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All Episodes

Value Hive Podcast — 341 episodes

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Title
1

Seedy19: A 35x Return From Biotech Investing

2

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

3

Peter Mantas: The Biotech Bubble Whisperer

4

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

5

[REPLAY] Rebecca Hunter: Life As A Uranium Explorer

6

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

7

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

8

[REPLAY] Oliver Friesen: All Things Tungsten

9

Brian Leeners (Homerun Resources): The Silica Opportunity

10

Q1 2026 Investor Audibles: Open Square Capital, JDP Capital

11

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

12

Gavin McCracken: A Journey To 2,000x Returns

13

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

14

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

15

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

16

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

17

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

18

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

19

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

20

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

21

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

22

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

23

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

24

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

25

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

26

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

27

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

28

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

29

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

30

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

31

Tim Elliott: Geology 101 For Generalist Investors

32

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

33

[REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager

34

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

35

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

36

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

37

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

38

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

39

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

40

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

41

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

42

Kristoffer Lindstrom: Physitrack (PTRK) Deep Dive & More

43

Oliver Friesen (GMET): All Things Tungsten

44

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

45

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

46

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

47

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

48

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

49

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

50

@Sustainabledud1: Rare Earth Element (REE) Deep Dive

51

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

52

@ContrarianCurse: From Analyst To Portfolio Manager

53

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

54

Investor Audibles: Hosking Partners May 2025 Letter

55

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

56

James Elbaor (Marlton LLC): Investing In Investors

57

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

58

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

59

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

60

Jeremy Raper (Lost File): Westinghouse Bankruptcy Story

61

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

62

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

63

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

64

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)

65

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

66

Adam Rossi: Investing In The Age of DOGE

67

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

68

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

69

Swen Lorenz: Drowning in Undervalued Shares

70

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

71

Stephen Farrington: An Unemployed Small-Cap Value Degenerate

72

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

73

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

74

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

75

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

76

[REPLAY] @Erik_YWR: A Crash Course on Inflation

77

Will Thomson (Massif Capital): The Zambia Copper Opportunity

78

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

79

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

80

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

81

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

82

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

83

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

84

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

85

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

86

[REPLAY] Jenny Chase: Solar Industry Deep Dive

87

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

88

[REPLAY] Greg Orrell: How To Beat The GDX

89

Garrett Goggin: All Things Gold & Silver Mining Stocks

90

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

91

Cody Shirk: Taking Global Investing To Another Level

92

Josh Crumb: Global Commodity Outlook & Building ABAXX

93

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

94

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

95

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

96

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

97

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

98

Don Simmons: Building Hemisphere Energy $HME

99

Taylor Sulik: Building A Tungsten Mining Company From Scratch

100

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

101

[REPLAY] Lobo Tiggre: Junior Mining Speculation

102

Luis Sanchez: Hunting for Net-Nets

103

Greg Orrell: How To Outperform The $GDX

104

Jenny Chase: Solar Industry Deep Dive

105

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

106

GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum

107

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

108

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

109

Doug Ramshaw: How To Build A Mine That Makes Money

110

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

111

@RagingBullCap: BQE Water $BQE.V Deep Dive

112

@Erik_YWR: A Crash Course on Inflation

113

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

114

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

115

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

116

Alberto Alvarez: Uranium, Ero Copper, and PGMs

117

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

118

Auke Hoekstra: The Bull Case For Renewables

119

Left Field Investing: Acne, Fungus, and Prison Stocks

120

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

121

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

122

Aaron Edelheit: Dumpster Diving in Cannabis

123

Rebecca Hunter: Life As A Uranium Explorer

124

Peter Pham: Inversion Investing

125

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

126

Philoinvestor: Know Thy Edge, Know Thyself

127

Chris Martenson: Uranium, Tin, Copper, and Oil

128

Alberto Ayuso: Shipping & Tankers 101

129

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

130

Yaron Naymark: Reflecting On Six Years At 1 Main Capital

131

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

132

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

133

Dan Bianchini: Midwest Energy Emissions Corp $MEEC Deep Dive

134

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

135

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

136

[REPLAY] Judd Arnold: Seeking Convexity in Offshore Energy

137

Conor Maguire: Fertilizer Stocks & $OCI

138

Lobo Tiggre: Junior Mining Speculation

139

Keith Smith: Mining Services 101

140

Brian Laks: Uranium, Tin, and Hunting For Hated

141

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

142

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

143

Daren Heitman (Azarias Capital): Uranium Bull Thesis 101

144

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

145

David Bastian: Distressed Investing 101 w/ Kingdom Capital

146

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

147

John Evans: Dissecting Offshore Services w/ Subsea7 CEO

148

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

149

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

150

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

151

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

152

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

153

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

154

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

155

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

156

Mike Alkin: The Ultimate Uranium Crash Course

157

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

158

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

159

James Davolos: Precious Metals Royalty & Streaming Deep Dive

160

Calvin Froedge: An Unconventional Path To Common Sense Investing

161

Otavio Costa: Precious Metals Deep Dive

162

Alex Verge: Building Journey Energy $JOY

163

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

164

Will Thomson: Critical Raw Materials Deep Dive

165

Judd Arnold: Seeking Convexity in Offshore Energy

166

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

167

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

168

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

169

Trader Ferg: Investing in Post-Bankruptcy Energy Plays

170

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

171

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

172

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

173

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

174

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

175

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

176

Rory Johnston: Oil & Gas Industry Crash Course

177

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

178

Nathalie Sinyard: Crash Course on Burnout

179

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

180

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

181

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

182

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

183

Peter Mantas: Life Sciences Deep Dive (Part 2)

184

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

185

Samer Hakoura: Ashtead Group $AHT Deep Dive

186

Robert Brooks: CECO Environmental $CECE Deep Dive

187

Twitter Spaces: @Mr_Neutral_Man Howard Hughes $HHC Deep Dive

188

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

189

Scott Willis: Commodity Investing 101

190

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

191

Jeremy Kokemor: Ferguson PLC $FERG Deep Dive

192

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

193

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

194

Sean Emory: Fiverr $FVRR Deep Dive

195

Taylor Pearson: Ergodicity All The Way Down

196

Brom Rector: The Business of Psychedelics

197

Twitter Spaces Q&A: Doomberg

198

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

199

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

200

Doomberg: The Story Behind The Green Chicken

201

Paul Andreola: How To Find The Next XPEL

202

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

203

Christian Ryther: Water The Flowers & Cut The Weeds

204

Carvana $CVNA: Will It Survive?

205

@ChasingTheVig: What Actually Drives Stock Performance?

206

Eugene Ng: Searching For "Zero To One" Companies

207

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

208

Jay Singh III: Mergers, Arbitrages, and SPAC Opportunities

209

Alex Morris (TSOH_Investing): Retail Industry Deep Dive

210

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

211

Ben Claremon: How To Evaluate Management & Capital Allocation

212

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

213

Elliott @mu2myoc: The Truth About Affordable Housing Investing

214

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

215

Robert Prather: A Crash Course on Short Selling

216

Logan Bartlett: The State of Software Venture Investing

217

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

218

Aaron Edelheit: Crash Course on Cannabis Investing

219

Twitter Spaces: Bill Brewster Q&A

220

@KlendathuCap: Reminiscences of a FinTwit Anon

221

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

222

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

223

Lucas Tomicki: Systematically Hunting For Compounders

224

Austin Swanson: Cardlytics (CDLX) Deep Dive

225

Peter Mantas: Crash Course on Life Sciences & Biotech Investing

226

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

227

Amy Jo Kim: Deconstructing The Best Social Games

228

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

229

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

230

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

231

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

232

Shrubbery Capital: What 15 Years In Hedge Funds Teaches You

233

FinTwit's Top SPAC Ideas of 2022 & Beyond

234

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

235

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

236

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

237

Matthew Sweeney: Frameworks, Patience, and Edge

238

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

239

Jessica Ablamsky: Marrying Momentum & Fundamental Investing

240

Steve Gorelik: Crash Course on Eastern European Investing

241

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

242

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

243

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

244

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

245

Tom Morgan: How To Become A Curiosity Sherpa

246

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

247

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

248

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

249

Louisa Nicola: How To Supercharge Decision-Making

250

David Polansky: Babushkas & The Quest For 20% IRRs

251

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

252

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

253

Steven Wood: Constructivism & The Psychology of A Great Investor

254

Omri Velvart: Value Investing At The Age of Acceleration

255

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

256

SinStockPapi: Tobacco Stocks, ESG Signaling & Limbic Investing

257

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

258

Harris Perlman: Finding Hidden Treasure w/ @OtterMarket

259

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

260

David Kaye: The Business of Video Game Development

261

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

262

@the10thman1: Carvana $CVNA Deep Dive

263

Utako Kojima & Aya Weissman: Special Situation Investing In Japan

264

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

265

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

266

James Davolos: The Best Businesses To Own During Inflation

267

Michael Fritzell: Investing Opportunities In Asia & Beyond

268

Myles Danielsen: An Inside Look at Institutional Allocators

269

Kyler Hasson: Buying Quality Compounders At A Fair Price

270

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

271

Rob Mahan: Deep Value Investing in Eastern Europe

272

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

273

Ben Gordon: The Hunt For Extraordinary Returns

274

Nik Lentz: UFC, Insane Discipline, and Trading Stories

275

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

276

Matteo Franceschetti: Building A Data-First Sleep Powerhouse

277

ARK Enters The Bear Cave w/ Edwin Dorsey

278

Finding The Best Brand-Building Businesses w/ Kristen LaFrance

279

Investing in Nordic & African Businesses w/ Erick Mokaya

280

Pinterest (PINS) Deep Dive w/ Rihard Jarc

281

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

282

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

283

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

284

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

285

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

286

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

287

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

288

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

289

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

290

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

291

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

292

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

293

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

294

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

295

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

296

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

297

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

298

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

299

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

300

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

301

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

302

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

303

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

304

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

305

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

306

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

307

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

308

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

309

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

310

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

311

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

312

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

313

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

314

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

315

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

316

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

317

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

318

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

319

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

320

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

321

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

322

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

323

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

324

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

325

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

326

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

327

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

328

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

329

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

330

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

331

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

332

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

333

Maj Soueidan, GeoInvesting.com (Episode 10)

334

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

335

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

336

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

337

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

338

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

339

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

340

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

341

Spin-off Investing with Richard Howe (Episode 1)