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By Ben Claremon & SNN Network
5
2121 ratings
The podcast currently has 78 episodes available.
My guest on the show today is Jim Edwards, the founder and managing partner of Maestria Partners. Jim spent a number of years working for big university endowments until launching Maestria in 2023. Jim is a fundamental investor at heart who thought deeply about how to differentiate his firm before going out on his own. In this wide-ranging conversation, we discussed:
For more information about Maestria Partners, please visit: https://maestriapartners.com/
Listen to all Compounders Podcast episodes on either Apple or Spotify
iTunes: https://apple.co/3xlUvPY
Spotify: https://spoti.fi/3jxkxLl
All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
My guest on the show today is Carl Herberger, the CEO or Corero Network Security. Carl joined Corero, a UK-listed microcap company, at an exciting time for the company. Cybersecurity is such a hot space that I was excited to speak with Carl about:
For full disclosure, I am not a Corero shareholder.
For more information about Corero, please visit: https://www.corero.com/
Listen to all Compounders Podcast episodes on either Apple or Spotify
iTunes: https://apple.co/3xlUvPY
Spotify: https://spoti.fi/3jxkxLl
All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
My guest on the show today is Yuri Khodjamirian, the CIO at Tema. Tema is an innovative company that is trying to revolutionize the ETF industry. The company has a passion for providing investors, especially those in retail space, with access to institutional quality managers and strategies. In this in-depth discussion, we covered:
For more information about Tema ETFs, please visit: https://temaetfs.com/
Listen to all Compounders Podcast episodes on either Apple or Spotify
iTunes: https://apple.co/3xlUvPY
Spotify: https://spoti.fi/3jxkxLl
All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
My guest on the show today is Mathieu Martin, the Portfolio Manager of the Rivemont Microcap Fund. Mathieu is a microcap specialist who focuses on Canadian stocks. I have personally become fascinated with the differences between the US and Canadian markets, and I was excited to talk to Mathieu about:
For more information about Rivemont MicroCap Fund, please visit: https://rivemont.ca/en/rivemont-microcap-fund/
Listen to all Compounders Podcast episodes on either Apple or Spotify
iTunes: https://apple.co/3xlUvPY
Spotify: https://spoti.fi/3jxkxLl
All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
My guest on the show today is author and investor, Brendan Hughes. Brendan wrote a very interesting book entitled Markets in Chaos where he analyzed various boom-and-bust cycles that have happened over history. Brendan is also on the investment team at Lafayette Investments, a Maryland-based RIA. In this wide-ranging discussion, we covered:
For more information about Lafayette Investments, please visit: https://www.lafayetteinvestments.com/
"Markets in Chaos" on Amazon: https://www.amazon.com/Markets-Chaos-History-Market-Crises/dp/1637425147
Listen to all Compounders Podcast episodes on either Apple or Spotify
iTunes: https://apple.co/3xlUvPY
Spotify: https://spoti.fi/3jxkxLl
All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
My guest on the show today is Chet Rastogi, Partner and Portfolio Manager of Heron Bay Capital Management. Chet is a seasoned investor who helps the firm run both its discretionary and systematic strategies. In this interesting conversation, we discussed:
For more information about Heron Bay Capital Management, please visit: https://www.heronbaycap.com/
Listen to all Compounders Podcast episodes on either Apple or Spotify
iTunes: https://apple.co/3xlUvPY
Spotify: https://spoti.fi/3jxkxLl
All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
My guest on the show today is Bogumil Baranowski: author, podcast host and the Founder of Blue Infinitas Capital. Many people may know Bogumil for his excellent podcast, Talking Billions. However, as I turned the microphone around on Bogumil, I was interested in learning about his investment philosophy and approach. In this in-depth conversation, we covered:
For more information about Talking Billions Podcast, please visit: https://www.talkingbillions.co/
Listen to all Compounders Podcast episodes on either Apple or Spotify
iTunes: https://apple.co/3xlUvPY
Spotify: https://spoti.fi/3jxkxLl
All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
My guest on the show today is Tom Bachrach, the Principal at PFH Capital. Tom is an eclectic investor who travels around the world looking for mispriced smaller companies, especially those in markets that a lot of other investors shy away from. He also is willing to invest in sectors that other people shun for various reasons. With all of that as background, I was looking forward to chatting with Tom about:
For more information about PFH Capital, please visit: https://www.pfhcap.com/
Listen to all Compounders Podcast episodes on either Apple or Spotify
iTunes: https://apple.co/3xlUvPY
Spotify: https://spoti.fi/3jxkxLl
All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
My guest on this show today is Meb Faber, the CEO at Cambria Investment Management. Cambria manages a number of ETFs that in total have over $2 billion in AUM. Meb is also the host of an excellent podcast where he interviews people from all different corners of the investment world. I have been a listener of the podcast for years but recently realized that I knew a lot more about Meb the podcast host than I did about Cambria. Accordingly, I was interested to chat with Meb about:
For more information about Cambria Investment Management, please visit: https://www.cambriainvestments.com/
Listen to all Compounders Podcast episodes on either Apple or Spotify
iTunes: https://apple.co/3xlUvPY
Spotify: https://spoti.fi/3jxkxLl
All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
My guest on the show today is Whit Huguley, the Portfolio Manager at River Oaks Capital. Whit is a microcap specialist who has been running this portfolio full time since early 2020. Whit puts together one of the most comprehensive quarterly letters I have ever seen—in many cases discussing all the companies in his portfolio. As I learned more about his process and philosophy I became curious about:
For more information about River Oaks Capital, please visit: https://www.riveroaks-capital.com/
Listen to all Compounders Podcast episodes on either Apple or Spotify
iTunes: https://apple.co/3xlUvPY
Spotify: https://spoti.fi/3jxkxLl
All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
The podcast currently has 78 episodes available.
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