
Value Hive Podcast
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 on antiquated ideas. Passionate discourse on all things investing.
Join us as we strive to improve a little bit each day: https://macro-ops.com/
Latest episodes

Jun 6, 2025 • 1h 17min
Purple Drink Capital (Pt. 2): Trading, Psychology, and Crude Oil
Purple Drink Capital returns for a lively discussion packed with trading insights. As a trader immersed in price action and market sentiment, he shares fascinating perspectives on the psychological aspects of trading. The conversation delves into effective trading strategies, exploring the use of moving averages to identify trends. They examine the intricacies of the crude oil market, identifying crucial trading opportunities and market dynamics. Listeners gain valuable lessons on aligning strategies with personal psychology while navigating the ever-shifting landscape of trading.

May 30, 2025 • 32min
Investor Audibles: Hosking Partners May 2025 Letter
Dive into the fascinating world of capital cycles and long-term investing insights from Hosking Partners' May 2025 letter. Explore how Warren Buffett's strategies have shaped successful investment approaches. Discover the importance of replacement value in guiding investment decisions with examples from companies like Coupang. Learn about dynamic capital cycle investing, which encourages high-performing investments. This episode is packed with tips for navigating the market while emphasizing the significance of strong management and supply dynamics!

May 23, 2025 • 1h 13min
[REPLAY] Jeff Sands: How To Fix A Business In 100 Days
In this engaging discussion, Jeff Sands, a three-time Turnaround Of The Year award winner and founding partner of Dorset Partners, shares his expertise in rescuing struggling businesses. He emphasizes the crucial role of cash flow over traditional accounting metrics and highlights the need for crisis management education. Listeners gain insights into effectively coaching banks during financial distress and identifying core business identities. Jeff also recounts real-world turnaround examples and the emotional aspects of navigating business failures, making for a captivating and informative conversation.

May 16, 2025 • 1h 15min
James Elbaor (Marlton LLC): Investing In Investors
James Elbaor, founder of Marlton LLC and former BlackRock investment strategist, dives deep into the world of investing. He discusses the psychology behind great investors and the importance of networking for emerging fund managers. Elbaor emphasizes value investing strategies, shares insights on navigating single stocks, and highlights the role of interpersonal qualities in evaluating management teams. With a candid look at thematic investing and market dynamics, this conversation is a goldmine for anyone looking to refine their investment approach.

50 snips
May 9, 2025 • 1h 17min
Erik_YWR (Part 2): French Stocks, European Banks, and South Korea
The discussion dives into the resurgence of European bank stocks, highlighting their earnings momentum and growth potential. It also explores underappreciated investment opportunities in South Korea, focusing on low earnings multiples despite challenges for foreign investors. Insights into the evolving global investment landscape reveal trends in sectors like biotech and emphasize the psychological aspects of long-term investing, inspired by legendary investors. Lastly, there's a light-hearted take on Theodore Roosevelt's adventurous life and conservation legacy.

24 snips
May 2, 2025 • 31min
Q1 2025 Investor Audibles: 1Main Capital, Alluvial Capital, NZS Capital
Get ready to dive into a thrilling analysis of current market trends and investment strategies. The journey begins with insights on navigating volatility, emphasizing defensive strategies that have yielded impressive returns, particularly in biotech. The discussion shifts to the financial maneuvers of various funds as they tackle global economic uncertainties and adapt to emerging opportunities. With expert perspectives and a focus on proactive management, this conversation is a treasure trove for savvy investors!

Apr 25, 2025 • 1h 7min
Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation
Adrian Godas, a battery metals consultant and author of 'Bajo Tierra', dives into the fascinating world of mining history and investment opportunities. He discusses the rich legacy of mining techniques that have stood the test of time. Adrian shares insights from his new role at FastMarkets and highlights investment strategies in companies like Alphamin Resources and District Metals amidst geopolitical challenges. The conversation also touches on the importance of networking and insider knowledge in discovering mining opportunities.

Apr 18, 2025 • 16min
Jeremy Raper (Lost File): Westinghouse Bankruptcy Story
Joining the discussion is Jeremy Raper, an expert who covered the Westinghouse Bankruptcy, a pivotal event in the nuclear sector. He shares insights on the catastrophic financial mishaps that led to Westinghouse's downfall, discussing the ripple effects on the industry. Raper also offers valuable advice on researching emerging industries, emphasizing strategic thinking and resourcefulness. With his sharp analysis, he sheds light on investment opportunities within the uranium market and hints at broader trends in sectors like aircraft leasing.

Apr 11, 2025 • 1h 19min
[REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon
Join Ina, known as @BuyCheapAndPray, a contrarian deep value investor with a global outlook. They dive into the essentials of deep value investing, contrasting it with typical strategies and sharing lessons from past missteps. Discussions include the art of portfolio construction and the balance between risk and reward. Ina discusses the emotional aspects of investing and the significance of thorough research. Tune in for insights on undervalued stocks and strategies for adapting to market shifts!

7 snips
Apr 4, 2025 • 1h 17min
Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold
Join a captivating conversation covering the complexities of gold investing and the unpredictability of mining stocks. The guests share personal trade stories that changed their lives, offering valuable insights. Delve into the future of Nintendo, discussing the much-anticipated Mario Kart's features and the market viability of the Switch 2. Explore the parallels between bodybuilding discipline and financial strategies, emphasizing mental clarity and guidance for success in both realms. A riveting mix of finance and personal growth awaits!