Value Hive Podcast

PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLY
I had a great time chatting with Jeremy Raper of Raper Capital. I always learn something new from him, and this episode doesn't disappoint.
This week, we chat:
Cyclicality in AI/semiconductors
Using AI in Jeremy's investment research process
Activism in Australia
Back to writing online

And more!
I know you'll love this episode. Big thanks to Jeremy for joining and taking an hour of his morning to chat stocks and more.
PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLY

I hope you enjoy this podcast with Evan Vanderveer, founder of Vanshap Capital. Vanshap invests in founder-led businesses that focus on Customer Fanaticism.
We discuss three of Evan's core holdings:
1. Kaspi (KSPI)
2. Nu Holdings (NU)
3. Mercado Libre (MELI)
PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLY

I hope you guys enjoy my podcast with @Seedy19 (from X). Seedy is a full-time biotech investor. He generated a 35x on his entire portfolio last year.
Not just one stock, his entire portfolio.
The crazy part? He did it buying mostly common stocks.
Biotech stocks, of course. But common stocks nonetheless!
We spend an hour diving into Seedy's process, how he identifies new ideas, researches positions, weighs probabilities, and separates the real companies from the shams.
I loved recording this episode.
PLEASE NOTE NONE OF THIS IS INVESTMENT ADVICE. IT IS PURELY EDUCATIONAL/ENTERTAINMENT PURPOSES ONLY. DO NOT TRADE ANY OF THESE SECURITIES WITHOUT CONSULTING A LICENSED PROFESSIONAL. YOU ARE AN IDIOT FOR TRYING TO TRADE BIOTECH.

I've got Judd Arnold back on the podcast for another great episode of distressed investing. Judd is one of the best investors I know at finding distressed situations at inflection points.
We spent almost two hours discussing energy, COVID normalization, pool companies, and investment process.
I hope you enjoy this conversation as much as I did.
PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

This is my fifth interview with Peter Mantas. I learn something new each time I talk to Peter.
This week, we discuss Peter's views on where the Left Tail lies in biotech, why bubbles are great for biotech's long-term success, and how to spot the real AI winners from vaporware in the biotech space.
I loved recording this episode and learned a ton, I know you will too.
PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.