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A podcast for aviation enthusiasts, including all things related to aviation, from news, to interviews, to history. https://theaviationfiles.start.page Intro music credit goes to Purple Planet Music: https://www.purple-planet.com/tracks/passport
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Welcome to the Iran Breakdown. Hosted by Mark Dubowitz, this miniseries from FDD is here to guide you through one of the most critical geopolitical and human rights challenges facing the world today. The Islamic Republic of Iran has been a central player in global headlines for decades: its pursuit of nuclear weapons, funding of terror groups like Hezbollah, Hamas, the Houthis, and others; its oppression of its own people, and its growing alliances with global power states like China, Russia ...
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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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The Second Half Podcast discusses the events of the world as they are viewed through the eyes of a Gen-Xer in the second half of his life. This is my weekly cost-free therapy session, so sit back and allow me to rant for a moment.
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I'm excited to get Erik_YWR back on the podcast this week. Erik pitched European bank stocks on his first episode, and he nailed it. So today, we're asking him about French stocks, revisiting European banks, and South Korea. You'll love this conversation if you enjoy psychology, actionable ideas, and general market banter. Also -- big thanks to the…
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About the Episode In this episode of The Iran Breakdown, host Mark Dubowitz continues to expose and examine Tehran’s proxy wars. This time, we unravel Tehran’s relationship with the Houthis in Yemen; the Shi’a militias in Iraq; and Hamas in Gaza, specifically looking at the Regime’s hand in the October 7 attack against Israel. Admiral Mark Montgome…
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About the Episode It's the world’s most dangerous nuclear standoff. Can President Trump get Iran to dismantle its nuclear program — or is Tehran just playing for time? In this episode of The Iran Breakdown, Mark sits down with award-winning journalist Barak Ravid for an insider’s look at the nuclear talks now underway in Oman. From enrichment red l…
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Excited to have the Q1 2025 Investor Audible Series rolling through this quarter. This week, we have letters from: 1Main Capital Alluvial Capital NZS Capital Big thanks to the sponsors as well! 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…
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Send us a text Today we will discuss Russian flights returning to the US, Korean Air increasing A380 usage to LA, Starlux planning new US routes, Air India’s response to Pakistani air closure, and a man was shot at Toronto airport. If you like this episode, make sure to check out more and support my podcast by following it! Make sure to check out m…
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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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About the Episode Hezbollah is not a rogue actor. It’s a tool of the Islamic Republic. That’s because Iran doesn’t just fund terror — it runs a global terror empire. And Hezbollah is the crown jewel. In this episode of The Iran Breakdown, host Mark Dubowitz sits down with Dr. Matthew Levitt, a top authority on Hezbollah and Iran’s proxy warfare, to…
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About the Episode Mark Dubowitz sits down with journalist Jay Solomon to unpack the new round of U.S.-Iran nuclear negotiations and trace the arc from Obama’s secret backchannels to Trump’s second shot at a deal — raising the question: are we about to do the fatally flawed, Obama-era JCPOA all over again? They unpack the early U.S. concessions that…
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Hey guys -- wanted to publish a short episode this week from the Lost File of Jeremy Raper's latest podcast (Pt. 3). Jeremy covered the Westinghouse Bankruptcy, uranium, and how to think about researching new industries. I think you'll love it. Big thanks to the sponsors as well! Mitimco This episode is brought to you by MIT Investment Management C…
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I hope you guys enjoy my Twitter Spaces conversation on all things Deep Value Investing. Big thanks to my two co-hosts @BuyCheapAndPray and @theotheraharon for making this Spaces worth the listen. We cover a ton of ground during the conversation, including: Position sizing Research process Portfolio construction Investment criteria Lessons learned …
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Very excited to have my friend Derrek -- aka @real_MikeBarnes on Twitter -- on the podast again. We chat gold, junior miners, Derrek's life-changing trade in Kirkland Lake Gold, his other life-changing trade in Agnico Eagle (AEM), and more. I loved this conversation. I always learn something new when talking to Derrek, and you will too. Big thanks …
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About the Episode "Death to Israel, the little satan!" It's all too familiar, this rallying cry of Islamic Republic regime officials and their sympathizers — they've been chanting this for almost 50 years now. But make no mistake: they mean what they say. With its terrorist proxies across the region, the Iran threat has been knocking at Israel's do…
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About the Episode In today’s episode, host Mark Dubowitz is joined by one of the Iranian regime's most fearless enemies, Masih Alinejad. Masih is not just a journalist or an activist—she’s a one-woman revolution. Born in Iran, exiled for speaking truth to power, and now living under constant threat, Masih has become a voice for the voiceless, espec…
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Jeremy Raper is back for his third appearance on the podcast. We chat Japan, Tariffs, Trump, activist investing, Jeremy's research process, commodities, and more. As always, Jeremy leaves a ton of knowledge bombs to absorb over the hour. Big thanks to the sponsors as well! Mitimco This episode is brought to you by MIT Investment Management Company,…
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Q4 Investor Audibles is out. This week we cover: Massif Capital Marlton Partners Giverny Capital This is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the podcast if you have time. It helps get the word out about Value Hive. Mitimco This episode is brought to you by MIT Investment Management Company, al…
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About the Episode Welcome to The Iran Breakdown, hosted by Mark Dubowitz. If you know anything about Mark, you know he lives and breathes one mission: stopping a nuclear Iran and ending the Islamic Republic. Back in 2018, The New York Times put it this way: “Mark Dubowitz’s campaign to draw attention to what he saw as the flaws in the Iran nuclear …
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About the Episode Whether you’re a seasoned Iran watcher or just starting to explore the topic, understanding the Islamic Republic requires going back to the events that led to the 1979 Islamic Revolution. And to do that we need to revisit 1953, the year a coup overthrew Iran’s Prime Minister, Mohammad Mossadegh. If you think you already know this …
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Welcome to inaugural episode of The Iran Breakdown, hosted by Mark Dubowitz. About the Episode There’s a truth we’ll come back to again and again on this show: The Iranian people are extraordinary. Whether in Tehran or Los Angeles, Berlin or Toronto — Iranians are known for their brilliance, resilience, and drive. Here’s the tragedy: Only Iranians …
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This is a replay of our podcast in 2023. This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on shorting, including the Silicon Valley Bank case. The conversation then shifts to event-driven investing with the Hunter Douglass Saga as an example of Social Act…
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I'm thrilled to have Adam Rossi on the podcast. Adam is a private investor, successful businessman, entrepreneur, beekeeper and maple syrup salesman. Adam has decades of experience building companies in the cyber and defense spaces. We spent an hour discussing DOGE, defense stocks, and investing like a family office. I really enjoyed this conversat…
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I can't believe it took me this long to get Matt Warder on the podcast. But here we are. Matt is the smartest guy in the coal space, and it's not even close. We chat HCC's latest investor presentation, why coal stocks are cheap, the 2026-2027 setup, and Matt's thoughts on precious metals. We finish the conversation with lessons from Matt's dinner w…
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Q4 Investor Audibles is out. This week we cover: Colebrooke Opportunities Fund Tidefall Capital Maran Capital This is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the podcast if you have time. It helps get the word out about Value Hive. Mitimco This episode is brought to you by MIT Investment Managemen…
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Global value investors will love this episode. Swen runs Undervalued-Shares.com, one of the best research services for finding off-the-beaten path ideas, hated companies, and stocks that you've never heard of. We spend over an hour discussing global value stocks, how Swen analyzes and ranks companies, and how he decides on what stocks to research i…
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I'm excited to share my conversation with Ernset Scheyder. Ernest is a writer for Reuters and recently authored the book "The War Below: Lithium, Copper, And The Global Battle To Power Our Lives." I just got my copy in the mail and can't wait to read it. During the podcast, I spend an hour dissecting Ernest's writing habits/strategies, early backgr…
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This might be one of my favorite podcasts of 2025 ... and it's only January. Stephen Farrington is a small cap investor and author of the Unemployed Small-Cap Value Degenerate Substack. If you love eclectic investment journeys, you're in the right place. Stephen went from chef to student to professor to full-time investor/writer. And what a story i…
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Ep 255: Trump tries to alter the constitution, Biden in Trump's sights, domestic terrorists pardoned, Elon's Nazi salute, how dare Trump be asked to be Christian, no more WHO for the US, & NFL picks
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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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Ep 254: The TikTok ban, Trump's upcoming inauguration, Congress is no longer independent, the horrible cabinet picks, Trump seeks expansion, a 34X convicted felon sentenced, one big bill, & NFL pick
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We're back at it with Q4 2024 Investor Audibles! This week we're listening to: Vlata Fund LVS Advisory Patient Capital Management I think you'll enjoy this week's video. 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 invest…
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Peter Mantas is one of the smartest investors I know. Every time I talk with Peter I get smarter. You will too. This week, Peter dissects bombed-out spaces like biotech, and discusses how to identify left and right tail investment ideas and industries. I thoroughly enjoyed this conversation, and I hope you do too. Finally, a big thanks to our spons…
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I hope you guys enjoy the Q3 2024 Investor Audibles from: - Saltlight Capital - Fairlight Capital 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 emerg…
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I'm excited to share my conversation with @Erik_YWR. Erik runs the fantastic Substack YWR.world. This conversation covers all things inflation. We discuss the main drivers of inflation/deflation, what has happened over the past 20 years in the US, why this time might be different, and how to profit from a higher-for-longer inflationary world. I rea…
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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 HEAR MAY OR MAY NOT BE OWNED BY THE GUEST OR HOST. Finally, a big thanks to our sponsors for making this episode happen.…
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Judd Arnold is back for another great episode. We cover so many topics in almost two hours. Stock pickers will love this episode. We discuss: Data Centers (IREN) AI (NBIS) Offshore Energy (VAL/TDW) Bitcoin (CORZ) Special Situations (BNED) I love talking stocks and there are few people I'd rather talk to than Judd. NOTHING YOU HEAR IS INVESTMENT ADV…
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Ep 253: The UHC CEO murder, Joe pardons Hunter, Herr Trump looks to consolidate North America, French government collapses, martial law in South Korea, Candace Owens banned, and my NFL picks
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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 …
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Send us a text Today we will discuss disruptions in the US around Thanksgiving flights, EASA finally lifting the ban on Pakistan International Airlines, updates on two huge ongoing mergers, and the introduction of AI into Air Traffic Control. If you like this episode, make sure to check out more and support my podcast by following it! Make sure to …
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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 everything in place ... the team, the assets, the opportunity. And I think he's the man for the job. Giv…
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I hope you guys enjoy the Q3 2024 Investor Audibles from: - Gator Capital - Alta Fox Capital - Greenhaven Road Capital 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…
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Send us a text Hey everyone! The Aviation Files is back! Today we will discuss JetBlue planning to add more legroom, China Southern suffering a tailstrike, Air France proposing a new lounge at Newark Airport, and Etihad expanding on its North American market. So without further ado, let’s begin. If you like this episode, make sure to check out more…
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This was a fun episode. I chatted stocks, trading, philosophy, and process with @PurpleDrinkCapital. I like the way he approaches markets. He's honest about his process, and is eager to share his mistakes (which is a sign I love). I hope you enjoy this episode. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episo…
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I'm excited to share my conversation with Stefan Lingmerth, founder of Sunshine Kapital (yes, with a K!). Stefan is a distress/stress investor. He buys the common stock of bombed-out, left-for-dead companies that look like they're heading for bankruptcy. If a stock is making new lows, there's a good chance Stefan knows about it and has already anal…
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Investor Audibles is back, baby! I hope you enjoy listening to the following Q3 investor letters: Upslope Capital Rowan Capital JDP Capital Management Let me know if there are other letters you want to hear! Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Comp…
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