Joys of Compounding

Mitch Rales, iconic business builder, discusses the keys to his outlier success: long-term thinking, benchmarking, learning agility. His first recorded interview touches on leadership qualities, business support, strategic pivots, and the importance of continuous learning for sustained growth.

Former Super Bowl champion Drue Tranquill and venture capitalist Joe Schmidt discuss finding joy in their journey to success. They talk about resilience, relationships, handling pressure, building meaningful relationships, leadership, adaptability, legacy, and giving back.

Guest Chris Hansen, founder of Valiant Capital, shares insights on short selling and long-term flourishing. He discusses investing in India, the temperament of a great short seller, and the importance of risk tolerance. Chris's wisdom and empathy shine through as he reveals the behind-the-scenes of short selling and his recipe for success.

The podcast discusses John Crowley's superhero-like journey in biotech, from saving his children from Pompeii disease to becoming CEO of BIO. It explores his triumphs, challenges, and ethical considerations in the industry. Also, highlights the importance of building successful teams, navigating opportunities in biotechnology, and reflecting on life and legacy.

Arcadea Group founders share their expertise from Constellation Software and the benefits of permanent capital investing in vertical market software. They discuss the success factors of Constellation Software, leadership in business growth, overcoming career challenges, personal growth, health benefits philosophy, ownership mentality, quality in vertical SaaS investments, and the future of vertical software and economic efficiency.

Katie Koch shares her journey from Goldman Sachs to TCW, advocating for student opportunities through Women's Investing Summit. Embracing risk, legacy building, and mentorship in finance are highlighted. Leadership challenges, innovation in investments, and fostering humility, resiliency, and diversity in teams are discussed. The evolution of Notre Dame Institute for Global Investing and empowering underrepresented students in finance are explored.

Oliver Thomas, founder of Expedition Growth Capital, discusses the history and elements of successful bootstrap software companies. He highlights the importance of disciplined founders and the differentiation between bootstrapped and VC-backed companies. The podcast also explores the dynamics between investors and founder partnerships, the growth of the European software ecosystem, and the significance of discipline in investing.

Iris Rubin and Greg Maged, co-founders of SEEN, discuss their entrepreneurial journey creating a new category at the intersection of science, health, and beauty. Topics include mid-career second acts, purpose-built shareholder base, aligning mission with a business model, personal experiences, pivotal moments, challenges in developing the product, importance of a co-founder, building a strong team, embracing failure, and guiding principles.

Andre Perold, Harvard Business School legend, discusses the concept of compounding and its impact, changes in institutional investing and the rise of greed, unlocking the joys of compounding through partnerships and specialization, being an academic and an investor, understanding job market trends and economic changes, and the qualities High Vista values in employees.

John Glynn, Founder of Glynn Capital, a technology investor and early investor in companies like Intel and Facebook, is celebrated in this episode. The podcast pays tribute to his life and career as an influential investor and teacher in the venture capital field. They also discuss their investment in Palantir and reflect on the importance of identifying talent. The episode explores the art and science of investing, highlighting the need to blend financial analysis with understanding the motivations and culture of the people behind the business.