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Value Hive Podcast

von Brandon Beylo

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  1. [REPLAY] Garrett Goggin: All Things Gold & Silver Stocks

    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 miners. I spent over an hour picking his bra

  2. @ContrarianCurse: From Analyst To Portfolio Manager

    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 covers industries and analyzes stocks, h

  3. Purple Drink Capital (Pt. 2): Trading, Psychology, and Crude Oil

    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 playing. I love the way he views markets and

  4. Investor Audibles: Hosking Partners May 2025 Letter

    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 Buffett, and how to view all investments thro

  5. [REPLAY] Jeff Sands: How To Fix A Business In 100 Days

    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 business. When outside pressures rattled t

  6. James Elbaor (Marlton LLC): Investing In Investors

    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 other investors, and what makes a great

  7. Erik_YWR (Part 2): French Stocks, European Banks, and South Korea

    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 European banks, and South Korea. You'll love thi

  8. Q1 2025 Investor Audibles: 1Main Capital, Alluvial Capital, NZS Capital

    Excited to have the Q1 2025 Investor Audible Series rolling through this quarter. This week, we have letters from: • 1Main Capital • Alluvial Capital • NZS Capital Big thanks to the sponsors as well! Mitimco This episode is brought to you b

  9. 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

  10. Jeremy Raper (Lost File): Westinghouse Bankruptcy Story

    Hey guys -- wanted to publish a short episode this week from the Lost File of Jeremy Raper's latest podcast (Pt. 3). Jeremy covered the Westinghouse Bankruptcy, uranium, and how to think about researching new industries. I think you'll love

  11. [REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon

    I hope you guys enjoy my Twitter Spaces conversation on all things Deep Value Investing. Big thanks to my two co-hosts @BuyCheapAndPray and @theotheraharon for making this Spaces worth the listen. We cover a ton of ground during the convers

  12. Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold

    Very excited to have my friend Derrek -- aka @real_MikeBarnes on Twitter -- on the podast again. We chat gold, junior miners, Derrek's life-changing trade in Kirkland Lake Gold, his other life-changing trade in Agnico Eagle (AEM), and more.

  13. Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More

    Jeremy Raper is back for his third appearance on the podcast. We chat Japan, Tariffs, Trump, activist investing, Jeremy's research process, commodities, and more. As always, Jeremy leaves a ton of knowledge bombs to absorb over the hour. Bi

  14. Q4 Investor Audibles: Massif Capital (GMIN), Marlton Partners (BOL.PA, JGC.LN, PRSR.LN, JARA.LN, API,LN), Giverny Capital (MTB, ALGN, MEDP, IBP, FISVA,SHTF, FERG, KNSL)

    Q4 Investor Audibles is out. This week we cover: • Massif Capital • Marlton Partners • Giverny Capital This is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the podcast if you have time. It help

  15. [REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas

    This is a replay of our podcast in 2023. This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on shorting, including the Silicon Valley Bank case. Th

  16. Adam Rossi: Investing In The Age of DOGE

    I'm thrilled to have Adam Rossi on the podcast. Adam is a private investor, successful businessman, entrepreneur, beekeeper and maple syrup salesman. Adam has decades of experience building companies in the cyber and defense spaces. We spen

  17. Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai

    I can't believe it took me this long to get Matt Warder on the podcast. But here we are. Matt is the smartest guy in the coal space, and it's not even close. We chat HCC's latest investor presentation, why coal stocks are cheap, the 2026-20

  18. Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)

    Q4 Investor Audibles is out. This week we cover: • Colebrooke Opportunities Fund • Tidefall Capital • Maran Capital This is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the podcast if you have

  19. Swen Lorenz: Drowning in Undervalued Shares

    Global value investors will love this episode. Swen runs Undervalued-Shares.com, one of the best research services for finding off-the-beaten path ideas, hated companies, and stocks that you've never heard of. We spend over an hour discussi

  20. [REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)

    I'm excited to share my conversation with Ernset Scheyder. Ernest is a writer for Reuters and recently authored the book "The War Below: Lithium, Copper, And The Global Battle To Power Our Lives." I just got my copy in the mail and can't wa

  21. Stephen Farrington: An Unemployed Small-Cap Value Degenerate

    This might be one of my favorite podcasts of 2025 ... and it's only January. Stephen Farrington is a small cap investor and author of the Unemployed Small-Cap Value Degenerate Substack. If you love eclectic investment journeys, you're in th

  22. 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

  23. Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)

    We're back at it with Q4 2024 Investor Audibles! This week we're listening to: • Vlata Fund • LVS Advisory • Patient Capital Management I think you'll enjoy this week's video. Finally, a big thanks to our sponsors for making this episode ha

  24. Peter Mantas: How To Spot Left and Right Tail Investment Ideas

    Peter Mantas is one of the smartest investors I know. Every time I talk with Peter I get smarter. You will too. This week, Peter dissects bombed-out spaces like biotech, and discusses how to identify left and right tail investment ideas and

  25. Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)

    I hope you guys enjoy the Q3 2024 Investor Audibles from: - Saltlight Capital - Fairlight Capital Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Comp

  26. [REPLAY] @Erik_YWR: A Crash Course on Inflation

    I'm excited to share my conversation with @Erik_YWR. Erik runs the fantastic Substack YWR.world. This conversation covers all things inflation. We discuss the main drivers of inflation/deflation, what has happened over the past 20 years in

  27. Will Thomson (Massif Capital): The Zambia Copper Opportunity

    Will Thomson joins the show (for the second time) to discuss the copper market and pitch Zambia as a potential investment jurisdiction. NOTHING YOU HEAR IS INVESTMENT ADVICE. DO YOUR OWN RESEARCH. THIS IS EDUCATION. ANY STOCK YOU HEAR MAY O

  28. Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)

    Judd Arnold is back for another great episode. We cover so many topics in almost two hours. Stock pickers will love this episode. We discuss: • Data Centers (IREN) • AI (NBIS) • Offshore Energy (VAL/TDW) • Bitcoin (CORZ) • Special Situation

  29. [REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)

    Evan Tindell runs Bireme Capital, a long/short value investment fund. I loved this episode. We spent over an hour discussing: • Investor psychology • Shorting Costco • Lessons from being a professional poker player • Position sizing • Betti

  30. 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'

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