Category: Podcast
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Episode 8 – Andrew Kingston & Shawn Shewchuk: Special Situations, Technical Analysis and Hockey
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…
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Episode 7 – Dr. Andrew Wittman: Achieving A Warrior Mindset & Asking Better Questions
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…
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Joe 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…
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Episode 5 with Darren Fong: Everything You Need To Know About Canadian Small-Cap Investing
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…
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Episode 4 with Callum Laing: Business, Brands and Creating a Legacy
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…
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Episode 3 with Thomas Bachrach: Fishing Where They Ain’t (Global Micro-Cap Investing)
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…
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Episode 2 with Andrew Walker: Sports Rights, Media Investments and Cookies
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…
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Macro Ops Podcast: Spin-off Investing with Richard Howe
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.Check it out on your favorite…
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The Return of Vol Trader Darrin Johnson
Back by popular demand Chris welcomes back volatility specialist @darjohn25 Darrin Johnson on the pod! This is a very intricate, detailed and thorough discussion about trading for a living by two traders who’ve been in the trading game for a long time. The two talk about why most traders fail, what’s wrong with trying to…
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Global Macro Meets Crypto
This week on the podcast Chris D. talks crypto. This is not an episode about HODL’ing, moons and lambos. Rather Chris discusses some of the features and benefits of trading cryptocurrencies. He then goes into the differences between trading spot bitcoin and the CME futures, how the crypto markets resemble commodities in the 70’s and…