20min chapter

Capital Compounders Show cover image

Euro Small Cap Technology Stocks: A Conversation with Mansour Dia (Langdon Equity Partners)

Capital Compounders Show

CHAPTER

Exploring Investment Insights through Travel

This chapter explores the extensive travel undertaken by Langdon Equity Partners' investment team to conduct thorough company research, emphasizing the value of firsthand interactions with various stakeholders. A case study of Chapters Group illustrates the unique investment strategy focused on non-obvious compounders, while the discussion also highlights the challenges and growth of small-cap technology companies like Esker. The chapter underscores the importance of primary research and personal relationships in making informed investment decisions across European markets.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode