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Artwork for Value Hive Podcast

Value Hive Podcast

Brandon Beylo
Shipping Industry
Tankers
Uranium
Supply and Demand Dynamics
Market Volatility
Midwest Energy Emissions Corp
Dry Bulk
Emerging Managers
Refined Coal
Security Point Holdings
LNG
Geology
Copper
Rare Earth Elements
Litigation
Preferred Stocks
Small Cap Stocks
Sohra Peak Capital Partners
Greenhaven Road Capital
Third Point Capital

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 ... more

PublishesWeeklyEpisodes327Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Value Hive Podcast

Latest Episodes

Calvin Froedge on the podcast. Not much more needs to be said here.

We chatted:

> Iran> Shipping> Commodities> Nickels> Chemicals> Food> War> Inflation> Books

And more.

This podcast is for those that love commodities, politics, free-thinkers, ... more

Welcome to another episode of Q4 Investor Audibles where I read three letters from value investors. This week, I read:

* Dave Waters' Tactile Fund

* Fred Liu's Hayden Capital

* Bob Robotti's Robotti Value Investors

I hope you guys enjoy!

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 learn somet... more

Hey guys -- I'm stoked to bring you my conversation with Tomasz Nadrowski, PM of Amvest Terraden Capital.

Tomasz is one of the sharpest investors in the metals space, focusing on the "Major Minor" critical minerals like gallium, germanium, telluriu... more

Key Facts

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Recent Guests

Tomasz Nadrowski
CEO of Amvest Terraden Critical Minerals Fund, expert in resource investing
Amvest Terraden
Episode: Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals
Jason Jessup
CEO of Magna Mining
Magna Mining
Episode: Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
Tim Call
Founder and Investment Manager at Capital Management Corp
Capital Management Corp
Episode: Timothy Call (Capital Management Corp): Unloved Small Caps ($LFVN, $ACCO, $WDO.TSX)
Chris Abbott
Managing Partner at 1035 Capital Management
1035 Capital Management
Episode: Chris Abbott (1035 Capital Management): Comstock (LODE), SkyX Platform (SKYX), Mobilicom (MOB), Research Frontiers (REFR)
Matthew Pierson
Founder and CEO of Merit Oak Capital. Former Navy SEAL with a focus on long-term capital appreciation.
Merit Oak Capital
Episode: [REPLAY] Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager
Adrian Godas
Battery Metals Consultant Analyst at Fast Markets and author of 'Underground'
Fast Markets
Episode: [REPLAY] Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation
Tim Elliott
An experienced geologist with a background in mining and metals.
Episode: Tim Elliott: Geology 101 For Generalist Investors
Suspended Cap
High-value investor and finance commentator
Episode: [REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager
Sustainable Dude
Expert in Rare Earth Elements and a writer on sustainable investments
Episode: [REPLAY] @Sustainabledud1: Rare Earth Element (REE) Deep Dive

Host

Brandon
Host of insightful discussions focusing on investing, business strategies, and expert interviews in the realm of value investing.

Reviews

4.7 out of 5 stars from 284 ratings
  • Entertaining and interesting

    Brandon does a fantastic job getting the best out of his usually very interesting guests. Highly recommended for anyone interested in value investing and commodities! I have been a loyal listener since the beginning and look forward to every episode.

    Apple Podcasts
    5
    @FriendlyCapMgmt
    Germany2 years ago
  • A good listen in a strong field

    If you are a value investor, you are most likely interested in detail. This pod has a succession of detailed , enthusiastic guests, making it particularly engaging. Thanks !

    Apple Podcasts
    5
    capt mainwaring
    United Kingdom2 years ago
  • Stay For The Audibles

    I stay subscribed to Value Hive for the valuable ‘Investor Audibles’ episodes. My wish would be that you expand this part of the podcast.

    Apple Podcasts
    5
    Missing61
    Canada2 years ago
  • Mike Alkin: The Ultimate Uranium Crash Course

    One of the most comprehensive industry breakdowns I’ve heard on one of the most complex and opaque industries there is. Spectacular interview!

    Apple Podcasts
    5
    Pie GuyS18
    United States3 years ago
  • Incredible stuff

    The guest list says it all in terms of quality content

    Apple Podcasts
    5
    wwwwwku
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many express satisfaction with the quality and expertise of the content, often recommending it to fellow investors and professionals in finance.
There is a consensus on the podcast being educational and engaging, although a few listeners mention a desire for less promotional content and more pure discussion.
Listeners appreciate the in-depth discussions and insightful guests, particularly valuing the focus on value investing and economic strategies.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#111
South Africa/Business/Investing
Apple Podcasts
#121
Israel/Business/Investing
Apple Podcasts
#123
Norway/Business/Investing
Apple Podcasts
#174
Chile/Business/Investing
Apple Podcasts
#180
Spain/Business/Investing
Apple Podcasts
#180
Poland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals
Q: How do you assess value when analyzing these businesses?
Strategic pricing is the starting point, not the end of the work.
Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals
Q: What unique insights did you gain while writing your book related to your investment process?
I realized how inefficient our system is in terms of rebuilding the entire supply chain.
Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
Q: What are the long-term goals for Magna Mining?
We aim to have multiple active mines generating significant cash flow, while expanding our exploration efforts and land portfolio in Sudbury.
Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
Q: How do you view the current state of nickel production?
The nickel market is volatile, but changes in Indonesia's production strategy may influence prices positively.
Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
Q: How do you plan and strategize for workforce needs as you envision expansion?
It's crucial to attract outstanding individuals aligned with the company's values, even if positions are not currently open, to be prepared for future growth.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Value Hive Podcast

What is Value Hive Podcast about and what kind of topics does it cover?

A collective space for investors, entrepreneurs, and thinkers, this podcast presents valuable insights centered around value investing and business models. It features a diverse range of in-depth conversations with industry experts, exploring eclectic success and failure stories, and offering fresh perspectives on established ideas. Each episode aims to engage listeners with passionate discourse covering various facets of investing, including critical metals, small-cap stocks, and market dynamics, making it both educational and insightful. Demonstrating a consistent focus on sophisticated investment strategies and market analysis, the discussions provide actionable knowledge for investors at all levels.

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How many listeners does Value Hive Podcast get?

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Which podcasts are similar to Value Hive Podcast?

These podcasts share a similar audience with Value Hive Podcast:

1. Business Breakdowns
2. Capital Allocators – Inside the Institutional Investment Industry
3. Yet Another Value Podcast
4. The Memo by Howard Marks
5. We Study Billionaires - The Investor’s Podcast Network

How many episodes of Value Hive Podcast are there?

Value Hive Podcast launched 6 years ago and published 327 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Value Hive Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Value Hive Podcast?

Recent guests on Value Hive Podcast include:

1. Tomasz Nadrowski
2. Jason Jessup
3. Tim Call
4. Chris Abbott
5. Matthew Pierson
6. Adrian Godas
7. Tim Elliott
8. Suspended Cap

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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