Capital Compounders Show

In this conversation, Ardal Loh-Gronager shares his journey from an early entrepreneurial spirit, sparked by trading video games, to founding Loh-Gronager Partners. He discusses his investment philosophy, emphasizing long-term value investing, a unique fee structure inspired by Warren Buffett, and the importance of governance and sustainability in investment decisions. Ardal also reflects on his experiences in the finance industry, the significance of a contrarian mindset, and his ambitions for the future, including giving back through charitable initiatives.#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode of the Capital Compounders Show, host Robin Speziale interviews Sean Wilson, CEO of BuildDirect, who shares his journey in the flooring industry, the evolution of BuildDirect's business model, and the company's strategic objectives for the future. Wilson discusses the importance of professional contractors as primary customers, the challenges of integrating acquisitions, and the role of AI in enhancing operations.Ownership Disclosure: $BILD.v - No  #investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode of the Capital Compounder Show, host Robin Speziale interviews Brent Willis, Founder and CEO of Voyager Pharmaceuticals. They discuss the importance of domestic production of medical imaging drugs, particularly barium contrast, and the discovery of the Frances Creek Project. Brent shares insights into the competitive landscape, market strategies, and the company's innovative approach to iodine production. The conversation also touches on partnerships, market demand, and the challenges faced by entrepreneurs in the pharmaceutical industry.Ownership Disclosure: $VM.v - No#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Eddie Ryan, Co-Founder and CEO of Kneat.com, shares his journey from a mechanical engineer to leading a company that provides digital validation solutions for the health & life sciences industry. Eddie Ryan discusses the competitive landscape, the impact of their first major customer Biogen, and Kneat.com's growth strategy. Eddie highlights the importance of regulatory compliance, the integration of AI, and the company's strong focus on customer value. He also reflects on the challenges of scaling Kneat.com and offers insights for aspiring entrepreneurs.KEY TAKEAWAYS:Kneat.com was founded to address inefficiencies in validation processesKneat.com operates on a land and expand model for growthThe total addressable market for validation services is significantAI integration into the Kneat platform is a key focus for future developmentKneat.com has grown from 35 employees to over 300Regulatory compliance is crucial in the life sciences industryOwnership Disclosure: Kneat.com ($KSI) - No#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode, Robin Speziale interviews Marc Walton, a professional trader and founder of Forex Mentor Pro. They discuss Marc's journey from selling his business in the UK to becoming a successful trader in the Canary Islands. The conversation covers trading psychology, the importance of persistence, and the impact of market cycles. Marc shares insights on forex / currency trading, gold, crypto, stocks, and silver, as well as the manipulation of markets. He emphasizes the need for risk management and treating trading as a business. The discussion also touches on the current political climate and its implications for traders.#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Robinson Smith discusses the Smith Maneuver, a financial strategy developed by his father that allows Canadian homeowners to convert their non-deductible mortgage debt into tax-deductible investment debt. He explains the mechanics of the maneuver, its benefits, and the importance of working with qualified financial professionals. The discussion also covers the risks associated with the strategy, the necessity of financial education, and the potential for building wealth through informed investment decisions.#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Scott MacFabe, CEO of BluMetric, discusses the company's mission to address global water issues through innovative technology and consulting services. He highlights the importance of their recent acquisition of Gemini Systems, which expands their market reach into the U.S. and Caribbean. Scott shares insights on growth potential in military and mining sectors, the challenges of navigating tariffs, and the significance of building strong client relationships. He emphasizes the resilience of BluMetric's business model and the importance of leadership and teamwork in achieving success.Ownership Disclosure: BluMetric ($BLM) - Yes  #investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode, Ghassan Halazon, Founder and CEO of Emerge Commerce, shares his journey from Wall Street to entrepreneurship, detailing the challenges and successes of building a portfolio of e-commerce brands. He discusses the strategic acquisition of Shop.ca, the growth of TruLocal, and the evolution of their golf brands. Ghassan emphasizes the importance of focusing on local movements, financial restructuring, and the potential of Bitcoin as a financial strategy. He also reflects on lessons learned since the company's IPO and outlines key priorities for 2025.Ownership Disclosure: $ECOM - No  #investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Thane Stenner, Senior Portfolio Manager at Stenner Wealth Partners+, shares insights into the world of ultra high net worth clients in Canada. He discusses the unique needs of these clients, the evolution of wealth in Canada, and the role of organizations like Tiger 21 in wealth management. Thane emphasizes the importance of asset allocation, differences in investment strategies, and the significance of teaching the next generation about wealth management and the impact of cash positions on market timing.#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this engaging conversation, Mohnish Pabrai shares insights into his life, investment philosophy, and the impact of his work with the Dakshana Foundation. Pabrai discusses his recent move to Austin TX, the design of his library, and reflections on turning 60. Pabrai emphasizes the importance of compounding, cloning in investing, and the significance of maintaining a concentrated portfolio. He also highlights the value of games like bridge in enhancing probabilistic thinking, and the role of share buybacks in wealth creation.KEY TAKEAWAYS:Mohnish believes that playing bridge enhances one's skills in probabilistic thinking; beneficial for investingCloning successful investment strategies is a fundamental part of Pabrai's approachIdentifying compounders takes time and often reveals their true value only after ownershipConcentration in a portfolio can lead to significant wealth accumulation over timeShare buybacks can be a powerful tool for enhancing shareholder value when executed wisely#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Eric Eyerman, CEO of California Nanotechnologies, discusses the company's operations, strategic positioning in California, and innovative technologies it offers in material science. He shares insights into the company's journey, including significant client relationships, revenue models, and future growth strategies. Eyerman emphasizes the importance of agility in development, total addressable market, and Cal Nanotech's focus on securing larger commercial contracts while maintaining a diverse client base. He also touches on personal experiences and the importance of leadership in driving the company's success.Ownership Disclosure: $CNO - No #investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, David Fawcett, Founding Partner of Epic Capital, shares insights from his extensive experience in hedge fund management, discussing the evolution of his firm since its inception in 2000. He reflects on navigating market challenges, particularly during the Great Financial Crisis, and highlights current investment opportunities reminiscent of past markets. Fawcett emphasizes the importance of active management in an era dominated by ETFs and outlines his investment strategies, which include a focus on value and growth, as well as identifying turnaround opportunities. He also discusses the dynamics of a concentrated portfolio and shares specific case studies of companies like MDA and Cineplex. The conversation concludes with thoughts on the impact of cryptocurrency on investment trends his personal life.#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Mansour Dia shares his journey from Constellation Software to Langdon Equity Partners, discussing the intricacies of software acquisitions, the importance of building relationships in the investment world, and the unique opportunities present in the European small cap tech landscape. He emphasizes the significance of cash flow over accounting earnings and the value of extensive travel for gaining insights into local markets. Mansour also introduces Chapters Group, a new venture focused on vertical software.#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode, host Robin Speziale interviews Adam Wilk, founder and portfolio manager of Greystone Capital Management. Adam shares his unique journey from working in the NBA to becoming a successful investor focused on small and mid-cap companies. Wilk discusses the advantages of investing in smaller, underfollowed businesses, the importance of management quality, and his investment philosophy.#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠ 📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Charles Salameh, CEO of Sangoma Technologies, shares his journey and vision for the company, which has been a significant player in the telecommunications industry since 1984. He discusses the transformative 'Project Diamond' aimed at integrating various services and improving operational efficiency. Salameh highlights the importance of understanding market dynamics, the competitive landscape, and the need for innovative solutions. He also outlines Sangoma Technologies' future growth strategies, including potential acquisitions and the integration of AI technologies.Ownership Disclosure: Sangoma Technologies ($STC) - No  #investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Jonathan Ferrari, Co-Founder and CEO of Goodfood Market, shares his journey from childhood ambitions to leading a successful meal kit company. He discusses the challenges and triumphs of building Goodfood, the impact of market changes, and the innovative strategies that have positioned the company as a leader in the meal kit industry.Ownership Disclosure: Goodfood ($FOOD) - No  #investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Harold Leishman, an investment advisor with over 30 years of experience, shares insights into his family's venture capital legacy, his investment philosophy focusing on small-cap companies, and the importance of understanding market dynamics. KEY TAKEAWAYS:   Harold's grandfather was a pioneer in venture capital The small cap market presents unique risks and opportunities Uncontrolled dilution is a major risk in small cap investing Investing in companies with strong revenue growth is key Diversification is crucial in managing investment risk Management's track record is important in investment decisions Market dynamics can significantly impact stock performance Investors should have a clear exit strategy for their investments The thrill of investing comes from finding winning stocks#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]. 📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Sheldon and Jackson Inwentash discuss their journey in the investment world, focusing on the evolution from Pinetree Capital to ThreeD Capital. Sheldon and Jakson explore various megatrends, including health tech, blockchain, AI, and hydrogen technology, while emphasizing the importance of psychology in investing. The discussion also touches on the challenges of investor expectations and the future outlook for the Canadian venture capital market.KEY TAKEAWAYS:   Sheldon made a significant donation to U of T Psychology is crucial in understanding investment dynamics Pinetree Capital had multiple billion-dollar exits The investment landscape is cyclical and unpredictable Blockchain technology has vast applications beyond Bitcoin Hydrogen technology is emerging as a key investment area AI is a rapidly evolving field with significant potential Investing in longevity biotech is becoming increasingly viable Investor expectations often clash with the realities of investment timelines  Ownership Disclosure: ThreeD Capital ($IDK) - No  #investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠ 📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Peter Krauth discusses the historical significance of silver as a hedge against inflation, its role in modern economies, and the dynamics of the silver market. Krauth shares insights on the Hunt brothers' impact on silver prices, the industrial demand for silver, and the current supply chain challenges. Krauth then provides insights on the beauty and value of silver coins, storage solutions for precious metals, and the differences between physical silver and silver ETFs. The discussion also covers evaluating silver mining companies, influential figures in silver investment, and the importance of mining site visits. Additionally, Peter Krauth reflects on the future of silver in relation to cryptocurrency and shares his journey of writing a book on silver investing, highlighting lessons learned from the silver market's history.KEY TAKEAWAYS:   Silver has been a form of money for 5,000 years The Hunt brothers attempted to corner the silver market in the 1980s Silver's industrial demand is growing, especially in solar technology Current silver supply is insufficient to meet rising demand The silver market is experiencing unusual dynamics due to tariffs and inventory shifts Predictions suggest silver could reach $50 or even $300 in the future Silver serves as a hedge against inflation and currency debasement Costco and Walmart are now major retailers of gold and silver Investing in silver mining companies requires careful evaluation of their assets#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.

In this conversation, Hamed Shahbazi, Founder and CEO of WELL Health Technologies, shares his journey from starting the company to transforming the healthcare landscape through technology. He discusses the challenges and opportunities in the healthcare sector, the importance of digitization, and the role of personal health in leadership. Hamed also reflects on his early entrepreneurial spirit, the impact of mentorship, and the future prospects of WELL Health.  KEY TAKEAWAYS:   Hamed Shahbazi transformed Well Health from $30 million to $1.5 billion Early access to public companies can create wealth for investors The digitization of healthcare is a significant opportunity AI is a fundamental shift in healthcare for the better The importance of branding and identity in business success Acquisitions have been key to WELL Health's growth strategy Mentorship plays a vital role in personal and professional development Investors should focus on the long-term potential of healthcareOwnership Disclosure: WELL Health ($WELL) - Yes #investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.

In this conversation, Tom Liston shares his journey from a small-town upbringing in New Brunswick to becoming a prominent investor in Canadian small cap technology companies. He discusses his early career on Bay Street, his experiences at Yorkton Securities and Versant Partners, and his pivotal role in the growth of Well Health Technologies, and now Tantalus Systems. KEY TAKEAWAYS:   Transitioning from equity research to his own family office opened new opportunities for Tom The acquisition of QHR by Loblaw showcased the potential of healthcare technology Well Health Technologies aims to improve Canadian healthcare through technologyOwnership Disclosure: WELL Health ($WELL) - Yes  #investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at [email protected]📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ 𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠   ***  DISCLAIMER:  This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.

In this engaging conversation, Jordan Zinberg, Founder and President of Bedford Park Capital, shares insights into his journey to becoming Canada's top hedge fund manager. He discusses the importance of return on equity, investment strategies including special situations, and the significance of both small and large cap companies in his portfolio. Jordan reflects on past mistakes, the lessons learned, and offers future investment ideas for 2025. He emphasizes the importance of understanding one's own investment style and the value of studying successful investors. KEY TAKEAWAYS:   Jordan Zinberg is the founder and CEO of Bedford Park Capital, recognized as Canada's top hedge fund The importance of return on equity (ROE) is crucial Special situations are key strategies in Jordan's approach Investing in spin-offs can provide unique opportunities Stealthily accumulating positions in companies is a strategic trading approach Concentration in a few high-conviction ideas can lead to better performance Learning from past mistakes, such as with Payfare, is crucial for growth as an investor Emerging compounders can offer significant upside potential in the market Large cap companies can stabilize a portfolio while still providing growth Investors should study the greats and find a strategy that works for them #investing #stocks #personalfinance #wealth #podcast  🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Tal Schwartz, managing partner of Exit North Ventures, shares his journey in the fintech industry and the establishment of his venture capital firm. He discusses the evolution of fintech in Canada, the role of venture partners in supporting early-stage companies, and the challenges faced by new entrants in a market dominated by traditional banks. Tal also makes bold predictions for the future of fintech, emphasizing the rise of digital banking and the impact of AI on financial services. He provides insights into his firm's early seed investments and the strategic positioning of Exit North Ventures within the Canadian venture capital landscape. KEY TAKEAWAYS: Tal Schwartz aims to find the next big thing in Canadian fintech Exit North Ventures focuses on early-stage investments in fintech Venture partners play a crucial role in supporting startups Open banking is essential for fintech innovation in Canada Digital banking is expected to grow rapidly in Canada by 2025 AI is shifting from cost-cutting to revenue-generating in finance Embedded finance is a growing trend in the Canadian market The Canadian venture capital landscape is becoming more collaborative #investing #stocks #personalfinance #wealth #podcast  🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Gary Prenevost discusses the intricacies of franchise ownership, emphasizing the potential for wealth creation through franchising while also highlighting the necessary skills and commitment required. He explains the various franchise structures, the importance of understanding one's own skills and resources, and the process of financing a franchise investment. The discussion also covers the journey from being an employee to becoming an entrepreneur, the success rates of franchises compared to startups, and the considerations when choosing between new and existing franchises. KEY TAKEAWAYS: Wealth creation through franchise ownership is achievable with effort Franchising is not a quick path to riches; it requires time and dedication Understanding your skills is crucial in selecting the right franchise #investing #stocks #personalfinance #wealth #podcast  Tags: franchise ownership, wealth creation, franchise options, financing, employee to entrepreneur, franchise success rates, existing franchises  🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Jordan McNamee, founder of the Optimist Fund, discusses his investment philosophy centered around optimism and growth-oriented companies. He shares his journey from sports to investing, the challenges faced in launching his fund, and the importance of unit economics in evaluating businesses. The discussion also covers specific companies like Carvana, Uber, DoorDash, HelloFresh, and Wayfair, highlighting their disruptive potential and market strategies. Jordan McNamee also discusses the current state and future prospects of Latham Group, and the unique business model of ThredUp. He shares insights into his investment philosophy, emphasizing the importance of understanding risk and volatility in the market. The discussion also touches on the discovery process for new investment opportunities and the significance of thorough analysis before making investment decisions.   KEY TAKEAWAYS:   Optimism is crucial for successful entrepreneurship Investing in ambitious companies can yield high returns The first six months of launching a fund can be challenging Unit economics are essential for understanding business viability Disruptive companies often face skepticism but can succeed The Optimist Fund focuses on underappreciated companies with growth potential Volatility in the market does not equate to risk Investing requires a long-term perspective and patience The market can present opportunities during downturns #investing #stocks #personalfinance #wealth #podcast   🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Mississauga Mayor Carolyn Parrish discusses her vision for the growth and development of Mississauga, highlighting her quick wins in office, plans for a vibrant downtown, housing initiatives, transportation infrastructure, and the evolving business landscape. She emphasizes community engagement and reflects on her leadership journey, including her relationship with the late Hazel McCallion. Parrish also highlights the development of a new hospital to serve the growing population and shares insights from her political journey, emphasizing the need for genuine connections with people and the community. KEY TAKEAWAYS: The downtown area of Mississauga is perceived as lacking vibrancy Carolyn Parrish emphasizes the need for a school in the city center Plans for a conference center (+ hotel) and sports arena are in the works The LRT project is expected to take longer than anticipated Mississauga is a hub for life sciences and Fortune 500 companies Carolyn Parrish reflects on the legacy of Hazel McCallion Collaboration with local businesses is vital for community development Parrish values honesty and transparency in her political approach #investing #stocks #personalfinance #wealth #podcast  Tags: Mississauga, Carolyn Parrish, city growth, urban development, housing, transportation, community engagement, economic growth, infrastructure, leadership, Mississauga, Carolyn Parrish, community initiatives, youth empowerment, food security, healthcare, political journey, leadership, multiculturalism, local government 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Nicholas Cortellucci, co-founder of Atrium Research, discusses the transformation of sell-side research, the launch of the takeout report, and insights into small-cap investment strategies. He highlights the challenges faced by small companies in gaining research coverage and the importance of democratizing access to quality research. Nicholas also shares characteristics of successful acquisitions in the Canadian market and provides insights into specific companies like ADF Group, BQE Water, and Dynacor Group. KEY TAKEAWAYS: Atrium Research aims to democratize access to research Many small-cap companies lack coverage from traditional brokerages The "Takeout Report" identifies trends in Canadian small-cap acquisitions Valuation is a key driver for recent takeouts in the market Successful acquisitions often involve companies with strong fundamentals Investors should focus on key performance indicators for companies The IPO market in Canada is expected to improve in 2025 Nicholas's personal investment strategy includes a mix of small and larger cap stocks #investing #stocks #personalfinance #wealth #podcast  Tags: Atrium Research, Nicholas Cortellucci, sell-side research, takeout report, small cap stocks, Canadian equities, investment strategies, IPO market, ADF Group, BQE Water, Dynacor Group 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Ryan Telford shares his insights into microcaps, focusing on the quant approach he employs to identify potential 10X stocks. He discusses his journey into the world of investing, characteristics of high-performing stocks, and the importance of factors such as sales growth, ROIC, and free cash flow. Ryan also addresses common misconceptions, and introduces "GUTS". KEY TAKEAWAYS:   Ryan Telford emphasizes a quantitative approach to investing Micro Caps present significant opportunities for higher returns Sales growth is a critical driver of stock performance Return on Invested Capital (ROIC) trends are more important than absolute values Free cash flow is a key metric for evaluating stocks Dilution can be acceptable if it leads to value creation Insider ownership does not guarantee shareholder-friendly management or returns Analyst estimates can be unreliable for microcap stocks Market capitalization plays a role in growth potential Growth by acquisition is becoming a viable strategy for many companies #investing #stocks #personalfinance #wealth #podcast  Tags: Microcap investing, quantitative investing, 10X stocks, stock performance, sales growth, ROIC, free cash flow, insider ownership, analyst estimates, market capitalization, growth by acquisition, GUTS framework, portfolio management 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Roger Dent, CEO of Quinsam Capital, discusses his journey in revitalizing Quinsam Capital. He shares insights on discovering hidden gems like California Nanotechnologies and the success of VitalHub through a roll-up strategy. Roger emphasizes the importance of diversification, lessons learned from successful founders, and the dynamics of the energy sector. He also provides advice for aspiring microcap investors and reflects on the current market trends, particularly in AI and the potential for future investments. KEY TAKEAWAYS:   Cannabis investments provided significant early opportunities California Nanotech exemplifies the importance of market cap leverage VitalHub's roll-up strategy has led to significant growth AI presents both opportunities and risks in the current market The microcap space requires a unique discovery process Successful founders exhibit perseverance, frugality Investors should be cautious of bubbles #investing #stocks #personalfinance #wealth #podcast  Tags: Quinsam Capital, cannabis investments, microcap stocks, California Nanotech, Vital Hub, AI investments, drug delivery technology, market predictions, energy sector 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Benj Gallander (Contra The Heard) discusses his investment strategy; contrarian investing and the significance of tax loss selling season. He emphasizes the importance of discipline. Gallander walks through his crucial point tally system for evaluating stocks. Finally, Benj reveals his high conviction stocks for 2025. KEY TAKEAWAYS:   Tax loss selling season provides opportunities for better deals The January effect typically sees stocks rise at the start of the year Patience is a key component of successful investing Discipline is essential; without it, one cannot have a method Debt levels are critical in assessing a company's financial health Dividends can provide a safety net for investors Investing is a long-term game; missing opportunities is part of the process Price to earnings ratio helps gauge stock value Investing in downtrodden industries can yield high returns Technology investments require careful consideration of trends Bitcoin's practical use is highly questionable Annual reports should be clear and informative Public awareness can significantly impact stock prices #investing #stocks #personalfinance #wealth #podcast  Tags: investing, contrarian investing, tax loss selling, January effect, stock evaluation, discipline, management evaluation, dividends, demographics, financial health, Canadian politics, investment strategies, book value, price to earnings ratio, downtrodden industries, technology investments, Bitcoin, annual reports, public awareness, intangibles, portfolio management 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Dan Rohinton, VP of Portfolio Management at IA Clarington, discusses the current state of BCE and the Canadian telcos market, emphasizing the challenges faced by BCE and its strategic decisions. He explores the implications of high dividend yields, the importance of capital allocation, and the investment strategies for investing in dividend stocks. The discussion also covers the global dividend fund strategy, sector analysis, and the role of multi-sector diversification in dividend investment portfolios. Rohinton provides valuable insights for new investors and reflects on market performance and future expectations for his funds. KEY TAKEAWAYS:   BCE's recent decisions reflect broader challenges in the Canadian telecom market High dividend yields can be misleading; due diligence is essential Capital allocation is crucial for maintaining shareholder value Investors should focus on cash flow and business fundamentals Diversification is key for new investors starting with dividend stocks The global dividend fund strategy prioritizes strong cash flow and market position Certain sectors, like waste management, offer stable investment opportunities REITs are currently avoided due to market conditions and competition Investing in established companies with a history of dividends is advisable Market performance can vary; long-term planning is essential #investing #stocks #personalfinance #wealth #podcast  Tags: BCE, Canadian Telcos, Dividend Stocks, Investment Strategies, Global Dividend Fund, REITs, $BCE, Dividend Cut 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Sean Black, Co-Founder and CEO of The Happy Belly Food Group, discusses the journey of Happy Belly, successful acquisition of Rosie's Burger, and expansion plans for Heal Wellness and Yolks among their other growth brands. Sean shares insights on his early career, and the importance of M&A discipline in driving growth at Happy Belly. Sean discusses the importance of aligning interests with shareholders, transparency in operations, and a strong growth strategy. He shares insights on the company's expansion plans (e.g. US / Florida), and the cultural and people connection that drives the business. KEY TAKEAWAYS:   Happy Belly is focused on scaling good food with systems and processes Rosie's Burger has seen significant growth since its acquisition The three P's of business are people, product, and process Heal Wellness is expanding rapidly with U.S. entry too Yolks is set to open new locations in Ontario and Alberta Sean Black's entrepreneurial journey began at a young age Identifying emerging food trends is key to Happy Belly's strategy Growth is not just about numbers; it's about quality and sustainability Creating a culture where everyone is invested in the company's success The consumer packaged goods sector offers new opportunities for growth Cash flow positivity is a key milestone for the company Ownership Disclosure: $HBFG - No   #investing #stocks #personalfinance #wealth #podcast  Tags: $HBFG, HBFG, Happy Belly, Sean Black, Rosie's Burger, Heal Wellness, Yolks, Extreme Pita, Mucho Burrito, MTY, Fairfax, Recipe 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this engaging conversation, Paul Andreola, CEO of NameSilo Technologies and Small Cap Discoveries, shares his insights on microcap investing, innovative technologies in the wheelchair industry, and his unique journey from carpentry to becoming a successful investor. He discusses the importance of growth versus profitability, the discovery process in microcap investing, and the dynamics of institutional investors in the market. Paul also highlights his investment strategies, the significance of shareholder quality, and the outlook for 2025, emphasizing the potential of undervalued companies in the Canadian market. KEY TAKEAWAYS:   Paul Andreola is the CEO of Name Silo Tech and Small Cap Discoveries Paul transitioned from carpentry to investing, driven by a passion for financial markets He emphasizes the importance of growth in microcap investments The discovery process is crucial for identifying undervalued companies Institutional investors often overlook smaller companies, creating opportunities for retail investors Quality shareholders can significantly impact a microcap company's success Paul's investment strategy focuses on risk-reward profiles and opportunity costs He believes the microcap market is currently undervalued and ripe for investment The future of IPOs in Canada looks promising as institutional interest grows   #investing #stocks #personalfinance #wealth #podcast  Tags: Paul Andreola, microcap, Departure Bay Capital, investment strategies, small cap discoveries, shareholder quality, market dynamics, IPOs, 2025 outlook 🎙️WANT TO BE A GUEST? Email me at ⁠[email protected]⁠.   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠⁠https://robinspeziale.substack.com⁠⁠   📚 BUY MY BOOKS:   Market Masters: ⁠⁠https://amzn.to/3Vfexu6⁠⁠  Capital Compounders: ⁠⁠https://amzn.to/4eYP7bn⁠⁠  Lessons From The Successful Investor: ⁠⁠https://amzn.to/3Zj2ai1⁠⁠  𝕏 FOLLOW ME: ⁠⁠https://x.com/RobinSpeziale⁠⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠⁠https://web.koho.ca/referral/UGXXKO6S⁠⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Robin Speziale interviews Francois Rochon, the Founder & CEO of Giverny Capital. #investing #stocks #personalfinance #wealth #podcast   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.  Giverny Capital Disclaimers: Returns - Rochon Global Portfolio The Rochon Global portfolio is a private group of personal and family accounts managed by François Rochon, the president of Giverny Capital Inc. (GCI). The Rochon Global portfolio has existed since 1993, that is seven years before the registration of GCI as portfolio manager with the AMF. Although the Rochon Global portfolio serves as a model for GCI’s clients, clients’ portfolio returns can vary. The Rochon Global portfolio returns indicated include trading commissions and dividends but do not include management fees. Portfolio returns of the Rochon Global portfolio have been generated in a different environment than GCI’s clients and this environment is considered controlled. For example, cash deposits and withdrawals can increase the returns of the Rochon Global portfolio. Thus, the portfolio returns of the Rochon Global portfolio are often higher than the returns realized by clients of GCI. Past performance is no guarantee of future results. Forward-looking information Some information set forth in this interview is forward-looking and involves uncertainties and other known and unknown factors that may cause actual results or events to differ materially from those anticipated. The assumptions made and the expectations represented are believed to be reasonable at the time they are made, but there can be no assurance that the forward-looking information will prove to be accurate. Actual results or events may differ materially from those expressed or implied in the forward-looking information. The interviewee undertakes no obligation to publicly update or revise forward-looking statements and information contained in this interview.

In this engaging conversation, Jason Donville shares insights into his successful investment strategies, his artistic pursuits, and the importance of storytelling in both finance and creative endeavors. He discusses his early investment discoveries, the significance of high return on equity, and the role of CEOs in driving company growth. The conversation also touches on the current state of the small cap market, the impact of AI on business, and advice for do-it-yourself investors looking to build wealth over time. KEY TAKEAWAYS:   Jason Donville's hedge fund has achieved impressive returns since inception Artistic pursuits can enhance creativity in business Storytelling is a crucial element in both finance and writing Early investment discoveries can lead to significant long-term gains Conviction in investments is key, as demonstrated by Constellation Software High ROE and growth metrics are essential in investment philosophy The quality of CEOs greatly impacts company performance The small cap market has potential for growth in the coming years AI is transforming business operations and investment strategies DIY investors should focus on compounders and develop a clear investment system #investing #stocks #personalfinance #wealth #podcast  Tags: Jason Donville, investing strategies, small cap market, high ROE, Constellation Software, AI in business, investment philosophy, Canadian market, artistic pursuits, DIY investing 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Robin Speziale interviews Martin Braun and Veeral Khatri from the JC Clark Opportunity Fund. They discuss the fund's impressive 25-year track record, its evolution from a value-focused strategy to a growth-oriented approach, and the importance of identifying overlooked Canadian small to mid-cap companies. The discussion also covers the challenges of the current market environment, the significance of management evaluation, and the role of AI in investment research. The guests share insights on their recent stock selections, market outlook for 2025, and common pitfalls for DIY investors. KEY TAKEAWAYS:   The Opportunity Fund has a 25-year track record of compounding 11% annual returns Management evaluation is crucial in investment decisions The fund primarily focuses on Canadian small to mid-cap companies AI is not yet a primary tool for investment research but has potential Investors should identify their sweet spot and focus on it Position sizing is important for maximizing returns The IPO market in Canada is currently struggling Understanding management teams can provide valuable insights #investing #stocks #personalfinance #wealth #podcast   Tags: Opportunity Fund, investment strategies, growth investing, Canadian market, stock selection, management evaluation, AI in investing, DIY investing pitfalls 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Des O'Kell, President and Co-founder of Enterprise Group, discusses the resilience and strategies of his company in the cyclical oil and gas industry. He reflects on the challenges faced during downturns, particularly from 2014 to 2021, and how the company managed to remain cashflow positive. Des highlights the shift towards natural gas power systems, the importance of innovation, and the potential for growth in adjacent industries like mining. He also addresses the impact of global markets on Canadian energy and the company's strategic planning for future growth, including acquisitions and market positioning. Finally, he shares insights into the governance of Enterprise Group and the expertise of its board members. KEY TAKEAWAYS:   Enterprise Group remained cashflow positive during downturns The company shifted from diesel to natural gas power systems There is a strong focus on innovation and technology Cyclicality in the oil and gas industry is being addressed through diversification The Canadian energy sector is gaining access to global markets Acquisitions are part of the growth strategy for Enterprise Group The board of directors has a well-rounded skill set Future growth is projected in the mining sector The company has a leadership position in mobile power systems Maintaining client relationships is crucial for business success Ownership Disclosure: Enterprise Group ($E) - No    #investing #stocks #personalfinance #wealth #podcast  Tags: Enterprise Group, Des O'Kell, oil and gas services, resilience, cyclicality, Canadian energy, acquisitions, innovation 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Robin Speziale interviews Brett Garner, author of 'Buffett's Early Investments.' They discuss Buffett's investment strategies, the research process behind the book, and the significant lessons learned from Buffett's early investments. The conversation delves into specific case studies, including Philadelphia and Reading, American Express, and Disney, while also exploring Buffett's evolution as an investor and his partnership with Charlie Munger. KEY TAKEAWAYS:   Buffett's early investments were characterized by deep value net investing The research process for the book involved extensive archival work Philadelphia and Reading served as a precursor to Berkshire Hathaway Buffett's work ethic and research methods were unmatched in the industry Buffett's investment philosophy evolved from quantitative to qualitative analysis The Salad Oil scandal highlighted the risks in investing Buffett's approach to risk management involved concentration in a few key positions Charlie Munger's influence on Buffett's investment strategy was significant Buffett's initial investment in Disney was based on undervalued assets The importance of understanding corporate governance was emphasized in Buffett's investments #investing #stocks #personalfinance #wealth #podcast   Tags: Warren Buffett, investing, Philadelphia and Reading, American Express, research, investment philosophy, Berkshire Hathaway, Charlie Munger, book review, financial history 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Chris Dobbin, founder and CEO of Nova Leap Health, shares his journey from a traditional finance background to establishing a successful home healthcare company. He discusses the inspiration behind Nova Leap, the challenges and strategies involved in acquiring home healthcare businesses, and the importance of understanding the market dynamics. Chris elaborates on the company's growth trajectory, including their expansion into the U.S. market, the evaluation of acquisition targets, and the ongoing challenges of organic growth. He also touches on the significance of branding and the potential opportunities in the Florida market, emphasizing the company's commitment to providing quality care while navigating the complexities of the healthcare industry. KEY TAKEAWAYS:   Nova Leap Health was inspired by personal family experiences Acquisitions are a key growth strategy for Nova Leap Home healthcare is a service-based business, not facility-based Understanding local market dynamics is crucial for success The Florida market offers substantial growth opportunities Branding strategy is evolving towards a common identity M&A is a risky but necessary strategy for growth Nova Leap is focused on long-term growth and sustainability Ownership Disclosure: Nova Leap Health ($NLH) - No  #investing #stocks #personalfinance #wealth #podcast  Tags: Chris Dobbin, Nova Leap Health, home healthcare, acquisitions, business growth, U.S. market, organic growth, healthcare industry, branding strategy, Florida market 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode, Robin Speziale interviews David Bibby, founder and CEO of Hypercharge Networks, discussing his diverse career leading to the establishment of an EV charging company. They explore the challenges of EV infrastructure, the competitive landscape, and the innovative business model of Hypercharge. Bibby shares insights on revenue streams, strategic partnerships, and the future vision for EV infrastructure in Canada, emphasizing the importance of energy management as the industry evolves. KEY TAKEAWAYS:   David Bibby's diverse career uniquely qualifies him to lead Hypercharge Networks The lack of reliable EV charging infrastructure is a significant issue Hypercharge aims to provide both public and private charging solutions The EV market is transitioning from early adopters to mass adoption Tesla's supercharging network set a competitive standard in the industry Hypercharge's flexibility allows it to utilize various hardware options The company focuses on multifamily developments for EV charging installations Revenue sharing opportunities exist with parking companies and REITs The future of EV infrastructure in Canada is projected to grow significantly by 2035 Hypercharge is evolving from an EV charging company to an energy management company Ownership Disclosure: Hypercharge Networks ($HC) - No    #investing #stocks #personalfinance #wealth #podcast  Tags: EV charging, Hypercharge Networks, electric vehicles, infrastructure, business model, energy management, Canada, growth, profitability, technology 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode, Iain Butler, Chief Investment Advisor for Motley Fool Canada, discusses the growth of the company, particularly during the pandemic, and shares insights on investment strategies, market trends, and stock picks for 2024. He emphasizes the importance of long-term investing, the role of content creation in attracting subscribers, and the potential of microcap stocks. Iain also reflects on the impact of technology, including Gen AI, on the investment landscape and the future of Motley Fool Canada. KEY TAKEAWAYS:   Motley Fool Canada experienced significant growth during the pandemic The company focuses on long-term investment strategies Content creation is key to attracting and retaining subscribers Microcap stocks present unique investment opportunities Iain emphasizes the importance of extending the investment time horizon The Canadian market has lagged behind the US in recent years Dividend-paying stocks are becoming more attractive as interest rates change Ian's investment philosophy has evolved to focus on fundamentals and valuation The use of Gen AI is being explored to enhance content creation Successful long-term investments often outperform short-term market fluctuations #investing #stocks #personalfinance #wealth #podcast  Tags: Motley Fool Canada, investment strategies, stock market, microcap stocks, long-term investing, financial advice, stock picks, market trends, dividend stocks, Gen AI 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode, Jack David, founder of ECW Press, reflects on his 50 years in the publishing industry, sharing stories of resilience, notable authors like Neil Peart, and the challenges faced in adapting to a changing market. He discusses the importance of discovering unique stories, the journey of publishing 'Market Masters', and his insights on the future of publishing, including the rise of audiobooks and the impact of AI. KEY TAKEAWAYS:   Jack David celebrates 50 years of ECW Press, emphasizing the importance of resilience in publishing The Neil Peart story was a pivotal moment for ECW Press, saving the company financially Jack faced significant banking challenges but found support from CIBC after being cut off by TD Bank The publishing industry has undergone drastic changes, especially with the rise of digital formats Jack's motivation stems from a desire to share unique stories and support authors The journey of publishing 'Market Masters' highlights the importance of believing in a project Jack emphasizes the need for authors to actively promote their books in today's market Audiobooks are becoming increasingly popular, surpassing e-books in sales Jack encourages aspiring authors to research publishers and tailor their submissions accordingly The future of publishing will involve adapting to new technologies, including AI #investing #stocks #personalfinance #wealth #podcast  Tags: ECW Press, Jack David, Neil Peart, publishing industry, Canadian authors, Market Masters, challenges in publishing, resilience, adapting to change, future of books  🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode, Sean Cooper, a mortgage broker, shares his journey of paying off his mortgage in just over three years and discusses various strategies for home buyers in Canada. He highlights the importance of understanding mortgage types, the current challenges in the real estate market, and the role of mortgage brokers compared to banks. Sean also provides insights into government incentives for first-time home buyers and offers practical advice for navigating the mortgage landscape. KEY TAKEAWAYS: Sean paid off his mortgage in just over three years Living frugally and taking on side hustles helped him save Lump sum payments significantly reduce mortgage principal Celebrating mortgage freedom with a burning party was memorable Current market challenges include high interest rates and inflation 60% of Canadian mortgages are up for renewal soon Variable rate mortgages are becoming more popular again Understanding mortgage penalties is crucial for borrowers First-time home buyers should consider government incentives Working with a mortgage broker can provide better options. #investing #stocks #personalfinance #wealth #podcast  Tags: mortgage, home buying, Sean Cooper, financial advice, real estate, Canada, mortgage broker, fixed rate, variable rate, first-time home buyers 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale ⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode, Cameron Rowe, founder of Hover, discusses his journey from childhood tinkering with remote control toys to establishing a drone delivery startup. He shares insights on the future of drone technology, including its applications in public safety, food delivery, and defense. Cameron emphasizes the importance of regulatory certifications, the challenges of building a team, and the impact of platforms like Dragons' Den on his business. He also reflects on the venture capital landscape in Canada and the significance of community support for entrepreneurs. KEY TAKEAWAYS:   Cameron's early interest in drones stemmed from childhood experiences with remote control toys The future of drones includes applications in public safety and delivery services Hover started with real estate inspections and evolved into drone delivery The Toronto Islands served as a test bed for drone delivery services Cameron believes that drones can effectively serve locked markets with limited access to services Regulatory challenges are significant in the drone delivery industry Hover has completed over 12,000 successful deliveries across various applications Certifications and licenses are crucial for operating in the drone space Building a strong team requires transparency and honesty about the challenges ahead Community initiatives like Fresh Founders are vital for supporting entrepreneurs #investing #stocks #personalfinance #wealth #podcast  Tags: drones, technology, delivery, Hover, Cameron Rowe, innovation, startup, venture capital, public safety, defense 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode of the Capital Compounders Show, Robin Speziale interviews Mathieu Martin, the portfolio manager of the Microcap Fund at Rivemont. They discuss the intricacies of microcap investing, including the top reasons to pass on certain opportunities, Mathieu's journey from poker to portfolio management, and the current state of the microcap market. The conversation also covers recent acquisitions, stock selection processes, and the outlook for 2025, including a contrarian view on the cannabis market. KEY TAKEAWAYS: The Canadian microcap universe is vast, with over 2800 companies Profitability and revenue growth are critical criteria for microcap investments Private equity activity can signal a market turnaround for microcaps Valuations in the microcap space are currently attractive for long-term investors The cannabis market presents contrarian investment opportunities despite past challenges #investing #stocks #personalfinance #wealth #podcast  Tags: Microcap investing, portfolio management, stock selection, investment strategies, market trends, Canadian stocks, private equity, cannabis industry, financial analysis, risk management 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode of the Capital Compounders Show, Derek Foster, Canada's youngest retiree, shares his journey to financial independence at the age of 34. He discusses his investment philosophy centered around dividends, the importance of managing risk, and the lessons learned from navigating financial crises. Derek reflects on his current conservative investment strategies, the balance between frugality and enjoyment in life, and the significance of teaching financial literacy to the next generation. He also offers insights into tax strategies and the evolving landscape of media and book publishing. KEY TAKEAWAYS: Derek Foster retired at 34, focusing on dividend income Investing in well-established companies is key to wealth Frugality in early years accelerates wealth accumulation Understanding tax advantages can enhance financial strategies Market downturns can present unique investment opportunities A conservative approach to investing is essential as one ages Teaching children about finance is crucial for their future The FIRE movement promotes financial independence and lifestyle balance Investing in dividend growth companies can be more beneficial than high-yield stocks Mistakes in investing are common; learning from them is vital #investing #stocks #personalfinance #wealth #podcast  Tags: Derek Foster, early retirement, dividend investing, financial independence, investment strategies, Canadian taxes, family life, FIRE movement, wealth building, personal finance 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode of the Capital Compounders Show, host Robin Speziale interviews Jason Del Vicario, a portfolio manager at Hillside Wealth. Jason shares his unique journey from studying atmospheric sciences to becoming a successful investor. He reflects on the growth of his portfolio in 2024, the importance of buying during market dips, and the lessons learned from selling underperforming stocks. The conversation also delves into Jason's global investment strategy, focusing on high-quality businesses outside North America, and his long-term commitment to Constellation Software. KEY TAKEAWAYS: Jason's journey from atmospheric sciences to portfolio management is unique The importance of buying during market dips is emphasized, particularly with Meta Investing globally opens up opportunities in high-quality businesses Constellation Software is viewed as a top private equity firm by Jason The discipline of capital allocation is vital for long-term success Jason's investment philosophy focuses on high-quality businesses at favorable prices The challenges of investing in Japan highlight the need for patience and understanding Long-term ownership of equities is a proven wealth creator Market predictions are often unreliable; focus on quality businesses #investing #stocks #personalfinance #wealth #podcast  Tags: value investing, Constellation Software, global investing, market analysis, buying the dip, selling strategies, investment strategies, capital allocation, Constellation Software, market predictions, Canadian market, best stocks, Fever Tree, Evolution, Meta, Charlie Munger 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode of the Capital Compounders Show, host Robin Speziale interviews the anonymous investor known as The Compounding Tortoise (CT), who shares in-depth insights on the Constellation Software Universe Universe - $CSU, $TOI.v, and $LMN.v - its CEO Mark Leonard, and the broader investment strategy surrounding serial acquirers. CT discusses the unique business model of Constellation Software, emphasizing its decentralized management structure, the importance of M&A, and the challenges of organic growth. The conversation also touches on the complexities of financial metrics like ROIC and the implications of recent spin-outs, including Topicus and Lumine. Throughout the discussion, CT provides valuable perspectives on the risks and future expectations for Constellation and other compounding machines in the investment landscape. KEY TAKEAWAYS: Mark Leonard is likened to a wizard in capital allocation Constellation Software focuses on vertical market software (VMS) 71% of Constellation's revenues are recurring, providing stability The company operates on a decentralized management model Organic growth is limited; M&A is the primary growth strategy Incentive programs are tied to return on invested capital Understanding ROIC, ROIIC, and IRR is crucial for investors Spin-outs like Topicus and Lumine have strategic implications Investor expectations need to be managed as growth rates normalize Ownership Disclosure: $CSU, $TOI.v, and $LMN.v - Yes   #investing #stocks #personalfinance #wealth #podcast  Tags: Constellation Software, Mark Leonard, M&A, serial acquirers 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode of the Capital Compounders Show, Robin Speziale interviews Hylton Karon, the founder and CEO of iFabric, discussing the company's evolution from a lingerie manufacturer to a leader in innovative apparel technology, particularly in the medical sector. Karon shares insights on the impact of the COVID-19 pandemic on their business, their strategic growth into the U.S. market, and the importance of patents and technology in their product development. KEY TAKEAWAYS: iFabric started as a lingerie company and evolved into a full-scale apparel company The pandemic served as a significant growth catalyst for iFabric The company has tripled its revenue in five years, showcasing strong growth iFabric is expanding its market presence in the U.S. and beyond The company is exploring opportunities outside of traditional apparel iFabric maintains a focus on margin sensitivity and profitability Hylton Karon emphasizes the importance of innovation in their business model Ownership Disclosure: $IFA - No #investing #stocks #personalfinance #wealth #podcast  Tags: iFabric, Hylton Karon, apparel technology, medical textiles, pandemic growth, retail partnerships, innovation, investor insights, social impact 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this episode of the Capital Compounders Show, host Robin Speziale interviews journalist and author Larry MacDonald about his latest book, 'The Shopify Story.' They discuss the inspiration behind the book, the unlikely journey of Shopify's founder Tobi Lütke, and the company's growth from its early days to its current status as a leading e-commerce platform. KEY TAKEAWAYS: Tobi Lütke's background showcases an unlikely path to success Shopify's early struggles nearly led to bankruptcy The company thrived during the 2008 financial crisis Shopify's recruitment policy focuses on self-starters and entrepreneurs The company faced significant challenges during its rapid growth phase Shopify's IPO was one of the largest in Canadian history Future growth opportunities for Shopify include B2B e-commerce and international expansion Ownership Disclosure: $SHOP - Yes #investing #stocks #personalfinance #wealth #podcast  Tags: Larry MacDonald, Shopify, entrepreneurship, business growth, Tobi Lütke, investment, Canadian economy, e-commerce, IPO, pandemic impact 🎙️WANT TO BE A GUEST? Email me at [email protected].   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.