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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
Greenhaven Road Capital
Sohra Peak Capital Partners
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

PublishesWeeklyEpisodes304Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Value Hive Podcast

Latest Episodes

Please enjoy this replay of my 2024 conversation with Jason Jessup, CEO of Magna Mining $NICU.

Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada.

I'll kee... more

Andrei Stetsenko is a first-generation immigrant from Kyiv, Ukraine, where he was born in 1989. After graduating summa cum laude from Princeton in 2010, he joined Farley Capital as an investment analyst.

In 2015, he was made a partner of the firm. ... more

I hope you guys enjoy the latest Q2 2025 Investor Audible series.

This week, we read Greystone Capital, SpringView Capital, and Praetorian Capital's Q2 letters.

Ideas discussed: APG, KITS, NRP, SYZ.TO, DR.TO, HOOD, SEG, MCY, WS.

Precious metals are starting to move. Otavio Costa was pounding the table on gold and silver back in 2023. This is a replay of that conversation.

I hope you guys enjoy!

Hey Guys! This episode, we hear from Tavi Costa, portfolio manager at Crescat ... more

Key Facts

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Recent Guests

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
Suspended Cap
High-value Twitter account providing investment insights.
Twitter
Episode: @ContrarianCurse: From Analyst To Portfolio Manager
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

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 279 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 States2 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

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

Apple Podcasts
#82
Sweden/Business/Investing
Apple Podcasts
#139
Finland/Business/Investing
Apple Podcasts
#149
Singapore/Business/Investing
Apple Podcasts
#149
Ukraine/Business/Investing
Apple Podcasts
#187
Chile/Business/Investing
Apple Podcasts
#215
Saudi Arabia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Q: How do you view that?
We never have hedged, and I don't, I never say never, but I just can't foresee a scenario in which we, it would be worth it.
Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Q: What made you settle on India specifically?
India checks all the boxes for a favorable investment environment, including demographics, urbanization, and a large domestic market.
[REPLAY] Otavio Costa: Precious Metals Deep Dive (2023)
Q: How do you assess new Junior Explorer investments?
The geology must be promising, and we look for scalable projects. The jurisdiction also matters—avoiding high-risk areas like Africa unless the opportunity is compelling.

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?

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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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. Focused Compounding
5. The Market Huddle

How many episodes of Value Hive Podcast are there?

Value Hive Podcast launched 6 years ago and published 304 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. Jason Jessup
2. Andrei Stetsenko
3. Tavi Costa
4. Kristoffer Lindström
5. Suspended Cap
6. Omar Malik
7. Jeff Sands
8. James Elbaor

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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