Value Hive Podcast Brandon Beylo

Don Simmons is the CEO of Hemisphere Energy (HME), a Canadian heavy oil producer.

DISCLOSURE: WE/MACRO OPS OWNS SHARES IN HME AT THE TIME OF THIS PODCAST RELEASE. DO YOU OWN WORK. NONE OF THIS IS INVESTMENT ADVICE. SMALL CAP ENERGY STOCKS ARE RISKY.

With that out of the way, let's get to the podcast.

Don dives deep into his background and how he founded HME. The company takes a simple, yet unique approach to building an enduring and capital-returning E&P.

You'll find Don's common sense refreshing and yet so uncommon in E&Ps.

Finally, a big thanks to our sponsors for making this episode happen.

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.

I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. 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!

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.


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Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

Taylor Sulik is trying to solve a problem that we all face, but nobody wants to do ... revive domestic US critical mineral production.

And he's doing it with Tungsten (among other metals).

This podcast explores Taylor's path towards starting a mining company, how he's built his from scratch, and his plans for future production/development.

I loved this episode. Taylor's story is one every person should hear. He's doing the hard work while the rest of us, myself included, simply talk about it.

I hope you enjoy this as much as I did.

Finally, a big thanks to our sponsors for making this episode happen.

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.

I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. 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!

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.


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Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

Evan Tindell runs Bireme Capital, a long/short value investment fund.



I loved this episode. We spent over an hour discussing:


Investor psychology
Shorting Costco
Lessons from being a professional poker player
Position sizing
Betting big on META during its Hate Day
SOTP valuation stories (Bollore & Vivendi)
Japanese value stocks
Allocating time

And more!

This was one of the most wide-ranging conversations I've had in a while, and I loved it.

If you like what you heard, follow Evan on Twitter @evantindell.

Finally, a big thanks to our sponsors for making this episode happen.

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.

I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. 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!

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.


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Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

This is a replay of my 2023 conversation with Lobo Tiggre of Independent Speculator.

Lobo is one of the premier voices in junior mining speculation, and you can tell why throughout this podcast.

Lobo pulls no punches. He tells it like it is -- the good, the bad, and the ugly -- all while educating and entertaining you along the way.

It's a fantastic listen, and one that you will want to listen to multiple times to get the most out of the conversation.

If you like what you heard, go follow him on Twitter @duediligenceguy.

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.

I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. 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!

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.


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Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

This is a very different episode than usual. I don't think I've recorded a podcast specifically about net-net investing.

But it's something I've wanted to do for a long time.

That's why I'm excited to have Luis Sanchez on the podcast. Luis is a full-time net-net investor. He hunts in corners of the market you haven't even thought of.

During the podcast, we dive deep into Luis's process, how he selects net-net stocks, and how he thinks about portfolio construction.

If you're a fan of bottom-fishing, deep value, or net-nets, you will love this episode.

Finally, a big thanks to our sponsors for making this episode happen.

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.

I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. 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!

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.


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Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

I hope you guys enjoy my podcast with Greg Orrell of OCM Gold Fund.

Greg has done what most gold fund managers haven't ... outperform GDX. In fact, Greg has crushed GDX, returning 81% since 2008 versus GDX's 6% during the same time period.

During the podcast, Greg dissects the gold miner industry and gives us a crash course on how to analyze, invest, and position size when buying gold producers.

If you're interested in gold and precious metals stocks, you will love this episode.

Finally, a big thanks to our sponsors for making this episode happen.

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.

I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. 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!

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.


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Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support