Value Hive Podcast

Guest Aaron Edelheit, an investor in the cannabis industry, discusses the challenges of cannabis investing in 2022, the benefits of cannabis as a replacement for toxic substances, the potential of the cannabis sector, measuring and comparing cannabis companies, craft branding strategy, revenue and growth in the industry, and opportunities in the cannabis industry. Two sponsors, Ticker and Marhelm, are also mentioned.

Rebecca Hunter, VP of Exploration at Forum Energy Metals, shares her experience as a uranium explorer. Topics include geophysics, drilling, capital allocation, red flags in junior explorer companies, uranium market supply/demand imbalance, and the future of yellow cake.

Peter Pham, a unique investor with a different type of conversation, discusses topics such as overcoming biases, inversion investing by betting on the US dollar, analyzing market highs and lows, exploring the macro economy and societal trends, and communicating and creating a unique brand. The podcast also delves into the rise and fall of China and India as superpowers, using broad knowledge for informed trading decisions, and the intriguing story of the last alchemist.

Investor Audibles series featuring PFH Capital, Sohra Peak Capital, and Old West Asset Management. Topics include evaluating investments, inflation, gold as international reserves, uranium sector opportunities, investing alongside management, value investing, and U-Haul's business performance.

Philo Investor, an experienced investor, discusses developing your own investing style, old vs. new business models, Coursera, Udemy, Duolingo, Disney vs. Netflix, breaking bad habits, and buying on the highs versus lows.

Chris Martenson, author of 'Crash Course' and founder of PeakProsperity.com, discusses commodities like tin, copper, uranium, oil, gold, and silver. They explore investment opportunities in the oil market, the importance of uranium in the energy sector, challenges in upgrading the electricity grid, and government interventions in financial crises. They also discuss the influence of Carl Jung and recommend a book that changed their perspective.

Alberto Ayuso, a shipping/tankers analyst shares his expertise on the shipping industry. Topics discussed include the boom-bust cycle, the business model of Zim Shipping Company, financing and loan maturities, areas of interest and past opportunities, leveraging Twitter for information, and a dinner with a ship owner.

I'm excited to share this week's podcast with Judd Arnold. This is Judd's third appearance on Value Hive and he never disappoints. This week we're doing something completely different. We're dissecting one of Judd's past off-market deals that involves the TSA, The US Government, tons of patent litigation, and an 60+ year old inventor who made something obvious that wasn't so obvious. It's a great Christmas/Holiday break from my current content of investor letters and individual stock ideas. I hope you enjoy it. Please note that neither Judd Arnold nor myself are legal professionals or attorneys and we DO NOT play ones on the internet. Nothing you listen to is investment or legal advice. Also, we couldn't do this show without our sponsors! 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.

Yaron Naymark reflects on six years at 1 Main Capital, discussing lessons learned, an investment idea in Dental Corp, and the challenges faced by one-man shop managers. They explore portfolio allocation, daily process and time management, evolving investment ideas, and analyzing debt structures. They also touch on the stability of the dental industry, investment strategy, top investments, and express optimism for the future.

This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds: Third Point Capital Sohra Peak Capital Greenhaven Road Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! 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.