『Value Hive Podcast』のカバーアート

Value Hive Podcast

Value Hive Podcast

著者： Brandon Beylo
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概要

 Welcome 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/Brandon Beylo 個人ファイナンス 経済学
エピソード
  • [REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology

    [REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology
    2026/02/27

    Stoked to have PurpleDrinkCapital on the podcast for his third appearance (Value Hive record??).

    We chatted robotics, NVDA, market blow-off tops, trading psychology, technical analysis, and energy. I love having PurpleDrink on because I learn something new about trading, investing, and my process along the way.

    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.
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    1 時間 7 分
  • Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals

    Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals
    2026/02/20

    Hey guys -- I'm stoked to bring you my conversation with Tomasz Nadrowski, PM of Amvest Terraden Capital.

    Tomasz is one of the sharpest investors in the metals space, focusing on the "Major Minor" critical minerals like gallium, germanium, tellurium, and other critical materials needed to defend countries, arm armies, and build tomorrow's reality.

    We spent over an hour diving into this complex and crazy world. I hope you enjoy it.

    As always, nothing is investment advice. You're a fool if you think this is advice. It's mining ... you will likely lose all your money in the process.

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    1 時間 12 分
  • Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital

    Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital
    2026/02/13

    I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters:

    • Hirschmann Capital
    • Arquitos Capital
    • Third Point

    PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

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    36 分
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