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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
Third Point Capital
Sohra Peak Capital Partners
Greenhaven Road 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

PublishesWeeklyEpisodes289Founded5 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Value Hive Podcast

Latest Episodes

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 positio... more

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 through the ... more

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 the compa... more

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 investor... more

Key Facts

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Recent Guests

Omar Malik
Portfolio manager at Hosking Partners
Hosking Partners
Episode: Investor Audibles: Hosking Partners May 2025 Letter
Jeff Sands
Founding partner of Dorset Partners and turnaround consultant.
Dorset Partners
Episode: [REPLAY] Jeff Sands: How To Fix A Business In 100 Days
James Elbaor
Founder of Marlton LLC
Marlton LLC
Episode: James Elbaor (Marlton LLC): Investing In Investors
Jeremy Raper
Investor with a deep focus on activist investing and Australian small caps.
Raper Capital
Episode: [REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas
Adam Rossi
An investor and entrepreneur with a background in defense contracting and software development for federal agencies.
Episode: Adam Rossi: Investing In The Age of DOGE
Swen Lorenz
Founder of Undervalued Shares, focusing on esoteric investments
Undervalued Shares
Episode: Swen Lorenz: Drowning in Undervalued Shares
Stephen Farrington
Former chef turned finance educator and investor, now writing on Substack about value investing.
Episode: Stephen Farrington: An Unemployed Small-Cap Value Degenerate
Peter Mantas
Investor, known for insights into biotech and tail investment strategies
Unknown
Episode: Peter Mantas: How To Spot Left and Right Tail Investment Ideas
Will Thomson
Co-founder and managing partner of Massif Capital
Massif Capital
Episode: Will Thomson (Massif Capital): The Zambia Copper Opportunity

Host

Brandon
Host of a podcast focused on value investing brings insightful discussions and interviews with industry experts, promoting a deeper understanding of investment strategies and market dynamics.

Reviews

4.7 out of 5 stars from 273 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
    Germany10 months 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 Kingdoma year 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
    Canadaa year 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 States2 years ago
  • Incredible stuff

    The guest list says it all in terms of quality content

    Apple Podcasts
    5
    wwwwwku
    United States2 years ago

Listeners Say

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

Feedback indicates that the podcast effectively balances entertainment and educational content, making it a favorite among investing communities.
Some episodes are noted for their comprehensive breakdowns of investment strategies and trends, making them valuable for both novices and experts.
Listeners praise the deep, insightful discussions and the diverse range of engaging guests.
The host is commended for his ability to extract valuable knowledge from guests, making complicated topics accessible.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

[REPLAY] Jeff Sands: How To Fix A Business In 100 Days
Q: What are some signs that equity investors can look for within filings to identify if a turnaround is working?
Look for cash flow generation and signs of effective capital allocation, while being wary of lavish expenses that signal a soft culture.
James Elbaor (Marlton LLC): Investing In Investors
Q: What would be your number one piece of advice for emerging fund managers?
Plug into the scene; being part of the scene significantly increases your chances of success.
Erik_YWR (Part 2): French Stocks, European Banks, and South Korea
Q: What specific things did UniCredit's CEO do that catapulted him to that status?
He made quick and aggressive share buybacks, kept a tight control on costs, and focused on growing fee revenue despite market challenges.
[REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas
Q: What strategies do you see in the commodities sector?
While I'm not an expert, I observe opportunities driven by special situations and the current supply-demand dynamics.
[REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas
Q: How do you find the companies you invest in?
It often involves a mix of serendipity and thorough research, frequently starting from reading articles or inquiries from others.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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Frequently Asked Questions About Value Hive Podcast

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

Focused on value investing and business insights, a variety of episodes feature engaging interviews with investors, entrepreneurs, and thought leaders who share their unique perspectives and strategies. Discussions often revolve around pressing financial topics such as investment philosophy, industry trends, and case studies on specific stocks or sectors. The podcast emphasizes a mix of traditional ideas and innovative approaches, providing listeners with both foundational knowledge and fresh insights into the rapidly changing investment landscape. Notably, the engaging style of the host encourages deep conversations, inviting guests to explore complex subjects in detail, which can be particularly valuable for both novice and experienced in... more

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Which podcasts are similar to Value Hive Podcast?

These podcasts share a similar audience with Value Hive Podcast:

1. Yet Another Value Podcast
2. The Business Brew
3. The Acquirers Podcast
4. The Market Huddle
5. The Meb Faber Show - Better Investing

How many episodes of Value Hive Podcast are there?

Value Hive Podcast launched 5 years ago and published 289 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Value Hive Podcast?

Recent guests on Value Hive Podcast include:

1. Omar Malik
2. Jeff Sands
3. James Elbaor
4. Jeremy Raper
5. Adam Rossi
6. Swen Lorenz
7. Stephen Farrington
8. Peter Mantas

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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