Value Hive Podcast

This week we have Tom Morgan, Director of Communication and Content at the KCP Group.  This episode we will focus on how to become a curiosity sherpa and what that really means, how we can close the gap between map and territory, how to lean into your impulse, how investors fall in love with their own thesis and why we should destroy our mental models. We also discuss Tom’s thoughts on the potential global face change, and we’ll finish the conversation on the flow of networks and systems: how to understand it all? If you enjoyed this podcast, please follow Tom on Twitter @tom_morganKCP  Also, please read Tom's work here.  Check out the time-stamp below:  [0:00] Who is Tom Morgan?  [8:10] Destroying Mental Models [14:00] How To Do Strategic Rehearsals  [26:00] Closing The Gap Between The Map & Territory  [40:00] Falling in Love With Your Own Thesis [58:00] What is The Potential Global Phase Change? [1:07:00] NFTs, DAOs, and Bubbles [1:10:30] The Flow of Networks: The Second Derivatives [1:15:00] The ESG Mandate [1:24:00] The Future Successful Investor [1:29:30] What is Tom Morgan working on? [1:35:00] Closing Questions This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR This episode is also brought to you by Quartr. Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. We're also excited to partner with MITIMCo, the investment office of MIT. In order 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 those 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 stock-pickers, and more.   Check them out at mitimco.org/global-investor today! Finally, we're proud to announce our newest sponsor, Tegus! Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. Since joining, I spend nearly all my time reading Tegus calls on existin

Hey guys! This week we have a special guest Adam Singer, the VP of marketing and LEX Markets. We covered a variety of topics ranging from working for Google, investing in life sciences companies such Invitae (NVTA), what is LEX Markets plus we get to know Adam’s early life, how he became a DJ and music composer, he explains to us what are Potemkin numbers and how fishing, poker, and investing are very similar and last but not least we talked about  technology dystopia and if we are becoming an ant colony? This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR This episode is also brought to you by Quartr. Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Finally, we're proud to announce our newest sponsor, Tegus! Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. Since joining, I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. Check out our time-stamp below:  [0:00] Who is Adam Singer? [14:00] Joining Google  [19:00] Life Sciences Investing: Invitae (NVTA)  [36:00] Joining LEX Markets [44:00] Becoming a DJ and Composing Music  [50:00] Are we relying too much on Technology?  [1:05:00] Technology Dystopia: Are we becoming an ant colony?  [1:10:00] Enhancing your first life with your second life.  [1:20:00] Everything should be like Youtube and Soundcloud. [1:25:00] Fishing, Poker and Investing. [1:37:00] NFTs’ Future  [1:43:00] Potemkin NUmbera and Faking Clout. [1:49:00] More from Adam Singer and Closing Question If you like what you hear from Adam, please follow him on Twitter @AdamSinger. 

Shreekkanth Viswanathan is the founder and portfolio manager at SVN Capital. In this episode we had an amazing conversation about Shreekkanth’s investment criteria, his M&A background, his time at Advisory Research, founding SVN Capital  idea generation, idea sourcing, and we discussed two ex-US investing: Automatic Bank Services (SHVA) located in Israel and Livechat Software (LVC) located in Poland. Check out the time-stamp below:  [1:18] The State of the Investment Union  [5:00] Evolution Gaming  [8:00] Shreekkanth Investment Criteria [16:00] Shreekkanth’s M&A Background  [21:00] Advisory Research Type of Investments [27:00] Does Valuation Matter in the Current Environment?  [32:00] Founding SVN Capital.  [42:50] Ex-Us Ideas: Automatic Bank Services (SHVA) [1:03:00] Ex-Us Ideas: Livechat Software (LVC) [1:19:00] More from Shreekkanth and Closing Questions This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR This episode is also brought to you by Quartr. Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Finally, we're proud to announce our newest sponsor, Tegus! Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. Since joining, I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

Hey gang! I'm stoked to bring you my Twitter Spaces interview and Q&A with Ben Kovler, founder and CEO of Green Thumb Industries $GTII.  GTII is a cannabis MSO (multi-state operator) betting big on consumer brands in the recreational cannabis space. The company sports a $7B market cap and generates over $750M in annual revenue.  During the Spaces, I give Ben a more formal 1v1 interview about the business, long-term strategies, and how he thinks about branding. After that, we open the floor to live Q&A from those in attendance.  I can't thank Ben and the listeners enough. Listeners asked great questions and Ben was extremely generous with his time in giving us over an hour on a Labor Day Sunday.  If you like what you heard, give Ben a follow here.  Please note: I do not hold any GTII stock as of the date of this recording.  This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR This episode is also brought to you by Quartr. Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Finally, we're proud to announce our newest sponsor, Tegus! Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. Since joining, I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

This week we're diving into the physiology, biology and neurological side of investing and general performance with Louisa Nicola a Neuroscientist, Neurophysiologist and founder of Neuro Athletics. We learn a little bit about Louisa’s life, how she went from being an elite olympic level athlete to being a neuroscientist, neurophysiologist, and founding Neuro Athletics. What some of the misconceptions about neurology, how our “brain endurance” help us in making sharp decisions, how we can use dopamine so we can achieve our goals, and last, but not least, the importance of sleep in our everyday life and how we can improve it. [0:00] Who is Louisa Nicola? [2:50] Recovering from a Car Accident [10:00] Misconceptions about Neurology [12:40] Andy Murray and Warren Buffet: Making Sharp Decisions. [22:00] Reward Prediction Error: Dopamine the Motivation Molecule.   [33:00] What To Do If You Are Underperforming? [37:00] Louisa’s Steel Tunnel Analogy.  [53:00] How to Improve Your Sleep?  [1:00:00] Micro-dosing and the Future of Consumer Psychedelics. [1:08:00] Closing Questions If you enjoyed the podcast please follow Louisa on Twitter here and check out her SubStack Neuro Athletics.  This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR This episode is also brought to you by Quartr. Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Finally, we're proud to announce our newest sponsor, Tegus! Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. Since joining, I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

This week we chat with David Polanksy, co-founder and managing partner at Immersion Investments.  David is a terrific investor, independent thinker, and an all-around great guy. He's also CRIMINALLY under-followed on Twitter with less than 500 followers.  Let's change that, folks.  David and I spend two hours discussing myriad topics, including:  David's Investing Guiding Principles The Five Types of Investments David Makes eDreams Odigeo (EDR) BasicFit (BFIT) I thoroughly enjoyed this conversation and I know you will too. David drops plenty of knowledge bombs during the podcast and I know you'll be smarter for it.  This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR This episode is also brought to you by Quartr. Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Finally, we're proud to announce our newest sponsor, Tegus! Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.  Since joining, I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. 

Today we had the privilege of speaking with Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management LLC. He has a very interesting background, he worked with the San Antonio Spurs on the Acquisition Department, we discussed the intricacies of basketball analytics, what does his research process looks like, from initial due diligence to deep dives, and how much he spends on research, we also talked about two of his ideas At Home (HOME) and Thunderbird Entertainment Group (TBRD) and we wrapped our conversation with tips and tricks on learning how to do nothing.  [0:00] Introduction  [4:40] How Did You End Up Working with the San Antonio Spurs? [11:00] Parallels Between Basketball Operations and Investing [18:30] Is it Possible to Do a DCF on a Basketball Player? [28:00] The Key Main Drivers For Valuing a Player [39:00] A Day in the Life of Adam Wilk [45:00] Adam’s Bread and Butter Investment [50:00] How to Manage a Watchlist [1:00:00] At Home (HOME): Why Was It an Attractive Business?  [1:09:00] HOME's Private Equity Takeover  [1:19:00] Private Deals at the Expense of Shareholder Value  [1:24:00] Thunderbird Entertainment Group (TBRD)  [1:29:00] TBRD’s Bear Thesis  [1:30:00] Learning to Do Nothing  [1:42:00] Adam’s Hobbies  [1:50:00] More from Adam Wilk If you enjoyed this podcast please follow Adam on Twitter @AKWilk

This week we chat with Dan McMurtrie, co-founder and Portfolio Manager of Tyro Partners. Tyro manages assets for Institutions and High Net Worth Individuals. We utilize a deep dive research process focused on evaluating the secular trends and supply chains driving Technology, Healthcare, Industrial, and Consumer markets. Today Dan joins The Hive for a three-hour podcast with topics ranging from post-consciousness, Maslow's Hierarchy of Needs, Fad Investing, and Lessons For Emerging Managers.  Dan is a fantastic investor and an even better human. I hope you listen to the show in its entirety as Dan continually drops knowledge bombs about life as an emerging manager.  If you don't already, please follow Dan on Twitter @SuperMugatu. Also, if you're interested in Dan's firm Tyro Partners, check them out here.  This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR We're also proud to introduce our newest sponsor, Quartr! Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

This week we had a conversation with Steven Wood founder of Greenwood Investors. We covered a variety of topics ranging from joining the board of 500-year-old Portuguese Institution, Steven’s latest book “The Builders” and how he is writing it, the white paper he is publishing on how family businesses operate plus Steven is a huge psychology geek and he gave us an insight on how our left and right brain interact and what we can do to take full advantage of both sides. Here are the time-stamps:  [0:00] Who is Steven Wood? [4:00] Misunderstood Quality. [8:20] Activism vs Constructivism. [19:30] Asking tough Questions to Managers. [26:00] The Role of a Board Member in Public Company. [36:00] The Journey from Investor to Board Member: CCT.   [55:00] Steven Wood’s Book: The Builders. [1:10:00] The Left and Right Brain in Investing. [1:20:00] Why Steven Woods loves Running.   [1:36:00] More from Steven Wood and Closing Questions If you enjoyed the conversation and want to learn more, follow Steven on Twitter here and check out his website here.  This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR We're also proud to introduce our newest sponsor, Quartr! Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

This week we had a conversation we Omri Velvart Founder & CIO @ Legacy Value Partner. We dive into his journey from being a Deep Value Investor to investing in Quality, why he invested in Salesforce (CRM) and Facebook (FB), what is Value Chain Investing, and last but not least we had a conversation about investing in Israel businesses. Please do yourself a favor and follow Omri on Twitter (here). He is criminally underfollowed and I hope we can change that! If you're interested in what he's doing at Legacy Value Partners, check out their Twitter page, here.  Here is the conversation time-stamp:  [0:00] Who is Omri Velvet? [13:30] From Deep Value Investing to Quality Investing [17:00] Advantages of Being Small [20:00] Investing in Salesforce (CRM) [32:00] Value Chain Investing: Facebook [44:00] Mistakes on Value Chain Investing: Semiconductor Industry [54:00] Investing in Tech Israel Businesses [1:05:00] Possible Red Flags on Investing in Israel [1:12:00] Exciting Businesses to Invest in [1:13:00] Talkspace, Inc (TALK)  [1:27:30] Omri Velvart’s Interests [1:32:00] More from Omri Velvart and Closing Questions This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR We're also proud to introduce our newest sponsor, Quartr! Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.