Value Hive Podcast

Jenny Chase, a solar analyst at BloombergNEF and author, shares her insights on the solar industry’s evolution. She discusses solar panel adoption and critical raw materials like silver and tin. Jenny highlights common misconceptions investors have about solar energy. The conversation dives into the dynamics of solar technology and the integral role of metals in production. She also explores advancements in energy storage and her quest to simplify solar finance in her book, ensuring listeners are informed and entertained.

Dive into the fascinating world of SPACs and warrants with Jerome, who shares his unique investment journey blending finance and music royalties. Discover his strategies for assessing de-SPAC'd companies and the importance of financial metrics in a competitive market. Uncover the growth potential of mental health platforms like Talkspace and the challenges that lie ahead. Jerome also reflects on the value of connecting through shared experiences, from historical dinner debates to personal relationships, all while navigating the thrills of the stock market.

Greg Orrell, a standout at OCM Gold Fund, has outperformed the GDX dramatically, delivering an impressive 81% return since 2008. He dives deep into the gold mining industry, sharing strategies for analyzing and investing in gold producers. Greg highlights the significance of sound management practices and insider ownership in mining investments. He also discusses effective engagement strategies for portfolio management and the challenges younger investors face in navigating historical cycles. A treasury of insights for anyone interested in the precious metals market!

Garrett Goggin, founder of The Golden Portfolio, boasts over 15 years of expertise in gold and silver mining stocks. He shares insights on navigating the mining landscape, including researching potential investments and exploring international opportunities, especially in Latin America. Garrett discusses the importance of shareholder value, risks of dilution, and evaluates mining stocks with a focus on cash flow. He also emphasizes portfolio construction strategies tailored for precious metals, highlighting the anticipated future of gold and silver investments.

Join John Swallow, CEO of Idaho Strategic Resources and committed owner-operator, as he discusses innovative approaches in the mining industry. He emphasizes the need for cash flow-driven sustainability over hollow promises in junior mining. Swallow shares insights on aligning executive incentives with shareholder interests and fostering a positive work culture while exploring gold and rare earth elements. Discover the disparities in gold prices versus mining stock performance, and learn about his passion for community legacy and preserving history.

Cody Shirk, a surfer and founder of the Explorer Report, shares his exhilarating journey through global investing. He recounts thrilling adventures in Latin America and a haunting trek to Chernobyl for uranium research. Cody dives into the complexities of investing in precious metals and the influence of geopolitical issues on markets. He discusses the allure and risks of navigating global business, alongside the importance of enjoying life beyond finance. Get inspired by his adventures and insights into sustainable investments!

Join Josh Crumb, a commodities expert passionate about the energy transition and founder of Abaxx Futures Exchange. He shares insights into the evolving landscape of global commodities, particularly the influence of Asia and China. Crumb discusses the mining labor shortage and innovative solutions for trading, touching on transformative technologies that could redefine industry practices. Tune in for captivating discussions on the future of energy markets and the importance of strategic planning in mining investments.

Dave Waters, a renowned investor known for his insights on illiquid stocks, shares his unique take on navigating the complexities of the expert market. He discusses the allure of small-cap companies that remain public against the odds and reflects on lessons learned from past investment mistakes. Waters emphasizes a structured yet adaptable approach to global investment opportunities, particularly in sectors like mining and commercial real estate. Tune in for a deep dive into value investing that will intrigue any investment enthusiast!

Dive into insightful discussions on the latest Q2 fund letters from Legacy Ridge and Kathmandu Capital. Discover their cautious cash allocation strategies and sector performances amid volatile market conditions. The podcast highlights an intriguing recovery perspective on NagaCorp, showcasing its growth potential post-COVID. Additionally, explore the strategic expansion of Caspi and Voujian Group in Kazakhstan along with a comparative analysis of small-cap versus large-cap stocks. It's a treasure trove of investment insights!

@BuyCheapAndPray, a deep value investing contributor, and @theotheraharon, an expert in investment strategies, dive into the world of undervalued stocks. They cover position sizing, emphasizing diversification and risk management in portfolio construction. Listeners learn valuable lessons from past mistakes and gain insights into current investment opportunities, including AQN and Porsche. The duo discusses the importance of a contrarian mindset and the critical metrics needed to identify hidden potential in cheap stocks, making this conversation a treasure trove for aspiring investors.