PODCAST · business
Compounders Podcast
by Ben Claremon & SNN Network
Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.
Episodes
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The Upside of Merging Two Venture Firms with Alex Rubalcava and Connor Sundberg of Amplify LA
This is a very special episode of Compounders: number 100. To celebrate that milestone, my guests on the show today are Alex Rubalcava and Connor Sundberg, Managing Partner and Partner, respectively, at the early-stage VC firm Amplify LA. Alex and I have been friends for many years, and it is an...
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Building the CARFAX of Residential Real Estate with Bob Frady of PropertyLens
My guest on the show was Bob Frady, the CEO and co-founder of PropertyLens, a company that aims to become the CARFAX for residential real estate. After a number of successful prior ventures, Bob co-founded PropertyLens to solve what he sees as a large information asymmetry between home sellers…
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Dividend Growth Rate as the Most Important Signal with Jonathan Nurick of DivGro
My guest on the show this week was Jonathan Nurick, the founder and Co-CIO of DivGro, an Australia-based investment management firm that puts dividends at the center of its investing strategy. Jonathan started DivGro at a relatively young age, and the firm’s AUM has grown substantially over the...
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Investing in World Class Companies Early with Jake Barfield of Asheville Capital Management
My guest on the show this week is Jake Barfield, the founder of Asheville Capital Management, a long-only investment firm that seeks to invest in world-class companies before they are broadly recognized as such. Jake is also the host of his own podcast, Quality Investing. In this informative...
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The Enduring Appeal of Smaller Cap Stocks with Vishal Mishra and Michael Demaray of Bard Associates
My guests on the show are Michael Demaray and Vishal Mishra of Bard Associates, a boutique wealth management firm that has been in business since the 1980s. Michael and Vishal are true value investors who like to look in places other investors neglect. Specifically, Bard invests in a space that…
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Building the Best PE-Focused Executive Search Firm With Alex Rawlings of Raw Selection
My guest on this episode is Alex Rawlings, the Founder and Managing Partner of Raw Selection, an executive search firm that specializes in finding talent for PE firms and their portfolio companies. He is also the host of an excellent show called The Private Equity Podcast, which I was fortunate...
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The Next Institutional Grade Commercial Real Estate Asset Class with Cody Payne of Colliers International
My guest on this episode is Cody Payne, an SVP at Colliers and an expert on what is an emerging asset class within real estate, flex industrial. This is a little bit of a different podcast where we dive into this corner of the commercial real estate market and discuss why Cody thinks it could...
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Hunting for Supernatural Compounders with Andrew Hollingworth of HollAnd Advisors
Our guest on the show this week was Andrew Hollingworth, the Portfolio Manager at HollAnd Advisors. Andrew has an eclectic background and, like many of previous guests, has centered his investment strategy around the search for compounders. In this informative conversation, we covered: How Andrew...
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Investing in Dislocations with Andy Kurita of Kettle Hill Capital Management
My guest on the show today is Andy Kurita, the Portfolio Manager at Kettle Hill Capital Management. Andy has a track record in long-short investing in small cap US equities that goes back to the early 2000s. We haven’t had many managers who actively short on the podcast and I was curious to hear...
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From Public Markets to Early Stage Venture Investing with Joe Magyer of Seaplane Ventures
My guest on the show today is Joe Magyer, the Founder and Managing Partner at Seaplane Ventures. Joe spent the first part of his career in public equities and in 2022, founded Seaplane to focus on early stage investing. We have not had many VCs on the podcast before, and I was excited to speak…
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Democratizing Access to Private Real Estate with Matt Blair, CEO of REI Capital Management
My guest on the show today is Matt Blair, the co-founder and CEO of REI Capital Management. Private real estate has been an asset class that has performed well over many years—but has largely been inaccessible to the average individual investor. In co-founding REI, Matt has the goal of...
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Investing in Growing Cash Cows with Tim Call, President and CIO of The Capital Management Corporation
Our guest on the show this week is Tim Call, the President and CIO of The Capital Management Corp., a long-only investment firm that focuses on cash cows. The firm has been around since the 1960s and has remarkable client retention numbers. In this enlightening conversation, Tim and I covered…
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Building a Moat Around Sky Harbor Group with Tal Keinan, CEO of Sky Harbor Group (NYSE American: SKYH)
My guest on the show today is Tal Keinan, the CEO of Sky Harbor Group, a publicly traded developer and operator of airplane hangars. Before conducting the interview, I had the opportunity to learn a lot about Sky Harbor from an investor friend who owns the stock and knows the company as well as...
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Employing an Investigative Journalist's Process within an Investment Firm with Tania Pouschine, Founder & Portfolio Manager of Fithian
My guest on the show today is Tania Pouschine, the Founder and Portfolio Manager of Fithian. I reached out to Tania to have her on the podcast after I heard from an allocator friend that Fithian employed one of the most unique and differentiated investment processes in the public equity space.…
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Assessing Capital Allocation Prowess with Kevin Fogarty and Brent Robinson, Value Creators Capital
My guests on the show today are Brent Robinson and Kevin Fogarty of Value Creators, a US-focused public equity firm that has a long track record of success. After working together for a number of years at Dupont Capital Management, Brent and Kevin helped found Value Creators in 2023. When I heard...
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Aligning Home Sellers with their Real Estate Agents with Nic Johnson, Founder of Listwise
My guest on the show today is Nic Johnson, the founder of Listwise, a company that is trying to revolutionize how residential brokers get paid when helping clients sell their homes. After spending many years at PIMCO as a portfolio manager, Nic founded Listwise in 2022 to help create better...
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Why Moats Matter with Todd Wenning, President and CIO of KNA Capital
My guest on the show today is Todd Wenning, the President and CIO of KNA Capital. Many of our listeners might have come across Todd’s excellent discussions of moats during his time at Morningstar and Ensemble Capital—or on his Substack Flyover Stocks. Todd founded KNA Capital earlier this year…
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Turning Over as Many Rocks as Possible with James Emanuel, Author of "Fabric of Success"
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...
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Hunting for Undervalued Compounders in Asia with Dan Rupp, Founder and CIO of Parkway Capital
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...
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From Kroger and Wal-Mart to Running a MicroCap Company with Bill Bennett, CEO of Innovative Food Holdings (OTCQB: IVFH)
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…
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MicroCaps with Durable Cash Flow Streams with Adam Wilk, Founder and CIO at Greystone Capital Management
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…
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Tackling an Underdiagnosed Disease State with Jim Cunniff, President and CEO of Electromed (NYSE American: ELMD)
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…
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Antifragile Businesses with the Most Upside with Jim Edwards, Founder and Managing Partner of Maestria Partners
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…
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Building a Company with a Growth Mindset with Carl Herberger, CEO of Corero Network Security (LSE: CNS / OTCQB: DDOSF)
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...
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Building a Disruptive, Independent ETF Platform with Yuri Khodjamirian, CIO of Tema ETFs
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...
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The Investment Case for Canadian MicroCaps with Mathieu Martin, Portfolio Manager of the Rivemont MicroCap Fund
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...
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Learning from Markets in Chaos with Brendan Hughes, Author of "Markets in Chaos" and Investment Advisor at Lafayette Investments
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....
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Bringing Institutional Quality Service to Wealthy Families with Chet Rastogi, Partner and Portfolio Manager of Heron Bay Capital Management
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...
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Investing with an Infinite Time Horizon with Bogumil Baranowski, Founder of Blue Infinitas Capital
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...
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Finding Value in Markets Other Investors Shun with Tom Bachrach, Principal at PFH Capital
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...
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Power Laws and Public Markets with Meb Faber, Founder & CIO of Cambria Investment Management
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...
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Skin in the Game within MicroCap Companies with Whit Huguley, Portfolio Manager at River Oaks Capital
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…
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Digging for Tier One Quality MicroCaps with Maj Soueidan, Founder and Editor of GeoInvesting.com
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…
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Evangelizing The Human Capital Factor with Scott Colson, CIO of Irrational Capital
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…
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Investing Behind the Tailwind of American Prosperity with Mac Sykes, Portfolio Manager of the Gabelli Financial Services Opportunities Fund
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.…
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Changing the Way Men Think About Skin Care with Jen Yu and Alex Penfold, Co-Founders of Jaxon Lane
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…
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Using Unit Level Economics to Invest in Retail and Restaurants with John Zolidis, President and Founder of Quo Vadis Capital
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…
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The Case for Making Reusable Digital Identities Ubiquitous with Jeff Schwartz, Founder & CEO of Dentity
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...
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Assessing Manager Skill and Behavioral Alpha with Clare Flynn Levy, Founder & CEO of Essentia Analytics
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…
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Creating a New Financial Asset Class with Nick King, Co-Founder and CEO of Vint
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...
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Building an Antifragile Investment Firm with Soo Chuen Tan, President at Discerene Group
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...
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The Confidence Checklist with Corey Henegar and Jeff Fahrenbruch, Co-Portfolio Managers at Oakview Capital Management
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...
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The Intersection of AI and Value Investing with Jim Falbe, Managing Principal, Portfolio Manager of Saguaro Capital Management
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…
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The Opportunity in Value-Add Multifamily Real Estate with Evan Curtis, Executive Director of Investments at Vanamor Investments
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...
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Minority Growth Investing with Josh Collinsworth, Portfolio Manager at Nomadic Value Partners
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...
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Building Permanent Wealth for Clients with Drew Estes, Portfolio Manager at Banyan Capital
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...
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The Business of Podcasting with Matt Reustle, CEO of Colossus
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...
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Investing in Triple Threat Small Cap Companies with Jimmy Schwartz, Co-Founder and CIO of Harvey Partners
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...
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Never Get Complacent and Keep Changing with Aoifinn Devitt, CIO of Moneta Group
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...
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The Evergreen Opportunity to Consolidate Dental Practices with Brandon Halcott, Co-Founder of Seva Dental Team
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...
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ABOUT THIS SHOW
Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.
HOSTED BY
Ben Claremon & SNN Network
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Frequently Asked Questions
How many episodes does Compounders Podcast have?
Compounders Podcast currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Compounders Podcast about?
Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a...
How often does Compounders Podcast release new episodes?
Compounders Podcast has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Compounders Podcast?
You can listen to Compounders Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Compounders Podcast?
Compounders Podcast is created and hosted by Ben Claremon & SNN Network.
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