131 episodes

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 improve a little bit each day: https://macro-ops.com/

Support this podcast: https://anchor.fm/valuehive/support

Value Hive Podcast Brandon Beylo

    • Business
    • 4.8 • 6 Ratings

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 improve a little bit each day: https://macro-ops.com/

Support this podcast: https://anchor.fm/valuehive/support

    Q1 2022 Investor Audibles: Laughing Water Capital, Greenhaven Road Capital, Alta Fox Capital

    Q1 2022 Investor Audibles: Laughing Water Capital, Greenhaven Road Capital, Alta Fox Capital

    This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds: 


    Matt Sweeney, Laughing Water Capital 
    Scott Miller, Greenhaven Road
    Connor Haley, 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 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 mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.


    ---

    Support this podcast: https://anchor.fm/valuehive/support

    • 1 hr 2 min
    Elliott @mu2myoc: The Truth About Affordable Housing Investing

    Elliott @mu2myoc: The Truth About Affordable Housing Investing

    Hey Guys! This week we are pivoting from the public markets and we are diving back to Real Estate, specifically getting our hands dirty on affordable housing. Our guest Elliot @mu2myoc is here to tell us the good, the bad, and the ugly. He shared with us some basic concepts used in Real Estate such as yield on cost, his investing methodology, his Real Estate journey, some crazy stories from affordable housing, how to get into affordable housing and his  Archdiocese of New Orleans Twitter Thread.


    [0:00] What is mu2myoc?
    [1:20] What is yield on cost?
    [5:30] When to Sell?
    [10:00] Why Elliot got into Real Estate?
    [20:00]Landing Your First Deal
    [30:00] Receiving Feedback
    [36:00] The Housing Market: Momentum Investing
    [45:00] Crazy Stories from Affordable Housing
    [1:12:00] Elliot Investable Universe
    [1:14:00] How to get into Section 8?
    [1:17:00] The Archdiocese of New Orleans: Thread
    [1:29:00] Closing Questions

    If you like what you heard, please follow Elliott on Twitter @mu2myoc. 

    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 MITIMCo, the investment office of MIT. MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/HIVE


    ---

    Support this podcast: https://anchor.fm/valuehive/support

    • 1 hr 35 min
    Eric Markowitz: Tesla, Inc. $TSLA Deep Dive w/ Worm Capital

    Eric Markowitz: Tesla, Inc. $TSLA Deep Dive w/ Worm Capital

    Hey guys! This week we have Eric Markowitz from Worm Capital. This episode is all things Tesla! Eric shares with us Worm Capital’s research on Tesla such as Tesla’s Autonomous Driving Advantage, Tesla’s Gigafactories, Tesla’s Customer Value Proposition, why being DTC is an advantage, and some of Tesla’s potential ancillary services such as insurance, gaming and maybe becoming an advertising channel.



    [0:00] Worm Capital
    [4:00] What is like holding Tesla with outside money?
    [8:00] What does it really mean to invest for the long term?
    [14:00] Changing your mind
    [20:00] The Tesla Bull Case
    [29:00] Tesla’s Customer Value Proposition
    [36:00] Tesla Autonomous Driving Advantage[45:00] Tesla Gaming
    [51:00] Tesla’s Gigafactories
    [1:02:00] Tesla is DTC
    [1:07:00] Tesla’s Ancillary Services
    [1:10:00] Tesla becoming an Advertising Channel
    [1:17:00] Tesla’s Revenue Growth
    [1:20:00] More from Eric and closing questions.

    If you like what you heard, go follow Eric on Twitter here! Also, check out Worm Capital's website here. 

    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 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 mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at


    ---

    Support this podcast: https://anchor.fm/valuehive/support

    • 1 hr 28 min
    Robert Prather: A Crash Course on Short Selling

    Robert Prather: A Crash Course on Short Selling

    Hey guys! This week’s guest is Robert Prather, founder of Vision Research an independent research firm dedicated that focuses on the short side, and naturally this episode is a big crash course on short selling, so if you are interested in short selling or want to hear the point of view of a short seller this episode just for you! Rob shared how he analyzes the balance sheet, his idea generation, how to do due diligence and why he recommended shorting Allegro ($ALE) and Peloton ($PTON).


    [0:00] Why do you short sell?
    [4:30] Unique Aspects of Short Selling
    [7:40] Why is Short Selling Important?
    [9:20] Ideal Short Trade
    [10:00] Idea Generation
    [18:40] How to do Due Diligence?
    [21:00] Analyzing the Balance Sheet
    [31:00] What Industry does Robert shorts?
    [33:00] Allegro ($ALE): Short Thesis
    [42:00] Peloton ($PTON): Short Thesis
    [52:00] Covid Over Earners
    [56:00] Shorting Good Companies: Trex Company ($TREX)
    [1:03:00] Shorting SPACs
    [1:08:00] Structuring Short Books
    [1:15:00] More from Robert and Closing Questions

    Finally, a big thanks to the following sponsors for making the podcast a reality.

    If you like what you heard, check Rob out over at Visionro.com

    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 mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at


    ---

    Support this podcast: https://anchor.fm/valuehive/support

    • 1 hr 22 min
    Logan Bartlett: The State of Software Venture Investing

    Logan Bartlett: The State of Software Venture Investing

    Hey Guys! This week we have a special guest: Logan Bartlett Managing Director and Partner of Redpoint Ventures. This podcast is all about Venture Capital and specifically Software Venture Capital. We discussed Logan’s venture capital journey, the differences between public markets and the private market, what is currently happening in the Software landscape, he shared from a venture capitalist point of view on how to construct a portfolio, deciding when to buy, and how to research a company.


    [0:00] Introduction: Logans Investment Journey from Battery Ventures to Redpoint Ventures
    [5:40] What made Battery Ventures so good?
    [9:00] Public Markets vs Private Markets
    [14:30] What is happening in the Software Landscape? (Exuberance)
    [22:00] Portfolio Construction in a Venture Fund
    [35:00] Luck vs Skill
    [41:00] Knowing too Much can be a Detriment
    [51:00] Braze $BRZE
    [1:00:00] When to buy?
    [1:06:00] Logan’s Research Process
    [1:15:00] Valuation Matters?
    [1:22:00] Investment Funds need a media arm?
    [01:37:40] More from Logan and closing questions

    If you like what you heard, please follow Logan on Twitter @loganbartlett. Also check out what he's doing at Redpoint here. 

    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 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 mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at https://anchor.fm/valuehive/support

    • 1 hr 44 min
    Investor Audibles: GreenWood Investors, Worm Capital, Third Point, & Gator Capital

    Investor Audibles: GreenWood Investors, Worm Capital, Third Point, & Gator Capital

    Hey guys! This week I'm trying something brand new on the podcast. I created an "audiobook" edition of some of my favorite hedge fund letters. This week, I read the Q4 letters from the following funds:


    GreenWood Investors
    Worm Capital
    Third Point
    Gator Capital 

    There is one other podcast that does this (Capital Literature), but I thought having a more human voice would make it easier to listen to, hopefully you agree.

    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 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 mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

    For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

    Quartr

    Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

    If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

    Tegus

    Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

    I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.

    TIKR

    TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.


    ---

    Support this podcast: https://anchor.fm/valuehive/support

    • 54 min

Customer Reviews

4.8 out of 5
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