Value Hive Podcast
293 episodes - English - Latest episode: 4 days ago - ★★★★★ - 79 ratingsWelcome to The Hive! It's nice in here, isn't it?
The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day.
If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast.
Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing.
Join us as we strive to improve a little bit each day: https://macro-ops.com/
Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
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Episodes
Tom Morgan: How To Become A Curiosity Sherpa
October 01, 2021 11:00 - 1 hour - 91.8 MBThis week we have Tom Morgan, Director of Communication and Content at the KCP Group. This episode we will focus on how to become a curiosity sherpa and what that really means, how we can close the gap between map and territory, how to lean into your impulse, how investors fall in love with their own thesis and why we should destroy our mental models. We also discuss Tom’s thoughts on the potential global face change, and we’ll finish the conversation on the flow of networks and systems: h...
Adam Singer: Investing in Life Sciences, Tech Dystopia, and Online Worlds
September 24, 2021 11:00 - 1 hour - 109 MBHey guys! This week we have a special guest Adam Singer, the VP of marketing and LEX Markets. We covered a variety of topics ranging from working for Google, investing in life sciences companies such Invitae (NVTA), what is LEX Markets plus we get to know Adam’s early life, how he became a DJ and music composer, he explains to us what are Potemkin numbers and how fishing, poker, and investing are very similar and last but not least we talked about technology dystopia and if we are becoming ...
Shreekkanth Viswanathan: Finding Great Businesses Outside The US (SHVA.TSE & LVC.WSE)
September 17, 2021 11:00 - 1 hour - 80.8 MBShreekkanth Viswanathan is the founder and portfolio manager at SVN Capital. In this episode we had an amazing conversation about Shreekkanth’s investment criteria, his M&A background, his time at Advisory Research, founding SVN Capital idea generation, idea sourcing, and we discussed two ex-US investing: Automatic Bank Services (SHVA) located in Israel and Livechat Software (LVC) located in Poland. Check out the time-stamp below: [1:18] The State of the Investment Union [5:00] Evoluti...
Ben Kovler: Live Q&A w/ Founder/CEO of Green Thumb Industries $GTII
September 15, 2021 11:00 - 1 hour - 73 MBHey gang! I'm stoked to bring you my Twitter Spaces interview and Q&A with Ben Kovler, founder and CEO of Green Thumb Industries $GTII. GTII is a cannabis MSO (multi-state operator) betting big on consumer brands in the recreational cannabis space. The company sports a $7B market cap and generates over $750M in annual revenue. During the Spaces, I give Ben a more formal 1v1 interview about the business, long-term strategies, and how he thinks about branding. After that, we open the floor...
Louisa Nicola: How To Supercharge Decision-Making
September 10, 2021 11:00 - 1 hour - 71.7 MBThis week we're diving into the physiology, biology and neurological side of investing and general performance with Louisa Nicola a Neuroscientist, Neurophysiologist and founder of Neuro Athletics. We learn a little bit about Louisa’s life, how she went from being an elite olympic level athlete to being a neuroscientist, neurophysiologist, and founding Neuro Athletics. What some of the misconceptions about neurology, how our “brain endurance” help us in making sharp decisions, how we can use...
David Polansky: Babushkas & The Quest For 20% IRRs
September 03, 2021 11:00 - 1 hour - 106 MBThis week we chat with David Polanksy, co-founder and managing partner at Immersion Investments. David is a terrific investor, independent thinker, and an all-around great guy. He's also CRIMINALLY under-followed on Twitter with less than 500 followers. Let's change that, folks. David and I spend two hours discussing myriad topics, including: David's Investing Guiding Principles The Five Types of Investments David Makes eDreams Odigeo (EDR) BasicFit (BFIT) I thoroughly enjoyed th...
Adam Wilk: From Spurs To Stocks & The Power of Doing Nothing
August 27, 2021 11:00 - 2 hours - 115 MBToday we had the privilege of speaking with Adam Wilk, Founder and Portfolio Manager of Greystone Capital Management LLC. He has a very interesting background, he worked with the San Antonio Spurs on the Acquisition Department, we discussed the intricacies of basketball analytics, what does his research process looks like, from initial due diligence to deep dives, and how much he spends on research, we also talked about two of his ideas At Home (HOME) and Thunderbird Entertainment Group (TBR...
Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness
August 20, 2021 11:00 - 3 hours - 177 MBThis week we chat with Dan McMurtrie, co-founder and Portfolio Manager of Tyro Partners. Tyro manages assets for Institutions and High Net Worth Individuals. We utilize a deep dive research process focused on evaluating the secular trends and supply chains driving Technology, Healthcare, Industrial, and Consumer markets. Today Dan joins The Hive for a three-hour podcast with topics ranging from post-consciousness, Maslow's Hierarchy of Needs, Fad Investing, and Lessons For Emerging Managers...
Steven Wood: Constructivism & The Psychology of A Great Investor
August 13, 2021 11:00 - 1 hour - 95.6 MBThis week we had a conversation with Steven Wood founder of Greenwood Investors. We covered a variety of topics ranging from joining the board of 500-year-old Portuguese Institution, Steven’s latest book “The Builders” and how he is writing it, the white paper he is publishing on how family businesses operate plus Steven is a huge psychology geek and he gave us an insight on how our left and right brain interact and what we can do to take full advantage of both sides. Here are the time-stam...
Omri Velvart: Value Investing At The Age of Acceleration
August 06, 2021 11:00 - 1 hour - 90.5 MBThis week we had a conversation we Omri Velvart Founder & CIO @ Legacy Value Partner. We dive into his journey from being a Deep Value Investor to investing in Quality, why he invested in Salesforce (CRM) and Facebook (FB), what is Value Chain Investing, and last but not least we had a conversation about investing in Israel businesses. Please do yourself a favor and follow Omri on Twitter (here). He is criminally underfollowed and I hope we can change that! If you're interested in what he'...
China Tech Sell-off Explained: Twitter Spaces Feat. Rui Ma
July 30, 2021 11:00 - 1 hour - 93.8 MBThis week we're releasing the recording of a Twitter Spaces I hosted on Tuesday (07/27). Topic: China Tech Sell-Off Co-hosts: Rui Ma (@ruima), Jessica Ablamsky (@jablamsky), BuyandHold (@BuyandHoldd), and Mayhem For Markets (@Mayhem4Markets) This was a fantastic discussion on all things Chinese investing from VIEs to venture capital flows, and even a few stock pitches. At one point we had nearly 300 people listening to the conversation. I learned a ton about the Chinese public and pri...
SinStockPapi: Tobacco Stocks, ESG Signaling & Limbic Investing
July 23, 2021 11:00 - 1 hour - 73.4 MBThis week we have @sinstockpapi joining the Value Hive. We dive into why invests in sin stocks, what is limbic capitalism, everything you need to know about tobacco companies such as British Tobacco, what is the Lindy Effect, the bull and bear case for Swedish Match, his thoughts on ESG investing, and a Q&A from the FinTwit Community. Here is the time-stamp: [0:00] Who is @sinstockpapi? [4:30] Investment Philosophy [9:00] Understanding the Business as a Customer [13:00] Lessons Learn...
Kyla Scanlon: Tik-Tok, Creator Economies, and DAOs
July 16, 2021 11:00 - 43 minutes - 40.3 MBThis week’s guest is the one and only FinTwit/TikTok celebrity Kyla Scanlon. Kyla tells her experience on creating financial content specifically for Tik Tok. She gives us an insight into the creative content grind: how she comes up with ideas, how she produces her videos, managing feedback, mistakes learned, creator wellness and burnouts. Plus we have a little side conversation about Decentralized Autonomous Organizations (DAOs). [3:00] Kyla’s First TikTok Video [7:30] The Creative Proces...
Harris Perlman: Finding Hidden Treasure w/ @OtterMarket
July 09, 2021 11:00 - 1 hour - 77.6 MBWe're stoked to have Harris Perlman join The Hive this week. Harris is a full time investor specializing in micro-cap/nano-cap stocks all across the globe. If it's tiny, obscure, off-the-beaten-path and with a bit of hair, odds are Harris has studied it. To get an idea of who he is, know this. Harris has gone from A-Z on both the OTC Market Exchange and the Canadian TSX Exchange. Yep, that's dedication. This week Harris dives deep into his investment process and philosophy. He shares mistak...
Robert Mulcahy: Tiny Stocks, Lemonade $LMND, and Letting Winners Run
July 02, 2021 11:00 - 1 hour - 67.2 MBThis week is all about the micro-cap space and we have Robert Mulcahy or the @tinystockninja on Twitter. We covered a variety of topics ranging from how Robert started his investing journey, identifying mistakes and how to correct them, how he manages his portfolio and allocates capital, his view, as former insurance professional, on the $LMND AI Twitter debacle, and last but not least his bull thesis on his latest high conviction micro-cap bet: Crexendo ($CXDO). This episode is brought to ...
David Kaye: The Business of Video Game Development
June 25, 2021 11:00 - 1 hour - 68.2 MBThis week we had a fantastic conversation with David Kaye, the president and co-founder of Snapshot Games. We talked about a variety of different topics such as David’s first video game company, how different types of video games companies will allocate capital, how NFTs could be used in the video game industry, Unity vs. Epic Games, and what are some KPIs that investor should look for when investing in the video game industry. This episode is brought to you by BullpenCareers.com. BullpenCa...
Chris Barto: Mitek Systems $MITK, Swing Trading w/ Options, & Fiducia Invest
June 18, 2021 11:00 - 1 hour - 56.2 MBThis week we're stoked to have Chris Barto join The Hive. Chris is a former investment analyst at a boutique RIA in Pittsburgh and current founder of Fiducia Investment Research LLC. Chris runs a concentrated, transparent, and in-depth research service covering high-quality businesses with durable competitive advantages. The site is perfect for people who are interested in learning about different businesses, read market commentary, as well as develop a place to interact with other investors...
@the10thman1: Carvana $CVNA Deep Dive
June 11, 2021 11:00 - 1 hour - 73.6 MBToday’s episode we had a conversation with the anonymous twitter account @the10thman1 about his exceptional Carvana’s bull thesis. We covered everything that an investor needs to know about Carvana, whether it is Carvana’s history, the used car industry, Carvana’s Competitive advantages, what Carvana needs to improve in order to succeed, the bear thesis against Carvana and @the10thman1’s fair value for Carvana. [0:00] Who is @the10thman1? [8:30] Expectation Investing [12:00] From Energy t...
Utako Kojima & Aya Weissman: Special Situation Investing In Japan
June 04, 2021 11:00 - 54 minutes - 50.8 MBThis week I'm thrilled to be joined by Utako Kojima and Aya Weissman. Both women work at Horizon Kinetics and help run the Japan Special Opportunity Strategy. Aya is a Co-Portfolio Manager and Director of Asia Strategy at Horizon. With over 30 years of investment experience, Aya was previously a founder and Chief Investment Officer of AS Hirota Capital Management, LLC. Prior to that, her experiences included acting as a portfolio manager specializing in Japanese securities for Kingdon Ca...
Thomas Bachrach: Kaspi.kz $KSPI, Allegiance Coal $AHQ, & Exotic Ideas
May 28, 2021 11:00 - 1 hour - 79.3 MBThis week we have another returning guest, Thomas Bachrach! Thomas Bachrach is PFH Capital’s Principal and an OG Value Hive guest! He focuses on esoteric, off-the-beaten-path micro-cap companies, and on this episode, he shares two of his latest investments: Kaspi ($KSPI), a Kazakhstan fin-tech business, and Allegiance Coal ($AHQ.ASX), an Australian Coal Company. He also shares how he finds, researches, and manages companies located in different countries, and the investment mistakes he made ...
Harris Kupperman: IPO Unlocks, KEDM.com, Tankers & More!
May 21, 2021 10:00 - 1 hour - 67.5 MBWelcome back Harris Kupperman! This is the second time Kuppy is on the Value Hive Podcast. This time around we talked about different event-driven strategies found on his Kuppy’s Event Driven Monitor (KEDM) such as investing in post-bankruptcy stocks and IPO unlocks ($AFRM), what is like managing an event-driven portfolio and at the end of the episode, he answered some of the questions from the Twitter community! This episode is brought to you by BullpenCareers.com. BullpenCareers.com is a ...
James Davolos: The Best Businesses To Own During Inflation
May 14, 2021 11:00 - 56 minutes - 52.7 MBLet’s talk about the 4.2% elephant in the room, that’s right! This week is all about inflation and luckily we had the privilege to talk to James Davolos, Portfolio Manager at Horizon Kinetics, to help us understand inflation at a deep level. We talked about what is the CPI and how it is measured, the effect that inflation has on risk assets, what is duration on risk assets, how not to hedge against inflation, but most importantly he shared how we can effectively hedge against inflation by ...
Michael Fritzell: Investing Opportunities In Asia & Beyond
May 07, 2021 11:00 - 1 hour - 67.6 MBMichael Fritzell is a Swedish Investor based in Singapore and the owner of the Asian Century Stocks Newsletter. During our talk Fritz shares the path that took him to live in Beijing, the cultural differences that he noticed while living there, the geopolitical issues between China and Taiwan, and of course his investing experience as a Swedish investor in the Asian equities market, including: Diligence for Asian companies The role of the Chinese Government inside companies Some miscon...
Myles Danielsen: An Inside Look at Institutional Allocators
April 30, 2021 11:00 - 1 hour - 90.3 MBMyles Danielsen joins the Hive this week to chat all things Institutional Investment Allocation. According to his firm's website, Myles is a Principal at Hall Capital Partners LLC in the Public Equity group, responsible for research, identification, due diligence, and monitoring of long-only public equity investments and long-short equity hedge funds. In addition to his core role in public equities, he is a key member of the Cross Asset Research & Strategy team. Myles spends an hour and a h...
Kyler Hasson: Buying Quality Compounders At A Fair Price
April 23, 2021 11:00 - 1 hour - 71.6 MBThis week I chat with Kyler Hasson, investment manager and founder of ConcentratedCapital.com. Kyler loves buying great businesses that can compound invested capital over long periods of time. In other words, he's a Compounder Bro. Kyler didn't follow the "normal" investor path, if there is one. He started dabbling in investing at age 18 and was immediately hooked on quality investing. Hasson skipped much of the cigar-butt stage and instead spent his time learning about the best businesses...
Kyler Hasson: How To Not Get Bored Buying Quality Compounders
April 23, 2021 11:00 - 1 hour - 72.5 MBThis week I chat with Kyler Hasson, investment manager and founder of ConcentratedCapital.com. Kyler loves buying great businesses that can compound invested capital over long periods of time. In other words, he's a Compounder Bro. Kyler didn't follow the "normal" investor path, if there is one. He started dabbling in investing at age 18 and was immediately hooked on quality investing. Hasson skipped much of the cigar-butt stage and instead spent his time learning about the best businesses...
Kelvin Seetoh (@SlingshotCap): How To Spot Emerging Moats & ORGS Deep Dive
April 16, 2021 12:03 - 1 hour - 67.2 MBKelvin Seetoh (aka @SlingshotCap on Twitter) joins the Hive this week to chat about all things emerging moats, $ORGS, and the importance of staying young in investing. I recorded this episode at 9:00 PM my time (EST), so big thanks to Kelvin for showing up with his A-game at 9 AM sharp Singapore time! If you like what you heard from Kelvin, make sure to follow him on Twitter @SlingShotCap. The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They'...
Rob Mahan: Deep Value Investing in Eastern Europe
April 09, 2021 10:00 - 1 hour - 65.4 MBThis week we chat with Rob Mahan. Rob's a part-time investor and founder of DeepValueInvestments.wordpress.com. Rob's blog is dedicated to finding massively discounted stocks from every part of the world. His findings take him through Eastern Europe, Asia, and all across the market cap spectrum. Rob is a traditional deep value investor. He seeks businesses trading <6x earnings with double digit yields. To him, anything over 10x earnings is expensive. So far his strategy has worked. Since 2...
Jason Greenwald: Luck, Real Estate and The Power of Ego
April 02, 2021 10:00 - 1 hour - 68.2 MBThis week we're stoked to bring you our conversation with Jason Greenwald. Jason is a full-time investor allocating capital between private real estate and public markets. On the real estate side, Jason buys all his properties in foreclosure auctions. In public equities, he wants to buy great businesses at great prices. Jason's real estate experience biases him towards a long-term public equity mindset. He'll gladly buy and hold investments as long as the thesis is working and his returns ...
Ben Gordon: The Hunt For Extraordinary Returns
March 26, 2021 10:00 - 1 hour - 83.6 MBThis week I had the privilege to talk with Ben Gordon. He is the founder and head portfolio manager at Blue Grotto Capital. This episode is a deep dive into Ben’s process of researching and finding ideas, why he started Blue Grotto, his prior work at GMT, why he went long on Spectrum Brands and Cedar Fair Entertainment, and why shorting is a dark art. Here is the time-stamp: [0:00] The Story Behind Blue Grotto [3:00] Who is Ben Gordon? [6:40] From Analyst to PM: Emerging Markets Wireles...
Nik Lentz: UFC, Insane Discipline, and Trading Stories
March 19, 2021 10:00 - 1 hour - 77.8 MBIn this week’s episode, we had a conversation with Nik Lentz a former UFC fighter with a 30-12 fighting record that has a passion for trading. He is arguably one of the most unique guests of the show. During our conversation, Nik shared why he became a UFC fighter and what it's like to be a UFC fighter, how he got into trading options and derivatives, and of course, tells us about the parallels that exist between fighting and trading. [0:00] Nik’s Fighting Journey. [3:00] How Nik Became A ...
Tyler Kirkpatrick: Dream Unlimited (DRM), AutoCanada (ACQ) & All Things Canadian Value
March 12, 2021 11:00 - 1 hour - 73.3 MBThe Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better, including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. We're also excited to announce our newest sponsor, Eight Sleep! Eight Sleep makes products that improve your sleep through personalized temperature, smarter data, and patented technology....
Matteo Franceschetti: Building A Data-First Sleep Powerhouse
March 05, 2021 11:00 - 43 minutes - 40.3 MBThe Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. This week I chat with Matteo Franceschetti, founder and CEO of Eight Sleep. Eight Sleep is revolutionizing the way we think about sleep, performance, and health. Matteo's company reminds m...
ARK Enters The Bear Cave w/ Edwin Dorsey
February 26, 2021 13:11 - 1 hour - 70.7 MBThe Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. This week I chat with Edwin Dorsey, founder, and author of The Bear Cave. The Bear Cave is a short-focused newsletter dedicated to finding interesting companies doing sketchy things. Edwin...
Finding The Best Brand-Building Businesses w/ Kristen LaFrance
February 19, 2021 12:59 - 1 hour - 73.6 MBThe Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. In this week’s episode, we give you our conversation with Kristen LaFrance. Kristen LaFrance is the host of Shopify's Resilient Retail series. Prior to joining the Shopify team, she hosted...
Investing in Nordic & African Businesses w/ Erick Mokaya
February 12, 2021 13:00 - 1 hour - 62.6 MBThe Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. This week we chat with Erick Mokaya. Erick is a Ph.D. student at the Stockholm School of Economics, lead author for Transcript, and a life-long learner. He loves studying businesses and fi...
Pinterest (PINS) Deep Dive w/ Rihard Jarc
February 05, 2021 13:22 - 1 hour - 89.5 MBThis week we chat with Rihard Jarc, SaaS founder and author of the Uncover Alpha SubStack newsletter. Rihard has spent his life analyzing, investing, and creating software-based businesses. If you go by his Twitter bio, he's a growth investor, ex-portfolio manager, and CEO of TyplessAPI. Rihard's background makes him the perfect investor to dive deep into the Pinterest (PINS) bull thesis. PINS is one of Rihard's largest holdings and one he started buying for around $20. Our conversation div...
Emerging Markets, Alternative Assets & Worldly Wisdom w/ Tiho Brkan
January 29, 2021 14:16 - 2 hours - 113 MBThe Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. This week I chat with Tiho Brkan. Tiho is a private investor managing a family office. Tiho provides HNWIs & Family Offices with attractive deal flow from Real Estate (Rehab, Developments,...
Chasing Gem Dealers & Great Stocks w/ Alex Barrow, Macro-Ops.com
January 22, 2021 13:00 - 1 hour - 83.9 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Alex Barrow is the Co-Founder and Cheif Market Strategist at Macro-Ops.com. Alex joined the US Marine Corps on his 18th birthday just one month after the 9/11 terrorist attacks. He subsequently spen...
KKR, MCFT and The CLCT/NLAB Saga w/ Yaron Naymark, 1 Main Capital
January 15, 2021 13:00 - 1 hour - 93.5 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Yaron Naymark is the founder and portfolio manager of 1 Main Capital. On his website, Yaron "makes concentrated investments in high-quality reasonably valued businesses with long reinvestment runway...
Six Industries With Durable Moats w/ Lawrence Hamtil, Fortune Financial Advisors
January 08, 2021 13:14 - 1 hour - 82.9 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Lawrence Hamtil is a sixteen-year veteran of the financial services industry, having served clients in all aspects of the business during his career, which started in 2002. In 2005, he joined Dennis...
Movies, SPACs and IPO Manias with Michael Batnick, Irrelevant Investor (02.01)
January 01, 2021 13:00 - 54 minutes - 50.5 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Michael Batnick is the author of Irrelevant Investor, Director of Research at Ritholz Wealth Management, and co-host of the Animal Spirits Podcast with Ben Carlson. Michael is one of the most prol...
Movies, SPACs and IPO Manias with Michael Batnick, Irrelevant Investor
January 01, 2021 13:00 - 55 minutes - 51.4 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Michael Batnick is the author of Irrelevant Investor, Director of Research at Ritholz Wealth Management, and co-host of the Animal Spirits Podcast with Ben Carlson. Michael is one of the most prol...
All Things Enterprise Software w/ Shomik Ghosh, Boldstart VC (Ep. 57)
December 25, 2020 13:00 - 1 hour - 74.8 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Shomik Ghosh is a principal at Boldstart VC by day and resident Enterprise Software savant by night. Shomik's job at Boldstart VC is to find and become Day One partners with passionate, technical En...
All Things Enterprise Software w/ Shomik Ghosh, Boldstart VC
December 25, 2020 13:00 - 1 hour - 75.7 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Shomik Ghosh is a principal at Boldstart VC by day and resident Enterprise Software savant by night. Shomik's job at Boldstart VC is to find and become Day One partners with passionate, technical En...
The History of (Value) Investing w/ Jamie Catherwood, Investor Amnesia (Ep. 56)
December 18, 2020 13:00 - 1 hour - 61.9 MBJamie Catherwood is a Client Portfolio Associate at O’Shaughnessy Asset Management. He’s also the founder of Investor Amnesia. Investor Amnesia is passionate about bringing the world of financial history to life. Jamie’s passion for history started at an early age, and in his eyes, is a family affair. His father loves history. And his uncle was a historian by trade. Jamie provides a weekly read for subscribers every Sunday filled with financial history literature, stories of human psycholog...
Emerging Technology, Writing and Process w/ Packy McCormick (Ep. 55)
December 11, 2020 12:52 - 1 hour - 66.5 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Packy McCormick is the founder and creator of The Not Boring Newsletter and Not Boring Syndicate. What started as a COVID side-hustle quickly spiraled into a full-time job and never-ending passion. A...
Innovative Technology Investing w/ Brett Winton, Ark Investment (Episode 54)
December 04, 2020 13:00 - 1 hour - 69.4 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Brett Winton is the Head of Research at Ark Investment Management. Winton manages a team of analysts and helps forecast disruptive technologies. If that sounds like a hard job, it's because it is. An...
How To Find Life-Changing Stocks w/ @FromValue (Episode 53)
November 27, 2020 12:00 - 1 hour - 60.5 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Kris (@FromValue on Twitter) is the author of From Value To Growth premium research service on Seeking Alpha. Kris has grown his audience to >21K followers on Twitter and Seeking Alpha each. Kris' jo...
Working With Tiger Cubs & Spotting Frauds w/ Stephen Clapham, (Episode 52)
November 20, 2020 12:30 - 1 hour - 65.7 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Stephen Clapham has one of the most decorated resumes of any guest I've interviewed. He's traveled Europe as an equity analyst. Worked his way up to partnership status at multiple multi-billion dolla...