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
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
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
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
