Value Hive Podcast

Entrepreneur Taylor Sulik discusses reviving US critical mineral production through tungsten mining. Topics include acquiring mining claims, utilizing small SMRs, funding strategies, and drawing inspiration from historical figures like Ernest Shackleton.

Guest Evan Tindell from Bireme Capital discusses investor psychology, shorting Costco, lessons from poker, position sizing, betting big on META, SOTP valuation stories, Japanese value stocks, and time allocation in a wide-ranging conversation.

This is a replay of my 2023 conversation with Lobo Tiggre of Independent Speculator. Lobo is one of the premier voices in junior mining speculation, and you can tell why throughout this podcast. Lobo pulls no punches. He tells it like it is -- the good, the bad, and the ugly -- all while educating and entertaining you along the way. It's a fantastic listen, and one that you will want to listen to multiple times to get the most out of the conversation. If you like what you heard, go follow him on Twitter @duediligenceguy. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers. I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more! TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.

Luis Sanchez, a full-time net-net investor, shares insights on selecting net-net stocks and portfolio construction. Topics include Luis's process, selecting net-net stocks, and portfolio construction. The discussion is perfect for fans of bottom-fishing, deep value, or net-nets.

Greg Orrell, Manager of OCM Gold Fund, shares insights on outperforming GDX by 75%, dissecting gold miner industry, analyzing gold producers, and portfolio management strategies. Also discusses insider ownership, successful investments, and navigating investor hesitancy in the mining industry.

Jenny Chase, solar analyst with BloombergNEF, talks about solar panel adoption rates, raw material inputs, solar value chains, and misconceptions investors have about solar. They also touch on silver usage in solar panels, challenges in the solar industry, and the purpose of her book 'Solar Power Finance Without the Jargon'.

Just Judd Arnold pitching Navios Maritime $NMM and why he thinks its cheap and why it could reach $200/share in the future. Remember guys, none of this is investment advice. It's shipping. You will probably lose all your money, This is for educational/entertainment purposes only. Make sure you read Judd's 50-page memo on $NMM if you want to explore the idea further. Big thanks to Judd for coming on the podcast. He's one of our most popular guests and I always come away smarter from talking to him. And for full disclosure: I do not own $NMM stock at the time of this recording and publishing. That could change in the future. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers. I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more! TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.

GorillaGrip, a commodities investor, discusses geopolitics, material companies analysis, and commodity cycles. Topics include copper and aluminum insights, the importance of water access in mining, geopolitical implications of metal markets, and future conflicts over critical minerals like copper.

Investor and writer Mat Roiss shares insights on portfolio construction, stock selection, valuation criteria, and areas of current interest. Topics include buying 'hated' stocks in Hong Kong, analyzing Lion Rock Group, Chinese EV market dynamics, precious metal mining companies, European stocks, and commodity investments. The podcast also delves into philosophical discussions on investing approaches and information sharing.

Finance expert Judd Arnold shares a wild off-market deal involving TSA, US Government, patent litigation, and a 60+ year old inventor. They dissect legal battles, escalating damages, and government incompetence. A captivating mix of reality and fiction with holiday vibes.