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Value Hive Podcast

Brandon Beylo

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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 impro ...
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Chris Abbott of 1035 Capital Management joins the podcast this week to pitch more interesting stock ideas. We discuss: Comstock (LODE) SkyX Platform (SKYX) Mobilicom (MOB) Research Frontiers (REFR) I love chatting with Chris because I always find new investments ideas and learn something different. Chris has a unique way of looking for and at inves…
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NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY. I hope you guys enjoy my podcast with Timothy Call of Capital Management Corp. Tim spends his time finding and investing in unloved small-caps that lead their little market niches. These companies are often down a lot over the past year, trade at low valuation multiples, a…
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I hope you guys enjoy my podcast with Matthew Pierson, founder of Merit Oak Capital. Merit Oak is a long-biased hedge fund focused on long-term capital appreciation through concentrated, multi-year investments in outstanding public companies that are determined to be undervalued based on extensive fundamental research.” Matt is an American hero, on…
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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 th…
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This is my first podcast with Adrian Godas and I am so excited to share it with you. Adrian is one of the OGs that helped me learn the mining industry. He answered all my dumb questions, provided actionable investment ideas, and was a wealth of knowledge on the deep roots of mining history. In this episode, we dive deep into: The history of mining …
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Tim Elliott is an old school geologist. The kind that would create physical maps using nothing but a pick, shovel, and a can of beans to sustain himself. This episode is a Mining Geology 101 for generalist investors. Tim provides deep insights into a geologist's perspective on the junior resource investing space. He explains what to look out for, w…
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Stoked to have PurpleDrinkCapital on the podcast for his third appearance (Value Hive record??). We chatted robotics, NVDA, market blow-off tops, trading psychology, technical analysis, and energy. I love having PurpleDrink on because I learn something new about trading, investing, and my process along the way. Finally, a big thanks to our sponsors…
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Replay of my conversation with Twitter/X user @ContrarianCurse. This was his first ever podcast and it was well received. I hope you guys enjoy. Excited to have @ContrarianCurse on the podcast for the first time. I also believe it's his first ever podcast. I had a blast chatting with "Suspended Cap" about his switch from analyst to PM, how he cover…
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This is a replay of my June 27th conversation with @Sustainabledud1 on all things Rare Earths (REE) ... before they were popular :) I hope you guys enjoy! Remember: EDUCATIONAL PURPOSES ONLY FOLKS. Stoked to have Sustainable Dude on the podcast to dive deep into the world of Rare Earth Elements (or REEs). They're messy, complicated, opaque, and ric…
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I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Cedar Creek Capital, Bonsai Partners, and Hayden Capital's Q2 letters. 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…
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This is a replay of my December 2024 conversation with Will Thomson, portfolio manager and founder of Massif Capital. Will Thomson joins the show (for the second time) to discuss the copper market and pitch Zambia as a potential investment jurisdiction. NOTHING YOU HEAR IS INVESTMENT ADVICE. DO YOUR OWN RESEARCH. THIS IS EDUCATION. ANY STOCK YOU HE…
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We preview Saturday's game between Fresno State and Nevada with the Wolf Pack's play-by-play broadcaster, John Ramey. John educates us on what we can expect from the Wolf Pack and how Fresno State can answer. Who do you have winning?Thanks again to John for his time!Go Dogs!Support the show here: https://buymeacoffee.com/calebnale…
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Anyone that's followed CLPT or QURE has probably listened to Peter Mantas of Logos LP. If you haven't ... what are you doing? And do you even like getting smarter? Peter is unequivocally one of the smartest people I know. He knows the biotech industry better than anyone I've met, and you can hear it in our conversations. This week, we discuss the C…
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Please enjoy this replay of my 2024 conversation with Jason Jessup, CEO of Magna Mining $NICU. Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada. I'll keep it simple. I think Jason is building the next multi-billion dollar mining company. He's got everythin…
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Andrei Stetsenko is a first-generation immigrant from Kyiv, Ukraine, where he was born in 1989. After graduating summa cum laude from Princeton in 2010, he joined Farley Capital as an investment analyst. In 2015, he was made a partner of the firm. Over the past dozen years, Andrei has traveled to India 17 times and met with hundreds of listed India…
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Precious metals are starting to move. Otavio Costa was pounding the table on gold and silver back in 2023. This is a replay of that conversation. I hope you guys enjoy! Hey Guys! This episode, we hear from Tavi Costa, portfolio manager at Crescat Capital, and get his insights into the precious metals industry. Tavi talks about the importance of pre…
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In this episode, Kristoffer Lindström—founder and analyst at LIND Research—joins to unpack his investment process and deliver a compelling pitch on Physitrack (ticker: PTRK). I hope you enjoyed the conversation. If you want to learn more about Kris and his process, follow him on X: https://x.com/Lindstroem_K and explore his research at LIND Researc…
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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 i…
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This week on Beware of Bulldogs, host Arun Atwal sits down with former Fresno State quarterback Steven Comstock for a candid conversation about football, growth, and life beyond the field. From his standout high school career to the highs and lows of playing for the Bulldogs, Steven opens up about the journey that shaped him. He shares what it real…
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I hope you guys enjoy my podcast with Matthew Pierson, founder of Merit Oak Capital. Merit Oak is a long-biased hedge fund focused on long-term capital appreciation through concentrated, multi-year investments in outstanding public companies that are determined to be undervalued based on extensive fundamental research.” Matt is an American hero, on…
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This week on the Beware of Bulldogs podcast, host Arun Atwal is joined by Chris Trevino of USCFootball.com to discuss his experience covering Matt Entz during his time at USC, and to share insights on Entz's coaching style and potential. After the interview, Arun dives into the listener mailbag to answer your questions. Don’t miss it and tune in no…
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I'm thrilled to have John Swallow, CEO of Idaho Strategic, back on the podcast. John has been one of my favorite guests over the years. He's built Idaho Strategic $IDR from a near-bankrupt entity to a $160M+ company today (as of this podcast). I first had John on the podcast last February. Things were a lot different then. Gold is much higher now. …
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I had the pleasure of interviewing Sultan Ameerali for this week's Value Hive Podcast. Sultan is a self-taught investor specializing in industries and companies others hate. We covered A LOT in this podcast. We chatted mining stocks, Comstock (LODE), Fat Brands (FATBP), AI, hockey, journalism, and boxing. I thoroughly enjoyed this podcast and I hop…
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In this week's episode of the Beware of Bulldogs podcast, host Arun Atwal dives into some major developments in college athletics, including the latest addition to the Pac-12. Later, Arun is joined by Fresno State baseball legend and 2008 College World Series champion, Steve Detwiler, for an insightful conversation about his remarkable career!…
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Stoked to have Sustainable Dude on the podcast to dive deep into the world of Rare Earth Elements (or REEs). They're messy, complicated, opaque, and rich with opportunity. We talk processing, refining, production, China's dominance, how the West can build its supply chain, and individual stock names. This was terrific. Give Sustainable dude a follo…
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On this week’s episode of Beware of Bulldogs, host Arun Atwal talks about Fresno State’s Cierra Jackson and her incredible national championship performance. He also gives an update on the latest news in Fresno State Athletics. Later in the show, former Bulldog safety and NFL player Cam Worrell joins to share his story of going from a walk-on at Fr…
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Garrett Goggin is the founder of The Golden Portfolio, a newsletter that exclusively covers gold and silver mining stocks. Garrett has over 15 years experience investing in junior precious metals miners. I spent over an hour picking his brain on portfolio construction, grade hurdle rates, red flags to avoid, and how to value a mining stock. I think…
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This week on Beware of Bulldogs, host Arun Atwal breaks down the NCAA settlement and what it means for the future of college athletics. He then dives into the latest news from across Fresno State sports before sitting down with former Bulldog standout David Perales to talk about his football journey—from Fresno to the pros. The episode wraps up wit…
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Excited to have @ContrarianCurse on the podcast for the first time. I also believe it's his first ever podcast. I had a blast chatting with "Suspended Cap" about his switch from analyst to PM, how he covers industries and analyzes stocks, how he thinks about idiosyncratic risk, and his thoughts on brands and retail companies. This was such a fun ep…
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This week on Beware of Bulldogs, host Arun Atwal sits down with former Fresno State defensive back Damion Owens for an insightful and inspiring conversation. Damion opens up about his time as a Bulldog, the lessons he learned on and off the field, and what life has looked like after football. From memorable game moments to personal growth, this is …
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Purple Drink Capital is back for Round 2 at Value Hive. I love talking to Purple Drink. The dude is a Trader's Trader. He's a slave to the tape, respects his biases, and understands the game he's playing. I love the way he views markets and positions himself in various thematics. Even if you're not a "trader" you will learn something new and useful…
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We're changing it up a bit this week! I decided to do an Investor Audible on just one "letter" ... Hosking Partner's May 2025 edition of Hosking Post. The letter discusses Capital Cycles, Warren Buffett, and how to view all investments through the capital cycle framework. I recorded this because I wish I had an audiobook version of it, so enjoy! Al…
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On this bonus episode of Beware of Bulldogs , host Arun Atwal is joined by Al Scott to break down the departure of Fresno State softball head coach Stacy May-Johnson and discuss potential replacements. They also recap the Bulldogs’ repeat championship run in the 2025 Mountain West Baseball Tournament and preview what’s ahead in the NCAA Regionals.…
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Host Arun Atwal explores some of the biggest "what-ifs" in Bulldog athletics, followed by a special interview with former Fresno State football stars Paul Williams and Marcus Riley. They share their stories, insights, and thoughts on how a few key moments might have changed everything. This episode is brought to you by Zoe Construction.…
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Excited to replay Episode 21 with y'all! Jeff Sands is a 3x winner of the Turnaround Of The Year award (2017-2019), and he's got a good shot at 2020. He spent his early career working in his family business. When outside pressures rattled the company, Jeff realized two things: a) the importance of cash and b) that nobody taught him how to manage th…
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In this special bonus episode, I'm joined by baseball analyst Al Scott to preview the 2025 Mountain West Baseball Championship Tournament. We break down the key teams to watch, players who could make the difference, and dive deep into Fresno State's chances of repeating as conference champs. Can the Bulldogs go back-to-back, or is another team pois…
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