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Thomas Bachrach: Kaspi.kz $KSPI, Allegiance Coal $AHQ, & Exotic Ideas
Season 2 Episode 22
This week we have another returning guest, Thomas Bachrach! Thomas Bachrach is PFH Capital’s Principal and an OG Value Hive guest! He focuses on esot…
4 years, 9 months ago
Harris Kupperman: IPO Unlocks, KEDM.com, Tankers & More!
Season 2 Episode 21
Welcome back Harris Kupperman! This is the second time Kuppy is on the Value Hive Podcast. This time around we talked about different event-driven st…
4 years, 10 months ago
James Davolos: The Best Businesses To Own During Inflation
Season 2 Episode 20
Let’s talk about the 4.2% elephant in the room, that’s right! This week is all about inflation and luckily we had the privilege to talk to James Davo…
4 years, 10 months ago
Michael Fritzell: Investing Opportunities In Asia & Beyond
Season 2 Episode 19
Michael Fritzell is a Swedish Investor based in Singapore and the owner of the Asian Century Stocks Newsletter.
During our talk Fritz shares the pat…
4 years, 10 months ago
Myles Danielsen: An Inside Look at Institutional Allocators
Season 2 Episode 18
Myles Danielsen joins the Hive this week to chat all things Institutional Investment Allocation. According to his firm's website, Myles is a Principa…
4 years, 10 months ago
Kyler Hasson: Buying Quality Compounders At A Fair Price
Season 2 Episode 17
This week I chat with Kyler Hasson, investment manager and founder of ConcentratedCapital.com. Kyler loves buying great businesses that can compound …
4 years, 11 months ago
Kelvin Seetoh (@SlingshotCap): How To Spot Emerging Moats & ORGS Deep Dive
Season 2 Episode 16
Kelvin Seetoh (aka @SlingshotCap on Twitter) joins the Hive this week to chat about all things emerging moats, $ORGS, and the importance of staying y…
4 years, 11 months ago
Rob Mahan: Deep Value Investing in Eastern Europe
Season 2 Episode 15
This week we chat with Rob Mahan. Rob's a part-time investor and founder of DeepValueInvestments.wordpress.com. Rob's blog is dedicated to finding ma…
4 years, 11 months ago
Jason Greenwald: Luck, Real Estate and The Power of Ego
Season 2 Episode 14
This week we're stoked to bring you our conversation with Jason Greenwald. Jason is a full-time investor allocating capital between private real esta…
4 years, 11 months ago
Ben Gordon: The Hunt For Extraordinary Returns
Season 2 Episode 13
This week I had the privilege to talk with Ben Gordon. He is the founder and head portfolio manager at Blue Grotto Capital. This episode is a deep di…
5 years ago