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Cody Shirk: Taking Global Investing To Another Level
Season 5 Episode 34
Cody Shirk is a surfer, investor, and writer/founder of the Explorer Report.
Basically, I want to be like Cody when I grow up.
We spend 90 minutes …
1 year, 9 months ago
Josh Crumb: Global Commodity Outlook & Building ABAXX
Season 5 Episode 33
Josh Crumb talks all things commodities, green energy transition, mining labor shortage, and building Abaxx Futures Exchange.
I hope you enjoy.
Fin…
1 year, 10 months ago
Dave Waters (Alluvial Capital): Illiquid Stocks, Process, and Investing in Tactile
Season 5 Episode 32
Dave Waters returns to The Value Hive Podcast to discuss all things illiquid stocks, dark stocks, the expert market, and lessons learned from past mi…
1 year, 10 months ago
Q2 2024 Investor Audibles: Legacy Ridge Capital, Kathmandu Capital, Alluvial Capital
Season 5 Episode 31
Investor Audibles is back, baby!
I hope you enjoy listening to the following Q2 investor letters:
Legacy Ridge Capital Kathmandu Capital Alluvi…1 year, 10 months ago
Twitter Spaces: Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon
Season 5 Episode 30
I hope you guys enjoy my Twitter Spaces conversation on all things Deep Value Investing.
Big thanks to my two co-hosts @BuyCheapAndPray and @theothe…
1 year, 10 months ago
Chris Abbott (1035 Capital): Dumpster Diving In Preferred Stocks Pt. 2 ($LLAP, $FATBP, $ASPI)
Season 5 Episode 29
I'm excited to share my latest conversation with Chris Abbott of 1035 Capital Management.
Chris buys stocks that you've never heard of. When you do …
1 year, 11 months ago
[REPLAY] David Kaye: The Business of Video Game Development
Season 5 Episode 28
This week we had a fantastic conversation with David Kaye, the president and co-founder of Snapshot Games. We talked about a variety of different top…
1 year, 11 months ago
Don Simmons: Building Hemisphere Energy $HME
Season 5 Episode 27
Don Simmons is the CEO of Hemisphere Energy (HME), a Canadian heavy oil producer.
DISCLOSURE: WE/MACRO OPS OWNS SHARES IN HME AT THE TIME OF THIS PO…
1 year, 11 months ago
Taylor Sulik: Building A Tungsten Mining Company From Scratch
Season 5 Episode 26
Taylor Sulik is trying to solve a problem that we all face, but nobody wants to do ... revive domestic US critical mineral production.
And he's doin…
1 year, 11 months ago
Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)
Season 5 Episode 28
Evan Tindell runs Bireme Capital, a long/short value investment fund.
I loved this episode. We spent over an hour discussing:
Investor psycholog…1 year, 11 months ago