318 Episodes

  1. [REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas

    Published: 3/14/2025

  2. Adam Rossi: Investing In The Age of DOGE

    Published: 3/7/2025

  3. Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai

    Published: 2/28/2025

  4. Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)

    Published: 2/21/2025

  5. Swen Lorenz: Drowning in Undervalued Shares

    Published: 2/14/2025

  6. [REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)

    Published: 2/7/2025

  7. Stephen Farrington: An Unemployed Small-Cap Value Degenerate

    Published: 1/31/2025

  8. John Swallow (Idaho Strategic): The Golden Age of Gold Mining

    Published: 1/24/2025

  9. Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)

    Published: 1/17/2025

  10. Peter Mantas: How To Spot Left and Right Tail Investment Ideas

    Published: 1/10/2025

  11. Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)

    Published: 1/3/2025

  12. [REPLAY] @Erik_YWR: A Crash Course on Inflation

    Published: 12/27/2024

  13. Will Thomson (Massif Capital): The Zambia Copper Opportunity

    Published: 12/20/2024

  14. Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)

    Published: 12/13/2024

  15. [REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)

    Published: 12/6/2024

  16. Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU

    Published: 11/29/2024

  17. Q3 2024 Investor Audibles: Alta Fox Capital ($APP, $REVG), Gator Capital ($CBNA), Greenhaven Road Capital ($PAR, $HGTY, $CLBT, $SOC)

    Published: 11/22/2024

  18. Purple Drink Capital: This Is Probably A Top Signal (& Trading Stories)

    Published: 11/15/2024

  19. Stefan Lingmerth: Distress Investing, Trinseo $TSE, & Borr Drilling $BORR

    Published: 11/8/2024

  20. Q3 2024 Investor Audibles: Upslope Capital, Rowan Capital, JDP Capital Management

    Published: 11/1/2024

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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/