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.

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.

Give this podcast a listen and let me know what you think.

DISCLOSURE: NICU IS MY LARGEST PERSONAL HOLDING BY FAR. I AM BIASED. PLEASE DO YOUR OWN DUE DILIGENCE. THIS IS MINING, EVERYTHING CAN AND WILL GO WRONG. NOTHING IS ADVICE.

NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.

I hope you guys enjoy my podcast with Timothy Call of Capital Management Corp. Tim spends his time finding and investing in unloved small-caps that lead their little market niches.

These companies are often down a lot over the past year, trade at low valuation multiples, and pay shareholders via dividends/buybacks/and debt reduction.

I love this podcast because Tim uses three trade ideas that are all different. One's a consumer health company, another is a school supplies manufacturer, and another one is a gold miner.

If you like new idea generation, you will love this podcast.

NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.

Chris Abbott of 1035 Capital Management joins the podcast this week to pitch more interesting stock ideas.

We discuss:

• Comstock (LODE)
• SkyX Platform (SKYX)
• Mobilicom (MOB)
• Research Frontiers (REFR)

I love chatting with Chris because I always find new investments ideas and learn something different. Chris has a unique way of looking for and at investment situations, and I know you will enjoy this conversation.

I hope you guys enjoy this Q3 2025 Investor Audible Series with:

• Hinde Group
• Atai Capital
• Greenhaven Road Capital

Lots of ideas to dig into after listening to this episode.

Enjoy!

I hope you guys enjoy my podcast with Matthew Pierson, founder of Merit Oak Capital.

Merit Oak is a long-biased hedge fund focused on long-term capital appreciation through concentrated, multi-year investments in outstanding public companies that are determined to be undervalued based on extensive fundamental research.”

Matt is an American hero, one of the toughest dudes I've ever met, and a solid emerging manager.

Enjoy!

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.

I hope you guys enjoy this Q3 2025 Investor Audible Series with:

• Kingdom Capital Advisors
• Hirschmann Capital
• Greenlight Capital

My daughter was napping in the room next door so apologies if I sound "hushed." Nap time is precious around here!

Enjoy!