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Capital Compounders Show

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Mar 6, 2025 • 52min

EMERGE Commerce: A Conversation with Founder & CEO Ghassan Halazon

In this episode, Ghassan Halazon, Founder and CEO of Emerge Commerce, shares his journey from Wall Street to entrepreneurship, detailing the challenges and successes of building a portfolio of e-commerce brands. He discusses the strategic acquisition of Shop.ca, the growth of TruLocal, and the evolution of their golf brands. Ghassan emphasizes the importance of focusing on local movements, financial restructuring, and the potential of Bitcoin as a financial strategy. He also reflects on lessons learned since the company's IPO and outlines key priorities for 2025.Ownership Disclosure: $ECOM - No  #investing #stocks #personalfinance #wealth #podcast đŸŽ™ď¸WANT TO BE A GUEST? Email me at r.speziale@gmail.com📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  đŸ“š BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ đ• FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  đŸ’° 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. 
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Mar 6, 2025 • 1h 18min

Super Wealth: A Conversation with UHNWI Senior Advisor & Portfolio Manager Thane Stenner

In this conversation, Thane Stenner, Senior Portfolio Manager at Stenner Wealth Partners+, shares insights into the world of ultra high net worth clients in Canada. He discusses the unique needs of these clients, the evolution of wealth in Canada, and the role of organizations like Tiger 21 in wealth management. Thane emphasizes the importance of asset allocation, differences in investment strategies, and the significance of teaching the next generation about wealth management and the impact of cash positions on market timing.#investing #stocks #personalfinance #wealth #podcast đŸŽ™ď¸WANT TO BE A GUEST? Email me at r.speziale@gmail.com📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  đŸ“š BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ đ• FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  đŸ’° 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. 
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Mar 6, 2025 • 1h 3min

The Dhandho Investor: A Conversation with Superinvestor Mohnish Pabrai

In this engaging conversation, Mohnish Pabrai shares insights into his life, investment philosophy, and the impact of his work with the Dakshana Foundation. Pabrai discusses his recent move to Austin TX, the design of his library, and reflections on turning 60. Pabrai emphasizes the importance of compounding, cloning in investing, and the significance of maintaining a concentrated portfolio. He also highlights the value of games like bridge in enhancing probabilistic thinking, and the role of share buybacks in wealth creation.KEY TAKEAWAYS:Mohnish believes that playing bridge enhances one's skills in probabilistic thinking; beneficial for investingCloning successful investment strategies is a fundamental part of Pabrai's approachIdentifying compounders takes time and often reveals their true value only after ownershipConcentration in a portfolio can lead to significant wealth accumulation over timeShare buybacks can be a powerful tool for enhancing shareholder value when executed wisely#investing #stocks #personalfinance #wealth #podcast đŸŽ™ď¸WANT TO BE A GUEST? Email me at r.speziale@gmail.com📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  đŸ“š BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ đ• FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  đŸ’° 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. 
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Mar 6, 2025 • 53min

California Nanotechnologies: A Conversation with CEO Eric Eyerman

In this conversation, Eric Eyerman, CEO of California Nanotechnologies, discusses the company's operations, strategic positioning in California, and innovative technologies it offers in material science. He shares insights into the company's journey, including significant client relationships, revenue models, and future growth strategies. Eyerman emphasizes the importance of agility in development, total addressable market, and Cal Nanotech's focus on securing larger commercial contracts while maintaining a diverse client base. He also touches on personal experiences and the importance of leadership in driving the company's success.Ownership Disclosure: $CNO - No #investing #stocks #personalfinance #wealth #podcast đŸŽ™ď¸WANT TO BE A GUEST? Email me at r.speziale@gmail.com📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  đŸ“š BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ đ• FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  đŸ’° 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. 
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Mar 6, 2025 • 1h 10min

Small Cap Hedge Fund Veteran: A Rare Conversation with David Fawcett (Epic Capital)

In this conversation, David Fawcett, Founding Partner of Epic Capital, shares insights from his extensive experience in hedge fund management, discussing the evolution of his firm since its inception in 2000. He reflects on navigating market challenges, particularly during the Great Financial Crisis, and highlights current investment opportunities reminiscent of past markets. Fawcett emphasizes the importance of active management in an era dominated by ETFs and outlines his investment strategies, which include a focus on value and growth, as well as identifying turnaround opportunities. He also discusses the dynamics of a concentrated portfolio and shares specific case studies of companies like MDA and Cineplex. The conversation concludes with thoughts on the impact of cryptocurrency on investment trends his personal life.#investing #stocks #personalfinance #wealth #podcast đŸŽ™ď¸WANT TO BE A GUEST? Email me at r.speziale@gmail.com📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠  đŸ“š BUY MY BOOKS:  Market Masters: ⁠https://amzn.to/3Vfexu6⁠ Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠ Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠ đ• FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠  đŸ’° 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. 
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6 snips
Mar 2, 2025 • 58min

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

Mansour Dia, an investor at Langdon Equity Partners and former M&A analyst at Constellation Software, discusses the intricacies of software acquisitions and the opportunities within European small-cap tech stocks. He emphasizes the importance of cash flow over earnings and the value of personal relationships in investments. Mansour shares insights on the growth potential of firms like Topicus and Hypoport, and highlights how extensive travel aids in understanding local markets, ultimately leading to informed investment decisions.
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Mar 2, 2025 • 1h 49min

Small & Mid Cap Value: A Conversation with Adam Wilk (Greystone Capital Management)

Adam Wilk, the founder and portfolio manager of Greystone Capital Management, shares his fascinating journey from NBA basketball analyst to small-cap investment guru. He discusses the unique advantages of investing in smaller, often overlooked companies, and emphasizes the critical role of strong management. Adam also delves into the strategies behind concentrated portfolios and highlights emerging opportunities in the small-cap market, showcasing remarkable company transformations and the importance of organizational culture.
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Mar 2, 2025 • 1h 16min

Sangoma Technologies: A Conversation with CEO Charles Salameh

In this discussion, Charles Salameh, the CEO of Sangoma Technologies, shares insights from his extensive career in telecommunications. He reveals the ambitious 'Project Diamond,' aimed at integrating services for better efficiency. Salameh emphasizes the changing market dynamics and the pivotal role of innovation, including the integration of AI in enhancing communication efficacy. He also outlines growth strategies through potential acquisitions, showcasing Sangoma's commitment to transforming the mid-market communication landscape.
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Mar 2, 2025 • 1h 31min

Goodfood Market: A Conversation with Co-Founder & CEO Jonathan Ferrari

Jonathan Ferrari, Co-founder and CEO of Goodfood Market, recounts his transition from investment banking to creating one of Canada's leading meal kit companies. He discusses overcoming challenges during the pandemic and how they adapted their business model to maintain customer trust. The conversation also dives into Goodfood's innovative growth strategies, including a tea brand acquisition and the company's sustainability vision. Ferrari shares insights on investing in Bitcoin and sustainable tech, highlighting the future of food and entrepreneurship.
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Mar 2, 2025 • 52min

Investing Venture Capital Style: A Conversation with Harold Leishman (LLC Private Wealth)

Harold Leishman, an investment advisor with over 30 years at LLC Private Wealth, shares his family's rich venture capital legacy. He delves into the small-cap market, revealing its unique risks and opportunities, stressing the importance of strong revenue growth and management track records. Leishman emphasizes diversification and having a clear exit strategy while exploring market dynamics that can sway stock performance. His insights reveal the thrill of seeking out winning stocks, making investing a captivating adventure.

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