About this episode

In this episode, Brandon Beylo discusses insights from Q1 2026 investor letters from Open Square Capital and JDP Capital.

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.

More episodes of Value Hive Podcast

• [REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining · April 17, 2026 · 1h 8m
• Gavin McCracken: A Journey To 2,000x Returns · April 10, 2026 · 1h 56m
• Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive · April 3, 2026 · 1h 7m
• [REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy · March 27, 2026 · 1h 16m
• Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World · March 9, 2026 · 1h 15m
• Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors · March 6, 2026 · 40 min

Explore listener stats, chart rankings, contacts and more on the Value Hive Podcast podcast page.