Value Hive Podcast

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.

Erik from YWR.world discusses inflation, drivers of inflation/deflation, past 20 years in the US, why current situation might be different, and profiting in a higher inflation world.

Calvin Froedge, a high school dropout turned successful investor, discusses his common-sense approach to investing in real assets. He shares insights on companies like Petrobras and Ecopetrol, his unconventional journey to Panama for tax benefits, and unique investment strategies in the tanker industry. Calvin's refreshing perspective and back-of-the-napkin investing style make for an entertaining and informative conversation.

In this podcast, they discuss Q4 2023 investor letters from Greenhaven Road, GreenWood Investors, and Silver Beech Capital. They talk about market swings, long-term growth strategies, investment opportunities in owner-managed businesses, and potential investments in the energy sector. The episode also highlights the importance of attention misappropriation, pickpocketing techniques, and strategies for long-term profit.

David Bastian, Owner of Kingdom Capital, discusses the potential of GEN Restaurant Group resembling Kura Sushi's growth. The podcast explores investments in coal, office retail, and real estate, along with analyzing Jen Restaurant Group's investment potential. Insights on Children's Place challenges and the impact of a bridge collapse on the coal market are also discussed. Unconventional investment opportunities and market curiosities add depth to the conversation.

The podcast delves into the world of commodities with a focus on uranium assets, Ero Copper, and Platinum Group Metals (PGMs). Discussions include transitioning from uranium to copper investments, marketing strategies in the mining industry, analyzing investment opportunities, and exploring the future of PGMs. The conversation also touches on investment opportunities in metals and royalties, engaging discussions on Substack and Twitter, and ends with gratitude and sponsor ads for financial services.

Exploring investment strategies of Salt Light Capital and Legacy Ridge Capital, discussing energy challenges, power generation sector dynamics, and navigating industry uncertainties. Insights into Cedar Creek Partners' Q4 2023 performance, diverse investment topics, advancements in AI tech, and growth post-acquisition by Transaction Capital.

I loved this conversation for a few reasons. One, Auke is an incredibly smart person. You'll pick that up quickly. Two, I don't agree with everything Auke believes, which makes for a fascinating conversation. Auke is a staunch renewable energy advocate. I'm on the fence. I think we can live somewhere in between where fossil fuels play their role, and if it is economical and just as good, renewables should be there too. We spend almost 90 minutes discussing: The bull case for renewable energy Mythbusting popular renewable bear cases Copper versus Aluminum Fixing The Electricity Grid And more. If you're interested in energy, renewables, or electrification metals, you will love this episode. Finally, a big thanks to the following sponsors for making the podcast a reality. 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. For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. 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! Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠⁠⁠⁠⁠⁠⁠⁠tegus.co/valuehive⁠⁠⁠⁠⁠⁠⁠⁠ for a free trial to see for yourself. 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. Marhelm Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.