23 Podcast Episodes
Will Thomson: Critical Raw Materials Deep Dive
Will Thomson: Critical Raw Materials Deep Dive
Hey guys! In the latest episode of The Value Hive Podcast, I had the pleasure of speaking with Will Thomson, the managin... Read more
21 Apr 2023
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1hr 26mins
Buying Good Things (guest: Will Thomson)
Buying Good Things (guest: Will Thomson)
This week, Kevin Muir flies solo and welcomes Massif Capital founder Will Thomson to the show. They have a wide ranging ... Read more
10 Feb 2023
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1hr 16mins
Will Thomson - Real Assets Are Like Hansel (So Hot Right Now)
Will Thomson - Real Assets Are Like Hansel (So Hot Right Now)
Will Thomson stops by The Business Brew to discuss his approach to real asset investing. Will focuses on companies that... Read more
20 Jan 2023
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1hr 19mins
Will Thomson of Massif Capital: A Reshuffling in Real Assets
Will Thomson of Massif Capital: A Reshuffling in Real Assets
This is my conversation with Will Thomson of Massif Capital, a long-short fund in real assets, and particularly the “sec... Read more
15 Mar 2022
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41mins
Will Thomson – A Real Asset Discussion
Will Thomson – A Real Asset Discussion
Will Thomson stops by The Business Brew to discuss his approach to real asset investing. Will is the Founder and Manag... Read more
20 Jan 2022
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1hr 28mins
200ft Below Sea Level (guests: Phil Schmitt, Will Thomson)
200ft Below Sea Level (guests: Phil Schmitt, Will Thomson)
In this episode, Patrick Ceresna and Kevin Muir welcome Phil Schmitt to the show. Phil has a long career on bay street a... Read more
18 Jun 2021
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2hr 13mins
Political Risk Heavy (guests: Will Thomson, Kuppy)
Political Risk Heavy (guests: Will Thomson, Kuppy)
In this episode, Patrick Ceresna and Kevin Muir welcome Will Thomson from Massif Capital. They have a fascinating discus... Read more
9 Apr 2021
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2hr 44mins
Energy: Where ESG Impact Falls Short with Will Thomson of Massif Capital
Energy: Where ESG Impact Falls Short with Will Thomson of Massif Capital
Will Thomson returns to the show to discuss Massif Capital’s recent paper on how ESG funds are failing to invest in the... Read more
29 Oct 2020
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54mins
Lumina Gold Corp. Stock Analysis by Fund Manager Will Thomson
Lumina Gold Corp. Stock Analysis by Fund Manager Will Thomson
In this interview fund manager Will Thomson walks through his investment rationale for investing in Lumina Gold Corp. Wi... Read more
29 Sep 2020
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17mins
Energy: Energy Transitions and Value Investing with Will Thomson of Massif Capital
Energy: Energy Transitions and Value Investing with Will Thomson of Massif Capital
With the world poised to transition toward carbon-free energy, investors across the energy and industrials landscape are... Read more
23 Jul 2020
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53mins