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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
Small Cap Stocks
Preferred Stocks
Sohra Peak Capital Partners
Third Point Capital
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

PublishesWeeklyEpisodes311Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Value Hive Podcast

Latest Episodes

Tim Elliott is an old school geologist. The kind that would create physical maps using nothing but a pick, shovel, and a can of beans to sustain himself.

This episode is a Mining Geology 101 for generalist investors. Tim provides deep insights into... more

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

Replay of my conversation with Twitter/X user @ContrarianCurse. This was his first ever podcast and it was well received.

I hope you guys enjoy.

Excited to have @ContrarianCurse on the podcast for the first time. I also believe it's his first eve... more

This is a replay of my June 27th conversation with @Sustainabledud1 on all things Rare Earths (REE) ... before they were popular :)

I hope you guys enjoy!

Remember: EDUCATIONAL PURPOSES ONLY FOLKS.

Stoked to have Sustainable Dude on the podcast ... more

Key Facts

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Recent Guests

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
Will Thomson
Investing strategist at Massif Capital
Massif Capital
Episode: [REPLAY] Will Thomson (Massif Capital): The Zambia Copper Opportunity
Jason Jessup
CEO of Magna Mining, former executive at FNX Mining
Magna Mining
Episode: [REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining (2024)
Andrei Stetsenko
Founder and Manager of Gymkhana Partners, an India-focused investment fund
Gymkhana Partners
Episode: Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Tavi Costa
Portfolio Manager at Crescat Capital
Crescat Capital
Episode: [REPLAY] Otavio Costa: Precious Metals Deep Dive (2023)
Kristoffer Lindström
Founder of LIND Research, experienced equity analyst in the investment industry
LIND Research
Episode: Kristoffer Lindstrom: Physitrack (PTRK) Deep Dive & More
John Swallow
CEO of Idaho Strategic
Idaho Strategic
Episode: [REPLAY] John Swallow (Idaho Strategic): The Golden Age of Gold Mining
Omar Malik
Portfolio manager at Hosking Partners
Hosking Partners
Episode: Investor Audibles: Hosking Partners May 2025 Letter

Host

Brandon
Host of the podcast with an extensive background in investment analysis and value investing. He brings a thoughtful approach to discussions and interviews, engaging with leading figures in the finance industry.

Reviews

4.7 out of 5 stars from 281 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
    Germanya year 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
    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 States2 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.

Listeners praise the depth of insight and quality of interviews, emphasizing the varied expertise of guests in the investment world.
Some audience members express a desire for fewer sponsor announcements, which can detract from the listening experience.
Many enjoy the fresh takes on traditional investment topics, appreciating the engaging format and passionate discourse.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Peter Mantas: uniQure (QURE) and Clearpoint Neuro (CLPT) Inflection
Q: What are the broader implications for the life sciences sector based on this data?
If uniQure's drug is approved, it may catalyze further investments and research into Huntington's disease and other neurological conditions, creating a rush for new therapies.
Peter Mantas: uniQure (QURE) and Clearpoint Neuro (CLPT) Inflection
Q: How does Clearpoint relate to uniQure's recent developments?
Clearpoint serves as the delivery mechanism for uniQure's drug, collecting small royalties on each procedure, making their financial prospects closely tied to uniQure's success.
Peter Mantas: uniQure (QURE) and Clearpoint Neuro (CLPT) Inflection
Q: What exactly happened with uniQure's drug data?
uniQure's drug data showed a remarkable 75% reduction in Huntington's disease progression, which was unexpected and significantly positive for approval prospects.
Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Q: What's the long-term vision for Gymkhana?
We could 10X and still be able to take advantage of opportunities in the market cap categories we're in.
Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Q: What's your typical holding period for a stock?
Multiple years is our typical holding period.

Audience Metrics

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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?

This podcast features insightful discussions on value investing, unique business models, and the journeys of successful entrepreneurs and investors. Each episode presents a fresh perspective on traditional investment topics while engaging thought leaders across various sectors, primarily focusing on finance and investment strategies. Notable for its high-quality interviews, the format promotes deep dives into current market trends and investment insights, appealing to both seasoned professionals and newer investors.

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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. Yet Another Value Podcast
2. The Acquirers Podcast
3. The Market Huddle
4. The Meb Faber Show - Better Investing
5. Monetary Matters with Jack Farley

How many episodes of Value Hive Podcast are there?

Value Hive Podcast launched 6 years ago and published 311 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?

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What guests have appeared on Value Hive Podcast?

Recent guests on Value Hive Podcast include:

1. Suspended Cap
2. Sustainable Dude
3. Will Thomson
4. Jason Jessup
5. Andrei Stetsenko
6. Tavi Costa
7. Kristoffer Lindström
8. John Swallow

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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