Value Hive Podcast

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.

Doug Ramshaw, CEO of Minera Alamos, shares his expertise in building profitable mines, discussing topics like identifying good projects, aligning company interests with shareholders, and protecting shareholders from dilution. He emphasizes using cash from operations to expand resources and navigating challenges in the mining sector. Mining investors and generalists will find valuable insights in this episode.

Revisiting a Twitter Spaces conversation on Carvana's survival, with guests discussing liquidity, valuation, and potential bankruptcy risks. Highlights include bullish views, logistic challenges, fraud analysis, and playful bets on stock outcomes. Insights on Carvana's innovation, market timing, and asset control provide a comprehensive look at the company's future prospects.

The podcast covers a deep dive into BQE Water $BQE.V with insights on its business model, multiple catalysts, and low float. It explores the company's growth, operational transformation, and revenue impact of key projects. There are discussions on the competitive landscape, strategic acquisitions, and the evolving mining sector towards sustainability. The episode also delves into the economic aspects of BQE services, labor inflation, regulatory compliance, and investment opportunities in the mining industry.