Value Hive Podcast

Hey guys -- I'm stoked to bring you my conversation with Tomasz Nadrowski, PM of Amvest Terraden Capital.
Tomasz is one of the sharpest investors in the metals space, focusing on the "Major Minor" critical minerals like gallium, germanium, tellurium, and other critical materials needed to defend countries, arm armies, and build tomorrow's reality.
We spent over an hour diving into this complex and crazy world. I hope you enjoy it.
As always, nothing is investment advice. You're a fool if you think this is advice. It's mining ... you will likely lose all your money in the process.

I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters:
Hirschmann Capital
Arquitos Capital
Third Point
PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

This was one of my favorite episodes of the year.
I love interviewing anonymous Twitter personalities, and GorillaGrip delivered.
Gorilla is a full-time commodities investor who's spent his life traveling the world, kicking rocks, meeting management teams, and making tons of money, along with a few mistakes here and there.
This conversation goes deep into geopolitics, commodity cycle identification, how Gorilla analyzes materials companies, and more.
You will love this episode if you like metals, materials, or commodities.
DISCLOSURE: Nothing you hear on this podcast is investment advice. Please DYODD. This is all for educational purposes only.

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!

I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters:
Laughing Water Capital
Plural Investing
Kathmandu Capital
Ideas discussed include: NN, THRY, LFCR, PAR, WOSG.LN, LOGC, VICR, LITE
PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.