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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 impro ...
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A Collector's Podcast! Join five guys who grew up in the 70's, 80's and 90's and are now adult collectors of toys, collectibles, memorabilia, autographs, comics and more with a special focus on Vintage Star Wars. A weekly discussion on all things Star Wars including movies, Disney+ Series and trailers. Plus, features on Marvel MCU, DC, LEGO, Alien, Super Powers, TMNT, MOTU, G.I. Joe, Transformers and plenty of retro modern toy releases. Join hosts: Brandon Alamo, Shane Davison, John Waldon, ...
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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 he…
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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, inves…
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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…
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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 …
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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,…
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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 y…
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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 …
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Investor Audibles is back, baby! I hope you enjoy listening to the following Q2 investor letters: Legacy Ridge Capital Kathmandu Capital Alluvial Capital Let 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 C…
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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 …
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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: LLA…
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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 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 s…
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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 fo…
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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 …
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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 time And …
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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 fantasti…
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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 pod…
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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, inves…
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In this episode, we review everyone's favorite Bounty Hunter - Boba Fett, Bossk, IG-88, and FX-7 (Yawn...) action figures! Want to know where to begin and what to look for when collecting Vintage Star Wars toys? We put our knowledge of collecting on the front line for you, our viewers. We discuss each individual figure's accessories, trouble spots …
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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 •Raw material inputs from #silver and #tin Solar value chains What investors get wrong about solar And more!I learned a ton and I know you …
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Join the #livestream and chat with us live on 4/14/24 or watch the stream on-demand afterward. There is sure to be some fun conversation about #GIJoe, #Transformers, #StarWars, #Heman, #DC Super Powers, #Lego, #IndianaJones, #TMNT Teenage Mutant Ninja Turtles, #Marvel, #WWF, #MASK, #MUSCLE, #MOTU, #NECA and much more!🫶 Support us through Patreon, a…
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Get ready to dive into the world of video game movies in our latest video! We discuss the best and worst adaptations, including beloved series and iconic films. Watch now to join the conversation and uncover some surprising revelations about these gaming-inspired movies. Don't miss out on this exciting look at the intersection of video games and ci…
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In this episode, we review R5-D4, Power Droid (GONK), Death Star Droid, and Luke Skywalker (X-Wing Pilot) action figures! Want to know where to begin and what to look for when collecting Vintage Star Wars toys? We put our knowledge of collecting on the front line for you, our viewers. We discuss each individual figure's accessories, trouble spots w…
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People collect for a lot of reasons: nostalgia, connection, joy, neurosis...We ask the question, "Why do YOU collect?'" Let us know in the comments below. WE WANT TO KNOW!!🫶 Support our #podcast through Patreon, and get early access to #toycollection previews, exclusive #starwarsactionfigures video content & our episodes before the public: / fiveid…
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Want to know where to begin and what to look for when collecting Vintage Star Wars toys? In this episode, the Five Idiots cover Greedo, Hammerhead, Walrus Man (Ponda Baba), and Snaggletooth! We put our knowledge of collecting on the front line for you, our viewers. We discuss each individual figure's accessories, trouble spots when determining cond…
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Sometimes people just can't hold their tongues. But what happens when it happens to you?? It seems that more and more people want everyone to hear their opinions in sales posts these days, and a lot of times, it can be detrimental to the sale. Why do YOU think people hijack sales posts? Let us know in the comments below!🫶 Support our #podcast throu…
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Want to know where to begin and what to look for when collecting Vintage Star Wars toys? The Five Idiots are here to help!! We put our knowledge of collecting on the front line for you, our viewers. We discuss each individual figure's accessories, trouble spots when determining condition and more, and we will be discussing each one. Please enjoy ou…
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Just Judd Arnold pitching Navios Maritime $NMM and why he thinks its cheap and why it could reach $200/share in the future. Remember guys, none of this is investment advice. It's shipping. You will probably lose all your money, This is for educational/entertainment purposes only. Make sure you read Judd's 50-page memo on $NMM if you want to explore…
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This was one of my favorite episodes of the year. I love interviewing anonymous Twitter personalities, and GorillaGrip delivered. Gorilla is a full-time commodities investor who's spent his life traveling the world, kicking rocks, meeting management teams, and making tons of money, along with a few mistakes here and there. This conversation goes de…
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This episode features Mat Roiss (@InvestRoiss), an investor and writer who shares his approach to portfolio construction, stock selection, valuation criteria, sourcing investment ideas, and areas of current interest. Mat also discusses his Substack (roiss.substack.com) where he publishes investment analysis. Disclaimer: Nothing discussed constitute…
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The first time I released this podcast it was two days before Christmas. Probably not the best timing if I wanted people to listen to the podcast. That's why I'm re-releasing this conversation with Judd Arnold today. If you like crazy finance stories, you will love this podcast. I hope you enjoy and tell your friends! I'm excited to share this week…
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I'm stoked to bring you my conversation with Doug Ramshaw, CEO of Minera Alamos $MAI.V. PLEASE NOTE: I AM NOT A SHAREHOLDER OF MAI.V AS OF THIS RECORDING. I DO NOT PLAN TO OWN SHARES FOR AT LEAST TWO WEEKS AFTER THIS PODCAST IS RELEASED AS I'M STILL DOING DUE DILIGENCE. THIS IS MINING PEOPLE, IT'S RISKY. DO YOUR OWN WORK. MOST MINES FAIL. ITS HARD.…
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What better time to replay my 2022 Twitter Spaces on Carvana (CVNA) and its ability to survive a potential bankruptcy than this week? If you haven't heard, CVNA has ripped over the past two years, rising from a low of ~$4/share to over $100/share. This is easily one of the most controversial stocks on Twitter. You either LOVE or HATE Carvana. There…
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I'm excited to share my conversation with Raging Bull Cap on BQE Water $BQE.V. DISCLAIMER: I DO NOT OWN SHARES IN $BQE AS OF THE DATE OF THIS PODCAST OR AT ANY POINT BEFORE THE PODCAST. THAT COULD CHANGE IN THE FUTURE AND I WILL PROBABLY BUY SOME SHARES ON A PULLBACK IF I EVER GET ONE. DYODD PEOPLE NONE OF THIS IS INVESTMENT ADVICE. With that out o…
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I'm excited to share my conversation with @Erik_YWR. Erik runs the fantastic Substack YWR.world. This conversation covers all things inflation. We discuss the main drivers of inflation/deflation, what has happened over the past 20 years in the US, why this time might be different, and how to profit from a higher-for-longer inflationary world. I rea…
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I'm stoked to share my conversation with Calvin Froedge. Calvin has one of the most unique investing backgrounds I've encountered in four years of the podcast. He didn't graduate high school. Instead, he spent his late teen years working for his dad's machinery business. He explored other business ventures in his early twenties before moving to Pan…
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This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds: Greenhaven Road GreenWood Investors Silver Beech Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a realit…
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David Bastian of Kingdom Capital is BACK for another podcast. This time we're diving deep into GEN Restaurant Group (GENK). DISCLOSURE: I/WE AND DAVID OWN SHARES AS OF THIS PODCAST. We are free to change our minds and trade in/out of this position after the podcast is released. I'll say it again, none of this is investment advice. Do your own work.…
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Alberto is one of the most underfollowed accounts on Twitter/X. He provides tremendous value for generalist investors willing to hunt in commodity markets. This week, Alberto dove deep into uranium assets, Ero Copper, and the bull case for Platinum Group Metals (PGMs). I'm a huge fan of Alberto's Substack, which you can read here: https://albertoag…
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This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds: SaltLight Capital Cedar Creek Partners Legacy Ridge Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a rea…
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I loved this conversation for a few reasons. One, Auke is an incredibly smart person. You'll pick that up quickly. Two, I don't agree with everything Auke believes, which makes for a fascinating conversation. Auke is a staunch renewable energy advocate. I'm on the fence. I think we can live somewhere in between where fossil fuels play their role, a…
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Please join us in remembering voice actor Mark Dodson. We share memories and stories about our encounters with him and talk about his wide reach in Star Wars fandom and the collecting community. If you have ever met Mark, please comment and let us know your experience with him in the comment section below! #gremlins #salaciouscrumb #starwars #retur…
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I'm excited to share my conversation with Left Field Investing. Left Field is quickly becoming one of my favorite Substack research accounts. He has a knack for finding off-the-beaten-path small-to-micro cap ideas that nobody else is writing about. Another reason I love this guy is he has a unique, non-investment background. In other words, he cut …
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Want to know where to begin and what to look for when collecting Vintage Star Wars toys? The Five Idiots are here to help!! We put our knowledge of collecting on the front line for you, our viewers. We discuss each individual figure's accessories, trouble spots when determining condition and more, and we will be discussing each one. Please enjoy ou…
  continue reading
 
Here is, according to someone, a list of the TOP 25 most valuable toys. Are they, though? Really? Watch this episode and let us know in the comments what YOU think of the list!! We think...well...you'll just have to watch to find out. #starwars #vintagetoys #vintagestarwars #pez #collectibles🫶 Support our #podcast through Patreon, and get early acc…
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Join us as we pick up the conversation about the Star Wars franchise and share our thoughts on the announcement of an upcoming "The Mandalorian & Grogu" movie! Also rumored to be the culmination of a new, short #Mandalorian season 4. Directed by Jon Favreau, and produced by Favreau, Kathleen Kennedy, and Dave Filoni, the movie will go into producti…
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Sometimes, you win; sometimes, you wiff! Check out this week's #actionfigures Wins and Wiffs of the week! 🫶 Support our #podcast through Patreon, and get early access #toycollection previews, exclusive #starwarsactionfigures video content & our episodes before the public:https://patreon.com/FiveIdiotsTalkingToys👍🏼 Follow us on social media! • Faceb…
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Join the #livestream and chat with us live on 1/21/24 or watch the stream on-demand afterward. There is sure to be some fun conversation about #StarWars, #DC Super Powers, #Lego, Indiana Jones, #TMNT Teenage Mutant Ninja Turtles, #Marvel, and much more!🫶 Support us through Patreon, and get early access to collection previews, exclusive video conten…
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Sometimes, you win; sometimes, you wiff! Check out this week's Wins and Wiffs of the week! Support us through Patreon:https://patreon.com/FiveIdiotsTalkingToysGet all the links (FITT socials, collectibles, merch, giveaways):https://linktr.ee/fiveidiotstalkingtoys
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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 …
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The Four Idiots react to the prospect of a new Mandalorian feature film in the future of Star Wars, and reflect on the current state of the franchise. Has Disney hooked the younger generation yet? Will Star Wars live on forever? Let us know in the comments below!! #mandalorian #starwars #grogu🫶 Support our #podcast through Patreon, and get early ac…
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