All Episodes
Value Hive Podcast — 341 episodes
Seedy19: A 35x Return From Biotech Investing
Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers
Peter Mantas: The Biotech Bubble Whisperer
Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC
[REPLAY] Rebecca Hunter: Life As A Uranium Explorer
[REPLAY] Josh Crumb: Global Commodity Outlook & Building ABAXX
Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital
[REPLAY] Oliver Friesen: All Things Tungsten
Brian Leeners (Homerun Resources): The Silica Opportunity
Q1 2026 Investor Audibles: Open Square Capital, JDP Capital
[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
Gavin McCracken: A Journey To 2,000x Returns
Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive
[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy
Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World
Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors
[REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology
Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals
Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital
[REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum
Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital
[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU
Timothy Call (Capital Management Corp): Unloved Small Caps ($LFVN, $ACCO, $WDO.TSX)
Chris Abbott (1035 Capital Management): Comstock (LODE), SkyX Platform (SKYX), Mobilicom (MOB), Research Frontiers (REFR)
Q3 2025 Investor Audibles: Hinde Group, Atai Capital, Greenhaven Road Capital
[REPLAY] Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager
Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy
Q3 2025 Investor Audibles: Kingdom Capital, Hirschmann Capital, Greenlight Capital
[REPLAY] Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation
Tim Elliott: Geology 101 For Generalist Investors
Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology
[REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager
[REPLAY] @Sustainabledud1: Rare Earth Element (REE) Deep Dive
Q2 2025 Investor Audibles: Bonsai Partners, Cedar Creek Capital, Hayden Capital
[REPLAY] Will Thomson (Massif Capital): The Zambia Copper Opportunity
Peter Mantas: uniQure (QURE) and Clearpoint Neuro (CLPT) Inflection
[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining (2024)
Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Q2 2025 Investor Audibles: Greystone Capital, SpringView Capital, Praetorian Capital
[REPLAY] Otavio Costa: Precious Metals Deep Dive (2023)
Kristoffer Lindstrom: Physitrack (PTRK) Deep Dive & More
Oliver Friesen (GMET): All Things Tungsten
Q2 2025 Investor Audibles: Laughing Water Capital, Jackson Peak Capital, Alluvial Capital
Q2 2025 Investor Audibles: Rowan Street, Desert Lion, Minot Light Capital Partners
Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager
Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital
[REPLAY] John Swallow (Idaho Strategic): The Golden Age of Gold Mining
Sultan Ameerali: Finding Value In Garbage (LODE, Miners, and More)
@Sustainabledud1: Rare Earth Element (REE) Deep Dive
[REPLAY] Garrett Goggin: All Things Gold & Silver Stocks
@ContrarianCurse: From Analyst To Portfolio Manager
Purple Drink Capital (Pt. 2): Trading, Psychology, and Crude Oil
Investor Audibles: Hosking Partners May 2025 Letter
[REPLAY] Jeff Sands: How To Fix A Business In 100 Days
James Elbaor (Marlton LLC): Investing In Investors
Erik_YWR (Part 2): French Stocks, European Banks, and South Korea
Q1 2025 Investor Audibles: 1Main Capital, Alluvial Capital, NZS Capital
Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation
Jeremy Raper (Lost File): Westinghouse Bankruptcy Story
[REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon
Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold
Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More
Q4 Investor Audibles: Massif Capital (GMIN), Marlton Partners (BOL.PA, JGC.LN, PRSR.LN, JARA.LN, API,LN), Giverny Capital (MTB, ALGN, MEDP, IBP, FISVA,SHTF, FERG, KNSL)
[REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas
Adam Rossi: Investing In The Age of DOGE
Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai
Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)
Swen Lorenz: Drowning in Undervalued Shares
[REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)
Stephen Farrington: An Unemployed Small-Cap Value Degenerate
John Swallow (Idaho Strategic): The Golden Age of Gold Mining
Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)
Peter Mantas: How To Spot Left and Right Tail Investment Ideas
Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)
[REPLAY] @Erik_YWR: A Crash Course on Inflation
Will Thomson (Massif Capital): The Zambia Copper Opportunity
Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)
[REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)
Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU
Q3 2024 Investor Audibles: Alta Fox Capital ($APP, $REVG), Gator Capital ($CBNA), Greenhaven Road Capital ($PAR, $HGTY, $CLBT, $SOC)
Purple Drink Capital: This Is Probably A Top Signal (& Trading Stories)
Stefan Lingmerth: Distress Investing, Trinseo $TSE, & Borr Drilling $BORR
Q3 2024 Investor Audibles: Upslope Capital, Rowan Capital, JDP Capital Management
Alberto Alvarez: Boab Metals $BML, Silver, and Mining Valuations
[REPLAY] Jenny Chase: Solar Industry Deep Dive
Jerome (@UzoCapital): SPACs, Warrants, & Music Royalties
[REPLAY] Greg Orrell: How To Beat The GDX
Garrett Goggin: All Things Gold & Silver Mining Stocks
[REPLAY] John Swallow: Building A Different Mining Company (Idaho Strategic $IDR)
Cody Shirk: Taking Global Investing To Another Level
Josh Crumb: Global Commodity Outlook & Building ABAXX
Dave Waters (Alluvial Capital): Illiquid Stocks, Process, and Investing in Tactile
Q2 2024 Investor Audibles: Legacy Ridge Capital, Kathmandu Capital, Alluvial Capital
Twitter Spaces: Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon
Chris Abbott (1035 Capital): Dumpster Diving In Preferred Stocks Pt. 2 ($LLAP, $FATBP, $ASPI)
[REPLAY] David Kaye: The Business of Video Game Development
Don Simmons: Building Hemisphere Energy $HME
Taylor Sulik: Building A Tungsten Mining Company From Scratch
Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)
[REPLAY] Lobo Tiggre: Junior Mining Speculation
Luis Sanchez: Hunting for Net-Nets
Greg Orrell: How To Outperform The $GDX
Jenny Chase: Solar Industry Deep Dive
Lake Cornelia's Judd Arnold: Navios Maritime $NMM Deep Dive
GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum
Mat Roiss: How To Buy Hated Stocks (& Other Investing Things)
[REPLAY] Judd Arnold: TSA, US Government, and a Fund Analyst Walk Into A Bar
Doug Ramshaw: How To Build A Mine That Makes Money
[REPLAY] Carvana $CVNA: Will It Survive? (July 2022)
@RagingBullCap: BQE Water $BQE.V Deep Dive
@Erik_YWR: A Crash Course on Inflation
[REPLAY] Calvin Froedge: An Unconventional Path To Common Sense Investing
Q4 2023 Investor Audibles: Greenhaven Road Capital, GreenWood Investors, Silver Beech Capital
David Bastian: GEN Restaurant Group (GENK), Coal, and Retailers
Alberto Alvarez: Uranium, Ero Copper, and PGMs
Q4 2023 Investor Audibles: SaltLight Capital, Cedar Creek Partners, Legacy Ridge Capital
Auke Hoekstra: The Bull Case For Renewables
Left Field Investing: Acne, Fungus, and Prison Stocks
John Swallow: Building A Different Mining Company (Idaho Strategic)
Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)
Aaron Edelheit: Dumpster Diving in Cannabis
Rebecca Hunter: Life As A Uranium Explorer
Peter Pham: Inversion Investing
Q4 2023 Investor Audibles: PFH Capital, Sohra Peak Capital, Old West Management
Philoinvestor: Know Thy Edge, Know Thyself
Chris Martenson: Uranium, Tin, Copper, and Oil
Alberto Ayuso: Shipping & Tankers 101
Judd Arnold: TSA, US Government, and a Fund Analyst Walk Into A Bar
Yaron Naymark: Reflecting On Six Years At 1 Main Capital
Q3 2023 Investor Audibles: Third Point, Sohra Peak, Greenhaven Road
Chris Abbott: Extreme Dumpster Diving & Preferred Stocks (LFMD, CSSE, VTNR, SNLH)
Dan Bianchini: Midwest Energy Emissions Corp $MEEC Deep Dive
Q3 2023 Investor Audibles: Cedar Creek Capital, Laughing Water Capital, & Alta Fox Capital
Calvin Froedge: First Quantum (FM), Commodity Complex, and Sibanye-Stillwater (SBSW)
[REPLAY] Judd Arnold: Seeking Convexity in Offshore Energy
Conor Maguire: Fertilizer Stocks & $OCI
Lobo Tiggre: Junior Mining Speculation
Keith Smith: Mining Services 101
Brian Laks: Uranium, Tin, and Hunting For Hated
Toff Capital: Physics, Specialty Chemicals Distribution, and $YAK
Q2 2023 Investor Audibles: Buckley Capital, Immersion Investments, & Greenlight Capital
Daren Heitman (Azarias Capital): Uranium Bull Thesis 101
[REPLAY] Nicholas E. Radice: Investing Like Ian Cumming & Peter Thiel
David Bastian: Distressed Investing 101 w/ Kingdom Capital
Q2 2023 Investor Audibles: Gator Capital, Palm Harbour Capital, and SaltLight Capital
John Evans: Dissecting Offshore Services w/ Subsea7 CEO
[REPLAY] Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness
Derrek (@real_MikeBarnes): Resource Trading, Nintendo $NTDOY, and Getting More For Less
Q2 2023 Investor Audibles: Alluvial Capital, Laughing Water Capital, Cedar Creek Capital
Shubham Garg: Small-Cap E&Ps & Launching White Tundra Petroleum
Avi Fisher: Industrials, Construction, and Matrix Services $MTRX
Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas
Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks
[REPLAY] Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing
Mike Alkin: The Ultimate Uranium Crash Course
Thomas Bachrach: Natural Resource Partners (NRP), Coal Stocks, & LatAm Ideas
Q1 2023 Investor Audibles: Alluvial Capital, Greenhaven Road, & 1 Main Capital
James Davolos: Precious Metals Royalty & Streaming Deep Dive
Calvin Froedge: An Unconventional Path To Common Sense Investing
Otavio Costa: Precious Metals Deep Dive
Alex Verge: Building Journey Energy $JOY
Jared Dillian: All Things Writing, Creative Process, and Craft
Will Thomson: Critical Raw Materials Deep Dive
Judd Arnold: Seeking Convexity in Offshore Energy
Q4 2022 Investor Audibles: SRK Capital, HCM Capital, and Bonhoeffer Capital
WTI Realist: Taking A Realistic View on The Bull Energy Thesis
Harris Kupperman: Journey Energy $JOY, Patience, and Inflection Investing
Trader Ferg: Investing in Post-Bankruptcy Energy Plays
Christine Guerrero: An Inside Look at Integrated Oil E&Ps
Josh Young: Energy Value Chain Analysis (Offshore & Onshore)
Victor Swishchuk: A Beginner's Guide To Analyzing Oil E&Ps
Brian Gitt: Busting The Myths of ESG & "Green" Energy
Q4 Investor Audible Series: Praetorian Capital, Gator Capital, & Maran Capital
Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing
Rory Johnston: Oil & Gas Industry Crash Course
Dede Eyesan: How To Find Stocks That Return 10x in 10 Years
Nathalie Sinyard: Crash Course on Burnout
Q3-Q4 Investor Audible Series: Vlata Fund, Greenhaven Road Capital, and Tourlite Capital
[REPLAY] Shrubbery Capital: What 15 Years In Hedge Funds Teaches You
Luke Wolgram: AutoPartner $APR & The Hunt For Unique Ideas
Nicholas E. Radice: Investing Like Ian Cumming & Peter Thiel
Peter Mantas: Life Sciences Deep Dive (Part 2)
Mike (@TheRealEstateG6): Zero To One In Real Estate
Samer Hakoura: Ashtead Group $AHT Deep Dive
Robert Brooks: CECO Environmental $CECE Deep Dive
Twitter Spaces: @Mr_Neutral_Man Howard Hughes $HHC Deep Dive
Q3 2022 Investor Audibles: Nordstern Capital, Praetorian Capital, and Maran Capital
Scott Willis: Commodity Investing 101
Q3 2022 Investor Audibles: Third Point Capital, Ensemble Capital, Greenlight Capital
Jeremy Kokemor: Ferguson PLC $FERG Deep Dive
Mr. Neutral Man: Rock Quarries, Hedging, and Lessons From The GFC
Leandro: Five Below (FIVE), Topicus (TOI.TSX), and Texas Instruments (TXN)
Sean Emory: Fiverr $FVRR Deep Dive
Taylor Pearson: Ergodicity All The Way Down
Brom Rector: The Business of Psychedelics
Twitter Spaces Q&A: Doomberg
Q2 2022 Investor Audibles: Maran Capital, 1 Main Capital, Steel City LP, and Bonsai Partners
Henry Rearden: The Man Behind The Carvana (CVNA) Short
Doomberg: The Story Behind The Green Chicken
Paul Andreola: How To Find The Next XPEL
Q2 2022 Investor Audibles: Worm Capital, East 72, and Alluvial Fund
Christian Ryther: Water The Flowers & Cut The Weeds
Carvana $CVNA: Will It Survive?
@ChasingTheVig: What Actually Drives Stock Performance?
Eugene Ng: Searching For "Zero To One" Companies
Q1 2022 Investor Audibles: Bonsai Partners, RF Capital Management, and Howard Marks
Jay Singh III: Mergers, Arbitrages, and SPAC Opportunities
Alex Morris (TSOH_Investing): Retail Industry Deep Dive
Adam Wyden: Orphaned Stocks, 50% Hurdle Rates & Twitter Banter
Ben Claremon: How To Evaluate Management & Capital Allocation
Q1 2022 Investor Audibles: Laughing Water Capital, Greenhaven Road Capital, Alta Fox Capital
Elliott @mu2myoc: The Truth About Affordable Housing Investing
Eric Markowitz: Tesla, Inc. $TSLA Deep Dive w/ Worm Capital
Robert Prather: A Crash Course on Short Selling
Logan Bartlett: The State of Software Venture Investing
Investor Audibles: GreenWood Investors, Worm Capital, Third Point, & Gator Capital
Aaron Edelheit: Crash Course on Cannabis Investing
Twitter Spaces: Bill Brewster Q&A
@KlendathuCap: Reminiscences of a FinTwit Anon
Frederik Gieschen: Lessons From Trading Greats, Writing Habits & Black Holes
Q4 Investor Letter Audibles: Greenhaven Road, Laughing Water Capital, & Greenlight Capital
Lucas Tomicki: Systematically Hunting For Compounders
Austin Swanson: Cardlytics (CDLX) Deep Dive
Peter Mantas: Crash Course on Life Sciences & Biotech Investing
Dan McMurtrie: The Super FLUgatu Episode (rec: 08/21)
Amy Jo Kim: Deconstructing The Best Social Games
James Reynolds: How To Identify Businesses w/ Ecosystems of Control
Stephen Diehl: The Dark Side of Web3, Crypto & NFTs
Sleepwell Capital: Conviction, Undiscovered Gems, and Spotify $SPOT
Pink Polo Shorts: Real Estate Lessons, Baseball & Twitter Shenanigans
Shrubbery Capital: What 15 Years In Hedge Funds Teaches You
FinTwit's Top SPAC Ideas of 2022 & Beyond
Dror Poleg: China, Ponzi Schemes, and The "Me" Corporation
FundiesCapital: War Stories From Running A L/S Equity Fund
Muji @ hhhypergrowth: The 5 Most Important Rules For Hypergrowth Investing
Matthew Sweeney: Frameworks, Patience, and Edge
Nikhil Shamapant ("Squish"): 10x Ideas, Ethereum & Lessons From Internal Medicine
Jessica Ablamsky: Marrying Momentum & Fundamental Investing
Steve Gorelik: Crash Course on Eastern European Investing
How To Start A Hedge Fund: Yaron Naymark & @madThunderdome
Bauncey Chillups (@PrefShares): Court Vision, Financial Models & Video Game/Home Improvement Stocks
Bluth Capital: Lessons From VC, The New Four Horsemen & SPAC Attacks
Peter Mantas (Logos LP): Portfolio Construction, Biotechs & Value Re-Booted
Tom Morgan: How To Become A Curiosity Sherpa
Adam Singer: Investing in Life Sciences, Tech Dystopia, and Online Worlds
Shreekkanth Viswanathan: Finding Great Businesses Outside The US (SHVA.TSE & LVC.WSE)
Ben Kovler: Live Q&A w/ Founder/CEO of Green Thumb Industries $GTII
Louisa Nicola: How To Supercharge Decision-Making
David Polansky: Babushkas & The Quest For 20% IRRs
Adam Wilk: From Spurs To Stocks & The Power of Doing Nothing
Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness
Steven Wood: Constructivism & The Psychology of A Great Investor
Omri Velvart: Value Investing At The Age of Acceleration
China Tech Sell-off Explained: Twitter Spaces Feat. Rui Ma
SinStockPapi: Tobacco Stocks, ESG Signaling & Limbic Investing
Kyla Scanlon: Tik-Tok, Creator Economies, and DAOs
Harris Perlman: Finding Hidden Treasure w/ @OtterMarket
Robert Mulcahy: Tiny Stocks, Lemonade $LMND, and Letting Winners Run
David Kaye: The Business of Video Game Development
Chris Barto: Mitek Systems $MITK, Swing Trading w/ Options, & Fiducia Invest
@the10thman1: Carvana $CVNA Deep Dive
Utako Kojima & Aya Weissman: Special Situation Investing In Japan
Thomas Bachrach: Kaspi.kz $KSPI, Allegiance Coal $AHQ, & Exotic Ideas
Harris Kupperman: IPO Unlocks, KEDM.com, Tankers & More!
James Davolos: The Best Businesses To Own During Inflation
Michael Fritzell: Investing Opportunities In Asia & Beyond
Myles Danielsen: An Inside Look at Institutional Allocators
Kyler Hasson: Buying Quality Compounders At A Fair Price
Kelvin Seetoh (@SlingshotCap): How To Spot Emerging Moats & ORGS Deep Dive
Rob Mahan: Deep Value Investing in Eastern Europe
Jason Greenwald: Luck, Real Estate and The Power of Ego
Ben Gordon: The Hunt For Extraordinary Returns
Nik Lentz: UFC, Insane Discipline, and Trading Stories
Tyler Kirkpatrick: Dream Unlimited (DRM), AutoCanada (ACQ) & All Things Canadian Value
Matteo Franceschetti: Building A Data-First Sleep Powerhouse
ARK Enters The Bear Cave w/ Edwin Dorsey
Finding The Best Brand-Building Businesses w/ Kristen LaFrance
Investing in Nordic & African Businesses w/ Erick Mokaya
Pinterest (PINS) Deep Dive w/ Rihard Jarc
Emerging Markets, Alternative Assets & Worldly Wisdom w/ Tiho Brkan
Chasing Gem Dealers & Great Stocks w/ Alex Barrow, Macro-Ops.com
KKR, MCFT and The CLCT/NLAB Saga w/ Yaron Naymark, 1 Main Capital
Six Industries With Durable Moats w/ Lawrence Hamtil, Fortune Financial Advisors
Movies, SPACs and IPO Manias with Michael Batnick, Irrelevant Investor (02.01)
All Things Enterprise Software w/ Shomik Ghosh, Boldstart VC (Ep. 57)
The History of (Value) Investing w/ Jamie Catherwood, Investor Amnesia (Ep. 56)
Emerging Technology, Writing and Process w/ Packy McCormick (Ep. 55)
Innovative Technology Investing w/ Brett Winton, Ark Investment (Episode 54)
How To Find Life-Changing Stocks w/ @FromValue (Episode 53)
Working With Tiger Cubs & Spotting Frauds w/ Stephen Clapham, (Episode 52)
All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51)
$GOCO, $GDRX and Healthcare Investing w/ Richard Chu, Saga Partners (Episode 50)
$CRWD, CANSLIM and High Growth Stocks w/ Christopher Seifel (Episode 49)
Deep Value Opportunities in Japan & Australia w/ Will Thrower, Dumile Capital (Episode 48)
How To Write A Great Investment Thesis & More w/ Morgan Housel, Collaborative Fund (Episode: 47)
$NTDOY, $TWTR and The Dangers of Overworking w/ Aaron Edelheit, Mindset Capital (Episode 46)
$SE, $GRVY and Digital Transformation w/ Mads Christiansen (Episode 45)
$UBER Deep Dive w/ Abdullah, Mostly Borrowed Ideas (Episode 44)
Unity Software ($U) Deep Dive w/ Aaron Bush, The Motley Fool (Episode 43)
The Future of Esports, Sports Betting and Gaming w/ Will Hershey, Roundhill Investments (Episode 42)
What Makes Companies Like Shopify and Nike Great with Brett Bivens (Episode 41)
Business Mispricings, Risk Management and Sticking To Your Process w/ Gary Mishuris, Silver Ring Value Partners (Episode 40)
What You Learn From 1,000+ CEO Interviews w/ Bobby Kraft, SNN Wire (Episode 39)
The Power of Stock Checklists w/ Brian Feroldi, The Motley Fool (Episode 38)
Industrials, Cyclicals and a New Idea w/ Alex Jones, Porter Street Research (Episode 37)
Micro Cap Mastery & Lessons in Unit Economics w/ Connor Haley, Alta Fox Capital (Episode 36)
Compounding Knowledge, Investments and Passion w/ Gautam Baid (Episode 35)
How To Find Long-Term Winners Early w/ Turner Novak, Gelt VC (Episode 34)
[REPLAY] Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners (Episode 33)
Dissecting Network Effects & Local Economies w/ Keith Smith, Bonhoeffer Capital (Episode 32)
ETFs, Deep Value and Lessons From Podcasting w/ Tobias Carlisle, Acquirer's Funds (Episode 31)
Finding Your Competitive Edge (& Lessons From Pro Volleyball) w/ Ryan Doherty (Episode 30)
Spin-off Extravaganza (OTIS, MSGE, IAC/MTCH) w/ Richard Howe, StockSpinOffInvesting.com (Episode 29)
Global Investing & Finding Your Edge w/ Brad Hathaway, Far View Capital (Episode 28)
Equity Investing Through a Creditor's Lens w/ Jeremy Raper, Raper Capital (Episode 27)
A Permanent Place For Hyper-Niche Software w/ Michael Girdley, Dura Software (Episode 26)
How To Create Your Own Float w/ Kirk Du Plessis, OptionAlpha (Episode 25)
More Than Shipping Stocks w/ Harris Kupperman, Praetorian Capital (Episode 24)
Managing Through A Crisis w/ Bill Brewster, SCG Capital (Episode 23)
Mid-Caps & More with George Livadas, Upslope Capital (Episode 22)
How To Fix A Business In 100 Days w/ Jeff Sands, Dorset Partners (Episode 21)
Survival of The Permanent w/ Brent Beshore, Permanent Equity (Episode 20)
What I Learned From Over 600 Blog Posts, The Science of Hitting (Episode 19)
Lessons in Options Trading, Credit Markets and Balance Sheets w/ Fil Zucchi (Episode 18)
The Power of Owner Operators with Chris Mayer, Woodlock House Family Capital (Episode 17)
Reminiscences of a Deep Value Investor, ValueStockGeek (Episode 16)
Buying A Job & Creating A Platform with Nick Haschka, The Wright Gardner & Cub Investments (Episode 15)
High Growth, High Quality Businesses - Ryan Reeves, InvestingCity.org (Episode 14)
Deep Value Investing in LA Real Estate, Moses Kagan of AdaptiveRealty.com (Episode 13)
Building A Great Product w/ Robert Koyfman, Founder of Koyfin.com (Episode 12)
Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners (Episode 11)
Maj Soueidan, GeoInvesting.com (Episode 10)
OTC Adventures with Dave Waters, Alluvial Capital (Episode 9)
Andrew Kingston & Shawn Shewchuk: Special Situations, Technical Analysis and Hockey (Episode 8)
Dr. Andrew Wittman: Achieving A Warrior Mindset & Asking Better Questions (Episode 7)
Joe Boskovich and Brian Laks, Old West Capital (Episode 6)
Darren Fong: Everything You Need To Know About Canadian Small-Cap Investing (Episode 5)
Thomas Bachrach: Fishing Where They Ain't & Global Micro-Cap Investing (Episode 3)
Andrew Walker: Sports Rights, Media Investments and Cookies (Episode 2)
Spin-off Investing with Richard Howe (Episode 1)