All Episodes

The Upside of Merging Two Venture Firms with Alex Rubalcava and Connor Sundberg of Amplify LA

Building the CARFAX of Residential Real Estate with Bob Frady of PropertyLens

Dividend Growth Rate as the Most Important Signal with Jonathan Nurick of DivGro

Investing in World Class Companies Early with Jake Barfield of Asheville Capital Management

The Enduring Appeal of Smaller Cap Stocks with Vishal Mishra and Michael Demaray of Bard Associates

Building the Best PE-Focused Executive Search Firm With Alex Rawlings of Raw Selection

The Next Institutional Grade Commercial Real Estate Asset Class with Cody Payne of Colliers International

Hunting for Supernatural Compounders with Andrew Hollingworth of HollAnd Advisors

Investing in Dislocations with Andy Kurita of Kettle Hill Capital Management

From Public Markets to Early Stage Venture Investing with Joe Magyer of Seaplane Ventures

Democratizing Access to Private Real Estate with Matt Blair, CEO of REI Capital Management

Investing in Growing Cash Cows with Tim Call, President and CIO of The Capital Management Corporation

Building a Moat Around Sky Harbor Group with Tal Keinan, CEO of Sky Harbor Group (NYSE American: SKYH)

Employing an Investigative Journalist's Process within an Investment Firm with Tania Pouschine, Founder & Portfolio Manager of Fithian

Assessing Capital Allocation Prowess with Kevin Fogarty and Brent Robinson, Value Creators Capital

Aligning Home Sellers with their Real Estate Agents with Nic Johnson, Founder of Listwise

Why Moats Matter with Todd Wenning, President and CIO of KNA Capital

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The Case for Making Reusable Digital Identities Ubiquitous with Jeff Schwartz, Founder & CEO of Dentity

Assessing Manager Skill and Behavioral Alpha with Clare Flynn Levy, Founder & CEO of Essentia Analytics

Creating a New Financial Asset Class with Nick King, Co-Founder and CEO of Vint

Building an Antifragile Investment Firm with Soo Chuen Tan, President at Discerene Group

The Confidence Checklist with Corey Henegar and Jeff Fahrenbruch, Co-Portfolio Managers at Oakview Capital Management

The Intersection of AI and Value Investing with Jim Falbe, Managing Principal, Portfolio Manager of Saguaro Capital Management

The Opportunity in Value-Add Multifamily Real Estate with Evan Curtis, Executive Director of Investments at Vanamor Investments

Minority Growth Investing with Josh Collinsworth, Portfolio Manager at Nomadic Value Partners

Building Permanent Wealth for Clients with Drew Estes, Portfolio Manager at Banyan Capital

The Business of Podcasting with Matt Reustle, CEO of Colossus

Investing in Triple Threat Small Cap Companies with Jimmy Schwartz, Co-Founder and CIO of Harvey Partners

Never Get Complacent and Keep Changing with Aoifinn Devitt, CIO of Moneta Group

The Evergreen Opportunity to Consolidate Dental Practices with Brandon Halcott, Co-Founder of Seva Dental Team

Conquering the Deli Aisle with Adam Michaels, Chairman & CEO of Mama’s Creations (NASDAQ: MAMA)

Companies with a Permanent Right to Win with Bo Knudsen, Managing Director of Global Equities at C Worldwide Asset Management

Willingness to Fade the Prevailing Narrative with Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours

Concentrating on Companies with Long Reinvestment Runways with Jeremy Kokemor, Founder of Right Tail Capital

Own Stocks that are Working with Tyler Hardt, Senior Portfolio Manager at Seagate Capital Management

Long-Term Intrinsic Value Investing with Heather Brilliant, CEO of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL)

Democratizing Philanthropy with Jake Wood, CEO of Groundswell

Buy What You Can Predict with Joseph Shaposhnik, Portfolio Manager of the TCW New Americas Premier Equities Fund

Unearthing Companies with Uniquely Supportive Cultures with Aaron Wasserman, Partner at Third Period Capital

Investing in Businesses that Create and Build Value with Sean Stannard-Stockton, President and CIO of Ensemble Capital

Shooting for Hall of Fame Returns and World Class Service with Greg Dean, Langdon Equity Partners

Climate Impact Investing in Public Markets with Heather Beatty & Robin Kollannur, ScopeFour Capital

The Underappreciated Power of Data Companies with Thomas Li, Co-Founder and CEO of Daloopa

Building the Modern Payments Network for Truckers with Aaron Graft, Founder & CEO of Triumph Financial (NASDAQ: TFIN)

The Enduring Benefit of Running Permanent Capital Vehicles with Craig Packer, CEO of Owl Rock Capital Corporation (NYSE: ORCC)

Consolidating the Mechanical and Electrical Contracting Industries with Brian Lane, President and CEO of Comfort Systems USA, Inc. (NYSE: FIX)

Using Canvas to Ensure Access to Education for Everyone with Steve Daly, CEO of Instructure Holdings (NYSE: INST)

Putting the Customer First for 90 Years with Scott King, CEO, and Jeff Gorman, Executive Chairman of The Gorman-Rupp Company (NYSE: GRC)

The Building Blocks of a 100-Bagger with Chris Mayer, Portfolio Manager at Woodlock House Family Capital fund

Riding the Wave of Warehouse Outsourcing and Automation with Malcolm Wilson, CEO, and Mark Manduca, CIO, of GXO Logistics (NYSE: GXO)

Driving the Healthcare Industry to Embrace Non-Invasive Ventilation with Casey Hoyt, CEO of Viemed Healthcare, Inc. (NASDAQ/TSX: VMD)

Joining the Ranks of the Great Industrial Technology Companies with Tom Logan, CEO of Mirion Technologies, Inc. (NYSE: MIR)

Compounders: The Game Plan Moving Forward

Monetizing a Library of Intellectual Property with Eric Ellenbogen, CEO and Vice Chair of WildBrain Ltd. (TSX: WILD)

Why Viasat, Why Inmarsat, Why Now with Mark Dankberg, Co-Founder and Executive Chairman of Viasat, Inc. (NASDAQ: VSAT)

Replay: Creating the Fastest Global Satellite Broadband Network with Mark Dankberg, Co-Founder and Executive Chairman of Viasat, Inc. (NASDAQ: VSAT)

Modernizing the Hospitality Management Software Industry with Ramesh Srinivasan, President and CEO of Agilysys, Inc. (NASDAQ: AGYS)

Replay: 30 Years of Investing as a Family with Tom Gayner, Co-CEO of Markel Corporation (NYSE: MKL)

Searching for Investments Where the Future is Obvious with Joey Levin, CEO of IAC/InterActive (NASDAQ: IAC)

Building a Major Global Production Studio with Jennifer Twiner McCarron, CEO of Thunderbird Entertainment (TSX-V: TBRD) (OTCQX: THBRF)

Software-as-a-Service, Artificial Intelligence and Industry 4.0 with Daniel Harari, CEO of Lectra (FP: LSS)

Building the Largest Dental Supplier in the World with Stan Bergman, Chairman and CEO of Henry Schein (NASDAQ: HSIC)

Executing a Construction Services Roll-Up with Bruce Young, CEO of Concrete Pumping Holdings, Inc. (NASDAQ: BBCP)

Capitalizing on 155 Years of Excellence in Coatings with Robert Bryant, CEO of Axalta (NYSE: AXTA)

Creating a Niche Global Franchise with Peter Holt, CEO of The Joint Corp. (NASDAQ: JYNT)

Specialty Chemical Megatrends and Wide Moats with Ben Gliklich, CEO of Element Solutions, Inc. (NYSE: ESI)

Compounders Season 1: Highlights, Lessons and Takeaways

Putting the Customer First for 25 Years with Jeff Bailly, Chairman and CEO of UFP Technologies, Inc. (NASDAQ: UFPT)

Adapting to an Ever-Changing Media Landscape with Adam Symson, CEO of The E.W. Scripps Company (NASDAQ: SSP)

Leading the Future of Waste Recycling with Brian Recatto, CEO of Heritage-Crystal Clean, Inc. (NASDAQ: HCCI)

The Next 50 Years in Western Florida with Jorge Gonzalez, CEO of The St. Joe Company (NYSE: JOE)

Creating the Fastest Global Satellite Broadband Network with Mark Dankberg, Co-Founder and Executive Chairman of Viasat, Inc. (NASDAQ: VSAT)

40 Years of Moat Building with Alan McKim, Founder and CEO of Clean Harbors (NYSE: CLH)

Building an Entertainment Software Powerhouse with Jeff Rosica, CEO of Avid Technology, Inc. (NASDAQ: AVID)

Applying the John Malone Cable Playbook in Latin America with Mauricio Ramos, CEO of Millicom (NASDAQ: TIGO)

Leading the Used Car Auction Digital Revolution with Jim Hallett, Executive Chairman, KAR Auction Services, Inc. (NYSE: KAR)

Creating a 100-Bagger with Sean O’Connor, CEO of StoneX Group Inc. (NASDAQ: SNEX)

30 Years of Investing as a Family with Tom Gayner, Co-CEO of Markel Corporation (NYSE: MKL)

A Century of Wealth Creation with Weston Hicks, CEO of Alleghany Corporation (NYSE: Y)

Compounders: The Anatomy of a Multibagger with Ben Claremon