Afleveringen

  • Turning Over as Many Rocks as Possible with James Emanuel, Author of

    Turning Over as Many Rocks as Possible with James Emanuel, Author of "Fabric of Success"

    · Compounders Podcast

    My guest on the show this week is James Emanuel, a private investor and the founder of Rock & Turner. James has thought deeply about many aspects of the investment world—and is an active writer on his Substack as well as being the author of a number of books. In this deep conversation, we discussed:

    What led James to focus on investing full time;Why he decided to run what is essentially an all-cap global strategy;The reasons he has such a negative opinion of dividends;Why he calls stock-based compensation the most abused aspect of corporate finance; andHis newest book, Fabric of Success

    James mentioned several securities on this podcast. The only one I own is Berkshire Hathaway. For more information about "Fabric of Success", you can purchase your copy here: https://www.amazon.com/Fabric-Success-Threads-Tapestry-Business/dp/B0D5W7B9W1

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Hunting for Undervalued Compounders in Asia with Dan Rupp, Founder and CIO of Parkway Capital

    Hunting for Undervalued Compounders in Asia with Dan Rupp, Founder and CIO of Parkway Capital

    · Compounders Podcast

    My guest on the show today is Dan Rupp, the Founder and CIO of Parkway Capital. After spending many years at a very well-known, Asia-focused investment firm called Overlook, Dan founded Parkway Capital to take advantage of some of the less liquid and smaller-cap opportunities he was consistently unearthing. Dan is the first Asia-only investor we have had on the podcast, and I was excited to speak with him about:

    The types of opportunities he thought he could invest in with a smaller capital base;How he is building his team and his asset base;The Parkway portfolio, which consists of Compounders, Defensive companies and Deep Value stocksWhy he is so constructive on the Chinese market right nowThe investment case for Chinese white goods manufacturer, Haier

    Dan mentioned a handful of securities on this podcast. I don’t own any of them.

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

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  • From Kroger and Wal-Mart to Running a MicroCap Company with Bill Bennett, CEO of Innovative Food Holdings (OTCQB: IVFH)

    From Kroger and Wal-Mart to Running a MicroCap Company with Bill Bennett, CEO of Innovative Food Holdings (OTCQB: IVFH)

    · Compounders Podcast

    My guest on the show today is the Bill Bennett, the CEO of Innovative Foods Group. After a number of years for working for big companies like Wal-Mart and Kroger, Bill became the CEO of Innovative Foods in early 2023. Since that time, he has been leading an aggressive business improvement plan that has started to bear fruit. In this conversation, we covered:

    What initially attracted Bill to the company and the CEO role;Where Innovative Foods plays within the specialty foods subsegment of the massive foodservice industry;The divestitures the company has made to simplify the business;The secular tailwinds behind the specialty foods category; andWhat the company needs to do to hit its EBITDA and revenue targets.

    For full disclosure, I am not an IVFH shareholder. For more information about Innovative Food Holdings, please visit: https://investors.ivfh.com/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • MicroCaps with Durable Cash Flow Streams with Adam Wilk, Founder and CIO at Greystone Capital Management

    MicroCaps with Durable Cash Flow Streams with Adam Wilk, Founder and CIO at Greystone Capital Management

    · Compounders Podcast

    My guest on the show today is Adam Wilk, the Founder and CIO of Greystone Capital Management. Adam is a savvy microcap investor who prefers to run a very concentrated portfolio. In this in-depth conversation, we covered:

    How Adam applies learnings from being an NBA scout to the investing realm;Why he has chosen to own so few companies;The types of microcap companies that Adam gravitates toward;His approach to assessing management teams; andWhat it was like starting a new firm in March of 2020.

    For full disclosure, Adam mentioned a number of securities on this podcast. I do not own any of them. For more information about Greystone Capital Management, please visit: https://www.greystonevalue.com/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Tackling an Underdiagnosed Disease State with Jim Cunniff, President and CEO of Electromed (NYSE American: ELMD)

    Tackling an Underdiagnosed Disease State with Jim Cunniff, President and CEO of Electromed (NYSE American: ELMD)

    · Compounders Podcast

    My guest on the show today is Jim Cunniff, President and CEO of Electromed, Inc. (NYSE American: ELMD). Electromed is best known for its main products, the SmartVest, a medical device that helps people with a chronic lung condition breathe easier and have a better quality of life. After working at Baxter and Stryker, Jim became CEO in 2023 and has brought a new level of focus and urgency to the Electromed. In this conversation, covered:

    Why Jim decided to take the CEO role at Electromed;What is special about the SmartVest, as well as the drivers of growth;Why Bronchiectasis remains an underdiagnosed condition;What he has learned from being an operating partner at Shore Capital; andHow the company generates 70%+ gross margins.

    For full disclosure, I am not an Electromed shareholder. For more information about Electromed, please visit: https://investors.smartvest.com/overview/default.aspx

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Antifragile Businesses with the Most Upside with Jim Edwards, Founder and Managing Partner of Maestria Partners

    Antifragile Businesses with the Most Upside with Jim Edwards, Founder and Managing Partner of Maestria Partners

    · Compounders Podcast

    My guest on the show today is Jim Edwards, the founder and managing partner of Maestria Partners. Jim spent a number of years working for big university endowments until launching Maestria in 2023. Jim is a fundamental investor at heart who thought deeply about how to differentiate his firm before going out on his own. In this wide-ranging conversation, we discussed:

    Jim’s journey from the allocator world to launching his own investment firm;What he learned about differentiation and best practices during his time as an allocator;The types of business models he gravitates toward;His approach to valuing companies that the market already has a deep appreciation for; andWhy he has chosen to run a pretty concentrated portfolio

    For more information about Maestria Partners, please visit: https://maestriapartners.com/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Building a Company with a Growth Mindset with Carl Herberger, CEO of Corero Network Security (LSE: CNS / OTCQB: DDOSF)

    Building a Company with a Growth Mindset with Carl Herberger, CEO of Corero Network Security (LSE: CNS / OTCQB: DDOSF)

    · Compounders Podcast

    My guest on the show today is Carl Herberger, the CEO or Corero Network Security. Carl joined Corero, a UK-listed microcap company, at an exciting time for the company. Cybersecurity is such a hot space that I was excited to speak with Carl about:

    What he thought was so compelling about the opportunity to lead Corero;Where the company’s products play in the cybersecurity ecosystem;How a small company lands partnerships with well-known, large companies;Ways in which AI is going to impact the cybersecurity market going forward; andHow he is currently balancing the tension between achieving growth and better profitability

    For full disclosure, I am not a Corero shareholder.

    For more information about Corero, please visit: https://www.corero.com/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Building a Disruptive, Independent ETF Platform with Yuri Khodjamirian, CIO of Tema ETFs

    Building a Disruptive, Independent ETF Platform with Yuri Khodjamirian, CIO of Tema ETFs

    · Compounders Podcast

    My guest on the show today is Yuri Khodjamirian, the CIO at Tema. Tema is an innovative company that is trying to revolutionize the ETF industry. The company has a passion for providing investors, especially those in retail space, with access to institutional quality managers and strategies. In this in-depth discussion, we covered:

    Tema’s mission at it relates to providing quality access to ETF strategiesHow Tema is trying to differentiate its ETFs within a very crowded spaceWhy some prominent venture firms thought was so attractive about Tema to warrant an investment;The strategy behind the Tema Monopolies and Oligopolies ETF, ticker TOLL; andHis approach to establishing an edge in well-known stocks.

    For more information about Tema ETFs, please visit: https://temaetfs.com/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • The Investment Case for Canadian MicroCaps with Mathieu Martin, Portfolio Manager of the Rivemont MicroCap Fund

    The Investment Case for Canadian MicroCaps with Mathieu Martin, Portfolio Manager of the Rivemont MicroCap Fund

    · Compounders Podcast

    My guest on the show today is Mathieu Martin, the Portfolio Manager of the Rivemont Microcap Fund. Mathieu is a microcap specialist who focuses on Canadian stocks. I have personally become fascinated with the differences between the US and Canadian markets, and I was excited to talk to Mathieu about:

    Where his love for microcap stocks began;The level of inefficiency he sees within Canadian microcaps;Why US-based investors don’t venture up to Canada as often as they should; andWhat he learned after having a tough year in 2022;Just how cheap Canadian microcaps are at the current moment

    For more information about Rivemont MicroCap Fund, please visit: https://rivemont.ca/en/rivemont-microcap-fund/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Learning from Markets in Chaos with Brendan Hughes, Author of

    Learning from Markets in Chaos with Brendan Hughes, Author of "Markets in Chaos" and Investment Advisor at Lafayette Investments

    · Compounders Podcast

    My guest on the show today is author and investor, Brendan Hughes. Brendan wrote a very interesting book entitled Markets in Chaos where he analyzed various boom-and-bust cycles that have happened over history. Brendan is also on the investment team at Lafayette Investments, a Maryland-based RIA. In this wide-ranging discussion, we covered:

    The major lessons he learned from writing Markets in ChaosLafayette’s approach to security selection;How he and his firm define a quality company;Similarities and differences between today and the 1970s US energy crisis; andWhy he has a strong distaste for the value and growth labels that get placed on investment strategies

    For more information about Lafayette Investments, please visit: https://www.lafayetteinvestments.com/

    "Markets in Chaos" on Amazon: https://www.amazon.com/Markets-Chaos-History-Market-Crises/dp/1637425147

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Bringing Institutional Quality Service to Wealthy Families with Chet Rastogi, Partner and Portfolio Manager of Heron Bay Capital Management

    Bringing Institutional Quality Service to Wealthy Families with Chet Rastogi, Partner and Portfolio Manager of Heron Bay Capital Management

    · Compounders Podcast

    My guest on the show today is Chet Rastogi, Partner and Portfolio Manager of Heron Bay Capital Management. Chet is a seasoned investor who helps the firm run both its discretionary and systematic strategies. In this interesting conversation, we discussed:

    Heron Bay’s definition of a quality company;What it means to be a good steward of clients’ capital;Why the firm employs both discretionary and systematic strategies;How he thinks about concentration in both types of strategies; andThe case for continuing to run a microcap strategy

    For more information about Heron Bay Capital Management, please visit: https://www.heronbaycap.com/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Investing with an Infinite Time Horizon with Bogumil Baranowski, Founder of Blue Infinitas Capital

    Investing with an Infinite Time Horizon with Bogumil Baranowski, Founder of Blue Infinitas Capital

    · Compounders Podcast

    My guest on the show today is Bogumil Baranowski: author, podcast host and the Founder of Blue Infinitas Capital. Many people may know Bogumil for his excellent podcast, Talking Billions. However, as I turned the microphone around on Bogumil, I was interested in learning about his investment philosophy and approach. In this in-depth conversation, we covered:

    The founding inspiration for Blue Infinitas Capital;What types of clients he hopes to attract to his new firmThe types of companies Bogumil gravitates toward;The value he derives from writing books; andHow you invest if you have an infinite time horizon;

    For more information about Talking Billions Podcast, please visit: https://www.talkingbillions.co/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Finding Value in Markets Other Investors Shun with Tom Bachrach, Principal at PFH Capital

    Finding Value in Markets Other Investors Shun with Tom Bachrach, Principal at PFH Capital

    · Compounders Podcast

    My guest on the show today is Tom Bachrach, the Principal at PFH Capital. Tom is an eclectic investor who travels around the world looking for mispriced smaller companies, especially those in markets that a lot of other investors shy away from. He also is willing to invest in sectors that other people shun for various reasons. With all of that as background, I was looking forward to chatting with Tom about:

    The founding inspiration for PFH Capital;The countries and markets he tends to gravitate towards;What it means to seek companies with healthy financials;Why he is interested in investing in companies with exposure to commodities

    For more information about PFH Capital, please visit: https://www.pfhcap.com/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Power Laws and Public Markets with Meb Faber, Founder & CIO of Cambria Investment Management

    Power Laws and Public Markets with Meb Faber, Founder & CIO of Cambria Investment Management

    · Compounders Podcast

    My guest on this show today is Meb Faber, the CEO at Cambria Investment Management. Cambria manages a number of ETFs that in total have over $2 billion in AUM. Meb is also the host of an excellent podcast where he interviews people from all different corners of the investment world. I have been a listener of the podcast for years but recently realized that I knew a lot more about Meb the podcast host than I did about Cambria. Accordingly, I was interested to chat with Meb about:

    Cambria’s journey to get to over $2 billion in AUM;Who the target audience is for the various ETFs;The Trinity portfolios that Cambria offers its clients;What is so interesting about “shareholder yield” strategies; andHow Cambria differentiates itself in a the now crowded ETF space

    For more information about Cambria Investment Management, please visit: https://www.cambriainvestments.com/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Skin in the Game within MicroCap Companies with Whit Huguley, Portfolio Manager at River Oaks Capital

    Skin in the Game within MicroCap Companies with Whit Huguley, Portfolio Manager at River Oaks Capital

    · Compounders Podcast

    My guest on the show today is Whit Huguley, the Portfolio Manager at River Oaks Capital. Whit is a microcap specialist who has been running this portfolio full time since early 2020. Whit puts together one of the most comprehensive quarterly letters I have ever seen—in many cases discussing all the companies in his portfolio. As I learned more about his process and philosophy I became curious about:

    Why he first became interested in microcaps;The checklist he uses to evaluate stocks;His rationale for investing in small banks and financials;Why he places so much value on traveling to meet with companies; andHow he approaches the topic of when his companies will eventually get valued properly

    For more information about River Oaks Capital, please visit: https://www.riveroaks-capital.com/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Digging for Tier One Quality MicroCaps with Maj Soueidan, Founder and Editor of GeoInvesting.com

    Digging for Tier One Quality MicroCaps with Maj Soueidan, Founder and Editor of GeoInvesting.com

    · Compounders Podcast

    My guest on the show today is Maj Soueidan, the Co-Founder of GeoInvesting. Maj is a microcap expert who has been investing in the space for over 30 years. Maj and his team are always searching for potential multi-baggers as they perform extensive research on top-tier microcap companies. Given how out of favor microcaps are at the moment, I was curious to speak with Maj about:

    Why it has been so tough to be a microcap investor in recent years;What he looks for when he is assessing management teams;His approach to portfolio construction, especially given the illiquid nature of many microcap stocks;What most people misunderstand about microcaps; andThe opportunities available in Canadian microcaps.

    Maj mentioned a number of securities on this podcast. I do not own any of them. For more information about GeoInvesting, please visit: https://geoinvesting.com/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Evangelizing The Human Capital Factor with Scott Colson, CIO of Irrational Capital

    Evangelizing The Human Capital Factor with Scott Colson, CIO of Irrational Capital

    · Compounders Podcast

    My guest on the show today is Scott Colson, the CIO of Irrational Capital. Scott has partnered with well-known academic and author Dan Ariely to build indexes based on human capital assessment—and partner with asset managers to create ETFs--that are tied to a proprietary metric they call the Human Capital Factor. In this eye-opening discussion, we covered:

    The founding of Irrational Capital and how Scott got involved;The various ETFs that Irrational Capital has launched with Harbor Capital;What types of companies score highly when it comes to the Human Capital Factor;The simplicity of and alpha generating potential of using the Human Capital Factor; andThe differences between the larger and smaller cap ETFs.

    Scott mentioned a number of securities and ETFs during this podcast. I don’t own any of them. For more information about Irrational Capital, please visit: https://www.irrational.capital/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Investing Behind the Tailwind of American Prosperity with Mac Sykes, Portfolio Manager of the Gabelli Financial Services Opportunities Fund

    Investing Behind the Tailwind of American Prosperity with Mac Sykes, Portfolio Manager of the Gabelli Financial Services Opportunities Fund

    · Compounders Podcast

    My guest on the show today is Mac Sykes, the Portfolio Manager of the Gabelli Financial Services Opportunities Fund. Mac has been with Gabelli for over 15 years and runs a portfolio that is focused on the financial services industry. We haven’t had many chances to discuss banks on this podcast. So, I was excited to speak with Mac about:

    The major tailwinds he and his team believer are supporting the companies in the portfolio;How technology is transforming and impacting the incumbents in the financial services industry;The future of Berkshire Hathaway as we approach an inevitable change in leadership;Portfolio construction and especially concentration; andHow the big money centers banks are positioned to weather the next credit cycle

    For more information about the Gabelli Financial Services Opportunities Fund, please visit: https://www.gabelli.com/funds/etfs/gabf

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Changing the Way Men Think About Skin Care with Jen Yu and Alex Penfold, Co-Founders of Jaxon Lane

    Changing the Way Men Think About Skin Care with Jen Yu and Alex Penfold, Co-Founders of Jaxon Lane

    · Compounders Podcast

    My guests on the show today are Jen Yu and Alex Penfold, the co-founders of Jaxon Lane, a beauty and skin care company they run as a husband and wife team. I have known these two for many years and am a user of their products. Jaxon Lane is known for its Bro Mask, a product whose goal it is to make healthy facial skin more accessible to men. In this wide ranging discussion, we covered:

    The founding idea and story of Jaxon Lane;How Jen and Alex figured out how to navigate a brand new industry;The differentiation that comes from focusing on male skin care products;Their strategy for growing both e-commerce and brick and mortar sales; andTheir approach to new product innovation

    For more information about Jaxon Lane, please visit: https://jaxonlane.com/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

  • Using Unit Level Economics to Invest in Retail and Restaurants with John Zolidis, President and Founder of Quo Vadis Capital

    Using Unit Level Economics to Invest in Retail and Restaurants with John Zolidis, President and Founder of Quo Vadis Capital

    · Compounders Podcast

    My guest on the show today is John Zolidis, the President and Founder of Quo Vadis Capital. John is a consumer and retail specialist who manages money for clients and, harkening back to his sell-side days, offers single stock research to professional investors. Given all of the secular and cyclical factors that have impacted retail companies over the last decade, I was really looking forward to speaking with John about:

    The unique return on capital lens that he approaches brick and mortar companies with;How he structures an investment portfolio;What people commonly get wrong about retail and restaurant stocks;What a retail compounder looks like in the early stages; andThe lasting impact of the shift to e-comm and of COVID on the retail sector

    For more information about Quo Vadis Capital, please visit: https://www.quovadiscapital.com/

    Listen to all Compounders Podcast episodes on either Apple or Spotify

    iTunes: https://apple.co/3xlUvPY

    Spotify: https://spoti.fi/3jxkxLl

    All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

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