Value Hive Podcast

76
Investing #175

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/

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Recent Episodes
  • Jeremy Raper (Lost File): Westinghouse Bankruptcy Story
    Apr 18, 2025 – 00:16:13
  • [REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon
    Apr 11, 2025 – 01:18:56
  • Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold
    Apr 4, 2025 – 01:17:26
  • Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More
    Mar 28, 2025 – 01:17:20
  • 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)
    Mar 21, 2025 – 00:40:43
  • [REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas
    Mar 14, 2025 – 01:39:22
  • Adam Rossi: Investing In The Age of DOGE
    Mar 7, 2025 – 01:09:07
  • Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai
    Feb 28, 2025 – 01:14:42
  • Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)
    Feb 21, 2025 – 00:31:26
  • Swen Lorenz: Drowning in Undervalued Shares
    Feb 14, 2025 – 00:57:27
  • [REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)
    Feb 7, 2025 – 01:16:31
  • Stephen Farrington: An Unemployed Small-Cap Value Degenerate
    Jan 31, 2025 – 01:24:18
  • John Swallow (Idaho Strategic): The Golden Age of Gold Mining
    Jan 24, 2025 – 01:15:58
  • Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)
    Jan 17, 2025 – 00:38:49
  • Peter Mantas: How To Spot Left and Right Tail Investment Ideas
    Jan 10, 2025 – 01:16:48
  • Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)
    Jan 3, 2025 – 00:34:09
  • [REPLAY] @Erik_YWR: A Crash Course on Inflation
    Dec 27, 2024 – 00:59:39
  • Will Thomson (Massif Capital): The Zambia Copper Opportunity
    Dec 20, 2024 – 01:07:01
  • Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)
    Dec 13, 2024 – 01:38:29
  • [REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)
    Dec 6, 2024 – 01:23:36
  • Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU
    Nov 29, 2024 – 01:04:54
  • Q3 2024 Investor Audibles: Alta Fox Capital ($APP, $REVG), Gator Capital ($CBNA), Greenhaven Road Capital ($PAR, $HGTY, $CLBT, $SOC)
    Nov 22, 2024 – 00:44:01
  • Purple Drink Capital: This Is Probably A Top Signal (& Trading Stories)
    Nov 15, 2024 – 01:08:40
  • Stefan Lingmerth: Distress Investing, Trinseo $TSE, & Borr Drilling $BORR
    Nov 8, 2024 – 01:02:53
  • Q3 2024 Investor Audibles: Upslope Capital, Rowan Capital, JDP Capital Management
    Nov 1, 2024 – 00:24:54
  • Alberto Alvarez: Boab Metals $BML, Silver, and Mining Valuations
    Oct 25, 2024 – 01:07:35
  • [REPLAY] Jenny Chase: Solar Industry Deep Dive
    Oct 18, 2024 – 00:55:54
  • Jerome (@UzoCapital): SPACs, Warrants, & Music Royalties
    Oct 11, 2024 – 01:23:48
  • [REPLAY] Greg Orrell: How To Beat The GDX
    Oct 4, 2024 – 01:19:23
  • Garrett Goggin: All Things Gold & Silver Mining Stocks
    Sep 27, 2024 – 00:57:22
  • [REPLAY] John Swallow: Building A Different Mining Company (Idaho Strategic $IDR)
    Sep 20, 2024 – 01:15:10
  • Cody Shirk: Taking Global Investing To Another Level
    Sep 13, 2024 – 01:31:29
  • Josh Crumb: Global Commodity Outlook & Building ABAXX
    Sep 6, 2024 – 01:12:09
  • Dave Waters (Alluvial Capital): Illiquid Stocks, Process, and Investing in Tactile
    Aug 30, 2024 – 01:16:51
  • Q2 2024 Investor Audibles: Legacy Ridge Capital, Kathmandu Capital, Alluvial Capital
    Aug 23, 2024 – 00:33:13
  • Twitter Spaces: Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon
    Aug 16, 2024 – 01:21:09
  • Chris Abbott (1035 Capital): Dumpster Diving In Preferred Stocks Pt. 2 ($LLAP, $FATBP, $ASPI)
    Aug 9, 2024 – 01:12:29
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    Aug 2, 2024 – 01:14:40
  • Don Simmons: Building Hemisphere Energy $HME
    Jul 26, 2024 – 01:01:50
  • Taylor Sulik: Building A Tungsten Mining Company From Scratch
    Jul 19, 2024 – 00:59:21
  • Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)
    Jul 12, 2024 – 01:23:36
  • [REPLAY] Lobo Tiggre: Junior Mining Speculation
    Jul 5, 2024 – 01:12:58
  • Luis Sanchez: Hunting for Net-Nets
    Jun 28, 2024 – 01:06:02
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    Jun 21, 2024 – 01:19:23
  • Jenny Chase: Solar Industry Deep Dive
    Jun 16, 2024 – 00:55:54
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    Jun 7, 2024 – 01:13:13
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    May 31, 2024 – 01:34:21
  • Mat Roiss: How To Buy Hated Stocks (& Other Investing Things)
    May 24, 2024 – 01:01:37
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Recent Reviews
  • Pie GuyS18
    Mike Alkin: The Ultimate Uranium Crash Course
    One of the most comprehensive industry breakdowns I’ve heard on one of the most complex and opaque industries there is. Spectacular interview!
  • wwwwwku
    Incredible stuff
    The guest list says it all in terms of quality content
  • jms9144
    Always interesting guests
    Loved the O&G series. Brandon always has topical guests and puts together a really informative show. This is one of my go to pods. Keep it up, Brandon!
  • Growing business in NC
    Brandon has great guests… Judd Arnold, Khuppy etc
    Great podcast. Brandon has great guests and asks good questions and then shuts up and lets their guests explain. 🔥
  • Bhuduwjdinfksiskwwnfifnfiw
    Great value investing pod
    Brandon is very knowledgeable and makes the topic approachable for people of all skill levels
  • spaski777
    Favorite investing podcast
    Consistently great guests and topical discussions
  • Reza_Musavi
    Excellent and Substantive Podcast Series
    Really enjoying this podcast series - especially enjoyed Josh Young and Christine Guerrero casts. I am not an oil/gas expert but appreciate learning about the industry. Wish I had another career ahead.
  • Zxgknf
    Very well done, need to catch up
    The Victor Swishchuk episode was great. Interesting, educational, if you invest in E
  • DEFELI1
    This guy shrub is full of it
    Many of his ideas are stolen from other twitter users. He seems to be on the clueless side. Fake it till u make it...
  • bringtheheater87
    Great podcast
    Great podcast shrub 444!!!!!!!
  • djkezako
    Too many sponsors announcements.
    Very annoying and repetitive. Also very soft volume not very engaging.
  • EricWitmer
    Brandon crushes it.
    Excellent show, terrific host, insightful guests. A must listen and an easy binge.
  • ASobering
    Such a wealth of knowledge! 🧠
    This podcast is so insightful and I’ve enjoyed every episode I’ve listened to so far! Brandon is a very skilled interviewer - he does such a great job of sharing his own personal wisdom and I love how he leads meaningful conversations with thought leaders who bring so much experience and actionable insight to the table. Highly recommend checking this show out - you won’t be disappointed!
  • malfoxley
    Great show!
    Brandon, host of the podcast, highlights all aspects of investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!
  • Coral 321
    Favorite podcast— I learn so much every time.
    Always great takeaways.
  • sendmoarcats
    Outstanding Podcast
    Well thought out, constructive, and easy-to-listen to!
  • jreyno91
    Bad
    Bad
  • LabMaster485758
    One of the best investment podcasts out there!
    I rarely write reviews but I felt I had to with this podcast The one thing that really stands out to me about this podcast is the CONSISTENT quality interviews and guests. Every podcast episode deserves a listen (literally) and will improve any investors (regardless of level/experience) knowledge and decision making in knowing how to navigate the ups and downs of the markets Thanks! I’m a fan!
  • Jeffreaux802
    Deep and thoughtful with a good lineup
    A new podcast but a gem. Brandon is deep and thoughtful and an excellent natural interviewer. Strong Buy
  • J.Livermore boy plunger
    A hidden gem!
    This is quickly becoming my favorite value investing podcast or really markets related podcast. The host has on some fantastic guests and really goes deep. I dig!
  • D. Shepley
    Top Notch Investing Podcast
    Well prepared host drives great and valuable conversations.
  • martyhu1
    Great podcast!
    Some great speakers here that aren't usually on other podcasts. Brandon is a natural interviewer.
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