Category: Podcast
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Azarias Capital on Uranium 101
Brandon Beylo: Daren Heitman of Azarias Capital, thanks so much for coming on the podcast. I want to say early this week and I was like, Hey, I read your letters. I was fussing around the uranium space and saw that you had written about it and tweeted about it and want to see if…
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Podcast Transcript: Dan McMurtrie
Wednesday, August 25, 2021Podcast Transcripts: Dan McMurtrieBrandon Beylo (host):This is take two with Dan McMurtrie of Tyro Partners. One of those issues we covered is the whole topic of inverted shorts. Which I think is such a fascinating idea, where you’re trying to look for ideas on the long side by inverting what you would…
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Steven Wood: Constructivism & The Psychology of A Great Investor
This 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 the white paper he is publishing on how family businesses operate. Steven is a huge psychology geek and he gave us…
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China Tech Sell-off Explained: Twitter Spaces Feat. Rui Ma
This week we’re releasing the recording of a Twitter Spaces I hosted on Tuesday (07/27).Topic: China Tech Sell-OffCo-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…
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Kyla Scanlon: Tik-Tok, Creator Economies, and DAOs
This 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…
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Harris 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…
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Michael Fritzell: Investing Opportunities In Asia & Beyond
Michael 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…
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Rob Mahan: Deep Value Investing in Eastern Europe
This 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…
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Ben Gordon: The Hunt For Extraordinary Returns
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 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…
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Nik Lentz: UFC, Insane Discipline, and Trading Stories
In 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…