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Sultan Ameerali: Finding Value In Garbage (LODE, Miners, and More)
Season 6 Episode 25
I had the pleasure of interviewing Sultan Ameerali for this week's Value Hive Podcast. Sultan is a self-taught investor specializing in industries and companies others hate.
We covered A LOT in this …
Published on 2 months ago
@Sustainabledud1: Rare Earth Element (REE) Deep Dive
Season 6 Episode 24
Stoked to have Sustainable Dude on the podcast to dive deep into the world of Rare Earth Elements (or REEs). They're messy, complicated, opaque, and rich with opportunity.
We talk processing, refinin…
Published on 2 months, 2 weeks ago
[REPLAY] Garrett Goggin: All Things Gold & Silver Stocks
Season 6 Episode 23
Garrett Goggin is the founder of The Golden Portfolio, a newsletter that exclusively covers gold and silver mining stocks.
Garrett has over 15 years experience investing in junior precious metals min…
Published on 2 months, 3 weeks ago
@ContrarianCurse: From Analyst To Portfolio Manager
Season 6 Episode 22
Excited to have @ContrarianCurse on the podcast for the first time. I also believe it's his first ever podcast.
I had a blast chatting with "Suspended Cap" about his switch from analyst to PM, how he…
Published on 2 months, 4 weeks ago
Purple Drink Capital (Pt. 2): Trading, Psychology, and Crude Oil
Season 6 Episode 21
Purple Drink Capital is back for Round 2 at Value Hive. I love talking to Purple Drink. The dude is a Trader's Trader. He's a slave to the tape, respects his biases, and understands the game he's pla…
Published on 3 months ago
Investor Audibles: Hosking Partners May 2025 Letter
Season 6 Episode 20
We're changing it up a bit this week! I decided to do an Investor Audible on just one "letter" ... Hosking Partner's May 2025 edition of Hosking Post.
The letter discusses Capital Cycles, Warren Buff…
Published on 3 months, 1 week ago
[REPLAY] Jeff Sands: How To Fix A Business In 100 Days
Season 6 Episode 19
Excited to replay Episode 21 with y'all!
Jeff Sands is a 3x winner of the Turnaround Of The Year award (2017-2019), and he's got a good shot at 2020. He spent his early career working in his family b…
Published on 3 months, 2 weeks ago
James Elbaor (Marlton LLC): Investing In Investors
Season 6 Episode 18
This is one of my favorite conversations of the year. James Elbaor of Marlton LLC spent over an hour discussing all things investing.
We chatted single stocks, thematics, psychology, how to invest in…
Published on 3 months, 3 weeks ago
Erik_YWR (Part 2): French Stocks, European Banks, and South Korea
Season 6 Episode 17
I'm excited to get Erik_YWR back on the podcast this week. Erik pitched European bank stocks on his first episode, and he nailed it.
So today, we're asking him about French stocks, revisiting Europea…
Published on 4 months ago
Q1 2025 Investor Audibles: 1Main Capital, Alluvial Capital, NZS Capital
Season 6 Episode 16
Excited to have the Q1 2025 Investor Audible Series rolling through this quarter.
This week, we have letters from:
1Main CapitalAlluvial CapitalNZS CapitalBig thanks to the sponsors as well!
Mitimco
This…
Published on 4 months, 1 week ago