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All Episodes

Value Hive Podcast — 346 episodes

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Title
1

Gavin McCracken (Pt. 2): Robotics, AI, and A Commodities Supercycle

2

Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point

3

[REPLAY] Gavin McCracken: A Journey To 2,000x Returns

4

Jeremy Raper: Cycles, AI, and Activism

5

Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU

6

Seedy19: A 35x Return From Biotech Investing

7

Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers

8

Peter Mantas: The Biotech Bubble Whisperer

9

Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC

10

[REPLAY] Rebecca Hunter: Life As A Uranium Explorer

11

[REPLAY] Josh Crumb: Global Commodity Outlook & Building ABAXX

12

Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital

13

[REPLAY] Oliver Friesen: All Things Tungsten

14

Brian Leeners (Homerun Resources): The Silica Opportunity

15

Q1 2026 Investor Audibles: Open Square Capital, JDP Capital

16

[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining

17

Gavin McCracken: A Journey To 2,000x Returns

18

Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive

19

[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy

20

Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World

21

Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors

22

[REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology

23

Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals

24

Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital

25

[REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum

26

Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining

27

Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital

28

[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU

29

Timothy Call (Capital Management Corp): Unloved Small Caps ($LFVN, $ACCO, $WDO.TSX)

30

Chris Abbott (1035 Capital Management): Comstock (LODE), SkyX Platform (SKYX), Mobilicom (MOB), Research Frontiers (REFR)

31

Q3 2025 Investor Audibles: Hinde Group, Atai Capital, Greenhaven Road Capital

32

[REPLAY] Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager

33

Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy

34

Q3 2025 Investor Audibles: Kingdom Capital, Hirschmann Capital, Greenlight Capital

35

[REPLAY] Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation

36

Tim Elliott: Geology 101 For Generalist Investors

37

Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology

38

[REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager

39

[REPLAY] @Sustainabledud1: Rare Earth Element (REE) Deep Dive

40

Q2 2025 Investor Audibles: Bonsai Partners, Cedar Creek Capital, Hayden Capital

41

[REPLAY] Will Thomson (Massif Capital): The Zambia Copper Opportunity

42

Peter Mantas: uniQure (QURE) and Clearpoint Neuro (CLPT) Inflection

43

[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining (2024)

44

Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps

45

Q2 2025 Investor Audibles: Greystone Capital, SpringView Capital, Praetorian Capital

46

[REPLAY] Otavio Costa: Precious Metals Deep Dive (2023)

47

Kristoffer Lindstrom: Physitrack (PTRK) Deep Dive & More

48

Oliver Friesen (GMET): All Things Tungsten

49

Q2 2025 Investor Audibles: Laughing Water Capital, Jackson Peak Capital, Alluvial Capital

50

Q2 2025 Investor Audibles: Rowan Street, Desert Lion, Minot Light Capital Partners

51

Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager

52

Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital

53

[REPLAY] John Swallow (Idaho Strategic): The Golden Age of Gold Mining

54

Sultan Ameerali: Finding Value In Garbage (LODE, Miners, and More)

55

@Sustainabledud1: Rare Earth Element (REE) Deep Dive

56

[REPLAY] Garrett Goggin: All Things Gold & Silver Stocks

57

@ContrarianCurse: From Analyst To Portfolio Manager

58

Purple Drink Capital (Pt. 2): Trading, Psychology, and Crude Oil

59

Investor Audibles: Hosking Partners May 2025 Letter

60

[REPLAY] Jeff Sands: How To Fix A Business In 100 Days

61

James Elbaor (Marlton LLC): Investing In Investors

62

Erik_YWR (Part 2): French Stocks, European Banks, and South Korea

63

Q1 2025 Investor Audibles: 1Main Capital, Alluvial Capital, NZS Capital

64

Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation

65

Jeremy Raper (Lost File): Westinghouse Bankruptcy Story

66

[REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon

67

Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold

68

Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More

69

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)

70

[REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas

71

Adam Rossi: Investing In The Age of DOGE

72

Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai

73

Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)

74

Swen Lorenz: Drowning in Undervalued Shares

75

[REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)

76

Stephen Farrington: An Unemployed Small-Cap Value Degenerate

77

John Swallow (Idaho Strategic): The Golden Age of Gold Mining

78

Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)

79

Peter Mantas: How To Spot Left and Right Tail Investment Ideas

80

Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)

81

[REPLAY] @Erik_YWR: A Crash Course on Inflation

82

Will Thomson (Massif Capital): The Zambia Copper Opportunity

83

Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)

84

[REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)

85

Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU

86

Q3 2024 Investor Audibles: Alta Fox Capital ($APP, $REVG), Gator Capital ($CBNA), Greenhaven Road Capital ($PAR, $HGTY, $CLBT, $SOC)

87

Purple Drink Capital: This Is Probably A Top Signal (& Trading Stories)

88

Stefan Lingmerth: Distress Investing, Trinseo $TSE, & Borr Drilling $BORR

89

Q3 2024 Investor Audibles: Upslope Capital, Rowan Capital, JDP Capital Management

90

Alberto Alvarez: Boab Metals $BML, Silver, and Mining Valuations

91

[REPLAY] Jenny Chase: Solar Industry Deep Dive

92

Jerome (@UzoCapital): SPACs, Warrants, & Music Royalties

93

[REPLAY] Greg Orrell: How To Beat The GDX

94

Garrett Goggin: All Things Gold & Silver Mining Stocks

95

[REPLAY] John Swallow: Building A Different Mining Company (Idaho Strategic $IDR)

96

Cody Shirk: Taking Global Investing To Another Level

97

Josh Crumb: Global Commodity Outlook & Building ABAXX

98

Dave Waters (Alluvial Capital): Illiquid Stocks, Process, and Investing in Tactile

99

Q2 2024 Investor Audibles: Legacy Ridge Capital, Kathmandu Capital, Alluvial Capital

100

Twitter Spaces: Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon

101

Chris Abbott (1035 Capital): Dumpster Diving In Preferred Stocks Pt. 2 ($LLAP, $FATBP, $ASPI)

102

[REPLAY] David Kaye: The Business of Video Game Development

103

Don Simmons: Building Hemisphere Energy $HME

104

Taylor Sulik: Building A Tungsten Mining Company From Scratch

105

Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)

106

[REPLAY] Lobo Tiggre: Junior Mining Speculation

107

Luis Sanchez: Hunting for Net-Nets

108

Greg Orrell: How To Outperform The $GDX

109

Jenny Chase: Solar Industry Deep Dive

110

Lake Cornelia's Judd Arnold: Navios Maritime $NMM Deep Dive

111

GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum

112

Mat Roiss: How To Buy Hated Stocks (& Other Investing Things)

113

[REPLAY] Judd Arnold: TSA, US Government, and a Fund Analyst Walk Into A Bar

114

Doug Ramshaw: How To Build A Mine That Makes Money

115

[REPLAY] Carvana $CVNA: Will It Survive? (July 2022)

116

@RagingBullCap: BQE Water $BQE.V Deep Dive

117

@Erik_YWR: A Crash Course on Inflation

118

[REPLAY] Calvin Froedge: An Unconventional Path To Common Sense Investing

119

Q4 2023 Investor Audibles: Greenhaven Road Capital, GreenWood Investors, Silver Beech Capital

120

David Bastian: GEN Restaurant Group (GENK), Coal, and Retailers

121

Alberto Alvarez: Uranium, Ero Copper, and PGMs

122

Q4 2023 Investor Audibles: SaltLight Capital, Cedar Creek Partners, Legacy Ridge Capital

123

Auke Hoekstra: The Bull Case For Renewables

124

Left Field Investing: Acne, Fungus, and Prison Stocks

125

John Swallow: Building A Different Mining Company (Idaho Strategic)

126

Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)

127

Aaron Edelheit: Dumpster Diving in Cannabis

128

Rebecca Hunter: Life As A Uranium Explorer

129

Peter Pham: Inversion Investing

130

Q4 2023 Investor Audibles: PFH Capital, Sohra Peak Capital, Old West Management

131

Philoinvestor: Know Thy Edge, Know Thyself

132

Chris Martenson: Uranium, Tin, Copper, and Oil

133

Alberto Ayuso: Shipping & Tankers 101

134

Judd Arnold: TSA, US Government, and a Fund Analyst Walk Into A Bar

135

Yaron Naymark: Reflecting On Six Years At 1 Main Capital

136

Q3 2023 Investor Audibles: Third Point, Sohra Peak, Greenhaven Road

137

Chris Abbott: Extreme Dumpster Diving & Preferred Stocks (LFMD, CSSE, VTNR, SNLH)

138

Dan Bianchini: Midwest Energy Emissions Corp $MEEC Deep Dive

139

Q3 2023 Investor Audibles: Cedar Creek Capital, Laughing Water Capital, & Alta Fox Capital

140

Calvin Froedge: First Quantum (FM), Commodity Complex, and Sibanye-Stillwater (SBSW)

141

[REPLAY] Judd Arnold: Seeking Convexity in Offshore Energy

142

Conor Maguire: Fertilizer Stocks & $OCI

143

Lobo Tiggre: Junior Mining Speculation

144

Keith Smith: Mining Services 101

145

Brian Laks: Uranium, Tin, and Hunting For Hated

146

Toff Capital: Physics, Specialty Chemicals Distribution, and $YAK

147

Q2 2023 Investor Audibles: Buckley Capital, Immersion Investments, & Greenlight Capital

148

Daren Heitman (Azarias Capital): Uranium Bull Thesis 101

149

[REPLAY] Nicholas E. Radice: Investing Like Ian Cumming & Peter Thiel

150

David Bastian: Distressed Investing 101 w/ Kingdom Capital

151

Q2 2023 Investor Audibles: Gator Capital, Palm Harbour Capital, and SaltLight Capital

152

John Evans: Dissecting Offshore Services w/ Subsea7 CEO

153

[REPLAY] Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness

154

Derrek (@real_MikeBarnes): Resource Trading, Nintendo $NTDOY, and Getting More For Less

155

Q2 2023 Investor Audibles: Alluvial Capital, Laughing Water Capital, Cedar Creek Capital

156

Shubham Garg: Small-Cap E&Ps & Launching White Tundra Petroleum

157

Avi Fisher: Industrials, Construction, and Matrix Services $MTRX

158

Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas

159

Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks

160

[REPLAY] Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing

161

Mike Alkin: The Ultimate Uranium Crash Course

162

Thomas Bachrach: Natural Resource Partners (NRP), Coal Stocks, & LatAm Ideas

163

Q1 2023 Investor Audibles: Alluvial Capital, Greenhaven Road, & 1 Main Capital

164

James Davolos: Precious Metals Royalty & Streaming Deep Dive

165

Calvin Froedge: An Unconventional Path To Common Sense Investing

166

Otavio Costa: Precious Metals Deep Dive

167

Alex Verge: Building Journey Energy $JOY

168

Jared Dillian: All Things Writing, Creative Process, and Craft

169

Will Thomson: Critical Raw Materials Deep Dive

170

Judd Arnold: Seeking Convexity in Offshore Energy

171

Q4 2022 Investor Audibles: SRK Capital, HCM Capital, and Bonhoeffer Capital

172

WTI Realist: Taking A Realistic View on The Bull Energy Thesis

173

Harris Kupperman: Journey Energy $JOY, Patience, and Inflection Investing

174

Trader Ferg: Investing in Post-Bankruptcy Energy Plays

175

Christine Guerrero: An Inside Look at Integrated Oil E&Ps

176

Josh Young: Energy Value Chain Analysis (Offshore & Onshore)

177

Victor Swishchuk: A Beginner's Guide To Analyzing Oil E&Ps

178

Brian Gitt: Busting The Myths of ESG & "Green" Energy

179

Q4 Investor Audible Series: Praetorian Capital, Gator Capital, & Maran Capital

180

Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing

181

Rory Johnston: Oil & Gas Industry Crash Course

182

Dede Eyesan: How To Find Stocks That Return 10x in 10 Years

183

Nathalie Sinyard: Crash Course on Burnout

184

Q3-Q4 Investor Audible Series: Vlata Fund, Greenhaven Road Capital, and Tourlite Capital

185

[REPLAY] Shrubbery Capital: What 15 Years In Hedge Funds Teaches You

186

Luke Wolgram: AutoPartner $APR & The Hunt For Unique Ideas

187

Nicholas E. Radice: Investing Like Ian Cumming & Peter Thiel

188

Peter Mantas: Life Sciences Deep Dive (Part 2)

189

Mike (@TheRealEstateG6): Zero To One In Real Estate

190

Samer Hakoura: Ashtead Group $AHT Deep Dive

191

Robert Brooks: CECO Environmental $CECE Deep Dive

192

Twitter Spaces: @Mr_Neutral_Man Howard Hughes $HHC Deep Dive

193

Q3 2022 Investor Audibles: Nordstern Capital, Praetorian Capital, and Maran Capital

194

Scott Willis: Commodity Investing 101

195

Q3 2022 Investor Audibles: Third Point Capital, Ensemble Capital, Greenlight Capital

196

Jeremy Kokemor: Ferguson PLC $FERG Deep Dive

197

Mr. Neutral Man: Rock Quarries, Hedging, and Lessons From The GFC

198

Leandro: Five Below (FIVE), Topicus (TOI.TSX), and Texas Instruments (TXN)

199

Sean Emory: Fiverr $FVRR Deep Dive

200

Taylor Pearson: Ergodicity All The Way Down

201

Brom Rector: The Business of Psychedelics

202

Twitter Spaces Q&A: Doomberg

203

Q2 2022 Investor Audibles: Maran Capital, 1 Main Capital, Steel City LP, and Bonsai Partners

204

Henry Rearden: The Man Behind The Carvana (CVNA) Short

205

Doomberg: The Story Behind The Green Chicken

206

Paul Andreola: How To Find The Next XPEL

207

Q2 2022 Investor Audibles: Worm Capital, East 72, and Alluvial Fund

208

Christian Ryther: Water The Flowers & Cut The Weeds

209

Carvana $CVNA: Will It Survive?

210

@ChasingTheVig: What Actually Drives Stock Performance?

211

Eugene Ng: Searching For "Zero To One" Companies

212

Q1 2022 Investor Audibles: Bonsai Partners, RF Capital Management, and Howard Marks

213

Jay Singh III: Mergers, Arbitrages, and SPAC Opportunities

214

Alex Morris (TSOH_Investing): Retail Industry Deep Dive

215

Adam Wyden: Orphaned Stocks, 50% Hurdle Rates & Twitter Banter

216

Ben Claremon: How To Evaluate Management & Capital Allocation

217

Q1 2022 Investor Audibles: Laughing Water Capital, Greenhaven Road Capital, Alta Fox Capital

218

Elliott @mu2myoc: The Truth About Affordable Housing Investing

219

Eric Markowitz: Tesla, Inc. $TSLA Deep Dive w/ Worm Capital

220

Robert Prather: A Crash Course on Short Selling

221

Logan Bartlett: The State of Software Venture Investing

222

Investor Audibles: GreenWood Investors, Worm Capital, Third Point, & Gator Capital

223

Aaron Edelheit: Crash Course on Cannabis Investing

224

Twitter Spaces: Bill Brewster Q&A

225

@KlendathuCap: Reminiscences of a FinTwit Anon

226

Frederik Gieschen: Lessons From Trading Greats, Writing Habits & Black Holes

227

Q4 Investor Letter Audibles: Greenhaven Road, Laughing Water Capital, & Greenlight Capital

228

Lucas Tomicki: Systematically Hunting For Compounders

229

Austin Swanson: Cardlytics (CDLX) Deep Dive

230

Peter Mantas: Crash Course on Life Sciences & Biotech Investing

231

Dan McMurtrie: The Super FLUgatu Episode (rec: 08/21)

232

Amy Jo Kim: Deconstructing The Best Social Games

233

James Reynolds: How To Identify Businesses w/ Ecosystems of Control

234

Stephen Diehl: The Dark Side of Web3, Crypto & NFTs

235

Sleepwell Capital: Conviction, Undiscovered Gems, and Spotify $SPOT

236

Pink Polo Shorts: Real Estate Lessons, Baseball & Twitter Shenanigans

237

Shrubbery Capital: What 15 Years In Hedge Funds Teaches You

238

FinTwit's Top SPAC Ideas of 2022 & Beyond

239

Dror Poleg: China, Ponzi Schemes, and The "Me" Corporation

240

FundiesCapital: War Stories From Running A L/S Equity Fund

241

Muji @ hhhypergrowth: The 5 Most Important Rules For Hypergrowth Investing

242

Matthew Sweeney: Frameworks, Patience, and Edge

243

Nikhil Shamapant ("Squish"): 10x Ideas, Ethereum & Lessons From Internal Medicine

244

Jessica Ablamsky: Marrying Momentum & Fundamental Investing

245

Steve Gorelik: Crash Course on Eastern European Investing

246

How To Start A Hedge Fund: Yaron Naymark & @madThunderdome

247

Bauncey Chillups (@PrefShares): Court Vision, Financial Models & Video Game/Home Improvement Stocks

248

Bluth Capital: Lessons From VC, The New Four Horsemen & SPAC Attacks

249

Peter Mantas (Logos LP): Portfolio Construction, Biotechs & Value Re-Booted

250

Tom Morgan: How To Become A Curiosity Sherpa

251

Adam Singer: Investing in Life Sciences, Tech Dystopia, and Online Worlds

252

Shreekkanth Viswanathan: Finding Great Businesses Outside The US (SHVA.TSE & LVC.WSE)

253

Ben Kovler: Live Q&A w/ Founder/CEO of Green Thumb Industries $GTII

254

Louisa Nicola: How To Supercharge Decision-Making

255

David Polansky: Babushkas & The Quest For 20% IRRs

256

Adam Wilk: From Spurs To Stocks & The Power of Doing Nothing

257

Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness

258

Steven Wood: Constructivism & The Psychology of A Great Investor

259

Omri Velvart: Value Investing At The Age of Acceleration

260

China Tech Sell-off Explained: Twitter Spaces Feat. Rui Ma

261

SinStockPapi: Tobacco Stocks, ESG Signaling & Limbic Investing

262

Kyla Scanlon: Tik-Tok, Creator Economies, and DAOs

263

Harris Perlman: Finding Hidden Treasure w/ @OtterMarket

264

Robert Mulcahy: Tiny Stocks, Lemonade $LMND, and Letting Winners Run

265

David Kaye: The Business of Video Game Development

266

Chris Barto: Mitek Systems $MITK, Swing Trading w/ Options, & Fiducia Invest

267

@the10thman1: Carvana $CVNA Deep Dive

268

Utako Kojima & Aya Weissman: Special Situation Investing In Japan

269

Thomas Bachrach: Kaspi.kz $KSPI, Allegiance Coal $AHQ, & Exotic Ideas

270

Harris Kupperman: IPO Unlocks, KEDM.com, Tankers & More!

271

James Davolos: The Best Businesses To Own During Inflation

272

Michael Fritzell: Investing Opportunities In Asia & Beyond

273

Myles Danielsen: An Inside Look at Institutional Allocators

274

Kyler Hasson: Buying Quality Compounders At A Fair Price

275

Kelvin Seetoh (@SlingshotCap): How To Spot Emerging Moats & ORGS Deep Dive

276

Rob Mahan: Deep Value Investing in Eastern Europe

277

Jason Greenwald: Luck, Real Estate and The Power of Ego

278

Ben Gordon: The Hunt For Extraordinary Returns

279

Nik Lentz: UFC, Insane Discipline, and Trading Stories

280

Tyler Kirkpatrick: Dream Unlimited (DRM), AutoCanada (ACQ) & All Things Canadian Value

281

Matteo Franceschetti: Building A Data-First Sleep Powerhouse

282

ARK Enters The Bear Cave w/ Edwin Dorsey

283

Finding The Best Brand-Building Businesses w/ Kristen LaFrance

284

Investing in Nordic & African Businesses w/ Erick Mokaya

285

Pinterest (PINS) Deep Dive w/ Rihard Jarc

286

Emerging Markets, Alternative Assets & Worldly Wisdom w/ Tiho Brkan

287

Chasing Gem Dealers & Great Stocks w/ Alex Barrow, Macro-Ops.com

288

KKR, MCFT and The CLCT/NLAB Saga w/ Yaron Naymark, 1 Main Capital

289

Six Industries With Durable Moats w/ Lawrence Hamtil, Fortune Financial Advisors

290

Movies, SPACs and IPO Manias with Michael Batnick, Irrelevant Investor (02.01)

291

All Things Enterprise Software w/ Shomik Ghosh, Boldstart VC (Ep. 57)

292

The History of (Value) Investing w/ Jamie Catherwood, Investor Amnesia (Ep. 56)

293

Emerging Technology, Writing and Process w/ Packy McCormick (Ep. 55)

294

Innovative Technology Investing w/ Brett Winton, Ark Investment (Episode 54)

295

How To Find Life-Changing Stocks w/ @FromValue (Episode 53)

296

Working With Tiger Cubs & Spotting Frauds w/ Stephen Clapham, (Episode 52)

297

All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51)

298

$GOCO, $GDRX and Healthcare Investing w/ Richard Chu, Saga Partners (Episode 50)

299

$CRWD, CANSLIM and High Growth Stocks w/ Christopher Seifel (Episode 49)

300

Deep Value Opportunities in Japan & Australia w/ Will Thrower, Dumile Capital (Episode 48)

301

How To Write A Great Investment Thesis & More w/ Morgan Housel, Collaborative Fund (Episode: 47)

302

$NTDOY, $TWTR and The Dangers of Overworking w/ Aaron Edelheit, Mindset Capital (Episode 46)

303

$SE, $GRVY and Digital Transformation w/ Mads Christiansen (Episode 45)

304

$UBER Deep Dive w/ Abdullah, Mostly Borrowed Ideas (Episode 44)

305

Unity Software ($U) Deep Dive w/ Aaron Bush, The Motley Fool (Episode 43)

306

The Future of Esports, Sports Betting and Gaming w/ Will Hershey, Roundhill Investments (Episode 42)

307

What Makes Companies Like Shopify and Nike Great with Brett Bivens (Episode 41)

308

Business Mispricings, Risk Management and Sticking To Your Process w/ Gary Mishuris, Silver Ring Value Partners (Episode 40)

309

What You Learn From 1,000+ CEO Interviews w/ Bobby Kraft, SNN Wire (Episode 39)

310

The Power of Stock Checklists w/ Brian Feroldi, The Motley Fool (Episode 38)

311

Industrials, Cyclicals and a New Idea w/ Alex Jones, Porter Street Research (Episode 37)

312

Micro Cap Mastery & Lessons in Unit Economics w/ Connor Haley, Alta Fox Capital (Episode 36)

313

Compounding Knowledge, Investments and Passion w/ Gautam Baid (Episode 35)

314

How To Find Long-Term Winners Early w/ Turner Novak, Gelt VC (Episode 34)

315

[REPLAY] Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners (Episode 33)

316

Dissecting Network Effects & Local Economies w/ Keith Smith, Bonhoeffer Capital (Episode 32)

317

ETFs, Deep Value and Lessons From Podcasting w/ Tobias Carlisle, Acquirer's Funds (Episode 31)

318

Finding Your Competitive Edge (& Lessons From Pro Volleyball) w/ Ryan Doherty (Episode 30)

319

Spin-off Extravaganza (OTIS, MSGE, IAC/MTCH) w/ Richard Howe, StockSpinOffInvesting.com (Episode 29)

320

Global Investing & Finding Your Edge w/ Brad Hathaway, Far View Capital (Episode 28)

321

Equity Investing Through a Creditor's Lens w/ Jeremy Raper, Raper Capital (Episode 27)

322

A Permanent Place For Hyper-Niche Software w/ Michael Girdley, Dura Software (Episode 26)

323

How To Create Your Own Float w/ Kirk Du Plessis, OptionAlpha (Episode 25)

324

More Than Shipping Stocks w/ Harris Kupperman, Praetorian Capital (Episode 24)

325

Managing Through A Crisis w/ Bill Brewster, SCG Capital (Episode 23)

326

Mid-Caps & More with George Livadas, Upslope Capital (Episode 22)

327

How To Fix A Business In 100 Days w/ Jeff Sands, Dorset Partners (Episode 21)

328

Survival of The Permanent w/ Brent Beshore, Permanent Equity (Episode 20)

329

What I Learned From Over 600 Blog Posts, The Science of Hitting (Episode 19)

330

Lessons in Options Trading, Credit Markets and Balance Sheets w/ Fil Zucchi (Episode 18)

331

The Power of Owner Operators with Chris Mayer, Woodlock House Family Capital (Episode 17)

332

Reminiscences of a Deep Value Investor, ValueStockGeek (Episode 16)

333

Buying A Job & Creating A Platform with Nick Haschka, The Wright Gardner & Cub Investments (Episode 15)

334

High Growth, High Quality Businesses - Ryan Reeves, InvestingCity.org (Episode 14)

335

Deep Value Investing in LA Real Estate, Moses Kagan of AdaptiveRealty.com (Episode 13)

336

Building A Great Product w/ Robert Koyfman, Founder of Koyfin.com (Episode 12)

337

Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners (Episode 11)

338

Maj Soueidan, GeoInvesting.com (Episode 10)

339

OTC Adventures with Dave Waters, Alluvial Capital (Episode 9)

340

Andrew Kingston & Shawn Shewchuk: Special Situations, Technical Analysis and Hockey (Episode 8)

341

Dr. Andrew Wittman: Achieving A Warrior Mindset & Asking Better Questions (Episode 7)

342

Joe Boskovich and Brian Laks, Old West Capital (Episode 6)

343

Darren Fong: Everything You Need To Know About Canadian Small-Cap Investing (Episode 5)

344

Thomas Bachrach: Fishing Where They Ain't & Global Micro-Cap Investing (Episode 3)

345

Andrew Walker: Sports Rights, Media Investments and Cookies (Episode 2)

346

Spin-off Investing with Richard Howe (Episode 1)