Value Hive Podcast

I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters:
Open Square Capital
JDP Capital
Ideas discussed include: VAL, RIG, PTON, OXY, MELI
PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

The last time I had CEO of Magna Mining Jason Jessup on the podcast his goal was to create the next FNX Mining. That would be a great outcome for everyone as FNX went from $0.25 to $35 at its peak.
But here we are a year later, and Jason is thinking bigger. FNX is no longer the goal. Think closer to Teck Resources ... or even bigger.
Jason explains his plans for NICU over the next 2-3 years, his goals for the company, and how they can grow into a multi-billion dollar Sudbury mining company.
WARNING: NICU IS MY LARGEST POSITION. NOTHING IS INVESTMENT ADVICE. DYODD. DON'T TRADE BASED OFF THIS PODCAST. IF YOU DO YOU ARE AN IDIOT.
I hope you enjoy our conversation!

This was easily my favorite podcast of the year. Granted, we're only in April. So it's exciting, but a high bar for future guests.
Gavin is a one-of-one thinker and investor. He generated a 2,000x return in his account from buying basically two stocks: Valeura Energy (VLE) and Andean Precious Metals (APM).
You will love his story on how he found, bought, and held along the way to 2,000x performance.
We also talked about process, due diligence, finding an edge, investing psychology, and AI (you'll be surprised on his AI take).
I know this is a 2HR conversation, but it is worth every second because Gavin is an independent thinker and worth your time.
NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT/EDUCATIONAL PURPOSES. YOU ARE AN IDIOT IF YOU TAKE ANY OF THIS AS ADVICE.

Stoked to have Will back on the podcast to discuss:
Clean Tech Royalty companies (like CVW)
Copper producers
Gold producers
Will's Commodity Purity Index (or CPI)
Using AI in investment research
Going slow to go fast (read before summarizing)
Really liked this chat.
NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT PURPOSES. YOU ARE A FOOL IF YOU THINK ANY OF THIS IS ADVICE. DO YOUR OWN WORK.

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 this conversation. Lots to learn and implement into your practice.
NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.