Best Brandon Beylo Podcasts (2024)

1
Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis) 1:23:36

1d ago1:23:36

1:23:36

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 …

1
[REPLAY] Lobo Tiggre: Junior Mining Speculation 1:12:58

8d ago1:12:58

1:12:58

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…

1
Luis Sanchez: Hunting for Net-Nets 1:06:02

15d ago1:06:02

1:06:02

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…

1
Greg Orrell: How To Outperform The $GDX 1:19:23

22d ago1:19:23

1:19:23

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…

1
Jenny Chase: Solar Industry Deep Dive 55:54

27d ago55:54

55:54

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 …

1
Lake Cornelia's Judd Arnold: Navios Maritime $NMM Deep Dive 1:13:13

1M ago1:13:13

1:13:13

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…

1
GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum 1:34:21

1M ago1:34:21

1:34:21

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…

1
Mat Roiss: How To Buy Hated Stocks (& Other Investing Things) 1:01:37

2M ago1:01:37

1:01:37

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…

1
[REPLAY] Judd Arnold: TSA, US Government, and a Fund Analyst Walk Into A Bar 1:01:10

2M ago1:01:10

1:01:10

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…

1
Doug Ramshaw: How To Build A Mine That Makes Money 1:28:44

2M ago1:28:44

1:28:44

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.…

1
[REPLAY] Carvana $CVNA: Will It Survive? (July 2022) 1:34:11

2M ago1:34:11

1:34:11

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…

1
@RagingBullCap: BQE Water $BQE.V Deep Dive 1:08:44

3M ago1:08:44

1:08:44

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…

1
@Erik_YWR: A Crash Course on Inflation 59:39

3M ago59:39

59:39

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…

1
[REPLAY] Calvin Froedge: An Unconventional Path To Common Sense Investing 1:18:03

3M ago1:18:03

1:18:03

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…

1
Q4 2023 Investor Audibles: Greenhaven Road Capital, GreenWood Investors, Silver Beech Capital 59:41

3M ago59:41

59:41

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…

1
David Bastian: GEN Restaurant Group (GENK), Coal, and Retailers 56:46

4M ago56:46

56:46

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.…

1
Alberto Alvarez: Uranium, Ero Copper, and PGMs 1:13:28

4M ago1:13:28

1:13:28

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…

1
Q4 2023 Investor Audibles: SaltLight Capital, Cedar Creek Partners, Legacy Ridge Capital 50:51

4M ago50:51

50:51

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…

1
Auke Hoekstra: The Bull Case For Renewables 1:28:22

4M ago1:28:22

1:28:22

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…

1
Left Field Investing: Acne, Fungus, and Prison Stocks 1:03:49

4M ago1:03:49

1:03:49

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 …

1
John Swallow: Building A Different Mining Company (Idaho Strategic) 1:15:10

5M ago1:15:10

1:15:10

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 …

1
Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals) 1:16:31

5M ago1:16:31

1:16:31

I'm excited to share my conversation with Ernset Scheyder. Ernest is a writer for Reuters and recently authored the book "The War Below: Lithium, Copper, And The Global Battle To Power Our Lives." I just got my copy in the mail and can't wait to read it. During the podcast, I spend an hour dissecting Ernest's writing habits/strategies, early backgr…

1
Aaron Edelheit: Dumpster Diving in Cannabis 1:10:30

5M ago1:10:30

1:10:30

I hope you guys enjoy my podcast with Aaron Edelheit on the Cannabis industry. I had Aaron on the podcast two years ago to dive deep into the cannabis space. Since then, the industry has done nothing but incinerate investor capital. And that's precisely why I wanted to interview Aaron. I love his transparency, humility, and ability to objectively a…

1
Rebecca Hunter: Life As A Uranium Explorer 57:32

5M ago57:32

57:32

Please enjoy my conversation with Rebecca Hunter, VP of Exploration at Forum Energy Metals $FMC.V. Rebecca has spent her life exploring the world for commodities, specifically uranium. This week, we get a boots-on-the-ground view of what it's like to explore for uranium. We discuss everything that goes into it, including geophysics, drilling, capit…

1
Peter Pham: Inversion Investing 1:53:34

6M ago1:53:34

1:53:34

I hope you enjoy this podcast with Peter Pham of Inversion Investor. Peter is one of the most unique investors I've come across. The way he thinks about the world, markets, trades, and wisdom is unlike anything I've seen before in finance. This is definitely a different type of conversation. We cover a ton of ground, spanning myriad topics and thou…

1
Q4 2023 Investor Audibles: PFH Capital, Sohra Peak Capital, Old West Management 45:54

6M ago45:54

45:54

This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds: ⁠PFH Capital Sohra Peak Capital Old West Asset Management 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 reali…

1
Philoinvestor: Know Thy Edge, Know Thyself 1:02:38

6M ago1:02:38

1:02:38

I'm stoked to bring you my conversation with Philo Investor! Philo spends an hour diving deep on: Developing your own investing style Old vs. New Business Models Coursera, Udemy, and Duolingo Disney vs. Netflix Breaking bad habits Buying on the highs versus lows And more! If you enjoyed this podcast, check out Philo Investor on Twitter @philoinvest…

1
Chris Martenson: Uranium, Tin, Copper, and Oil 1:20:48

6M ago1:20:48

1:20:48

I'm excited to get Chris Martenson on the podcast this week. Chris is the author of "Crash Course" and founder of PeakProsperity.com. This week, I pick Chris's brain on all things Commodities. We explore: Tin Copper Uranium Oil Gold Silver Chris has decades of experience in natural resources and I know you'll learn a lot from him. I know I did. Als…

1
Alberto Ayuso: Shipping & Tankers 101 1:16:43

7M ago1:16:43

1:16:43

I'm stoked to share my conversation with Alberto Ayuso. Alberto is a shipping/tankers analyst and one of the best follows on Twitter for all things shipping. Alberto gives a deep dive on all things shipping and tankers this week. Think of it as a Crash Course in the sector. You'll learn the good, the bad, and the ugly. You'll also learn what to loo…

1
Judd Arnold: TSA, US Government, and a Fund Analyst Walk Into A Bar 1:01:48

7M ago1:01:48

1:01:48

I'm excited to share this week's podcast with Judd Arnold. This is Judd's third appearance on Value Hive and he never disappoints. This week we're doing something completely different. We're dissecting one of Judd's past off-market deals that involves the TSA, The US Government, tons of patent litigation, and an 60+ year old inventor who made somet…

1
Yaron Naymark: Reflecting On Six Years At 1 Main Capital 1:14:33

7M ago1:14:33

1:14:33

Hey guys! I'm thrilled to have Yaron Naymark of 1 Main Capital back on the podcast. Technically this is his third time. But it's his second one-on-one interview. In this episode, Yaron reflects on the six years he's spent building 1 Main Capital. We discuss the good, the bad, and the ugly of being an emerging, one-man shop manager. Yaron also disse…

1
Q3 2023 Investor Audibles: Third Point, Sohra Peak, Greenhaven Road 45:31

7M ago45:31

45:31

This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds: Third Point Capital Sohra Peak Capital Greenhaven Road 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 …

1
Chris Abbott: Extreme Dumpster Diving & Preferred Stocks (LFMD, CSSE, VTNR, SNLH) 1:16:58

8M ago1:16:58

1:16:58

I'm excited to share my podcast with Chris Abbott of 1035 Capital. Chris is a dumpster diver investor. He scours the corners of the market looking in the ugliest places and finding the ugliest stocks. I love it. I've got a soft spot for distressed/hated ideas. Maybe its because I'm reading/studying distressed investing currently. Or maybe its becau…

1
Dan Bianchini: Midwest Energy Emissions Corp $MEEC Deep Dive 1:06:04

8M ago1:06:04

1:06:04

Happy Thanksgiving! I hope you had a great time with family and friends this Holiday Weekend. This week, I've got Dan Bianchini on the podcast. Dan is a retail investor that knows more about $MEEC than almost anyone. He's heavily invested (as of this episode) in the special situation, and he spends an hour discussing why. This was a thoughtful conv…

1
Q3 2023 Investor Audibles: Cedar Creek Capital, Laughing Water Capital, & Alta Fox Capital 45:02

8M ago45:02

45:02

This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds: ⁠Cedar Creek Capital ⁠Laughing Water Capital⁠ ⁠Alta Fox 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…

1
Calvin Froedge: First Quantum (FM), Commodity Complex, and Sibanye-Stillwater (SBSW) 1:19:30

8M ago1:19:30

1:19:30

If you enjoyed this podcast, check out Calvin on Twitter @CalvinFroedge. Also, Value Hive listeners get 20% off Calvin's Shipping Data service Marhelm. Just enter the code "Value" at checkout. Finally, thanks to the following sponsors for making the podcast a reality! Mitimco This episode is brought to you by MIT Investment Management Company, also…

1
[REPLAY] Judd Arnold: Seeking Convexity in Offshore Energy 1:26:32

8M ago1:26:32

1:26:32

I first interviewed Judd in April. Since then, the interview has become my most popular episode. This is partly due to Judd's acumen, deep knowledge on the subject matter, and my ability to shut up and listen. The offshore energy thesis has played out as Judd described in April. And this episode is a great way to get up to speed if you want to lear…

1
Conor Maguire: Fertilizer Stocks & $OCI 1:07:28

9M ago1:07:28

1:07:28

I'm excited to have Conor Maguire on the podcast. Conor is a good friend and I can't believe it took this long to get him on the show. I enjoy Conor's work at Value Situations on Substack (link here). He's an excellent analyst who covers under-followed situations from an event-driven angle. This week, we dove deep into the Fertilizer industry and O…

1
Lobo Tiggre: Junior Mining Speculation 1:13:57

9M ago1:13:57

1:13:57

I'm excited to have Lobo Tiggre on the podcast this week. We dove deep into Junior Mining Speculation. If you like what you heard, go follow him on Twitter @duediligenceguy. 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 MIT…

1
Keith Smith: Mining Services 101 1:14:19

9M ago1:14:19

1:14:19

I'm excited to have Keith Smith of Bonhoeffer Capital on the podcast this week. Keith previously joined The Hive almost four years ago. During our first conversation, Keith dove deep on his investment process, valuation analysis, and how he sources new ideas. This week, we dove deep on mining and metals services companies, including: FerreyCorp Waj…

1
Brian Laks: Uranium, Tin, and Hunting For Hated 1:18:36

9M ago1:18:36

1:18:36

I'm excited to have Brian Laks of Old West Capital Management on the podcast this week. Brian previously joined The Hive almost four years ago. During our first conversation, Brian dove deep on uranium and how he finds investment opportunities in the market's most hated corners. This week, we discussed a host of topics, including: Brian's Uranium t…

1
Toff Capital: Physics, Specialty Chemicals Distribution, and $YAK 1:20:10

10M ago1:20:10

1:20:10

I'm excited to have Toff Capital on the podcast this week. Toff is a professional investor who publishes the Substack, ToffCap.Substack.com. This week, we discussed a host of topics, including: Toff's research process Idea generation Toff's background and why he studied physics Becoming a valuation expert Specialty Chemicals Distribution ADF Group …

1
Q2 2023 Investor Audibles: Buckley Capital, Immersion Investments, & Greenlight Capital 56:23

10M ago56:23

56:23

This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds: Buckley Capital Immersion Investments Greenlight 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…

1
Daren Heitman (Azarias Capital): Uranium Bull Thesis 101 1:05:45

10M ago1:05:45

1:05:45

I'm excited to share my first episode in my Uranium Industry Primer Series. This week, Daren Heitman of Azarias Capital joined the podcast to discuss the broad uranium bull thesis. Specifically, we discussed: Supply-side economics, drivers, incentives, and risks Demand-side economics, drivers, incentives, and risks How to structure a trade to expre…

1
[REPLAY] Nicholas E. Radice: Investing Like Ian Cumming & Peter Thiel 1:31:55

10M ago1:31:55

1:31:55

I'm excited to share the replay of my conversation with Nicholas Radice. Nicholas, now gone from Twitter, shares unique insights into his investment process. We dive deep into distressed investing as Nicholas shares his strategy of combining Ian Cumming & Peter Thiel's investment philosophies to create something highly differentiated. This was my f…

1
David Bastian: Distressed Investing 101 w/ Kingdom Capital 1:04:38

11M ago1:04:38

1:04:38

Also, 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 m…

1
Q2 2023 Investor Audibles: Gator Capital, Palm Harbour Capital, and SaltLight Capital 54:08

11M ago54:08

54:08

This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds: Gator Capital Palm Harbour Capital SaltLight 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 reality. M…

1
John Evans: Dissecting Offshore Services w/ Subsea7 CEO 1:19:47

11M ago1:19:47

1:19:47

This week we engage in a conversation with John Evans, CEO of Subsea 7. The discussion covers a wide range of topics, including the history and dynamics of the offshore space, factors crucial for success, the structure of the offshore value chain, customer relationships, barriers of entry, and future industry prospects. John also addresses misconce…

1
[REPLAY] Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness 3:13:21

11M ago3:13:21

3:13:21

I'm excited to share the two-year anniversary of the most popular Value Hive episode to date! This week we chat with Dan McMurtrie, co-founder and Portfolio Manager of Tyro Partners. Tyro manages assets for Institutions and High Net Worth Individuals. We utilize a deep dive research process focused on evaluating the secular trends and supply chains…

1
Derrek (@real_MikeBarnes): Resource Trading, Nintendo $NTDOY, and Getting More For Less 1:15:43

11M ago1:15:43

1:15:43

I'm excited to share my latest conversation with Derrek aka @real_MikeBarnes on Twitter. Derrek is a retail trader who specializes in resource stocks, particularly gold miners. I like Derrek because he's a multi-dimensional investor. Not only does he invest in resource stocks, but he's also heavily invested in names like Nintendo $NTDOY and Phillip…

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