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by Brandon Beylo
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- 4 days ago35 min
Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital
I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: Gator CapitalRowan Street CapitalThird Point CapitalPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
- 1 weeks ago1h 3m
[REPLAY] Oliver Friesen: All Things Tungsten
In this episode, Oliver Friesen—CEO of Guardian Metal Resources—joins for a deep dive into tungsten’s resurgence and why this little-known metal is at the center of U.S. national security, supply chains, and industrial resilience. We unpack tungsten’s unique properties—highest melting point of any metal, extreme density, and hardness—and why it’s indispensable in defense applications from armor‑piercing munitions to high‑temperature aerospace systems. Oliver discusses Guardian’s Nevada‑focused strategy, including its flagship Pilot Mountain project, believed to be the largest undeveloped tungsten deposit on American soil, and how the company is positioning to help re‑shore U.S. supply chains.We also explore the shifting policy landscape—China’s dominance over global tungsten supply, looming U.S. procurement bans on adversarial sources by 2027, and new federal initiatives—highlighted by a recent $6.2M U.S. Department of Defense award aimed at sustaining critical domestic tungsten production. Oliver shares how Guardian is building strategic relationships and accelerating project development to meet defense and industrial demand, while balancing responsible development and investor alignment. Disclosure: I still own shares in $GMET. Yes they have done well. No, none of this is investment advice. This is mining you will probably lose all your money. This is entertainment.
- 2 weeks ago1h 9m
Brian Leeners (Homerun Resources): The Silica Opportunity
Brian Leeners is the CEO/founder of Homerun Resources (HMR.V), a Brazilian-based silica company dedicated to bringing high-quality silica to market to help advance the solar, renewables, and AI growth initiatives. We spent the podcast discussing the solar value chain, silica's role within that chain, what makes silica different, the supply/demand dynamics of the market, and what separates Homerun Resources' asset from its peers. I learned a ton about silica and found a new interesting idea in the process. I hope you enjoy!PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
- 3 weeks ago34 min
Q1 2026 Investor Audibles: Open Square Capital, JDP Capital
I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: Open Square CapitalJDP CapitalIdeas discussed include: VAL, RIG, PTON, OXY, MELIPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
- Apr 17, 20261h 8m
[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
The last time I had CEO of Magna Mining Jason Jessup on the podcast his goal was to create the next FNX Mining. That would be a great outcome for everyone as FNX went from $0.25 to $35 at its peak. But here we are a year later, and Jason is thinking bigger. FNX is no longer the goal. Think closer to Teck Resources ... or even bigger. Jason explains his plans for NICU over the next 2-3 years, his goals for the company, and how they can grow into a multi-billion dollar Sudbury mining company. WARNING: NICU IS MY LARGEST POSITION. NOTHING IS INVESTMENT ADVICE. DYODD. DON'T TRADE BASED OFF THIS PODCAST. IF YOU DO YOU ARE AN IDIOT. I hope you enjoy our conversation!
- Apr 10, 20261h 56m
Gavin McCracken: A Journey To 2,000x Returns
This was easily my favorite podcast of the year. Granted, we're only in April. So it's exciting, but a high bar for future guests. Gavin is a one-of-one thinker and investor. He generated a 2,000x return in his account from buying basically two stocks: Valeura Energy (VLE) and Andean Precious Metals (APM). You will love his story on how he found, bought, and held along the way to 2,000x performance. We also talked about process, due diligence, finding an edge, investing psychology, and AI (you'll be surprised on his AI take). I know this is a 2HR conversation, but it is worth every second because Gavin is an independent thinker and worth your time. NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT/EDUCATIONAL PURPOSES. YOU ARE AN IDIOT IF YOU TAKE ANY OF THIS AS ADVICE.
- Apr 3, 20261h 6m
Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive
Stoked to have Will back on the podcast to discuss: Clean Tech Royalty companies (like CVW) Copper producersGold producersWill's Commodity Purity Index (or CPI) Using AI in investment researchGoing slow to go fast (read before summarizing)Really liked this chat. NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT PURPOSES. YOU ARE A FOOL IF YOU THINK ANY OF THIS IS ADVICE. DO YOUR OWN WORK.
- Mar 27, 20261h 15m
[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy
Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast. This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set. I loved this conversation. Lots to learn and implement into your practice. NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.
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About Value Hive Podcast
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/
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