Capital Compounders Show

In this episode of the Capital Compounders Show, host Robin Speziale interviews Sean Wilson, CEO of BuildDirect, who shares his journey in the flooring industry, the evolution of BuildDirect's business model, and the company's strategic objectives for the future. Wilson discusses the importance of professional contractors as primary customers, the challenges of integrating acquisitions, and the role of AI in enhancing opera...

In this episode of the Capital Compounder Show, host Robin Speziale interviews Brent Willis, Founder and CEO of Voyager Pharmaceuticals. They discuss the importance of domestic production of medical imaging drugs, particularly barium contrast, and the discovery of the Frances Creek Project. Brent shares insights into the competitive landscape, market strategies, and the company's innovative approach to iodine production. The co...

In this conversation, Eddie Ryan, Co-Founder and CEO of Kneat.com, shares his journey from a mechanical engineer to leading a company that provides digital validation solutions for the health & life sciences industry. Eddie Ryan discusses the competitive landscape, the impact of their first major customer Biogen, and Kneat.com's growth strategy. Eddie highlights the importance of regulatory compliance, the integration of AI...

In this episode, Robin Speziale interviews Marc Walton, a professional trader and founder of Forex Mentor Pro. They discuss Marc's journey from selling his business in the UK to becoming a successful trader in the Canary Islands. The conversation covers trading psychology, the importance of persistence, and the impact of market cycles. Marc shares insights on forex / currency trading, gold, crypto, stocks, and silver, as well a...

In this conversation, Robinson Smith discusses the Smith Maneuver, a financial strategy developed by his father that allows Canadian homeowners to convert their non-deductible mortgage debt into tax-deductible investment debt. He explains the mechanics of the maneuver, its benefits, and the importance of working with qualified financial professionals. The discussion also covers the risks associated with the strategy, the necessity ...

In this conversation, Scott MacFabe, CEO of BluMetric, discusses the company's mission to address global water issues through innovative technology and consulting services. He highlights the importance of their recent acquisition of Gemini Systems, which expands their market reach into the U.S. and Caribbean. Scott shares insights on growth potential in military and mining sectors, the challenges of navigating tariffs, and the ...

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...

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 teachi...

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 li...

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,...

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 i...

In this conversation, Mansour Dia shares his journey from Constellation Software to Langdon Equity Partners, discussing the intricacies of software acquisitions, the importance of building relationships in the investment world, and the unique opportunities present in the European small cap tech landscape. He emphasizes the significance of cash flow over accounting earnings and the value of extensive travel for gaining insights into...

In this episode, host Robin Speziale interviews Adam Wilk, founder and portfolio manager of Greystone Capital Management. Adam shares his unique journey from working in the NBA to becoming a successful investor focused on small and mid-cap companies. Wilk discusses the advantages of investing in smaller, underfollowed businesses, the importance of management quality, and his investment philosophy.

#investing #stocks #personalfinance...

In this conversation, Charles Salameh, CEO of Sangoma Technologies, shares his journey and vision for the company, which has been a significant player in the telecommunications industry since 1984. He discusses the transformative 'Project Diamond' aimed at integrating various services and improving operational efficiency. Salameh highlights the importance of understanding market dynamics, the competitive landscape, and the ...

In this conversation, Jonathan Ferrari, Co-Founder and CEO of Goodfood Market, shares his journey from childhood ambitions to leading a successful meal kit company. He discusses the challenges and triumphs of building Goodfood, the impact of market changes, and the innovative strategies that have positioned the company as a leader in the meal kit industry.

Ownership Disclosure: Goodfood ($FOOD) - No  

#investing #stocks #personal...

In this conversation, Harold Leishman, an investment advisor with over 30 years of experience, shares insights into his family's venture capital legacy, his investment philosophy focusing on small-cap companies, and the importance of understanding market dynamics.

KEY TAKEAWAYS:  

In this conversation, Sheldon and Jackson Inwentash discuss their journey in the investment world, focusing on the evolution from Pinetree Capital to ThreeD Capital. Sheldon and Jakson explore various megatrends, including health tech, blockchain, AI, and hydrogen technology, while emphasizing the importance of psychology in investing. The discussion also touches on the challenges of investor expectations and the future outlook for...

In this conversation, Peter Krauth discusses the historical significance of silver as a hedge against inflation, its role in modern economies, and the dynamics of the silver market. Krauth shares insights on the Hunt brothers' impact on silver prices, the industrial demand for silver, and the current supply chain challenges. Krauth then provides insights on the beauty and value of silver coins, storage solutions for precious me...

In this conversation, Hamed Shahbazi, Founder and CEO of WELL Health Technologies, shares his journey from starting the company to transforming the healthcare landscape through technology. He discusses the challenges and opportunities in the healthcare sector, the importance of digitization, and the role of personal health in leadership. Hamed also reflects on his early entrepreneurial spirit, the impact of mentorship, and the futu...