusses Howard Jonas' collection of assets and capital allocation strategies. W...
2020-01-061h 09Value Hive PodcastDarren Fong: Everything You Need To Know About Canadian Small-Cap Investing (Episode 5)In today's episode I chat with Darren Fong. Darren is a portfolio manager at Calgary-based Investment firm Acumen Capital. Since the Fund's inception (March, 11 2016), Darren's outperformed the TSX Small Cap Index by nearly 600bps annually.
Darren dives into the nuances of investing in Canadian small-cap companies. Differences in Canadian management teams and how they allocate capital. We then chat about Darren's investment process, how he finds stocks, and what makes his process unique.
Finally, Darren breaks down how first-time investors should approach the Canadian markets (it's not all energy companies!)
If you want...
2019-12-3054 minValue Hive PodcastCallum Laing: Business, Brands and Creating a Legacy (Episode 4)Callum Laing joins the Value Hive podcast for what is the most eclectic interview to date. Callum chats about private investing, partnerships, learning from mistakes and investment philosophy.
He also revealed how he took down all of Italy's internet in one fell swoop, and how he created one of the most enviable networks in all of Asia.
This episode oozes nuggets of wisdom, and it was a privilege to interview such a decorated entrepreneur.
Free Book for Value Hive Listeners! Click here to get the book!
Callum was gracious enough to...
2019-12-271h 28Value Hive PodcastThomas Bachrach: Fishing Where They Ain't & Global Micro-Cap Investing (Episode 3)Thomas Bachrach is Principal of PFH Capital. PFH is a one-man investment fund focused on global, micro-cap investing. Thomas isn't afraid to go where others won't. He scours the corners of the globe to find interesting, off-the-beaten path securities.
In this episode, Thomas discusses his investment process, where he's finding value in the global markets, and the importance of going global. He shares stories of his time as an accountant for a large, Egyptian company, as well as war stories from investments gone bad. Finally, we touch on specific markets that are ripe for investment (hint: it's...
2019-12-231h 16Value Hive PodcastAndrew Walker: Sports Rights, Media Investments and Cookies (Episode 2)Andrew Walker is co-founder of Rangeley Capital and founder/writer of Yet Another Value Blog.
In this episode, Andrew and I discuss media investments, review his media guide blog posts (here's parts 1, 2 and 3) and highlight specific ways to play the coming un-bundling phenomenon.
Andrew is a media investment savant. This is a must listen for anyone interested in media stocks, sports rights or legacy cable companies. He's also a diehard sports fan. We end up chatting about various sports teams that could use some fresh ownership (Redskins -- I'm looking at you).
If yo...
2019-12-201h 16
Value Hive PodcastSpin-off Investing with Richard Howe (Episode 1)This is an all-out spin-off podcast. Brandon chats with Richard Howe, founder of StockSpinoffInvesting.com. Brandon and Richard discuss everything spin-off related. Richard focuses on smaller-cap spin-offs, and goes deep into his research process.
The hour-long episode covers current ideas, past ideas, the history behind spin-off investing and what Richard likes going forward.
Show-notes:
Richard's website: stockspinoffinvesting.com
Richard Howe on Twitter: @stockspinoffss (with two 's')
Value Hive Newsletter: https://macro-ops.com/value-hive/
Books Mentioned: Tim Ferriss' 4-Hour Work Week, Joel Greenblatt's You Can Be A Stock...
2019-12-161h 05