I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Laughing Water, Jackson Peak, and Alluvial Capital letters. Ideas discussed: CLAR, SES, THRY, VTY.L, CLAR, META, TTAN, SENEA, SRC.L, and more.

Oliver Friesen (GMET): All Things Tungsten

Welcome to The Hive! It's nice in here, isn't it? 

The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. 

If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. 

Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. 

Join us as we strive to improve a little bit each day: https://macro-ops.com/