Description
I'm excited to have Brian Laks of Old West Capital Management on the podcast this week. Brian previously joined The Hive almost four years ago. During our first conversation, Brian dove deep on uranium and how he finds investment opportunities in the market's most hated corners.
This week, we discussed a host of topics, including:
Brian's Uranium thesis and how he's playing it
Could tin be the next uranium?
How Brian finds hated ideas
Brian's research process
Patience when investing in themes
Doing the work before an inflection turns
And more!
If you enjoyed this podcast and want to learn more, check out Brian on his firm's website OldWestIm.com
Finally, a big thanks to the following sponsors for making the podcast a reality.
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 emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.
For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!
Tegus
Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.
I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.
TIKR
TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.
Marhelm
Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out here.
---
Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support
The first time I released this podcast it was two days before Christmas. Probably not the best timing if I wanted people to listen to the podcast.
That's why I'm re-releasing this conversation with Judd Arnold today.
If you like crazy finance stories, you will love this podcast.
I hope you...
Published 05/17/24
I'm stoked to bring you my conversation with Doug Ramshaw, CEO of Minera Alamos $MAI.V.
PLEASE NOTE: I AM NOT A SHAREHOLDER OF MAI.V AS OF THIS RECORDING. I DO NOT PLAN TO OWN SHARES FOR AT LEAST TWO WEEKS AFTER THIS PODCAST IS RELEASED AS I'M STILL DOING DUE DILIGENCE.
THIS IS MINING PEOPLE,...
Published 05/10/24