Podcast Episodes

Ben Claremon: How To Evaluate Management & Capital Allocation

Season 3 Episode 21

Hey Guys! This week is a clash of podcast hosts: Me vs Ben Claremon. 

Ben is Partner and Portfolio Manger at Cove Street Capital and the Podcast Host…

4 years, 1 month ago

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Q1 2022 Investor Audibles: Laughing Water Capital, Greenhaven Road Capital, Alta Fox Capital

Season 3 Episode 20

This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds: 

Matt Sweeney, Laughing Wate…

4 years, 1 month ago

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Elliott @mu2myoc: The Truth About Affordable Housing Investing

Season 3 Episode 19

Hey Guys! This week we are pivoting from the public markets and we are diving back to Real Estate, specifically getting our hands dirty on affordable…

4 years, 1 month ago

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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 …

4 years, 2 months ago

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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 …

4 years, 2 months ago

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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…

4 years, 2 months ago

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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…

4 years, 2 months ago

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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…

4 years, 3 months ago

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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…

4 years, 3 months ago

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@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, 3 months ago

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