160 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 • 53 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

    Peter Mantas: Life Sciences Deep Dive (Part 2)

    Peter Mantas: Life Sciences Deep Dive (Part 2)

    This week we have the one and only Peter Mantas of Logos LP.
    This episode is the second time we solely focused on life sciences and the Biotech space. Peter explains how much the biotech and life sciences industry has change since the last time we spoke all the way back in February. He explains why Big Pharma might have a golden age, how to value the pipeline for some pharmaceuticals companies, gaging probabilities, what is bioprocessing, who are the C players and more!


    [0:00] What has changed since February?
    [10:30] The Golden Age of Big Pharma
    [18:00] The possible next big Pharma player
    [25:00] How to value the pipeline?
    [30:00] Gaging Probabilities
    [33:00] Strong Barriers to Entry
    [43:00] Who are the C players?
    [49:00] Management Teams
    [52:00] What is Bioprocessing?
    [1:09:00] LLY’s Relative Strength
    [1:16:00]Twitter Questions

    If you enjoyed this episode, go follow Peter on Twitter @Logos_LP.

    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!

    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 29 min
    Mike (@TheRealEstateG6): Zero To One In Real Estate

    Mike (@TheRealEstateG6): Zero To One In Real Estate

    This week we're stoked to have Mike aka @TheRealEstateG6 on the podcast. 

    Our conversation focuses on all things real estate investing. 

    He shared with us how he got into Real Estate and his his Real Estate career, what he thinks about Arbnb renting as a business, the most common mistakes that retail investors do, his best and worts investments and how he levered his knowledge on private Real Estate and create his own Real Estate Investing Fund. 

    So if you are interested in Real Estate investing definitely tune in! I consider this a "Zero To One" course on Real Estate Investing. 

    Check out the time stamp below:


    [0:00] Who is the Real Estate God?
    [6:19] Why not invest in hospitality real estate?
    [9:00] Best Investments & Worst Investments
    [18:00] Mortgage Rates and Real Estate
    [23:00] What are small deals in Real Estate?
    [28:00] Idea sourcing and Valuations
    [36:50] Common Mistakes
    [40:00] More from Real Estate God and Closing Questions

    If you like what you heard, go follow Mike on Twitter @TheRealEstateG6. 

    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!

    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

    • 58 min
    Samer Hakoura: Ashtead Group $AHT Deep Dive

    Samer Hakoura: Ashtead Group $AHT Deep Dive

    Please enjoy our conversation with Samer Hakoura, Founder of Alphyn Capital. 

    We covered everything that an investor needs to know about Ashtead Group (LSE: $AHT), whether it is Ashtead’s history, what is their business, Ashtead’s Competitive advantages, its unit economic, value and why they still have future margin expansion and revenue growth. 

    Plus, Samer shares his investment journey such as how did he manage to run a Caribbean Supermarket and and what could possible go wrong with his Ashtead Investment.

    Check out the time-stamp below:


    [0:00] Who is Samer Hakoura?
    [2:50] Running a Caribbean Supermarket
    [8:00] Synthetic Leverage
    [12:20] Ideal Investment
    [14:40] Differences between private investing and investing on the public markets?
    [16:20] Ashtead Group (LSE: AHT)
    [19:00] Due Diligence
    [22:00] Ashtead’s History
    [33:30] Ashtead’s Unit Economics
    [38:40] Competition: United Rentals vs Ashtead.
    [50:00] Ashtead’s Exposure to the Macro Environment?
    [59:00] Why Ashtead has so much debt?
    [1:01:20] The Bear Case for Ashtead?
    [1:07:00] More from Sam and Closing Questions

    If you like what you heard, follow Samer on Twitter @SamerHakoura. 

    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!

    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 12 min
    Robert Brooks: CECO Environmental $CECE Deep Dive

    Robert Brooks: CECO Environmental $CECE Deep Dive

    Today’s episode we had a conversation with Robert Brooks, Founder of Brick by Brick Capital. We covered everything that an investor needs to know about Ceco Environmental ($CECO), whether it is Ceco’s history, what is their business, Ceco’s Competitive advantages, its unit economic, value and why they still have future margin expansion and revenue growth. Plus, Robert shares his investment journey and what could possible go wrong with his Ceco Investment.

    Check out the time stamp below:


    [0:00] Who is Robert Brooks?
    [5:30] Brick by Brick Investing Strategy
    [10:40] Ceco Environmental ($CECO)
    [14:00] Ceco’s Old Management
    [17:00] Ceco’s Customer Base
    [25:00] Ceco’s Unit Economics
    [30:20] Ceco’s New Management
    [37:00] What could go wrong?
    [41:00] Ceco’s Tailwinds
    [52:00] Ceco’s Price Target
    [55:00] Closing Questions and More from Robert

    If you enjoyed the podcast, make sure to follow Rob on Twitter at @BrickByBrickCap. 

    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!

    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 3 min
    Twitter Spaces: @Mr_Neutral_Man Howard Hughes $HHC Deep Dive

    Twitter Spaces: @Mr_Neutral_Man Howard Hughes $HHC Deep Dive

    This week we invite Mr. Neutral Man from Twitter back on the Value Hive podcast with our Twitter Spaces Q&A recorded in late October. Mr. Neutral dives deep into his latest fat pitch idea: Howard Hughes $HHC.

    I hope you enjoy this Twitter Spaces recording. Please let me know who else you'd want me to interview in Q&A fashion. I love these episodes because it gives me a chance to step back and let the audience ask all the questions.

    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!

    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

    • 58 min
    Q3 2022 Investor Audibles: Nordstern Capital, Praetorian Capital, and Maran Capital

    Q3 2022 Investor Audibles: Nordstern Capital, Praetorian Capital, and Maran Capital

    This week we're continuing our Investor Audibles series with three Q3 2022 letters from the following investors/funds:


    Nordstern Capital 
    Praetorian Capital 
    Maran Capital 

    Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Also, here are some of the links mentioned in the podcast: 


    Value Hive Podcast w/ David Kaye

    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!

    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

    • 50 min

Customer Reviews

4.8 out of 5
53 Ratings

53 Ratings

EricWitmer ,

Brandon crushes it.

Excellent show, terrific host, insightful guests. A must listen and an easy binge.

djkezako ,

Too many sponsors announcements.

Very annoying and repetitive. Also very soft volume not very engaging.

ASobering ,

Such a wealth of knowledge! 🧠

This podcast is so insightful and I’ve enjoyed every episode I’ve listened to so far! Brandon is a very skilled interviewer - he does such a great job of sharing his own personal wisdom and I love how he leads meaningful conversations with thought leaders who bring so much experience and actionable insight to the table. Highly recommend checking this show out - you won’t be disappointed!

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