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Brandon Beylo ยท Investment

Value Hive Podcast

Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/

Episodes

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

17 Jan 2025
38m
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Peter Mantas: How To Spot Left and Right Tail Investment Ideas

10 Jan 2025
1h 16m
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Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)

03 Jan 2025
34m
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[REPLAY] @Erik_YWR: A Crash Course on Inflation

27 Dec 2024
59m
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Will Thomson (Massif Capital): The Zambia Copper Opportunity

20 Dec 2024
1h 7m
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Judd Arnold: Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)

13 Dec 2024
1h 38m
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[REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)

06 Dec 2024
1h 23m
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Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU

29 Nov 2024
1h 4m
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Q3 2024 Investor Audibles: Alta Fox Capital ($APP, $REVG), Gator Capital ($CBNA), Greenhaven Road Capital ($PAR, $HGTY, $CLBT, $SOC)

22 Nov 2024
44m
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Purple Drink Capital: This Is Probably A Top Signal (& Trading Stories)

15 Nov 2024
1h 8m
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Stefan Lingmerth: Distress Investing, Trinseo $TSE, & Borr Drilling $BORR

08 Nov 2024
1h 2m
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Q3 2024 Investor Audibles: Upslope Capital, Rowan Capital, JDP Capital Management

01 Nov 2024
24m
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Alberto Alvarez: Boab Metals $BML, Silver, and Mining Valuations

25 Oct 2024
1h 7m
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[REPLAY] Jenny Chase: Solar Industry Deep Dive

18 Oct 2024
55m
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Jerome (@UzoCapital): SPACs, Warrants, & Music Royalties

11 Oct 2024
1h 23m
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[REPLAY] Greg Orrell: How To Beat The GDX

04 Oct 2024
1h 19m
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Garrett Goggin: All Things Gold & Silver Mining Stocks

27 Sep 2024
57m
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[REPLAY] John Swallow: Building A Different Mining Company (Idaho Strategic $IDR)

20 Sep 2024
1h 15m
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Cody Shirk: Taking Global Investing To Another Level

13 Sep 2024
1h 31m
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Josh Crumb: Global Commodity Outlook & Building ABAXX

06 Sep 2024
1h 12m
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