296 Episodes

  1. Twitter Spaces: @Mr_Neutral_Man Howard Hughes $HHC Deep Dive

    Published: 11/11/2022
  2. Q3 2022 Investor Audibles: Nordstern Capital, Praetorian Capital, and Maran Capital

    Published: 11/4/2022
  3. Scott Willis: Commodity Investing 101

    Published: 10/28/2022
  4. Q3 2022 Investor Audibles: Third Point Capital, Ensemble Capital, Greenlight Capital

    Published: 10/21/2022
  5. Jeremy Kokemor: Ferguson PLC $FERG Deep Dive

    Published: 10/14/2022
  6. Mr. Neutral Man: Rock Quarries, Hedging, and Lessons From The GFC

    Published: 10/7/2022
  7. Leandro: Five Below (FIVE), Topicus (TOI.TSX), and Texas Instruments (TXN)

    Published: 9/30/2022
  8. Sean Emory: Fiverr $FVRR Deep Dive

    Published: 9/23/2022
  9. Taylor Pearson: Ergodicity All The Way Down

    Published: 9/16/2022
  10. Brom Rector: The Business of Psychedelics

    Published: 9/9/2022
  11. Twitter Spaces Q&A: Doomberg

    Published: 9/2/2022
  12. Q2 2022 Investor Audibles: Maran Capital, 1 Main Capital, Steel City LP, and Bonsai Partners

    Published: 8/26/2022
  13. Henry Rearden: The Man Behind The Carvana (CVNA) Short

    Published: 8/19/2022
  14. Doomberg: The Story Behind The Green Chicken

    Published: 8/12/2022
  15. Paul Andreola: How To Find The Next XPEL

    Published: 8/5/2022
  16. Q2 2022 Investor Audibles: Worm Capital, East 72, and Alluvial Fund

    Published: 7/29/2022
  17. Christian Ryther: Water The Flowers & Cut The Weeds

    Published: 7/22/2022
  18. Carvana $CVNA: Will It Survive?

    Published: 7/15/2022
  19. @ChasingTheVig: What Actually Drives Stock Performance?

    Published: 7/8/2022
  20. Eugene Ng: Searching For "Zero To One" Companies

    Published: 7/1/2022

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