MentionTraceStock ideas from sharp blogs, podcasts & letters

Podcast

Value Hive Podcast

Brandon Beylo of Macro Ops interviews value investors, fund managers, and analysts about off-the-beaten-path investment ideas.

Mentions118
Episodes9
Latest episode21 Aug 2026
Flex Ltd.Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 34:46
+1Listen · 36:40
21 Aug 2026
Telephone and Data Systems, Inc.Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 23:0721 Aug 2026
Rolls-Royce Holdings plcQ2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 23:0321 Aug 2026
Hut 8 Corp.Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 23:0321 Aug 2026
Taiwan Semiconductor Manufacturing Company LimitedQ2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 23:0321 Aug 2026
Block, Inc.Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 22:49
+2Listen · 31:04Listen · 33:49
21 Aug 2026
CRH plcQ2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 26:0721 Aug 2026
DiaMedica Therapeutics Inc.Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 14:09
+3Listen · 15:18Listen · 19:12Listen · 20:41
21 Aug 2026
Limbach Holdings, Inc.Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 10:4421 Aug 2026
MasterCraft Boat Holdings, Inc.Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 10:3521 Aug 2026
KKR & Co. Inc.Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 10:3521 Aug 2026
International Workplace Group plcQ2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 10:3521 Aug 2026
Hilton Grand Vacations Inc.Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 10:3521 Aug 2026
Basic-Fit N.V.Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point Listen · 10:3521 Aug 2026
NVIDIA Corporation[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 1:22:12
+2Listen · 1:24:02Listen · 1:28:44
14 Aug 2026
CNX Resources Corporation[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 1:17:5314 Aug 2026
Alcoa Corporation[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 1:16:52
+1Listen · 1:17:46
14 Aug 2026
Pulsar Helium Inc.[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 1:19:4914 Aug 2026
Andean Precious Metals Corp.[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 0:15
+11Listen · 1:10Listen · 2:49Listen · 5:42Listen · 8:17Listen · 13:20Listen · 15:38Listen · 18:37Listen · 22:22Listen · 30:48Listen · 43:40Listen · 1:50:13
14 Aug 2026
Alamos Gold Inc.[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 41:34
+5Listen · 45:00Listen · 46:03Listen · 49:12Listen · 1:08:04Listen · 1:29:32
14 Aug 2026
Patagonia Gold Corp.[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 1:07:12
+1Listen · 1:08:06
14 Aug 2026
Strathcona Resources Ltd.[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 1:01:1014 Aug 2026
Enbridge Inc.[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 10:0914 Aug 2026
Idaho Strategic Resources, Inc.[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 46:54
+1Listen · 50:49
14 Aug 2026
Suncor Energy Inc.[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 37:28
+9Listen · 50:18Listen · 51:23Listen · 54:02Listen · 58:08Listen · 1:01:26Listen · 1:05:57Listen · 1:07:26Listen · 1:18:56Listen · 1:48:16
14 Aug 2026
Mining Americas Inc.[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 41:34
+2Listen · 45:00Listen · 46:03
14 Aug 2026
URANIUM ROYALTY CORP[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 13:4914 Aug 2026
PetroTal Corp.[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 12:0614 Aug 2026
Cenovus Energy Inc.[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 10:0914 Aug 2026
Cameco Corporation[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 2:1414 Aug 2026
Valeura Energy Inc.[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 1:47
+2Listen · 11:17Listen · 22:22
14 Aug 2026
Whitehaven Coal LimitedJeremy Raper: Cycles, AI, and Activism-31 Jul 2026
Critical Metals Corp.Jeremy Raper: Cycles, AI, and Activism-31 Jul 2026
European Lithium LimitedJeremy Raper: Cycles, AI, and Activism-31 Jul 2026
EDU Holdings LimitedJeremy Raper: Cycles, AI, and Activism-31 Jul 2026
Rio Tinto GroupJeremy Raper: Cycles, AI, and Activism-31 Jul 2026
GameStop Corp.Jeremy Raper: Cycles, AI, and Activism-31 Jul 2026
Serica Energy plcJeremy Raper: Cycles, AI, and Activism-31 Jul 2026
Domo, Inc.Jeremy Raper: Cycles, AI, and Activism-31 Jul 2026
Intel CorporationJeremy Raper: Cycles, AI, and Activism-31 Jul 2026
NVIDIA CorporationJeremy Raper: Cycles, AI, and Activism-31 Jul 2026
SK hynix Inc.Jeremy Raper: Cycles, AI, and Activism-31 Jul 2026
Sandisk CorporationJeremy Raper: Cycles, AI, and Activism-31 Jul 2026
Micron Technology, Inc.Jeremy Raper: Cycles, AI, and Activism-31 Jul 2026
China New Holdings LimitedEvan Vanderveer (Vanshap Capital): MELI, KSPI, and NU-24 Jul 2026
Joint Stock Company Kaspi.kzEvan Vanderveer (Vanshap Capital): MELI, KSPI, and NU-24 Jul 2026
MercadoLibre, Inc.Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU-24 Jul 2026
Longboard Pharmaceuticals, Inc.Seedy19: A 35x Return From Biotech Investing-10 Jul 2026
UroGen Pharma Ltd.Seedy19: A 35x Return From Biotech Investing-10 Jul 2026
Cytokinetics, IncorporatedSeedy19: A 35x Return From Biotech Investing-10 Jul 2026
Edgewise Therapeutics, Inc.Seedy19: A 35x Return From Biotech Investing-10 Jul 2026
BridgeBio Pharma, Inc.Seedy19: A 35x Return From Biotech Investing-10 Jul 2026
Erasca, Inc.Seedy19: A 35x Return From Biotech Investing-10 Jul 2026
Revolution Medicines, Inc.Seedy19: A 35x Return From Biotech Investing-10 Jul 2026
ABIVAX Société AnonymeSeedy19: A 35x Return From Biotech Investing-10 Jul 2026
Capricor Therapeutics, Inc.Seedy19: A 35x Return From Biotech Investing-10 Jul 2026
Vera Therapeutics, Inc.Seedy19: A 35x Return From Biotech Investing-10 Jul 2026
Bright Minds Biosciences Inc.Seedy19: A 35x Return From Biotech Investing-10 Jul 2026
Adlai Nortye Ltd.Seedy19: A 35x Return From Biotech Investing-10 Jul 2026
Nektar TherapeuticsSeedy19: A 35x Return From Biotech Investing-10 Jul 2026
AST SpaceMobile, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 6:26
+1Listen · 1:07:46
26 Jun 2026
Elpro International LimitedJudd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 34:32
+2Listen · 36:11Listen · 1:03:06
26 Jun 2026
Copart, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 33:47
+2Listen · 36:25Listen · 38:30
26 Jun 2026
Ally Financial Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 36:0526 Jun 2026
AutoNation, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 33:53
+1Listen · 35:56
26 Jun 2026
Lithia Motors, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 33:53
+1Listen · 35:56
26 Jun 2026
Carvana Co.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 34:14
+1Listen · 35:56
26 Jun 2026
Apollo Global Management, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 11:08
+1Listen · 1:14:27
26 Jun 2026
Porch Group, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 1:14:2026 Jun 2026
The Oncology Institute, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 7:29
+4Listen · 8:51Listen · 54:48Listen · 1:09:49Listen · 1:10:43
26 Jun 2026
Hertz Global Holdings, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 37:0226 Jun 2026
Pool CorporationJudd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 44:34
+2Listen · 51:04Listen · 51:57
26 Jun 2026
Avis Budget Group, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 37:0226 Jun 2026
America's Car-Mart, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 35:07
+1Listen · 50:28
26 Jun 2026
CarMax, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 35:02
+1Listen · 35:56
26 Jun 2026
Open Lending CorporationJudd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 34:3226 Jun 2026
Golar LNG LimitedJudd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 24:1226 Jun 2026
Cheniere Energy, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 22:5526 Jun 2026
Navios Maritime Partners L.P.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 12:06
+1Listen · 1:13:07
26 Jun 2026
Tidewater Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 9:14
+1Listen · 11:46
26 Jun 2026
Leslie's, Inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 8:25
+4Listen · 39:07Listen · 44:57Listen · 54:23Listen · 1:02:53
26 Jun 2026
agilon health, inc.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 8:18
+8Listen · 50:16Listen · 54:42Listen · 56:10Listen · 58:46Listen · 1:03:12Listen · 1:05:58Listen · 1:07:51Listen · 1:09:09
26 Jun 2026
Nebius Group N.V.Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers Listen · 6:55
+1Listen · 1:07:46
26 Jun 2026
CRYSTAL INTL GROUP LTDPeter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
uniQure N.V.Peter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
Alnylam Pharmaceuticals, Inc.Peter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
Novo Nordisk A/SPeter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
Twist Bioscience CorporationPeter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
ClearPoint Neuro, Inc.Peter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
argenx SEPeter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
TG Therapeutics, Inc.Peter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
Sana Biotechnology, Inc.Peter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
AbCellera Biologics Inc.Peter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
Rapid Micro Biosystems, Inc.Peter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
Caribou Biosciences, Inc.Peter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
Eli Lilly and CompanyPeter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
West Pharmaceutical Services, Inc.Peter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
Sartorius Stedim Biotech S.A.Peter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
Repligen CorporationPeter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
10x Genomics, Inc.Peter Mantas: The Biotech Bubble Whisperer-19 Jun 2026
Petróleo Brasileiro S.A. - PetrobrasQ1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
SM Energy CompanyQ1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
TFI International Inc.Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
Core Molding Technologies, Inc.Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
Air CanadaQ1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
PDD Holdings Inc.Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
Sea LimitedQ1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
Roblox CorporationQ1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
We Buy Cars Hlds LtdQ1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
AppLovin CorporationQ1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
Tencent Holdings LimitedQ1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
NVIDIA CorporationQ1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
MercadoLibre, Inc.Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
Blu Label Unlimited Group LimitedQ1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
Forum Energy Metals Corp.[REPLAY] Rebecca Hunter: Life As A Uranium Explorer-5 Jun 2026
Denison Mines Corp.[REPLAY] Rebecca Hunter: Life As A Uranium Explorer-5 Jun 2026
Agnico Eagle Mines Limited[REPLAY] Rebecca Hunter: Life As A Uranium Explorer-5 Jun 2026
Cameco Corporation[REPLAY] Rebecca Hunter: Life As A Uranium Explorer-5 Jun 2026