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Capital Compounders Show

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Mar 2, 2025 • 53min

Pinetree Capital Redux: Interview with VCs Sheldon & Jakson Inwentash (ThreeD Capital)

Sheldon Inwentash, founder and CEO of ThreeD Capital with a background in accounting, and his son Jackson, VP of Investments, delve into their investment journey. They discuss the evolution from Pinetree Capital to ThreeD, emphasizing megatrends like health tech, AI, and hydrogen energy. The importance of psychology in investing is highlighted, along with the challenges of managing investor expectations. They also share insights on groundbreaking AI investments and the future of venture capital in Canada, balancing financial interests with philanthropy.
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Feb 21, 2025 • 1h 33min

The Great Silver Bull (Crush Inflation and Profit as the Dollar Dies): A Conversation with Peter Krauth

Peter Krauth, author of "The Great Silver Bull" and publisher of the "Silver Stock Investor" newsletter, dives into silver's historical role as a hedge against inflation. He unpacks the Hunt brothers' market influence and the challenges facing silver supply today. Krauth discusses the soaring industrial demand for silver, particularly in solar technology and electric vehicles, predicting dramatic price increases in the future. He also shares insights on evaluating silver mining companies and explores the intersection of cryptocurrency and precious metals.
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Feb 21, 2025 • 54min

WELL Health Technologies: A Conversation with Founder & CEO Hamed Shahbazi

Hamed Shahbazi, Founder and CEO of WELL Health Technologies, has transformed his company from $30 million to a staggering $1.5 billion. In this conversation, he shares insights on the monumental impact of digitization in healthcare and the pivotal role of AI. Hamed discusses the challenges doctors face in managing clinics today and the strategic acquisitions that fueled WELL's growth. He emphasizes mentorship's influence on his journey and the importance of long-term focus for investors in the evolving healthcare landscape.
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Feb 21, 2025 • 1h 16min

Small Cap Technology Stocks: A Conversation with Tom Liston (Board Member of WELL Health & Tantalus Systems)

Join Tom Liston, an analyst-turned-family office manager, as he recounts his journey from small-town New Brunswick to investing in Canadian tech. He reveals how WELL Health Technologies aims to revolutionize healthcare through innovative tech solutions. Tom discusses challenges in small-cap investments and the importance of strong management teams. Discover insights into healthcare innovation with AI and the strategies behind successful software companies. His reflections on basketball remind us of resilience in both sports and investing.
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Jan 23, 2025 • 1h 22min

Hidden Small Cap Gems: A Conversation with Canada's Top Hedge Fund Manager Jordan Zinberg (Bedford Park Capital)

Jordan Zinberg, recognized as Canada's top hedge fund manager in 2024 and Founder of Bedford Park Capital, shares his journey and investment insights. He emphasizes the importance of return on equity and special situations in portfolio management. Jordan discusses the strategy of stealthily accumulating positions and learning from past mistakes, including insights on spin-offs like Constellation Software. He also highlights opportunities in emerging compounders and the balance between investing in high-growth small caps and stable large caps for effective risk management.
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Jan 22, 2025 • 57min

Fintech Trends 2025: A Conversation with VC Managing Partner Tal Schwartz (Exit North Ventures)

In this conversation, Tal Schwartz, managing partner of Exit North Ventures, shares his journey in the fintech industry and the establishment of his venture capital firm. He discusses the evolution of fintech in Canada, the role of venture partners in supporting early-stage companies, and the challenges faced by new entrants in a market dominated by traditional banks. Tal also makes bold predictions for the future of fintech, emphasizing the rise of digital banking and the impact of AI on financial services. He provides insights into his firm's early seed investments and the strategic positioning of Exit North Ventures within the Canadian venture capital landscape. KEY TAKEAWAYS: Tal Schwartz aims to find the next big thing in Canadian fintech Exit North Ventures focuses on early-stage investments in fintech Venture partners play a crucial role in supporting startups Open banking is essential for fintech innovation in Canada Digital banking is expected to grow rapidly in Canada by 2025 AI is shifting from cost-cutting to revenue-generating in finance Embedded finance is a growing trend in the Canadian market The Canadian venture capital landscape is becoming more collaborative #investing #stocks #personalfinance #wealth #podcast  🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 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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Jan 21, 2025 • 1h

How to Buy a Profitable Franchise: 101 Guide (w/ Gary Prenevost)

In this conversation, Gary Prenevost discusses the intricacies of franchise ownership, emphasizing the potential for wealth creation through franchising while also highlighting the necessary skills and commitment required. He explains the various franchise structures, the importance of understanding one's own skills and resources, and the process of financing a franchise investment. The discussion also covers the journey from being an employee to becoming an entrepreneur, the success rates of franchises compared to startups, and the considerations when choosing between new and existing franchises. KEY TAKEAWAYS: Wealth creation through franchise ownership is achievable with effort Franchising is not a quick path to riches; it requires time and dedication Understanding your skills is crucial in selecting the right franchise #investing #stocks #personalfinance #wealth #podcast  Tags: franchise ownership, wealth creation, franchise options, financing, employee to entrepreneur, franchise success rates, existing franchises  🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 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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Jan 20, 2025 • 1h 38min

Investing In The Next Big Thing: A Conversation with Jordan McNamee (Optimist Fund)

In this conversation, Jordan McNamee, founder of the Optimist Fund, discusses his investment philosophy centered around optimism and growth-oriented companies. He shares his journey from sports to investing, the challenges faced in launching his fund, and the importance of unit economics in evaluating businesses. The discussion also covers specific companies like Carvana, Uber, DoorDash, HelloFresh, and Wayfair, highlighting their disruptive potential and market strategies. Jordan McNamee also discusses the current state and future prospects of Latham Group, and the unique business model of ThredUp. He shares insights into his investment philosophy, emphasizing the importance of understanding risk and volatility in the market. The discussion also touches on the discovery process for new investment opportunities and the significance of thorough analysis before making investment decisions.   KEY TAKEAWAYS:   Optimism is crucial for successful entrepreneurship Investing in ambitious companies can yield high returns The first six months of launching a fund can be challenging Unit economics are essential for understanding business viability Disruptive companies often face skepticism but can succeed The Optimist Fund focuses on underappreciated companies with growth potential Volatility in the market does not equate to risk Investing requires a long-term perspective and patience The market can present opportunities during downturns #investing #stocks #personalfinance #wealth #podcast   🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 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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Jan 19, 2025 • 43min

Mississauga 2030: Mayor Carolyn Parrish's Future Growth Vision

In this conversation, Mississauga Mayor Carolyn Parrish discusses her vision for the growth and development of Mississauga, highlighting her quick wins in office, plans for a vibrant downtown, housing initiatives, transportation infrastructure, and the evolving business landscape. She emphasizes community engagement and reflects on her leadership journey, including her relationship with the late Hazel McCallion. Parrish also highlights the development of a new hospital to serve the growing population and shares insights from her political journey, emphasizing the need for genuine connections with people and the community. KEY TAKEAWAYS: The downtown area of Mississauga is perceived as lacking vibrancy Carolyn Parrish emphasizes the need for a school in the city center Plans for a conference center (+ hotel) and sports arena are in the works The LRT project is expected to take longer than anticipated Mississauga is a hub for life sciences and Fortune 500 companies Carolyn Parrish reflects on the legacy of Hazel McCallion Collaboration with local businesses is vital for community development Parrish values honesty and transparency in her political approach #investing #stocks #personalfinance #wealth #podcast  Tags: Mississauga, Carolyn Parrish, city growth, urban development, housing, transportation, community engagement, economic growth, infrastructure, leadership, Mississauga, Carolyn Parrish, community initiatives, youth empowerment, food security, healthcare, political journey, leadership, multiculturalism, local government 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 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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Jan 18, 2025 • 41min

Predicting Small-Cap Speculative Takeovers: A Conversation with Nicholas Cortellucci (Atrium Research)

In this conversation, Nicholas Cortellucci, co-founder of Atrium Research, discusses the transformation of sell-side research, the launch of the takeout report, and insights into small-cap investment strategies. He highlights the challenges faced by small companies in gaining research coverage and the importance of democratizing access to quality research. Nicholas also shares characteristics of successful acquisitions in the Canadian market and provides insights into specific companies like ADF Group, BQE Water, and Dynacor Group. KEY TAKEAWAYS: Atrium Research aims to democratize access to research Many small-cap companies lack coverage from traditional brokerages The "Takeout Report" identifies trends in Canadian small-cap acquisitions Valuation is a key driver for recent takeouts in the market Successful acquisitions often involve companies with strong fundamentals Investors should focus on key performance indicators for companies The IPO market in Canada is expected to improve in 2025 Nicholas's personal investment strategy includes a mix of small and larger cap stocks #investing #stocks #personalfinance #wealth #podcast  Tags: Atrium Research, Nicholas Cortellucci, sell-side research, takeout report, small cap stocks, Canadian equities, investment strategies, IPO market, ADF Group, BQE Water, Dynacor Group 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 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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