Value Hive Podcast

Adam Rossi: Investing In The Age of DOGE

Mar 7, 2025

Adam Rossi, a private investor and entrepreneur with a rich background in cyber and defense, shares his unique perspectives on investing and life. He draws parallels between his passion for beekeeping and investment strategies, emphasizing patience and calculation. The conversation navigates insights into the defense sector, highlighting emerging opportunities and challenges for smaller companies. Rossi also discusses the potential of Master Limited Partnerships and the importance of maintaining flexibility for a rewarding life, blending financial acumen with personal philosophy.

01:09:07

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Episode guests

Adam Rossi

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Quick takeaways

Adam Rossi combines his passions for investing, beekeeping, and maple syrup production, demonstrating the importance of personal fulfillment alongside financial pursuits.

The podcast highlights a disciplined investment approach centered on long-term opportunities, favoring high conviction ideas and minimizing emotional trading decisions.

Current dynamics in the defense sector reveal significant growth potential for contractors amidst government procurement changes and heightened military technology demand.

Deep dives

Macro Ops and Its Unique Community

Macro Ops aims to deliver high risk-adjusted returns while cultivating a vibrant and engaged investing community. Unlike other services, it boasts significant member retention due to the support and quality of resources provided, including differential research and education. The community primarily consists of professionals and dedicated retail investors, all united by their commitment to continuous improvement in investing. Such a structure not only fosters long-term relationships but also enhances the overall investing experience.

Intro

2min

From Beekeeping to Investing

25min

Navigating Investment Convictions and Defense Sector Insights

28min

Investing Insights in Aerospace and Defense

3min

Investing in Master Limited Partnerships

4min

Embracing Flexibility for a Fulfilling Life

3min

Captivating Conversations: Choosing Historical Dinner Companions

3min

I'm thrilled to have Adam Rossi on the podcast. Adam is a private investor, successful businessman, entrepreneur, beekeeper and maple syrup salesman.

Adam has decades of experience building companies in the cyber and defense spaces. We spent an hour discussing DOGE, defense stocks, and investing like a family office.

I really enjoyed this conversation and I know you will too.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.

For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

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TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.