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Artwork for Value Hive Podcast

Value Hive Podcast

Brandon Beylo
Shipping Industry
Tankers
Uranium
Supply and Demand Dynamics
Market Volatility
Midwest Energy Emissions Corp
Dry Bulk
Emerging Managers
Refined Coal
Security Point Holdings
LNG
Geology
Copper
Rare Earth Elements
Litigation
Preferred Stocks
Small Cap Stocks
Greenhaven Road Capital
Sohra Peak Capital Partners
Third Point Capital

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 ... more

PublishesWeeklyEpisodes315Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Value Hive Podcast

Latest Episodes

I hope you guys enjoy my podcast with Matthew Pierson, founder of Merit Oak Capital.

Merit Oak is a long-biased hedge fund focused on long-term capital appreciation through concentrated, multi-year investments in outstanding public companies that ar... more

Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast.

This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy.

We spent a lot of time on investing strategy, in... more

I hope you guys enjoy this Q3 2025 Investor Audible Series with:

* Kingdom Capital Advisors

* Hirschmann Capital

* Greenlight Capital

My daughter was napping in the room next door so apologies if I sound "hushed." Nap time is precious around... more

This is my first podcast with Adrian Godas and I am so excited to share it with you.

Adrian is one of the OGs that helped me learn the mining industry. He answered all my dumb questions, provided actionable investment ideas, and was a wealth of kno... more

Key Facts

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Recent Guests

Adrian Godas
Battery Metals Consultant Analyst at Fast Markets and author of 'Underground'
Fast Markets
Episode: [REPLAY] Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation
Tim Elliott
An experienced geologist with a background in mining and metals.
Episode: Tim Elliott: Geology 101 For Generalist Investors
Sustainable Dude
Expert in Rare Earth Elements and a writer on sustainable investments
Episode: [REPLAY] @Sustainabledud1: Rare Earth Element (REE) Deep Dive
Jason Jessup
CEO of Magna Mining, former executive at FNX Mining
Magna Mining
Episode: [REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining (2024)
Andrei Stetsenko
Founder and Manager of Gymkhana Partners, an India-focused investment fund
Gymkhana Partners
Episode: Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Tavi Costa
Portfolio Manager at Crescat Capital
Crescat Capital
Episode: [REPLAY] Otavio Costa: Precious Metals Deep Dive (2023)
Kristoffer Lindström
Founder of LIND Research, experienced equity analyst in the investment industry
LIND Research
Episode: Kristoffer Lindstrom: Physitrack (PTRK) Deep Dive & More
Suspended Cap
High-value Twitter account providing investment insights.
Twitter
Episode: @ContrarianCurse: From Analyst To Portfolio Manager
Omar Malik
Portfolio manager at Hosking Partners
Hosking Partners
Episode: Investor Audibles: Hosking Partners May 2025 Letter

Host

Brandon
Host of the Value Hive Podcast, known for engaging discussions that blend in-depth analysis with compelling narratives on value investing and market dynamics.

Reviews

4.7 out of 5 stars from 281 ratings
  • Entertaining and interesting

    Brandon does a fantastic job getting the best out of his usually very interesting guests. Highly recommended for anyone interested in value investing and commodities! I have been a loyal listener since the beginning and look forward to every episode.

    Apple Podcasts
    5
    @FriendlyCapMgmt
    Germanya year ago
  • A good listen in a strong field

    If you are a value investor, you are most likely interested in detail. This pod has a succession of detailed , enthusiastic guests, making it particularly engaging. Thanks !

    Apple Podcasts
    5
    capt mainwaring
    United Kingdom2 years ago
  • Stay For The Audibles

    I stay subscribed to Value Hive for the valuable ‘Investor Audibles’ episodes. My wish would be that you expand this part of the podcast.

    Apple Podcasts
    5
    Missing61
    Canada2 years ago
  • Mike Alkin: The Ultimate Uranium Crash Course

    One of the most comprehensive industry breakdowns I’ve heard on one of the most complex and opaque industries there is. Spectacular interview!

    Apple Podcasts
    5
    Pie GuyS18
    United States2 years ago
  • Incredible stuff

    The guest list says it all in terms of quality content

    Apple Podcasts
    5
    wwwwwku
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some listeners appreciate the unique segments like 'Investor Audibles', indicating a desire for continued expansion of such content.
There is a consistent endorsement of the podcast being a valuable resource for investors of all experience levels.
The host is praised for his ability to engage with guests and draw out informative insights.
Listeners appreciate the high-quality discussions and the depth of knowledge provided by the guests.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#231
Italy/Business/Investing
Apple Podcasts
#44
Norway/Business/Investing
Apple Podcasts
#72
Sweden/Business/Investing
Apple Podcasts
#146
Saudi Arabia/Business/Investing
Apple Podcasts
#147
Colombia/Business/Investing
Apple Podcasts
#168
Ukraine/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

[REPLAY] Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation
Q: How do you see the political environment in the DRC impacting investment?
Congo is not as risky as perceived; it has established companies and the government asks for a smaller share of the pie compared to other countries.
[REPLAY] Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation
Q: What was the impetus behind writing your book and what is the book?
It started as an idea for a more intellectual exploration of mining history, eventually leading to the book 'Underground', which discusses the evolution of mining from ancient times to modern challenges.
Tim Elliott: Geology 101 For Generalist Investors
Q: Are there any types of mining projects that you would just avoid from a geological perspective?
High-tonnage, low-grade deposits are what the industry excels at, and the industry struggles with very high-grade, complex deposits.
Tim Elliott: Geology 101 For Generalist Investors
Q: How do you analyze that company?
I would look for contradictory statements and assess the validity of the models and drilling phases presented.
Peter Mantas: uniQure (QURE) and Clearpoint Neuro (CLPT) Inflection
Q: What are the broader implications for the life sciences sector based on this data?
If uniQure's drug is approved, it may catalyze further investments and research into Huntington's disease and other neurological conditions, creating a rush for new therapies.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Value Hive Podcast

What is Value Hive Podcast about and what kind of topics does it cover?

The content encompasses a broad spectrum of topics related to investing, with a strong emphasis on value investing strategies, entrepreneurial insights, and market analysis. Conversations frequently feature experts discussing their unique perspectives on current market trends, including commodities, energy, mining, and precious metals. Episodes often highlight individual investment strategies, provide historical context to present challenges, and explore lesser-known opportunities within niche markets. Unique features include segments like 'Investor Audibles,' which provide listeners with curated insights from various investment firms. Overall, the discussions are characterized by their depth and the quality of guests, making it a valuable ... more

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Which podcasts are similar to Value Hive Podcast?

These podcasts share a similar audience with Value Hive Podcast:

1. Yet Another Value Podcast
2. The Acquirers Podcast
3. The Market Huddle
4. Excess Returns
5. The Meb Faber Show - Better Investing

How many episodes of Value Hive Podcast are there?

Value Hive Podcast launched 6 years ago and published 315 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Value Hive Podcast?

Recent guests on Value Hive Podcast include:

1. Adrian Godas
2. Tim Elliott
3. Sustainable Dude
4. Jason Jessup
5. Andrei Stetsenko
6. Tavi Costa
7. Kristoffer Lindström
8. Suspended Cap

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