Avsnitt
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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.
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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 cycleFor 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.
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Saknas det avsnitt?
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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 innovationFor 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.
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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 sectorFor 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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My guest on the show today is Jeff Schwartz, the CEO of Dentity. Jeff has a long track of success and has been the CEO of a number of public companies. Jeff’s newest venture is called Dentity, a company that is attempting to make digital identities ubiquitous across the internet. In this fascinating conversation, we discussed:
How a self-described “auto guy” got into the digital identity space;The business model surrounding creating digital identities for people;Why he enjoys building multi-sided markets from scratch;The role that AI is going to play when it comes to demand for verifiable digital identities; andThe benefits of having a decentralized structure rather than one that is centralizedFor more information about Dentity, please visit: https://www.dentity.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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My guest on the show today is Clare Flynn Levy, the Founder and CEO of Essentia Analytics. I met Clare several years ago when my prior firm worked with Essentia to help us improve our decision making. The process of having Essentia analyze past successes and mistakes was so insightful that I became a big fan of the product. Accordingly, when I reconnected with Clare recently, I was excited to speak with her about:
The founding inspiration for Essentia;The concepts of Behavioral Alpha and of providing a helpful benchmark to managers;Working with both managers and allocators to help improve decision making;How Essentia can use all its data to make the software even better over time; andWays in which managers can use Essentia’s data to help market their firms.For more information about Essentia Analytics, please visit: https://www.essentia-analytics.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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My guest on the show today is Nick King, the co-founder and CEO of Vint. Through Vint, Nick is on a mission to turn wine into a financial asset class. Nick was working on the buy-side at a value investment firm but left to work on Vint full-time in 2021. Since then, the company has gone through a rigorous SEC registration process and is now in position to offer investors the ability to participate in the returns available that come from owning wine. With that as a backdrop, I was eager to talk to Nick about:
The structural inefficiencies in wine pricing that can lead to attractive returns;Where an investment in wine fits within a broader portfolio;The different strategies that Vint offers;How his experience as a professional investor has impacted the way he manages Vint; andWhether or not Vint benefits from being a first mover in the space.For more information about Vint, please visit: https://vint.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.
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My guest on the show today is Soo Chuen Tan, the Founder and President at Discerene Group. Soo Chuen started the firm over 13 years ago with less than $100mm in assets. Since then, the firm has grown to manage over $2 billion in for clients. Discerene has one of the most compelling structures and relationships with its LPs of any public investing firm I know. I have had the privilege of listening to Soo Chuen speak on other podcasts and I was excited to chat with him on Compounders about:
How he managed to convince his LPs to provide him with a drawdown structure;The hurdle rate for calling capital from LPs;Avoiding conformity and the kind of contrarianism that works for Discerene;The characteristics of a business that deserves to exist; andWhat attracts him to invest in emerging markets.For more information about the Discerene Group, please visit: https://www.discerene.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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My guests on the show today are Corey Henegar and Jeff Fahrenbruch, the co-portfolio managers at Oakview Capital. Oakview is an SEC-registered, Dallas-based investment firm that was started in 2010. Jeff and Corey bring a unique lens into value investing and I enjoyed talking to them about:
How decisions are made at Oakview given the co-PM structure;The types of companies they look to invest in;Portfolio construction, including position sizing;How they use checklists within their process; andSome of the unique metrics they use to determine business quality.For more information about Oakview Capital Management, please visit: https://www.oakviewcm.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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My guest on the show today is Jim Falbe, Managing Principal, Portfolio Manager at Saguaro Capital Management. After spending almost 8 years at Vulcan Value Partners, in 2021 Jim left to start Saguaro. The most unique thing about the Saguaro strategy is that it employs an internally-built AI system that helps with screening for stocks as well as with investment decision making. In this in-depth interview, we covered:
How Jim’s experiences at Vulcan have shaped his approach to starting Saguaro;What the term AI actually means to Jim and Saguaro;How the team members use AI now and how they hope to use it in the future;Why a SMID-cap strategy was compelling enough to launch with; andWhy he prefers to invest with companies growing inside of their moats.For more information about Saguaro Capital Manage, please visit: https://www.saguarocm.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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My guest on the show today is Evan Curtis, the Executive Director of Investments at Vanamor Investments, a private real estate investment firm. Given the ongoing turmoil in the real estate market first caused by COVID and then exacerbated by the sharp rise in interest rates, I was excited to have Evan on as our first real estate-focused, private investor. In this wide-ranging conversation, we discussed:
The history of Vanamor, including the real estate verticals it has chosen to focus on;What Evan has learned about investing through real estate cycles;The opportunity set in investing in commercial real estate right now;How Vanamor incorporates data and technology within its process; andThe benefits of running a small, nimble investment firm.For more information about Vanamor Investments, please visit: https://vanamor.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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My guest on the show today is Josh Collinsworth, the Portfolio Manager at Nomadic Value Partners. Josh started Nomadic in 2019 after spending a number of years as an allocator. Josh is one of the most eclectic investors I know, and his understanding of the byzantine US healthcare system makes him my go-to investor when trying to navigate investments in that industry. In this enlightening conversation, we discussed:
Josh’s path from being an allocator to starting his own investment firm;How he developed an expertise within healthcare;Nomadic’s time horizon and how it compares to that of other investors;Portfolio concentration and position sizingFor more information about Nomadic Value Partners, please visit: https://nomadicvalue.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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My guest on the show today is Drew Estes, the Portfolio Manager at Banyan Capital, a firm that has been around since the late-1980s. Drew joined Banyan in 2016 and then took control of the business in 2019. Drew has brought his own brand of long-term focus to build permanent wealth for the firm’s clients. In this engaging conversation, we covered:
The history of Banyan and how Drew came to control the firm;Portfolio construction, including concentration and the ideal type of company;Drew’s unique perspectives on client communications;His affinity for insurance companies, including Berkshire Hathaway’s; andHow he goes about finding cheap compoundersFor more information about Banyan Capital, please visit: https://banyancapital.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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My guest on the show today is Matt Reustle, the CEO of Colossus. For anyone who is not familiar with the platform, Colossus is the home for a number of excellent podcasts, including Invest Like the Best, Founders, The Art of Investing and Business Breakdowns. Given my person experience with podcasts, I was really looking forward to learning from Matt about:
The economics of podcasting as a business;Where the idea for Colossus came from;How Matt and his partners decide which new podcasts to add to the platform;Where we are in the maturation of the ad market for podcasts; andBest practices in partnering with advertisersFor more information about Colossus, please visit: https://www.joincolossus.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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My guest on the show today is Jimmy Schwartz, the Co-Founder and CIO of Harvey Partners. Jimmy founded the firm in 2006 with his partner, Jeff Moskowitz. Over the last 17 years, the firm has put up an enviable track record by focusing on stocks that other people neglect, as well as companies that are at an inflection point. In this enjoyable conversation, we covered:
The types of company-specific situations that get Jimmy excited;How the firm sources companies that are at an inflection point;How eclectic his portfolio is when it comes to the variety of companies;How Harvey Partners has been able to protect downside during market drawdownsListen 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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My guest on the show today is Aoifinn Devitt, the CIO of Moneta, a wealth management firm with about 30 billion dollars of assets under management. Moneta has been around for over 150 years and has been an RIA since the late-1980s. The firm is 100% partner-owned and has grown to have over 400 employees. In this in-depth conversation, we discussed:
The general trends that having been driving clients towards RIAs and multi-family offices;How Moneta approaches asset allocation for clients;How Moneta differentiates itself from other large wealth management firms;The use of outside managers versus leveraging internal investment strategies; andThe unique 25+ team structure of Moneta.For more information about the Moneta Group, please visit: https://monetagroup.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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My guest on the show today is Brandon Halcott, a true entrepreneur. Brandon founded a company called Tru Family Dental, which was a roll up of dental practices that was sold to a private equity owned dental company a few years ago. Now, Brandon is at it again but this time is focused on building both a dental practice platform and one dedicated to engineering and architectural firms. In this fast moving conversation, we discussed:
The journey that led to the founding of Tru Family dental;The opportunity that still exists to consolidate dental practices;What he finds interesting about engineering and architectural firms;How Brandon has chosen to fund and finance these companies; andHow his approach is a little different from that of a typical private equity firmListen 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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My guest on the show today is Adam Michaels, the Chairman and CEO of Mama’s Creations, a $140 million market cap company that provides products to the deli aisle of large food retailers. Adam became CEO in 2022, after spending about 9 years at the large consumer packaging company, Mondelez. I met Adam at a recent investment conference and wanted to have him on the podcast to discuss:
Why he decided to take the role as CEO;The playbook he has brought from Mondelez and its applicability at Mama’s;Why there is such a large opportunity for the company to more deeply penetrate the deli aisle;The strategy surrounding further expanding its distribution footprint; and,The target financial profile of the company once it starts to hit scale.For full disclosure, I am not a MAMA shareholder.
For more information about Mama's Creations, please visit: https://mamascreations.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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My guest on the show today is Bo Knudsen, the Managing Director of Global Equities at C Worldwide Asset Management. Many listeners may not be familiar with C Worldwide, but the Denmark-based firm manages over 20 billion dollars. Bo has been a portfolio manager since 1989 and has had his hand in some strategies that have generated incredible outperformance versus their benchmarks over long periods of time. In this insightful conversation, we discussed:
The characteristics of a typical C Worldwide compounder;The investing culture that encourages employees to stay with the firm for decades;His history with the company Novo Nordisk, the Danish company that is now well-known for its weight loss drugs;How the firm approaches ethical and sustainable investing; andThe elements that have allowed C Worldwide to generate such meaningful outperformance over time.For more information about C Worldwide Asset Management, please visit: https://www.cworldwide.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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My guest on the show today needs no introduction. Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours. He manages two ETFs, a larger-cap deep value ETF with the ticker ZIG—and a smaller cap one with the ticker DEEP. He is the author of several books on value investing and is the co-host of the popular podcast: Value After Hours. You also may know him by his Twitter handle, Greenbackd. In this conversation, which started at a lunch table and continued in the podcast studio, we covered:
How he blends qualitative and quantitative research to construct his portfolios;The methodologies he uses to inform position sizing, rebalancing, and concentration;Why he requires the companies he owns to meet certain free cash and balance sheet criteria;The rationale for holding a diverse range of markets cap stocks in his ZIG ETF; andThe difference between looking to be a contrarian and the willingness to be a contrarian.For more information about Acquirers Funds, please visit: https://acquirersfunds.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.
- Visa fler
