[REPLAY] Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness
[REPLAY] Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness
I'm excited to share the two-year anniversary of the most popular Value Hive episode to date! This week we chat with Da... Read more
11 Aug 2023
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3hr 13mins
Derrek (@real_MikeBarnes): Resource Trading, Nintendo $NTDOY, and Getting More For Less
Derrek (@real_MikeBarnes): Resource Trading, Nintendo $NTDOY, and Getting More For Less
I'm excited to share my latest conversation with Derrek aka @real_MikeBarnes on Twitter. Derrek is a retail trader who s... Read more
4 Aug 2023
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1hr 15mins
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Q2 2023 Investor Audibles: Alluvial Capital, Laughing Water Capital, Cedar Creek Capital
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This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds: Alluvi... Read more
28 Jul 2023
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54mins
Shubham Garg: Small-Cap E&Ps & Launching White Tundra Petroleum
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A big thanks to the following sponsors for making the podcast a reality! Mitimco This episode is brought to you by MIT I... Read more
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Avi Fisher: Industrials, Construction, and Matrix Services $MTRX
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This week our guest is Avram (or Avi) Fisher. Avi discusses his Perfect Investment Hypothesis, highlighting key factors ... Read more
14 Jul 2023
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Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas
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This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activis... Read more
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Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks
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Hey Guys! This week we have Judd Arnold as a returning guest. Judd discusses why Tidewater is the best energy stock at t... Read more
30 Jun 2023
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[REPLAY] Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing
[REPLAY] Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing
Hey all! I am on vacation with my wife's family this week and do not have a new episode! Instead, I'm replaying one of m... Read more
23 Jun 2023
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1hr 16mins
Mike Alkin: The Ultimate Uranium Crash Course
Mike Alkin: The Ultimate Uranium Crash Course
Hey guys! I'm stoked to have Mike Alkin on the podcast this week. Mike runs Sachem Cove Capital, a private investment fu... Read more
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Thomas Bachrach: Natural Resource Partners (NRP), Coal Stocks, & LatAm Ideas
Thomas Bachrach: Natural Resource Partners (NRP), Coal Stocks, & LatAm Ideas
I hope you guys enjoy this podcast with Thomas Bachrach, Principal at PFH Capital. This is Thomas's third time on the ... Read more
9 Jun 2023
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1hr 32mins
