Episodes
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I'm excited to share my conversation with Stefan Lingmerth, founder of Sunshine Kapital (yes, with a K!).
Stefan is a distress/stress investor. He buys the common stock of bombed-out, left-for-dead companies that look like they're heading for bankruptcy.
If a stock is making new lows, there's a good chance Stefan knows about it and has already analyzed their balance sheet.
This week, we discuss distressed investing, Trinseo $TSE, and Borr Drilling $BORR.
Note: Stefan holds positions in the stocks mentioned at the time of recording. None of this is investment advice. Do your own work.
Also note: I do not own shares in any of the stocks mentioned at the time of recording, nor do I plan on buying shares in the coming weeks.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
Investor Audibles is back, baby!
I hope you enjoy listening to the following Q3 investor letters:
Upslope Capital Rowan Capital JDP Capital ManagementLet me know if there are other letters you want to hear!
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
Episodes manquant?
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I hope you guys enjoy my podcast with Alberto Alvarez. We discuss Boab Metals (BML), silver, tin, and mining stock valuations.
I loved this conversation and always enjoy Alberto's company.
Make sure you follow him on Twitter/X @AAGresearch.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
Jenny Chase is a solar analyst with BloombergNEF, goose keeper, and author of "Solar Power Finance Without the Jargon."
We spend an hour diving deep into the solar industry. We cover:
Solar panel adoption rates âąRaw material inputs from â #silverâ and â #tinâ Solar value chains What investors get wrong about solarAnd more!I learned a ton and I know you will too. Make sure to follow Jenny on X @solar_chase and check out her work at BloombergNEF.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
I'm stoked to have Jerome aka @UzoCapital on the podcast this week.
Jerome invests in off-the-beaten path ideas. His speciality of late has been de-SPAC'd companies, warrants, and private music royalties.
This was such a fun conversation. Jerome is a great dude, has broad taste and hobbies outside investing, and just loves talking stocks. You'll hear what I mean when you listen.
Make sure to follow Jerome on Twitter @UzoCapital.
Enjoy!
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
I hope you guys enjoy my podcast with Greg Orrell of OCM Gold Fund.
Greg has done what most gold fund managers haven't ... outperform GDX. In fact, Greg has crushed GDX, returning 81% since 2008 versus GDX's 6% during the same time period.
During the podcast, Greg dissects the gold miner industry and gives us a crash course on how to analyze, invest, and position size when buying gold producers.
If you're interested in gold and precious metals stocks, you will love this episode.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
Garrett Goggin is the founder of The Golden Portfolio, a newsletter that exclusively covers gold and silver mining stocks.
Garrett has over 15 years experience investing in junior precious metals miners. I spent over an hour picking his brain on portfolio construction, grade hurdle rates, red flags to avoid, and how to value a mining stock.
I think you'll like this one.
Please note that Garrett or myself might own any of the stocks mentioned in the podcast. None of this is investment advice. Do your own work. Mining investing is extremely risky. You've been warned.
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 â â â â â â emergingmanagers.orgâ â â â â â , 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 worldâs 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 youâre interested, head on over to â â â â â â tegus.co/valuehiveâ â â â â â 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 â â â â â â TIKR.com/hiveâ â â â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
I'm very excited to share my conversation with John Swallow, CEO of Idaho Strategic Resources (IDR).
IDR is a small cap gold producer that does things differently. They generate cash flow. Then use that cash flow to explore their massive land package for gold and rare earth elements (REEs).
John is a true owner operator. Not only is he the CEO, he owns a lot of the company's stock, barely makes more than the average mining geologist on his team, and has a long-term ownership mindset.
Most junior mining companies are promotional gimmicks with a balance sheet and a story. IDR is different. They generate real cash flows and fund their business not on promises, but on results.
DISCLOSURE: I AM A SHAREHOLDER IN IDR AS OF THIS RECORDING. NONE OF THIS IS INVESTMENT ADVICE. DO YOUR OWN WORK. MAYBE YOU COME TO THE SAME CONCLUSIONS AS I DID. MAYBE NOT. WHO CARES.
Regardless of what you think of mining stocks, you will appreciate John's honest approach to his life's calling.
I hope you enjoy.
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 â â â â â â emergingmanagers.orgâ â â â â â , 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 worldâs 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 youâre interested, head on over to â â â â â â tegus.co/valuehiveâ â â â â â 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 â â â â â â TIKR.com/hiveâ â â â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
Cody Shirk is a surfer, investor, and writer/founder of the Explorer Report.
Basically, I want to be like Cody when I grow up.
We spend 90 minutes discussing Cody's wild adventures traveling and investing in Latin America, his trip to Chernobyl to research uranium stocks, and how he thinks about gold, the US dollar, and other commodities.
This was, by far, one of the most fun conversations I've had this year on the podcast.
You're going to love it.
Make sure to check Cody's writing out at codyshirk.com.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
Josh Crumb talks all things commodities, green energy transition, mining labor shortage, and building Abaxx Futures Exchange.
I hope you enjoy.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
Dave Waters returns to The Value Hive Podcast to discuss all things illiquid stocks, dark stocks, the expert market, and lessons learned from past mistakes.
Investing nerds will love this episode.
Dave is one of the sharpest, most unique investors I know. You'll enjoy this conversation.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
Investor Audibles is back, baby!
I hope you enjoy listening to the following Q2 investor letters:
Legacy Ridge Capital Kathmandu Capital Alluvial CapitalLet me know if there are other letters you want to hear!
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
I hope you guys enjoy my Twitter Spaces conversation on all things Deep Value Investing.
Big thanks to my two co-hosts @BuyCheapAndPray and @theotheraharon for making this Spaces worth the listen.
We cover a ton of ground during the conversation, including:
Position sizing Research process Portfolio construction Investment criteria Lessons learned from mistakes Deep value mentors/idolsAnd more.
You're going to love this episode.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
I'm excited to share my latest conversation with Chris Abbott of 1035 Capital Management.
Chris buys stocks that you've never heard of. When you do hear about them, they make you want to vomit.
He dumpster dives into hated market corners, abandoned equities, and downright ugly situations.
This week Chris pitches three off-the-beaten path ideas: LLAP, FATBP, and ASPI.
I guarantee you'll learn something new because there's at least one company you haven't heard of here.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
This 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 Davidâs 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. BullpenCareers.com is a job board exclusively for finance jobs. If you or someone you know is looking for a job in finance, check out BullpenCareers.com today!
[0:00] Who is David Kaye? [8:00] Davidâs First Company: Iron Realms. [14:00] Iron Realmsâ Live Auction In-game Purchases. [22:00] Founding Snapshot Games [27:00] Capital Allocation in the Video games Industry [32:00] How to Increase Player Liquidity [41:00] Game Companies as Entertainment Power Houses [46:00] The Video Game Metaverse [48:00] NFTs in Video Games [54:00] Unity vs. Epic Games [1:01:00] What Investors Should Look For When Analyzing Video Game Companies [1:11:00] Closing QuestionsIf you liked what you heard and want to learn more about David Kaye, check out his Twitter @DavidKaye, and PLEASE follow him.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
Don Simmons is the CEO of Hemisphere Energy (HME), a Canadian heavy oil producer.
DISCLOSURE: WE/MACRO OPS OWNS SHARES IN HME AT THE TIME OF THIS PODCAST RELEASE. DO YOU OWN WORK. NONE OF THIS IS INVESTMENT ADVICE. SMALL CAP ENERGY STOCKS ARE RISKY.
With that out of the way, let's get to the podcast.
Don dives deep into his background and how he founded HME. The company takes a simple, yet unique approach to building an enduring and capital-returning E&P.
You'll find Don's common sense refreshing and yet so uncommon in E&Ps.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
Taylor Sulik is trying to solve a problem that we all face, but nobody wants to do ... revive domestic US critical mineral production.
And he's doing it with Tungsten (among other metals).
This podcast explores Taylor's path towards starting a mining company, how he's built his from scratch, and his plans for future production/development.
I loved this episode. Taylor's story is one every person should hear. He's doing the hard work while the rest of us, myself included, simply talk about it.
I hope you enjoy this as much as I did.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
Evan Tindell runs Bireme Capital, a long/short value investment fund.
I loved this episode. We spent over an hour discussing:
Investor psychology Shorting Costco Lessons from being a professional poker player Position sizing Betting big on META during its Hate Day SOTP valuation stories (Bollore & Vivendi) Japanese value stocks Allocating timeAnd more!
This was one of the most wide-ranging conversations I've had in a while, and I loved it.
If you like what you heard, follow Evan on Twitter @evantindell.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
This is a replay of my 2023 conversation with Lobo Tiggre of Independent Speculator.
Lobo is one of the premier voices in junior mining speculation, and you can tell why throughout this podcast.
Lobo pulls no punches. He tells it like it is -- the good, the bad, and the ugly -- all while educating and entertaining you along the way.
It's a fantastic listen, and one that you will want to listen to multiple times to get the most out of the conversation.
If you like what you heard, go follow him on Twitter @duediligenceguy.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support -
This is a very different episode than usual. I don't think I've recorded a podcast specifically about net-net investing.
But it's something I've wanted to do for a long time.
That's why I'm excited to have Luis Sanchez on the podcast. Luis is a full-time net-net investor. He hunts in corners of the market you haven't even thought of.
During the podcast, we dive deep into Luis's process, how he selects net-net stocks, and how he thinks about portfolio construction.
If you're a fan of bottom-fishing, deep value, or net-nets, you will love this episode.
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 â â â â emergingmanagers.orgâ â â â , 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 â â â â TIKR.com/hiveâ â â â .
--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support - Montre plus
