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Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
The last time I had CEO of Magna Mining Jason Jessup on the podcast his goal was to create the next FNX Mining. That would be a great outcome for everyone as FNX went from $0.25 to $35 at its peak. But here we are a year later, and Jason is
Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital
I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: • Laughing Water Capital • Plural Investing • Kathmandu Capital Ideas discussed include: NN, THRY, LFCR, PAR, WOSG.LN, LOGC, VICR, LITE PLEASE NOTE THAT NOT
[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU
Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada. I'll keep it simple. I think Jason is building the next multi-billion dollar mining company. He'
Timothy Call (Capital Management Corp): Unloved Small Caps ($LFVN, $ACCO, $WDO.TSX)
NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY. I hope you guys enjoy my podcast with Timothy Call of Capital Management Corp. Tim spends his time finding and investing in unloved small-caps that lead their litt
Chris Abbott (1035 Capital Management): Comstock (LODE), SkyX Platform (SKYX), Mobilicom (MOB), Research Frontiers (REFR)
Chris Abbott of 1035 Capital Management joins the podcast this week to pitch more interesting stock ideas. We discuss: • Comstock (LODE) • SkyX Platform (SKYX) • Mobilicom (MOB) • Research Frontiers (REFR) I love chatting with Chris because
Q3 2025 Investor Audibles: Hinde Group, Atai Capital, Greenhaven Road Capital
I hope you guys enjoy this Q3 2025 Investor Audible Series with: • Hinde Group • Atai Capital • Greenhaven Road Capital Lots of ideas to dig into after listening to this episode. Enjoy!
[REPLAY] Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager
I hope you guys enjoy my podcast with Matthew Pierson, founder of Merit Oak Capital. Merit Oak is a long-biased hedge fund focused on long-term capital appreciation through concentrated, multi-year investments in outstanding public companie
Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy
Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast. This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. We spent a lot of time on investing strate
Q3 2025 Investor Audibles: Kingdom Capital, Hirschmann Capital, Greenlight Capital
I hope you guys enjoy this Q3 2025 Investor Audible Series with: • Kingdom Capital Advisors • Hirschmann Capital • Greenlight Capital My daughter was napping in the room next door so apologies if I sound "hushed." Nap time is precious aroun
[REPLAY] Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation
This is my first podcast with Adrian Godas and I am so excited to share it with you. Adrian is one of the OGs that helped me learn the mining industry. He answered all my dumb questions, provided actionable investment ideas, and was a wealt
Tim Elliott: Geology 101 For Generalist Investors
Tim Elliott is an old school geologist. The kind that would create physical maps using nothing but a pick, shovel, and a can of beans to sustain himself. This episode is a Mining Geology 101 for generalist investors. Tim provides deep insig
Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology
Stoked to have PurpleDrinkCapital on the podcast for his third appearance (Value Hive record??). We chatted robotics, NVDA, market blow-off tops, trading psychology, technical analysis, and energy. I love having PurpleDrink on because I lea
[REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager
Replay of my conversation with Twitter/X user @ContrarianCurse. This was his first ever podcast and it was well received. I hope you guys enjoy. Excited to have @ContrarianCurse on the podcast for the first time. I also believe it's his fir
[REPLAY] @Sustainabledud1: Rare Earth Element (REE) Deep Dive
This is a replay of my June 27th conversation with @Sustainabledud1 on all things Rare Earths (REE) ... before they were popular :) I hope you guys enjoy! Remember: EDUCATIONAL PURPOSES ONLY FOLKS. Stoked to have Sustainable Dude on the pod
Q2 2025 Investor Audibles: Bonsai Partners, Cedar Creek Capital, Hayden Capital
I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Cedar Creek Capital, Bonsai Partners, and Hayden Capital's Q2 letters. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This e
[REPLAY] Will Thomson (Massif Capital): The Zambia Copper Opportunity
This is a replay of my December 2024 conversation with Will Thomson, portfolio manager and founder of Massif Capital. Will Thomson joins the show (for the second time) to discuss the copper market and pitch Zambia as a potential investment
Peter Mantas: uniQure (QURE) and Clearpoint Neuro (CLPT) Inflection
Anyone that's followed CLPT or QURE has probably listened to Peter Mantas of Logos LP. If you haven't ... what are you doing? And do you even like getting smarter? Peter is unequivocally one of the smartest people I know. He knows the biote
[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining (2024)
Please enjoy this replay of my 2024 conversation with Jason Jessup, CEO of Magna Mining $NICU. Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada. I
Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Andrei Stetsenko is a first-generation immigrant from Kyiv, Ukraine, where he was born in 1989. After graduating summa cum laude from Princeton in 2010, he joined Farley Capital as an investment analyst. In 2015, he was made a partner of th
Q2 2025 Investor Audibles: Greystone Capital, SpringView Capital, Praetorian Capital
I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Greystone Capital, SpringView Capital, and Praetorian Capital's Q2 letters. Ideas discussed: APG, KITS, NRP, SYZ.TO, DR.TO, HOOD, SEG, MCY, WS.
[REPLAY] Otavio Costa: Precious Metals Deep Dive (2023)
Precious metals are starting to move. Otavio Costa was pounding the table on gold and silver back in 2023. This is a replay of that conversation. I hope you guys enjoy! Hey Guys! This episode, we hear from Tavi Costa, portfolio manager at C
Kristoffer Lindstrom: Physitrack (PTRK) Deep Dive & More
In this episode, Kristoffer Lindström—founder and analyst at LIND Research—joins to unpack his investment process and deliver a compelling pitch on Physitrack (ticker: PTRK). I hope you enjoyed the conversation. If you want to learn more ab
Oliver Friesen (GMET): All Things Tungsten
In this episode, Oliver Friesen—CEO of Guardian Metal Resources—joins for a deep dive into tungsten’s resurgence and why this little-known metal is at the center of U.S. national security, supply chains, and industrial resilience. We unpack
Q2 2025 Investor Audibles: Laughing Water Capital, Jackson Peak Capital, Alluvial Capital
I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Laughing Water, Jackson Peak, and Alluvial Capital letters. Ideas discussed: CLAR, SES, THRY, VTY.L, CLAR, META, TTAN, SENEA, SRC.L, and more.
Q2 2025 Investor Audibles: Rowan Street, Desert Lion, Minot Light Capital Partners
I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Rowan Street, Desert Lion, and Minot Light Capital Partners. Ideas discussed: META, SHOP, SPOT, ART, TDUP, CURV, LGCY, OM, LAKE, TTGT, RXST
Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager
I hope you guys enjoy my podcast with Matthew Pierson, founder of Merit Oak Capital. Merit Oak is a long-biased hedge fund focused on long-term capital appreciation through concentrated, multi-year investments in outstanding public companie
Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital
Another edition of Investor Audibles is out. This week we read letters from LVS Advisory, Brasada Capital, and Kathmandu Capital. Ideas include: $CW, $ITOS, $WST, $UBER, $UI, $ACMR, Nagacorp, and more. I hope you guys enjoy!
[REPLAY] John Swallow (Idaho Strategic): The Golden Age of Gold Mining
I'm thrilled to have John Swallow, CEO of Idaho Strategic, back on the podcast. John has been one of my favorite guests over the years. He's built Idaho Strategic $IDR from a near-bankrupt entity to a $160M+ company today (as of this podcas
Sultan Ameerali: Finding Value In Garbage (LODE, Miners, and More)
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 podcast. We chatted mining stocks, Comsto
@Sustainabledud1: Rare Earth Element (REE) Deep Dive
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, refining, production, China's dominance, how the
