Compounders Podcast

My guests on the show today are Corey Henegar and Jeff Fahrenbruch, the co-portfolio managers at Oakview Capital. Oakview is an SEC-registered, Dallas-based investment firm that was started in 2010. Jeff and Corey bring a unique lens into value investing and I enjoyed talking to them about: How decisions are made at Oakview given the co-PM structure; The types of companies they look to invest in; Portfolio construction, including position sizing; How they use checklists within their process; and Some of the unique metrics they use to determine business quality. For more information about Oakview Capital Management, please visit: https://www.oakviewcm.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 Jim Falbe, Managing Principal, Portfolio Manager at Saguaro Capital Management. After spending almost 8 years at Vulcan Value Partners, in 2021 Jim left to start Saguaro. The most unique thing about the Saguaro strategy is that it employs an internally-built AI system that helps with screening for stocks as well as with investment decision making. In this in-depth interview, we covered: How Jim’s experiences at Vulcan have shaped his approach to starting Saguaro; What the term AI actually means to Jim and Saguaro; How the team members use AI now and how they hope to use it in the future; Why a SMID-cap strategy was compelling enough to launch with; and Why he prefers to invest with companies growing inside of their moats. For more information about Saguaro Capital Manage, please visit: https://www.saguarocm.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 Evan Curtis, the Executive Director of Investments at Vanamor Investments, a private real estate investment firm. Given the ongoing turmoil in the real estate market first caused by COVID and then exacerbated by the sharp rise in interest rates, I was excited to have Evan on as our first real estate-focused, private investor. In this wide-ranging conversation, we discussed: The history of Vanamor, including the real estate verticals it has chosen to focus on; What Evan has learned about investing through real estate cycles; The opportunity set in investing in commercial real estate right now; How Vanamor incorporates data and technology within its process; and The benefits of running a small, nimble investment firm. For more information about Vanamor Investments, please visit: https://vanamor.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.

Josh Collinsworth, Portfolio Manager at Nomadic Value Partners, discusses his path from allocator to starting his own investment firm. He shares his expertise within healthcare and Nomadic's time horizon. They also explore portfolio concentration, position sizing, lowering the cost of utility-grade solar, the value of a primary care platform, and through hiking in the Uinta Range.

My guest on the show today is Drew Estes, the Portfolio Manager at Banyan Capital, a firm that has been around since the late-1980s. Drew joined Banyan in 2016 and then took control of the business in 2019. Drew has brought his own brand of long-term focus to build permanent wealth for the firm’s clients. In this engaging conversation, we covered: The history of Banyan and how Drew came to control the firm; Portfolio construction, including concentration and the ideal type of company; Drew’s unique perspectives on client communications; His affinity for insurance companies, including Berkshire Hathaway’s; and How he goes about finding cheap compounders For more information about Banyan Capital, please visit: https://banyancapital.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.

Matt Reustle, CEO of Colossus, discusses the economics of podcasting, the idea behind Colossus, selecting authentic sponsors, long-term alignment, and the power of podcasting in advertising.

In this engaging discussion with Jimmy Schwartz, Co-Founder and CIO of Harvey Partners, he shares insights on investing in neglected small-cap stocks and identifying those at pivotal moments. He highlights sourcing strategies and the importance of portfolio diversity. Jimmy also discusses balancing defensive investments with growth potential and ensuring alignment between management and shareholder interests. Unpacking the significance of proxy statements, he offers a unique perspective on evaluating company management and navigating market challenges.

My guest on the show today is Aoifinn Devitt, the CIO of Moneta, a wealth management firm with about 30 billion dollars of assets under management. Moneta has been around for over 150 years and has been an RIA since the late-1980s. The firm is 100% partner-owned and has grown to have over 400 employees. In this in-depth conversation, we discussed: The general trends that having been driving clients towards RIAs and multi-family offices; How Moneta approaches asset allocation for clients; How Moneta differentiates itself from other large wealth management firms; The use of outside managers versus leveraging internal investment strategies; and The unique 25+ team structure of Moneta. For more information about the Moneta Group, please visit: https://monetagroup.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 Brandon Halcott, a true entrepreneur. Brandon founded a company called Tru Family Dental, which was a roll up of dental practices that was sold to a private equity owned dental company a few years ago. Now, Brandon is at it again but this time is focused on building both a dental practice platform and one dedicated to engineering and architectural firms. In this fast moving conversation, we discussed: The journey that led to the founding of Tru Family dental; The opportunity that still exists to consolidate dental practices; What he finds interesting about engineering and architectural firms; How Brandon has chosen to fund and finance these companies; and How his approach is a little different from that of a typical private equity firm 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.

Adam Michaels, Chairman & CEO of Mama's Creations, shares insights on expanding deli aisle presence, distribution strategies, financial goals, & team collaboration. Discusses strategic investments, revenue growth, national distribution expansion, family involvement in quality control, corporate governance, & growth strategy.