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
All Things Semiconductor Investing w/ @FoolAllTheTime, Episode 51
November 13, 2020 12:00 - 1 hour - 67.7 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. There's a theory that the best and smartest analysts on Twitter are anonymous. Our guest this week fits that mold. Mule (@FoolAllTheTime) is a generalist investment analyst with a passion for the sem...
All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51)
November 13, 2020 12:00 - 1 hour - 66.8 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. There's a theory that the best and smartest analysts on Twitter are anonymous. Our guest this week fits that mold. Mule (@FoolAllTheTime) is a generalist investment analyst with a passion for the sem...
$GOCO, $GDRX and Healthcare Investing w/ Richard Chu, Saga Partners (Episode 50)
November 06, 2020 13:00 - 1 hour - 80.2 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. Richard Chu is an investment analyst at Saga Partners where he seeks to find high-growth, highly asymmetric investment opportunities. How Richard ended up at Saga Partners is anything but traditional...
$CRWD, CANSLIM and High Growth Stocks w/ Christopher Seifel (Episode 48)
October 30, 2020 11:00 - 1 hour - 88.7 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. Christopher Seifel is an equity research analyst and runs the newsletter Seifel Capital (link here). Chris is one of the sharpest investors/analysts on Twitter, and it shows. He's quickly grown his T...
$CRWD, CANSLIM and High Growth Stocks w/ Christopher Seifel (Episode 49)
October 30, 2020 11:00 - 1 hour - 87.6 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. Christopher Seifel is an equity research analyst and runs the newsletter Seifel Capital (link here). Chris is one of the sharpest investors/analysts on Twitter, and it shows. He's quickly grown his T...
Deep Value Opportunities in Japan & Australia w/ Will Thrower, Dumile Capital (Episode 47)
October 23, 2020 11:00 - 1 hour - 78.3 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. Will Thrower is one of the most under-followed investors on Twitter. In fact, his Twitter profile is like the companies he hunts for: undervalued with long runways for growth. Our conversation took u...
Deep Value Opportunities in Japan & Australia w/ Will Thrower, Dumile Capital (Episode 48)
October 23, 2020 11:00 - 1 hour - 77.3 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. Will Thrower is one of the most under-followed investors on Twitter. In fact, his Twitter profile is like the companies he hunts for: undervalued with long runways for growth. Our conversation took u...
How To Write A Great Investment Thesis & More w/ Morgan Housel, Collaborative Fund
October 16, 2020 11:00 - 55 minutes - 51.3 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. Morgan Housel is a man that needs no introduction. He's a NY Times Bestseller, prolific writer for Collaborative Fund and great conversationalist. I'm still amazed I was able to swindle him into join...
How To Write A Great Investment Thesis & More w/ Morgan Housel, Collaborative Fund (Episode: 47)
October 16, 2020 11:00 - 54 minutes - 50.2 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. Morgan Housel is a man that needs no introduction. He's a NY Times Bestseller, prolific writer for Collaborative Fund and great conversationalist. I'm still amazed I was able to swindle him into join...
$NTDOY, $TWTR and The Dangers of Overworking w/ Aaron Edelheit, Mindset Capital
October 09, 2020 11:00 - 1 hour - 96.4 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. Aaron Edelheit is the CEO of Mindset Capital and author of the book, The Hard Break: The Case for a 24/6 Lifestyle. He also runs the newsletter, Mindsetvalue. Aaron's a tried-and-true value investor ...
$NTDOY, $TWTR and The Dangers of Overworking w/ Aaron Edelheit, Mindset Capital (Episode 46)
October 09, 2020 11:00 - 1 hour - 96.4 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. Aaron Edelheit is the CEO of Mindset Capital and author of the book, The Hard Break: The Case for a 24/6 Lifestyle. He also runs the newsletter, Mindsetvalue. Aaron's a tried-and-true value investor ...
$SE, $GRVY and Digital Transformation w/ Mads Christiansen (Episode 45)
October 02, 2020 11:00 - 1 hour - 58.4 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. Mads Christiansen is a private investor specializing in digital transformation, e-gaming and technology. He freely shares his thoughts and ideas on Twitter and also runs a YouTube channel (both you c...
$UBER Deep Dive w/ Abdullah, Mostly Borrowed Ideas (Episode 44)
September 25, 2020 11:00 - 1 hour - 69.7 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the p...
Unity Software ($U) Deep Dive w/ Aaron Bush, The Motley Fool (Episode 43)
September 18, 2020 11:00 - 1 hour - 57.6 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. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the p...
The Future of Esports, Sports Betting and Gaming w/ Will Hershey, Roundhill Investments (Episode 42)
September 11, 2020 11:00 - 56 minutes - 52.6 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. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the p...
What Makes Companies Like Shopify and Nike Great with Brett Bivens (Episode 41)
September 04, 2020 11:00 - 1 hour - 64.7 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. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the p...
What Makes Companies Like Shopify and Nike Great with Brett Bivens
September 04, 2020 11:00 - 1 hour - 64.7 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. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the p...
Business Mispricings, Risk Management and Sticking To Your Process w/ Gary Mishuris, Silver Ring Value Partners (Episode 40)
August 28, 2020 11:00 - 1 hour - 86.5 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. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the p...
What You Learn From 1,000+ CEO Interviews w/ Bobby Kraft, SNN Wire (Episode 39)
August 21, 2020 11:00 - 1 hour - 70.2 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. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due dilig...
The Power of Stock Checklists w/ Brian Feroldi, The Motley Fool (Episode 38)
August 14, 2020 10:31 - 59 minutes - 54.9 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. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due dilig...
Industrials, Cyclicals and a New Idea w/ Alex Jones, Porter Street Research (Episode 37)
August 07, 2020 11:00 - 1 hour - 88.8 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. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due dilig...
Micro Cap Mastery & Lessons in Unit Economics w/ Connor Haley, Alta Fox Capital (Episode 36)
July 31, 2020 11:00 - 1 hour - 61.8 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. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due dilig...
Episode 36: Micro Cap Mastery & Lessons in Unit Economics w/ Connor Haley, Alta Fox Capital
July 31, 2020 11:00 - 1 hour - 61.8 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. I couldn't be more excited to partner with TIKR. ***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due dilig...
Episode 35: Compounding Knowledge, Investments and Passion w/ Gautam Baid
July 24, 2020 11:00 - 1 hour - 63.4 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. I couldn't be more excited to partner with TIKR. Our guest this week is Gautam Baid, author of The Joys of Compounding. Gautam Baid, CFA, is portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as senior ...
Compounding Knowledge, Investments and Passion w/ Gautam Baid (Episode 35)
July 24, 2020 11:00 - 1 hour - 63.4 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. I couldn't be more excited to partner with TIKR. Our guest this week is Gautam Baid, author of The Joys of Compounding. Gautam Baid, CFA, is portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as senior ...
Episode 34: How To Find Long-Term Winners Early w/ Turner Novak, Gelt VC
July 17, 2020 12:00 - 1 hour - 58.4 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. I couldn't be more excited to partner with TIKR. I use it every single day. Alright, back to the podcast. Turner Novak is a venture capitalist and partner at Gelt VC. Turner came from a single-parent, low-income household and worked his way to becoming one of the more popular venture capital thinkers on Twitter today. Through hard work a...
How To Find Long-Term Winners Early w/ Turner Novak, Gelt VC (Episode 34)
July 17, 2020 12:00 - 1 hour - 58.4 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. I couldn't be more excited to partner with TIKR. I use it every single day. Alright, back to the podcast. Turner Novak is a venture capitalist and partner at Gelt VC. Turner came from a single-parent, low-income household and worked his way to becoming one of the more popular venture capital thinkers on Twitter today. Through hard work a...
[REPLAY] Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners (Episode 33)
July 10, 2020 12:00 - 2 hours - 120 MB[REPLAY NOTE]: Due to scheduling and travel I was not able to get a new podcast to you this week. I apologize and do not expect something like this to happen again. I chose Cliff's episode for a replay because it is one of my favorites, and also one of my first. New listeners will learn so much from Cliff's thoughts. Thank you for your support! Clifford Sosin runs CAS Investment Partners. The fund is a value oriented partnership focusing on investing in great businesses at discounted prices...
[REPLAY] Episode 33: Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners
July 10, 2020 12:00 - 2 hours - 120 MB[REPLAY NOTE]: Due to scheduling and travel I was not able to get a new podcast to you this week. I apologize and do not expect something like this to happen again. I chose Cliff's episode for a replay because it is one of my favorites, and also one of my first. New listeners will learn so much from Cliff's thoughts. Thank you for your support! Clifford Sosin runs CAS Investment Partners. The fund is a value oriented partnership focusing on investing in great businesses at discounted prices...
Episode 32: Dissecting Network Effects & Local Economies w/ Keith Smith, Bonhoeffer Capital
July 03, 2020 12:00 - 1 hour - 108 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. Keith Smith is the portfolio manager of Bonhoeffer Capital. Bonhoeffer is a global-oriented fund focused on finding compound mispricings across the capital structure. The fund looks for misunderstood businesses and poke around unconventional fishing holes on their quest for alpha generation. Keith joins the show to discuss his investment process, local scale economies and finding hidden opportunities across...
Dissecting Network Effects & Local Economies w/ Keith Smith, Bonhoeffer Capital (Episode 32)
July 03, 2020 12:00 - 1 hour - 108 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. Keith Smith is the portfolio manager of Bonhoeffer Capital. Bonhoeffer is a global-oriented fund focused on finding compound mispricings across the capital structure. The fund looks for misunderstood businesses and poke around unconventional fishing holes on their quest for alpha generation. Keith joins the show to discuss his investment process, local scale economies and finding hidden opportunities across...
ETFs, Deep Value and Lessons From Podcasting w/ Tobias Carlisle, Acquirer's Funds (Episode 31)
June 26, 2020 12:00 - 1 hour - 59.5 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. We're stoked to bring you this week's guest: Tobias Carlisle. Tobias is a Renaissance man in the investing community. He's written four books, captains two podcasts and runs two ETFs. Along with that he's a husband and a father to a beautiful family. Tobias is usually on the other end of these interviews. We chat about ETFs, daily routines, Berkshire Hathaway, asking better questions and more! Here's the...
Episode 31: ETFs, Deep Value and Lessons From Podcasting w/ Tobias Carlisle, Acquirer's Funds
June 26, 2020 12:00 - 1 hour - 59.5 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. We're stoked to bring you this week's guest: Tobias Carlisle. Tobias is a Renaissance man in the investing community. He's written four books, captains two podcasts and runs two ETFs. Along with that he's a husband and a father to a beautiful family. Tobias is usually on the other end of these interviews. We chat about ETFs, daily routines, Berkshire Hathaway, asking better questions and more! Here's the...
Finding Your Competitive Edge (& Lessons From Pro Volleyball) w/ Ryan Doherty (Episode 30)
June 19, 2020 12:00 - 1 hour - 74 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. Our 30th episode was one of the most esoteric conversations yet. This week, I had the pleasure of chatting with Ryan Doherty. Ryan was a former professional baseball pitcher (and at one point, the tallest professional player ever) turned professional volleyball player. Ryan went from never playing volleyball to beating gold medalist team Phil Dalhausser and Todd Rogers. We spend over an hour discussing pa...
Episode 30: Finding Your Competitive Edge (& Lessons From Pro Volleyball) w/ Ryan Doherty
June 19, 2020 12:00 - 1 hour - 74 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. Our 30th episode was one of the most esoteric conversations yet. This week, I had the pleasure of chatting with Ryan Doherty. Ryan was a former professional baseball pitcher (and at one point, the tallest professional player ever) turned professional volleyball player. Ryan went from never playing volleyball to beating gold medalist team Phil Dalhausser and Todd Rogers. We spend over an hour discussing pa...
Episode 29: Spin-off Extravaganza (OTIS, MSGE, IAC/MTCH) w/ Richard Howe, StockSpinOffInvesting.com
June 12, 2020 12:00 - 1 hour - 91.3 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. Richard Howe joins the Hive for the second time! It's our first guest with a second appearance and we're stoked to bring you this conversation. This episode is IDEA HEAVY and features 5-6 new spin-off ideas for you to research, study and add to your watchlist. Rich dives deep into the following spin-offs: Otis Worldwide (OTIS) Carrier (CARR) Ecolab (ECL) Madison Square Garden Entertainment (MSGE) IAC/...
Spin-off Extravaganza (OTIS, MSGE, IAC/MTCH) w/ Richard Howe, StockSpinOffInvesting.com (Episode 29)
June 12, 2020 12:00 - 1 hour - 91.3 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. Richard Howe joins the Hive for the second time! It's our first guest with a second appearance and we're stoked to bring you this conversation. This episode is IDEA HEAVY and features 5-6 new spin-off ideas for you to research, study and add to your watchlist. Rich dives deep into the following spin-offs: Otis Worldwide (OTIS) Carrier (CARR) Ecolab (ECL) Madison Square Garden Entertainment (MSGE) IAC/...
Global Investing & Finding Your Edge w/ Brad Hathaway, Far View Capital (Episode 28)
June 05, 2020 12:00 - 1 hour - 103 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. This week we chat with Brad Hathaway, managing partner of Far View Capital. Far View Capital invests around the globe on the hunt for special situations. Brad graduated from Yale University with a Political Science degree and quickly found his way to the hedge fund/private equity world. After honing his skills, Brad set off to start Far View Capital Management (website here). I loved this conversation. Yo...
Episode 28: Global Investing & Finding Your Edge w/ Brad Hathaway, Far View Capital
June 05, 2020 12:00 - 1 hour - 103 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. This week we chat with Brad Hathaway, managing partner of Far View Capital. Far View Capital invests around the globe on the hunt for special situations. Brad graduated from Yale University with a Political Science degree and quickly found his way to the hedge fund/private equity world. After honing his skills, Brad set off to start Far View Capital Management (website here). I loved this conversation. Yo...
Equity Investing Through a Creditor's Lens w/ Jeremy Raper, Raper Capital (Episode 27)
May 29, 2020 12:00 - 2 hours - 113 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive Today's guest is Jeremy Raper. Jeremy runs RaperCapital.com and recently launched a premium investment research service. Jeremy looks at public markets through the eyes of a credit analyst. This gives him a unique perception on markets, companies and capital structure situations. He's not afraid to invest all along the capital structure, and often writes about unique long/short bond opportunities. Before l...
Episode 27: Equity Investing Through a Creditor's Lens w/ Jeremy Raper, Raper Capital
May 29, 2020 12:00 - 2 hours - 113 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive Today's guest is Jeremy Raper. Jeremy runs RaperCapital.com and recently launched a premium investment research service. Jeremy looks at public markets through the eyes of a credit analyst. This gives him a unique perception on markets, companies and capital structure situations. He's not afraid to invest all along the capital structure, and often writes about unique long/short bond opportunities. Before l...
Episode 26: A Permanent Place For Hyper-Niche Software w/ Michael Girdley, Dura Software
May 22, 2020 12:00 - 1 hour - 100 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive This week we chat with Michael Girdley. Michael's list of accomplishments and ventures would take up the rest of this description! In short, he loves building businesses and creating products that resonate with customers. He's the founder of Geekdom Fund, CodeUp and his newly launched fund, Dura Software. The conversation covers all things venture capital, start-up business, as well as Michael's personal b...
A Permanent Place For Hyper-Niche Software w/ Michael Girdley, Dura Software (Episode 26)
May 22, 2020 12:00 - 1 hour - 100 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive This week we chat with Michael Girdley. Michael's list of accomplishments and ventures would take up the rest of this description! In short, he loves building businesses and creating products that resonate with customers. He's the founder of Geekdom Fund, CodeUp and his newly launched fund, Dura Software. The conversation covers all things venture capital, start-up business, as well as Michael's personal b...
How To Create Your Own Float w/ Kirk Du Plessis, OptionAlpha (Episode 25)
May 15, 2020 12:04 - 1 hour - 93.4 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive Can't believe we've made it 25 episodes! We couldn't have done it without our AMAZING followers and guests. I know everyone likes to say that, but it's true. You, our listeners don't download episodes to hear my endless drivel. And you, our guests, don't come on the show without knowing your voice will be heard. We're creating a tremendous flywheel and we're just getting started! This week we feature our ...
Episode 25: How To Create Your Own Float w/ Kirk Du Plessis, OptionAlpha
May 15, 2020 12:04 - 1 hour - 93.4 MBThis episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive Can't believe we've made it 25 episodes! We couldn't have done it without our AMAZING followers and guests. I know everyone likes to say that, but it's true. You, our listeners don't download episodes to hear my endless drivel. And you, our guests, don't come on the show without knowing your voice will be heard. We're creating a tremendous flywheel and we're just getting started! This week we feature our ...
More Than Shipping Stocks w/ Harris Kupperman, Praetorian Capital (Episode 24)
May 08, 2020 12:00 - 1 hour - 80.3 MBI'm thrilled to bring you Episode 24, my chat with Harris Kupperman (aka Kuppy) of Praetorian Capital. Kuppy is known for his views on all things tankers and shipping stocks. But he's more than that. Way more than that. Our conversation dives deep into Kuppy's overall investment philosophy, how he stumbled upon investing, his love for travel and some crazy adventure stories. If you're looking for the latest opinion on tankers, this isn't your podcast. But if you're looking for actionable...
Episode 24: More Than Shipping Stocks w/ Harris Kupperman, Praetorian Capital
May 08, 2020 12:00 - 1 hour - 80.3 MBI'm thrilled to bring you Episode 24, my chat with Harris Kupperman (aka Kuppy) of Praetorian Capital. Kuppy is known for his views on all things tankers and shipping stocks. But he's more than that. Way more than that. Our conversation dives deep into Kuppy's overall investment philosophy, how he stumbled upon investing, his love for travel and some crazy adventure stories. If you're looking for the latest opinion on tankers, this isn't your podcast. But if you're looking for actionable...
Episode 23: Managing Through A Crisis w/ Bill Brewster, SCG Capital
May 01, 2020 12:00 - 1 hour - 80.3 MBToday's guest is Bill Brewster. Bill is the founder and portfolio manager of Sullimar Capital Group. I'm excited to share our conversation as Bill's quickly becoming one of my favorite investment thinkers. I found him on Twitter, and after following his tweets and blog, I reached out asking him to come on the show. During the conversation, we talk baseball, Charlie Munger, airlines and travel and everything in between. Here's the timeline: [0:00 - 6:00] Who is Bill Brewster? [7:00 -...
Managing Through A Crisis w/ Bill Brewster, SCG Capital (Episode 23)
May 01, 2020 12:00 - 1 hour - 80.3 MBToday's guest is Bill Brewster. Bill is the founder and portfolio manager of Sullimar Capital Group. I'm excited to share our conversation as Bill's quickly becoming one of my favorite investment thinkers. I found him on Twitter, and after following his tweets and blog, I reached out asking him to come on the show. During the conversation, we talk baseball, Charlie Munger, airlines and travel and everything in between. Here's the timeline: [0:00 - 6:00] Who is Bill Brewster? [7:00 -...
Episode 22: Mid-Caps & More with George Livadas, Upslope Capital
April 24, 2020 12:27 - 1 hour - 64.3 MBEpisode 22 is live! This week we've got George Livadas on the show. George is the founder and portfolio manager of Upslope Capital. George graduated with a Russian degree, but found his way into investment banking at Citigroup. He worked in IB covering the brokerage and can producer industries (to name a couple). George loves investing, but he didn't start out like many traditional value investors. He didn't read Buffett's letter, he didn't read Graham's doctrine. He developed a passion f...