Capital Compounders Show

In this episode of the Capital Compounders Show, Robin Speziale meets with Jerome Hass as he discusses market predictions, investment strategies, and the impact of political changes on the market. He emphasizes the importance of mid-cap stocks, shares insights on short selling experiences, and explains his investment philosophy. The discussion also covers the challenges of serial acquirers, the significance of position sizing, and best stocks & outlook for 2025, including specific investment ideas.

#investing #stocks #personalfinance #wealth #podcast 

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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 sits down with Paul Harris as he discusses the evolution of wealth management, emphasizing a holistic approach that integrates financial planning, tax management, and insurance. He reflects on the changes in the asset management industry, the importance of adapting to new technologies, and the significance of maintaining strong client relationships. Paul shares insights on market predictions for 2025, his investment philosophy focusing on concentrated portfolios, and the value of understanding fixed income. He also highlights the importance of reading fiction for personal growth and enjoyment.

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***  

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 Bruce Campbell from Stonecastle Investment Management. They discuss the advantages of investing from Kelowna, BC, the significance of the firm's name, and the current trends in the investment market, particularly focusing on small and mid-cap stocks. Bruce shares insights into his investment strategies, recent success stories, and the importance of behavioral finance in managing client expectations. He also provides predictions for 2025, highlighting potential investment opportunities and the impact of political changes in Canada.

🎙️WANT TO BE A GUEST? Email me at [email protected].  

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💰 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 Dan Matlow, CEO VitalHub, and Brian Goffenberg, CFO VitalHub, discussing their entrepreneurial journeys, the founding of VitalHub, and the company's growth through serial mergers and acquisitions primarily in the patient flow monitoring space. The conversation also touches on the company's future growth plans, total addressable market, and insights for young entrepreneurs.

KEY TAKEAWAYS:  

Ownership Disclosure: VitalHub ($VHI) - Yes

#investing #stocks #personalfinance #wealth #podcast 

Tags: VitalHub, Dan Matlow, healthcare technology, mergers and acquisitions, entrepreneurship, patient flow monitoring, Canadian startups, business growth, investor insights, healthcare software, serial acquirer, compounder 

🎙️WANT TO BE A GUEST? Email me at [email protected].

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💰 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.