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

07 Jul 2023
1h 39m
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Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks

30 Jun 2023
1h 31m
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[REPLAY] Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing

23 Jun 2023
1h 16m
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Mike Alkin: The Ultimate Uranium Crash Course

16 Jun 2023
1h 30m
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Thomas Bachrach: Natural Resource Partners (NRP), Coal Stocks, & LatAm Ideas

09 Jun 2023
1h 32m
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Q1 2023 Investor Audibles: Alluvial Capital, Greenhaven Road, & 1 Main Capital

02 Jun 2023
55m
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James Davolos: Precious Metals Royalty & Streaming Deep Dive

26 May 2023
1h 6m
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Calvin Froedge: An Unconventional Path To Common Sense Investing

19 May 2023
1h 14m
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Otavio Costa: Precious Metals Deep Dive

12 May 2023
1h 26m
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Alex Verge: Building Journey Energy $JOY

05 May 2023
1h 37m
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Jared Dillian: All Things Writing, Creative Process, and Craft

28 Apr 2023
53m
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Will Thomson: Critical Raw Materials Deep Dive

21 Apr 2023
1h 26m
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Judd Arnold: Seeking Convexity in Offshore Energy

14 Apr 2023
1h 25m
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Q4 2022 Investor Audibles: SRK Capital, HCM Capital, and Bonhoeffer Capital

07 Apr 2023
1h 10m
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WTI Realist: Taking A Realistic View on The Bull Energy Thesis

31 Mar 2023
1h 28m
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Harris Kupperman: Journey Energy $JOY, Patience, and Inflection Investing

24 Mar 2023
1h 11m
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Trader Ferg: Investing in Post-Bankruptcy Energy Plays

17 Mar 2023
1h 20m
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Christine Guerrero: An Inside Look at Integrated Oil E&Ps

10 Mar 2023
1h 31m
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Josh Young: Energy Value Chain Analysis (Offshore & Onshore)

03 Mar 2023
1h 33m
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Victor Swishchuk: A Beginner's Guide To Analyzing Oil E&Ps

24 Feb 2023
1h 58m
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