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Eric Markowitz: Tesla, Inc. $TSLA Deep Dive w/ Worm Capital
Eric Markowitz: Tesla, Inc. $TSLA Deep Dive w/ Worm Capital

Season 3 Episode 18

Hey guys! This week we have Eric Markowitz from Worm Capital. This episode is all things Tesla! Eric shares with us Worm Capital’s research on Tesla …

3 years, 10 months ago

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Robert Prather: A Crash Course on Short Selling
Robert Prather: A Crash Course on Short Selling

Season 3 Episode 17

Hey guys! This week’s guest is Robert Prather, founder of Vision Research an independent research firm dedicated that focuses on the short side, and …

3 years, 10 months ago

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Logan Bartlett: The State of Software Venture Investing
Logan Bartlett: The State of Software Venture Investing

Season 3 Episode 16

Hey Guys! This week we have a special guest: Logan Bartlett Managing Director and Partner of Redpoint Ventures. This podcast is all about Venture Cap…

3 years, 11 months ago

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Investor Audibles: GreenWood Investors, Worm Capital, Third Point, & Gator Capital
Investor Audibles: GreenWood Investors, Worm Capital, Third Point, & Gator Capital

Season 3 Episode 15

Hey guys! This week I'm trying something brand new on the podcast. I created an "audiobook" edition of some of my favorite hedge fund letters. This w…

3 years, 11 months ago

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Aaron Edelheit: Crash Course on Cannabis Investing
Aaron Edelheit: Crash Course on Cannabis Investing

Season 3 Episode 13

Welcome back Aaron Edelheidt! This is the second time Aaron is on the Value Hive Podcast. This time around he was kind enough to give us a Crash Cour…

3 years, 11 months ago

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Twitter Spaces: Bill Brewster Q&A
Twitter Spaces: Bill Brewster Q&A

Season 3 Episode 13

Hey Guys! This week, we’re chatting all things Podcasting with Bill Brewster! This is a recording of a Twitter Spaces I did two weeks ago. 

The gener…

3 years, 11 months ago

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@KlendathuCap: Reminiscences of a FinTwit Anon
@KlendathuCap: Reminiscences of a FinTwit Anon

Season 3 Episode 12

Hey Guys! This week we have as a guest another anonymous Fintwit account, @KlendathuCap. We discussed a variety of topics such as the reason behind h…

4 years ago

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Frederik Gieschen: Lessons From Trading Greats, Writing Habits & Black Holes
Frederik Gieschen: Lessons From Trading Greats, Writing Habits & Black Holes

Season 3 Episode 11

Hey Guys! This week I am very stoked to have Frederik Gieschen, @NeckarValue, on the Podcast. We dove deep on writing and reading processes, lessons …

4 years ago

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Q4 Investor Letter Audibles: Greenhaven Road, Laughing Water Capital, & Greenlight Capital
Q4 Investor Letter Audibles: Greenhaven Road, Laughing Water Capital, & Greenlight Capital

Season 3 Episode 10

Hey guys! This week I'm trying something brand new on the podcast. I created an "audiobook" edition of some of my favorite hedge fund letters. This w…

4 years ago

Short Long
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Lucas Tomicki: Systematically Hunting For Compounders
Lucas Tomicki: Systematically Hunting For Compounders

Season 3 Episode 9

Hey guys! This week we have Lukasz Tomicki, the portfolio manager at LRT Capital. LRT is a long-short fundamental based investment fund. 

In this con…

4 years ago

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