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Value Hive Podcast

Latest episodes

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7 snips
Mar 28, 2025 • 1h 17min

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

Jeremy Raper, an expert on Japan's economic shifts and corporate governance reforms, shares invaluable insights in his latest chat. He discusses Japan's evolving investment climate, focusing on balance sheet unlocking and recent governance changes. Raper also tackles the pressures of public shaming on companies and the rising trend of shareholder activism. He analyzes the impacts of Trump's tariffs on corporate strategies and dives into commodity investments, emphasizing how geopolitical events and tech advancements influence market dynamics.
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Mar 21, 2025 • 41min

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)

The podcast dives into Giverny Capital's Q4 2024 investment performance, highlighting both hits and misses in their portfolio amidst tech-driven market shifts. It also navigates the gold and copper markets, discussing challenges like underinvestment and regulatory hurdles in mining. Attention turns to the Democratic Republic of Congo's rising status as a copper powerhouse and innovative recycling methods in response to supply chain concerns. The industrial sector's strategies amidst environmental changes further enrich the conversation.
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Mar 14, 2025 • 1h 39min

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

This is a replay of our podcast in 2023. This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on shorting, including the Silicon Valley Bank case. The conversation then shifts to event-driven investing with the Hunter Douglass Saga as an example of Social Activism.Jeremy also provides insights on Japanese capitalism and the importance of idea generation through pattern recognition. He mentions FAR Limited ($FAR.ASX) as another example of Social Activism and touches on commodity investing.[0:00] Catch Up since Last Podcast[4:00] Lessons on Shorting: Silicon Valley Bank[19:00] Event Driven Inverting: The Hunter Douglass Saga[38:00] Japanese Capitalism[58:00] Idea Generation < Pattern Recognition[1:02:00] FAR Limited ($FAR.ASX)[1:08:00] Commodity Investing[1:35:00] More from Jeremy and Closing Questions
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12 snips
Mar 7, 2025 • 1h 9min

Adam Rossi: Investing In The Age of DOGE

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.
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Feb 28, 2025 • 1h 15min

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

In this conversation, Matt Warder, a coal industry expert from Seawolf Research, shares his deep insights on the evolving coal market and why coal stocks remain undervalued. He discusses the implications of metallurgical coal for steel production and the expected uptick in coal output. Additionally, Matt reflects on his memorable dinner with investor Mohnish Pabrai, offering valuable lessons from that experience. His unique journey from aspiring medical student to coal consultant adds a personal touch to this intriguing exploration of commodities.
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Feb 21, 2025 • 31min

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

Discover the intriguing world of investment strategies and market challenges. Delve into Colebrooke Opportunities Fund's latest acquisitions and the shifting dynamics of Eurocell and NAHL Group. Uncover the post-pandemic dilemmas facing dating apps like Bumble. Gain insights into long-term investment success through activism and strategic decision-making. Explore transformative case studies that highlight the importance of adapting to market evolution and recognizing subtle performance changes.
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9 snips
Feb 14, 2025 • 57min

Swen Lorenz: Drowning in Undervalued Shares

Swen Lorenz, the mastermind behind Undervalued-Shares.com, navigates the exciting world of underappreciated investments. He shares his journey into niche markets, emphasizing how intuition guides his stock analysis. Swen discusses the impact of political shifts on valuations, highlighting gems like Kistos in energy. He also explores the tension between AI and traditional investment strategies, pondering the future of authenticity in a tech-driven world. Plus, his travel insights offer a unique lens for spotting investment opportunities globally.
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Feb 7, 2025 • 1h 17min

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

Ernest Scheyder, a Reuters writer and author of "The War Below," shares his insights on critical minerals like lithium and copper. He delves into the ethical dilemmas surrounding lithium mining and its impact on environmental preservation. The conversation highlights the complexities of mining projects, especially the Resolution Copper Project and its effects on local communities. Scheyder emphasizes the need for balance between resource extraction and biodiversity, igniting thoughtful dialogue on the geopolitics of minerals and the future of energy.
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Jan 31, 2025 • 1h 24min

Stephen Farrington: An Unemployed Small-Cap Value Degenerate

Stephen Farrington, a small-cap investor and author of the Unemployed Small-Cap Value Degenerate Substack, shares his eclectic journey from chef to investor. He discusses investment philosophies, evaluates financial companies, and explores generational trust issues between boomers and millennials. Farrington dives into market dynamics, highlighting the potential of Cleveland Cliffs amidst a value sell-off, while also addressing the challenges inflation poses for seniors. The conversation also touches on globalization, AI's impact on jobs, and the culinary inspirations that shaped his unique perspective on investing.
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Jan 24, 2025 • 1h 16min

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

John Swallow, CEO of Idaho Strategic, has transformed his company's fortunes from near bankruptcy to a thriving $160M enterprise. In this conversation, he highlights the boom in gold prices and the importance of employee ownership and community. John discusses ambitious drilling plans and strategic partnerships while maintaining a focus on sustainable growth. He also delves into the intriguing history of the Murray Gold Belt and the rising significance of rare earth elements, showcasing the dynamic landscape of the gold mining industry.

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