Podcast Episodes

Will Thomson: Critical Raw Materials Deep Dive

Season 3 Episode 16

Hey guys! In the latest episode of The Value Hive Podcast, I had the pleasure of speaking with Will Thomson, the managing partner at Massif Capital. …

2 years, 11 months ago

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Judd Arnold: Seeking Convexity in Offshore Energy

Season 4 Episode 15

Hey guys! This week I'm stoked to have Judd Arnold on the podcast. Judd runs Lake Cornelia Research Management, a hedge fund and bespoke investment r…

2 years, 11 months ago

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Q4 2022 Investor Audibles: SRK Capital, HCM Capital, and Bonhoeffer Capital

Season 4 Episode 14

This week we're continuing our Investor Audibles series with Q4 2022 letters from the following investors/funds:

SRK Capital HCM Capital Bonhoef…

2 years, 11 months ago

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WTI Realist: Taking A Realistic View on The Bull Energy Thesis

Season 4 Episode 13

I hope you guys enjoy my podcast with Twitter's own WTI Realist. We spend nearly 90 minutes dissecting the oil bull thesis, emphasizing under-followe…

2 years, 11 months ago

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Harris Kupperman: Journey Energy $JOY, Patience, and Inflection Investing

Season 4 Episode 12

Hey guys! This week we're excited to have our friend Harris Kupperman (aka Kuppy) back on the podcast. Kuppy is a dear friend and one hell of an inve…

3 years ago

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Trader Ferg: Investing in Post-Bankruptcy Energy Plays

Season 4 Episode 11

Hey guys! This week is all about Post Bankruptcy Investing and we have Ferguson Cullen to show us his investing philosophy. He explained his concept …

3 years ago

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Christine Guerrero: An Inside Look at Integrated Oil E&Ps

Season 4 Episode 10

Hey Guys! This week we have Christine Guerrero. She is one of the most unique guests from our Oil & Gas Journey. She has spent actual time working as…

3 years ago

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Josh Young: Energy Value Chain Analysis (Offshore & Onshore)

Season 4 Episode 9

This week our guest is the number one performing manager from last year the one and only Josh Young, from Bison Interest. During our conversation we …

3 years ago

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Victor Swishchuk: A Beginner's Guide To Analyzing Oil E&Ps

Season 4 Episode 8

We continue our pilgrimage through the oil and gas space and today we have Victor Swishchuck from Letko Brosseau to help us dive into the upstream se…

3 years, 1 month ago

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Brian Gitt: Busting The Myths of ESG & "Green" Energy

Season 4 Episode 7

Hey Guys! This week is another episode on our 3 Month Journey through every corner of the energy space. Our guest today is Brian Gritt and he is kind…

3 years, 1 month ago

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