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Q3 2023 Investor Audibles: Cedar Creek Capital, Laughing Water Capital, & Alta Fox Capital
Season 4 Episode 51
This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds:
Cedar Creek Capital Laughing Wa…2 years, 4 months ago
Calvin Froedge: First Quantum (FM), Commodity Complex, and Sibanye-Stillwater (SBSW)
Season 4 Episode 50
If you enjoyed this podcast, check out Calvin on Twitter @CalvinFroedge.
Also, Value Hive listeners get 20% off Calvin's Shipping Data service Marhel…
2 years, 4 months ago
[REPLAY] Judd Arnold: Seeking Convexity in Offshore Energy
Season 4 Episode 49
I first interviewed Judd in April. Since then, the interview has become my most popular episode. This is partly due to Judd's acumen, deep knowledge …
2 years, 4 months ago
Conor Maguire: Fertilizer Stocks & $OCI
Season 4 Episode 43
I'm excited to have Conor Maguire on the podcast. Conor is a good friend and I can't believe it took this long to get him on the show.
I enjoy Conor…
2 years, 5 months ago
Lobo Tiggre: Junior Mining Speculation
Season 4 Episode 48
I'm excited to have Lobo Tiggre on the podcast this week. We dove deep into Junior Mining Speculation.
If you like what you heard, go follow him on …
2 years, 5 months ago
Keith Smith: Mining Services 101
Season 4 Episode 47
I'm excited to have Keith Smith of Bonhoeffer Capital on the podcast this week.
Keith previously joined The Hive almost four years ago. During our f…
2 years, 5 months ago
Brian Laks: Uranium, Tin, and Hunting For Hated
Season 4 Episode 40
I'm excited to have Brian Laks of Old West Capital Management on the podcast this week. Brian previously joined The Hive almost four years ago. Durin…
2 years, 5 months ago
Toff Capital: Physics, Specialty Chemicals Distribution, and $YAK
Season 4 Episode 39
I'm excited to have Toff Capital on the podcast this week. Toff is a professional investor who publishes the Substack, ToffCap.Substack.com.
This we…
2 years, 5 months ago
Q2 2023 Investor Audibles: Buckley Capital, Immersion Investments, & Greenlight Capital
Season 4 Episode 38
This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds:
Buckley Capital Immersion Investm…2 years, 6 months ago
Daren Heitman (Azarias Capital): Uranium Bull Thesis 101
Season 4 Episode 37
I'm excited to share my first episode in my Uranium Industry Primer Series. This week, Daren Heitman of Azarias Capital joined the podcast to discuss…
2 years, 6 months ago