China Tech Sell-off Explained: Twitter Spaces Feat. Rui Ma
This week we’re releasing the recording of a Twitter Spaces I hosted on Tuesday (07/27). Topic: China Tech Sell-Off Co-hosts: Rui Ma (@ruima), Jessica Ablamsky (@jablamsky), BuyandHold (@BuyandHoldd), and Mayhem For Markets (@Mayhem4Markets) This was a fantastic discussion on all things Chinese investing from VIEs to venture capital flows, and even a few stock pitches. […]
Episode 20: Survival of The Permanent w/ Brent Beshore, Permanent Equity
We’ve made it to a huge milestone: 20 podcast episodes. We couldn’t have done it without you, our listener base. Y’all keep the lights on and help spread the word about what we’re doing. For our 20th episode, we chat with Brent Beshore, CEO and Founder of Permanent Equity. We’re living in unprecedented times. COVID-19 […]
Episode 18: Lessons in Options Trading, Credit Markets and Balance Sheets w/ Fil Zucchi
Better late than never, right? On Episode 18 of the Value Hive Podcast I chat with Fil Zucchi. Fil is an independent options trader and former bankruptcy lawyer. I first met Fil at last years ValueX Vail Investors Conference. Fil brings a unique look to equity and credit markets. He expresses his thoughts and opinions […]
Episode 13: Deep Value Investing in LA Real Estate, Moses Kagan of AdaptiveRealty.com
I had the privilege to chat with Moses Kagan, founder of Adaptive Realty. I call Moses a Deep Value Investor in LA Real Estate because that’s exactly what he does. Moses finds beaten-down, ugly, overlooked buildings in Los Angeles, CA. He buys them, does a complete gut and renovation, and rents them out at attractive […]
Episode 8 – Andrew Kingston & Shawn Shewchuk: Special Situations, Technical Analysis and Hockey
Thanks for tuning into Episode 7 of the Value Hive Podcast. If you like what we’re doing, drop us a rating and review on your favorite podcast platform. It goes a long way. While you’re at it, make sure to subscribe to our weekly newsletter. We deliver curated, value investing news straight to your inbox. […]
Episode 2 with Andrew Walker: Sports Rights, Media Investments and Cookies
Andrew Walker is co-founder of Rangeley Capital and founder/writer of Yet Another Value Blog. In this episode, Andrew and I discuss media investments, review his media guide blog posts (here’s parts 1, 2 and 3) and highlight specific ways to play the coming un-bundling phenomenon. Andrew is a media investment savant. This is a must listen for anyone interested […]
Podcast Transcript: Interview with Richard Howe
For those that don’t know, can you give everyone a background on how you got into investing? What led you to spin-offs? I am Boston born and raised, growing up I always loved investing. I was always one of those kids that was in the investment club in high-school and college. I was lucky, my […]