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Value Hive Podcast

Latest episodes

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Jan 10, 2020 • 1h 2min

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

Dr. Andrew Wittman is the founder of the Mental Toughness Training Center, a leadership consultancy specializing in peak performance, team dynamics, resolving conflict in the workplace and is the author of the book, “Ground Zero Leadership: CEO of You” (2016). A Marine Corps infantry combat veteran and former federal agent, he holds a Doctorate of Philosophy in Theology, is a guest lecturer at Clemson University, and co-hosts the radio call-in show, “Get Warrior Tough.” As a leadership and peak-performance expert working across five continents, Andrew has successfully added tens of millions in profit to his clients’ bottom line, through his trade-mark cellular problem-solving methods before becoming a motivational keynote speaker. In this episode, Dr. Wittman discusses mindset, how to improve corporate culture, how to ask better questions and why he's so against positive thinking.  If you want to find out more about Dr. Wittman, check out his website: www.getwarriortough.com   Also find him on Twitter @WarriorToughPhD and email andrew@getwarriortough.com  Make sure to rate us and leave us a review -- it goes a long way. While you're at it. Subscribe to our free, weekly newsletter Value Hive. Value Hive provides curated, value investing content straight to your inbox. For free. Forever. Check it out here! --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Jan 6, 2020 • 1h 9min

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

Joe Boskovich and Brian Laks run Old West Capital Management. The firm describes its investment process as "A focus on people forms the core of Old West's investment process. As a first principle, we believe that the soundest way to protect and grow our capital is by aligning ourselves with management teams who have high stock ownership and smart pay." Joe started the company with his father.  I chat with the guys about their investment approach, capital allocation and the importance of owner-operators. Joe discusses Howard Jonas' collection of assets and capital allocation strategies. We also dive into Old West's investment filtering criteria, and their focus on insider purchasing.  We end the conversation with Brian Laks' bullish case on uranium. Old West opened a separate opportunity-specific fund that's focused exclusively on uranium investments.  If you want to find out more information, here's where to go: - Joe's Twitter: https://twitter.com/boskovic64 - Brian's Twitter: https://twitter.com/brianlaks - Old West website: https://www.oldwestim.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Dec 30, 2019 • 54min

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

In today's episode I chat with Darren Fong. Darren is a portfolio manager at Calgary-based Investment firm Acumen Capital. Since the Fund's inception (March, 11 2016), Darren's outperformed the TSX Small Cap Index by nearly 600bps annually. Darren dives into the nuances of investing in Canadian small-cap companies. Differences in Canadian management teams and how they allocate capital. We then chat about Darren's investment process, how he finds stocks, and what makes his process unique. Finally, Darren breaks down how first-time investors should approach the Canadian markets (it's not all energy companies!) If you want to know more about Darren, check him out on Twitter @dsunfong or his firm's website acumencapital.com While you're at it, make sure to give our podcast a like and a review on whatever medium you're listening on! Also, please subscribe to our newsletter Value Hive. We bring curated, value investing content straight to your inbox. Every week. For free. Here's the link: https://valuehive.safechkout.net/ --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Dec 23, 2019 • 1h 17min

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

Thomas Bachrach is Principal of PFH Capital. PFH is a one-man investment fund focused on global, micro-cap investing. Thomas isn't afraid to go where others won't. He scours the corners of the globe to find interesting, off-the-beaten path securities. In this episode, Thomas discusses his investment process, where he's finding value in the global markets, and the importance of going global. He shares stories of his time as an accountant for a large, Egyptian company, as well as war stories from investments gone bad. Finally, we touch on specific markets that are ripe for investment (hint: it's Poland). You can find Thomas on Twitter @pfhcapital and his website, pfhcapital.com --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Dec 20, 2019 • 1h 17min

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

Andrew Walker is co-founder of Rangeley Capital and founder/writer of Yet Another Value Blog.  In this episode, Andrew and I discuss media investments, review his media guide blog posts (here's parts 1, 2 and 3) and highlight specific ways to play the coming un-bundling phenomenon.  Andrew is a media investment savant. This is a must listen for anyone interested in media stocks, sports rights or legacy cable companies. He's also a diehard sports fan. We end up chatting about various sports teams that could use some fresh ownership (Redskins -- I'm looking at you). If you want to know more about Andrew, check out the following links: His twitter: @AndrewRangeley His website: YetAnotherValueBlog.com His fund: Rangeley Capital --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Dec 16, 2019 • 1h 6min

Spin-off Investing with Richard Howe (Episode 1)

This is an all-out spin-off podcast. Brandon chats with Richard Howe, founder of StockSpinoffInvesting.com. Brandon and Richard discuss everything spin-off related. Richard focuses on smaller-cap spin-offs, and goes deep into his research process. The hour-long episode covers current ideas, past ideas, the history behind spin-off investing and what Richard likes going forward. Show-notes: Richard's website: stockspinoffinvesting.com Richard Howe on Twitter: @stockspinoffss (with two 's') Value Hive Newsletter: https://macro-ops.com/value-hive/ Books Mentioned: Tim Ferriss' 4-Hour Work Week, Joel Greenblatt's You Can Be A Stock Market Genius --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

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