Compounders Podcast
Episodes
Hunting for Supernatural Compounders with Andrew Hollingworth of HollAnd Advisors
09 Sep 2025
Contributed by Lukas
Our guest on the show this week was Andrew Hollingworth, the Portfolio Manager at HollAnd Advisors. Andrew has an eclectic background and, like many o...
Investing in Dislocations with Andy Kurita of Kettle Hill Capital Management
25 Aug 2025
Contributed by Lukas
My guest on the show today is Andy Kurita, the Portfolio Manager at Kettle Hill Capital Management. Andy has a track record in long-short investing in...
From Public Markets to Early Stage Venture Investing with Joe Magyer of Seaplane Ventures
05 Aug 2025
Contributed by Lukas
My guest on the show today is Joe Magyer, the Founder and Managing Partner at Seaplane Ventures. Joe spent the first part of his career in public equi...
Democratizing Access to Private Real Estate with Matt Blair, CEO of REI Capital Management
27 May 2025
Contributed by Lukas
My guest on the show today is Matt Blair, the co-founder and CEO of REI Capital Management. Private real estate has been an asset class that has perfo...
Investing in Growing Cash Cows with Tim Call, President and CIO of The Capital Management Corporation
24 Mar 2025
Contributed by Lukas
Our guest on the show this week is Tim Call, the President and CIO of The Capital Management Corp., a long-only investment firm that focuses on cash c...
Building a Moat Around Sky Harbor Group with Tal Keinan, CEO of Sky Harbor Group (NYSE American: SKYH)
03 Mar 2025
Contributed by Lukas
My guest on the show today is Tal Keinan, the CEO of Sky Harbor Group, a publicly traded developer and operator of airplane hangars. Before conducting...
Employing an Investigative Journalist's Process within an Investment Firm with Tania Pouschine, Founder & Portfolio Manager of Fithian
11 Feb 2025
Contributed by Lukas
My guest on the show today is Tania Pouschine, the Founder and Portfolio Manager of Fithian. I reached out to Tania to have her on the podcast after I...
Assessing Capital Allocation Prowess with Kevin Fogarty and Brent Robinson, Value Creators Capital
29 Jan 2025
Contributed by Lukas
My guests on the show today are Brent Robinson and Kevin Fogarty of Value Creators, a US-focused public equity firm that has a long track record of su...
Aligning Home Sellers with their Real Estate Agents with Nic Johnson, Founder of Listwise
22 Jan 2025
Contributed by Lukas
My guest on the show today is Nic Johnson, the founder of Listwise, a company that is trying to revolutionize how residential brokers get paid when he...
Why Moats Matter with Todd Wenning, President and CIO of KNA Capital
13 Jan 2025
Contributed by Lukas
My guest on the show today is Todd Wenning, the President and CIO of KNA Capital. Many of our listeners might have come across Todd’s excellent disc...
Turning Over as Many Rocks as Possible with James Emanuel, Author of "Fabric of Success"
05 Dec 2024
Contributed by Lukas
My guest on the show this week is James Emanuel, a private investor and the founder of Rock & Turner. James has thought deeply about many aspects ...
Hunting for Undervalued Compounders in Asia with Dan Rupp, Founder and CIO of Parkway Capital
20 Nov 2024
Contributed by Lukas
My guest on the show today is Dan Rupp, the Founder and CIO of Parkway Capital. After spending many years at a very well-known, Asia-focused investmen...
From Kroger and Wal-Mart to Running a MicroCap Company with Bill Bennett, CEO of Innovative Food Holdings (OTCQB: IVFH)
12 Nov 2024
Contributed by Lukas
My guest on the show today is the Bill Bennett, the CEO of Innovative Foods Group. After a number of years for working for big companies like Wal-Mart...
MicroCaps with Durable Cash Flow Streams with Adam Wilk, Founder and CIO at Greystone Capital Management
16 Oct 2024
Contributed by Lukas
My guest on the show today is Adam Wilk, the Founder and CIO of Greystone Capital Management. Adam is a savvy microcap investor who prefers to run a v...
Tackling an Underdiagnosed Disease State with Jim Cunniff, President and CEO of Electromed (NYSE American: ELMD)
09 Oct 2024
Contributed by Lukas
My guest on the show today is Jim Cunniff, President and CEO of Electromed, Inc. (NYSE American: ELMD). Electromed is best known for its main products...
Antifragile Businesses with the Most Upside with Jim Edwards, Founder and Managing Partner of Maestria Partners
12 Sep 2024
Contributed by Lukas
My guest on the show today is Jim Edwards, the founder and managing partner of Maestria Partners. Jim spent a number of years working for big universi...
Building a Company with a Growth Mindset with Carl Herberger, CEO of Corero Network Security (LSE: CNS / OTCQB: DDOSF)
04 Sep 2024
Contributed by Lukas
My guest on the show today is Carl Herberger, the CEO or Corero Network Security. Carl joined Corero, a UK-listed microcap company, at an exciting tim...
Building a Disruptive, Independent ETF Platform with Yuri Khodjamirian, CIO of Tema ETFs
08 Aug 2024
Contributed by Lukas
My guest on the show today is Yuri Khodjamirian, the CIO at Tema. Tema is an innovative company that is trying to revolutionize the ETF industry. The ...
The Investment Case for Canadian MicroCaps with Mathieu Martin, Portfolio Manager of the Rivemont MicroCap Fund
25 Jul 2024
Contributed by Lukas
My guest on the show today is Mathieu Martin, the Portfolio Manager of the Rivemont Microcap Fund. Mathieu is a microcap specialist who focuses on Can...
Learning from Markets in Chaos with Brendan Hughes, Author of "Markets in Chaos" and Investment Advisor at Lafayette Investments
17 Jul 2024
Contributed by Lukas
My guest on the show today is author and investor, Brendan Hughes. Brendan wrote a very interesting book entitled Markets in Chaos where he analyzed v...
Bringing Institutional Quality Service to Wealthy Families with Chet Rastogi, Partner and Portfolio Manager of Heron Bay Capital Management
25 Jun 2024
Contributed by Lukas
My guest on the show today is Chet Rastogi, Partner and Portfolio Manager of Heron Bay Capital Management. Chet is a seasoned investor who helps the f...
Investing with an Infinite Time Horizon with Bogumil Baranowski, Founder of Blue Infinitas Capital
19 Jun 2024
Contributed by Lukas
My guest on the show today is Bogumil Baranowski: author, podcast host and the Founder of Blue Infinitas Capital. Many people may know Bogumil for his...
Finding Value in Markets Other Investors Shun with Tom Bachrach, Principal at PFH Capital
06 Jun 2024
Contributed by Lukas
My guest on the show today is Tom Bachrach, the Principal at PFH Capital. Tom is an eclectic investor who travels around the world looking for mispric...
Power Laws and Public Markets with Meb Faber, Founder & CIO of Cambria Investment Management
31 May 2024
Contributed by Lukas
My guest on this show today is Meb Faber, the CEO at Cambria Investment Management. Cambria manages a number of ETFs that in total have over $2 billio...
Skin in the Game within MicroCap Companies with Whit Huguley, Portfolio Manager at River Oaks Capital
22 May 2024
Contributed by Lukas
My guest on the show today is Whit Huguley, the Portfolio Manager at River Oaks Capital. Whit is a microcap specialist who has been running this portf...
Digging for Tier One Quality MicroCaps with Maj Soueidan, Founder and Editor of GeoInvesting.com
17 Apr 2024
Contributed by Lukas
My guest on the show today is Maj Soueidan, the Co-Founder of GeoInvesting. Maj is a microcap expert who has been investing in the space for over 30 y...
Evangelizing The Human Capital Factor with Scott Colson, CIO of Irrational Capital
04 Apr 2024
Contributed by Lukas
My guest on the show today is Scott Colson, the CIO of Irrational Capital. Scott has partnered with well-known academic and author Dan Ariely to build...
Investing Behind the Tailwind of American Prosperity with Mac Sykes, Portfolio Manager of the Gabelli Financial Services Opportunities Fund
28 Mar 2024
Contributed by Lukas
My guest on the show today is Mac Sykes, the Portfolio Manager of the Gabelli Financial Services Opportunities Fund. Mac has been with Gabelli for ove...
Changing the Way Men Think About Skin Care with Jen Yu and Alex Penfold, Co-Founders of Jaxon Lane
21 Mar 2024
Contributed by Lukas
My guests on the show today are Jen Yu and Alex Penfold, the co-founders of Jaxon Lane, a beauty and skin care company they run as a husband and wife ...
Using Unit Level Economics to Invest in Retail and Restaurants with John Zolidis, President and Founder of Quo Vadis Capital
13 Mar 2024
Contributed by Lukas
My guest on the show today is John Zolidis, the President and Founder of Quo Vadis Capital. John is a consumer and retail specialist who manages money...
The Case for Making Reusable Digital Identities Ubiquitous with Jeff Schwartz, Founder & CEO of Dentity
06 Mar 2024
Contributed by Lukas
My guest on the show today is Jeff Schwartz, the CEO of Dentity. Jeff has a long track of success and has been the CEO of a number of public companies...
Assessing Manager Skill and Behavioral Alpha with Clare Flynn Levy, Founder & CEO of Essentia Analytics
29 Feb 2024
Contributed by Lukas
My guest on the show today is Clare Flynn Levy, the Founder and CEO of Essentia Analytics. I met Clare several years ago when my prior firm worked wit...
Creating a New Financial Asset Class with Nick King, Co-Founder and CEO of Vint
21 Feb 2024
Contributed by Lukas
My guest on the show today is Nick King, the co-founder and CEO of Vint. Through Vint, Nick is on a mission to turn wine into a financial asset class....
Building an Antifragile Investment Firm with Soo Chuen Tan, President at Discerene Group
07 Feb 2024
Contributed by Lukas
My guest on the show today is Soo Chuen Tan, the Founder and President at Discerene Group. Soo Chuen started the firm over 13 years ago with less than...
The Confidence Checklist with Corey Henegar and Jeff Fahrenbruch, Co-Portfolio Managers at Oakview Capital Management
31 Jan 2024
Contributed by Lukas
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...
The Intersection of AI and Value Investing with Jim Falbe, Managing Principal, Portfolio Manager of Saguaro Capital Management
24 Jan 2024
Contributed by Lukas
My guest on the show today is Jim Falbe, Managing Principal, Portfolio Manager at Saguaro Capital Management. After spending almost 8 years at Vulcan ...
The Opportunity in Value-Add Multifamily Real Estate with Evan Curtis, Executive Director of Investments at Vanamor Investments
10 Jan 2024
Contributed by Lukas
My guest on the show today is Evan Curtis, the Executive Director of Investments at Vanamor Investments, a private real estate investment firm. Given ...
Minority Growth Investing with Josh Collinsworth, Portfolio Manager at Nomadic Value Partners
04 Jan 2024
Contributed by Lukas
My guest on the show today is Josh Collinsworth, the Portfolio Manager at Nomadic Value Partners. Josh started Nomadic in 2019 after spending a number...
Building Permanent Wealth for Clients with Drew Estes, Portfolio Manager at Banyan Capital
20 Dec 2023
Contributed by Lukas
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 Banya...
The Business of Podcasting with Matt Reustle, CEO of Colossus
13 Dec 2023
Contributed by Lukas
My guest on the show today is Matt Reustle, the CEO of Colossus. For anyone who is not familiar with the platform, Colossus is the home for a number o...
Investing in Triple Threat Small Cap Companies with Jimmy Schwartz, Co-Founder and CIO of Harvey Partners
06 Dec 2023
Contributed by Lukas
My guest on the show today is Jimmy Schwartz, the Co-Founder and CIO of Harvey Partners. Jimmy founded the firm in 2006 with his partner, Jeff Moskowi...
Never Get Complacent and Keep Changing with Aoifinn Devitt, CIO of Moneta Group
29 Nov 2023
Contributed by Lukas
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. Mo...
The Evergreen Opportunity to Consolidate Dental Practices with Brandon Halcott, Co-Founder of Seva Dental Team
22 Nov 2023
Contributed by Lukas
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 ...
Conquering the Deli Aisle with Adam Michaels, Chairman & CEO of Mama’s Creations (NASDAQ: MAMA)
15 Nov 2023
Contributed by Lukas
My guest on the show today is Adam Michaels, the Chairman and CEO of Mama’s Creations, a $140 million market cap company that provides products to t...
Companies with a Permanent Right to Win with Bo Knudsen, Managing Director of Global Equities at C Worldwide Asset Management
01 Nov 2023
Contributed by Lukas
My guest on the show today is Bo Knudsen, the Managing Director of Global Equities at C Worldwide Asset Management. Many listeners may not be familiar...
Willingness to Fade the Prevailing Narrative with Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours
25 Oct 2023
Contributed by Lukas
My guest on the show today needs no introduction. Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours. He...
Concentrating on Companies with Long Reinvestment Runways with Jeremy Kokemor, Founder of Right Tail Capital
18 Oct 2023
Contributed by Lukas
My guest on the show today is Jeremy Kokemor, the Founder of Right Tail Capital. After several buyside stints, including at T. Rowe Price, Jeremy foun...
Own Stocks that are Working with Tyler Hardt, Senior Portfolio Manager at Seagate Capital Management
11 Oct 2023
Contributed by Lukas
My guest on the show today is Tyler Hardt, the Senior Portfolio Manager at Seagate Capital Management. After spending about 9 years at Artisan Partner...
Long-Term Intrinsic Value Investing with Heather Brilliant, CEO of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL)
04 Oct 2023
Contributed by Lukas
My guest on the show today is Heather Brilliant, the CEO of publicly traded company, Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Heather becam...
Democratizing Philanthropy with Jake Wood, CEO of Groundswell
06 Sep 2023
Contributed by Lukas
My guest on the show today is Jake Wood, the founder and CEO of Groundswell. Jake is a former Marine who founded a non-profit organization called Team...
Buy What You Can Predict with Joseph Shaposhnik, Portfolio Manager of the TCW New Americas Premier Equities Fund
31 Aug 2023
Contributed by Lukas
My guest on the show today is Joseph Shaposhnik, the portfolio manager of the TCW New Americas Premier Equities Fund. Joseph began managing the fund i...
Unearthing Companies with Uniquely Supportive Cultures with Aaron Wasserman, Partner at Third Period Capital
23 Aug 2023
Contributed by Lukas
Today’s episode is another in our series of interviews with emerging investment managers where we discuss how to build an investment firm that can c...
Investing in Businesses that Create and Build Value with Sean Stannard-Stockton, President and CIO of Ensemble Capital
16 Aug 2023
Contributed by Lukas
My guest on the show today is Sean Stannard-Stockton, the President and CIO of Ensemble Capital, an investment and wealth management firm that has bui...
Shooting for Hall of Fame Returns and World Class Service with Greg Dean, Langdon Equity Partners
09 Aug 2023
Contributed by Lukas
Today’s episode is the next in our series of profiles of emerging investment firms. In these interviews, we dive deep into the various components of...
Climate Impact Investing in Public Markets with Heather Beatty & Robin Kollannur, ScopeFour Capital
02 Aug 2023
Contributed by Lukas
My guests on the show to today are Heather Beatty and Robin Kollannur, the respective founder and Portfolio Manager of ScopeFour Capital. After a numb...
The Underappreciated Power of Data Companies with Thomas Li, Co-Founder and CEO of Daloopa
13 Jun 2023
Contributed by Lukas
My guest on the show today is Thomas Li, the co-founder and CEO of financial data company Daloopa. Daloopa is a private company that was founded by a ...
Building the Modern Payments Network for Truckers with Aaron Graft, Founder & CEO of Triumph Financial (NASDAQ: TFIN)
07 Mar 2023
Contributed by Lukas
Our guest on the show this week was Aaron Graft, the Founder, Vice Chairman and CEO of Triumph Financial. Just as the impacts of the Great Financial C...
The Enduring Benefit of Running Permanent Capital Vehicles with Craig Packer, CEO of Owl Rock Capital Corporation (NYSE: ORCC)
08 Sep 2022
Contributed by Lukas
Our guest on the show today is Craig Packer, the CEO of Owl Rock Capital Corp, a 5.4 billion dollar market cap business development company that inves...
Consolidating the Mechanical and Electrical Contracting Industries with Brian Lane, President and CEO of Comfort Systems USA, Inc. (NYSE: FIX)
31 Aug 2022
Contributed by Lukas
My guest on the show today is Brian Lane, the President and CEO of Comfort Systems, a 3.6 billion dollar market cap company that provides mechanical a...
Using Canvas to Ensure Access to Education for Everyone with Steve Daly, CEO of Instructure Holdings (NYSE: INST)
24 Aug 2022
Contributed by Lukas
Our guest on the show today is Steve Daly, the CEO of Instructure Holdings, a 3.6 billion dollar educational software company. After serving on the Bo...
Putting the Customer First for 90 Years with Scott King, CEO, and Jeff Gorman, Executive Chairman of The Gorman-Rupp Company (NYSE: GRC)
17 Aug 2022
Contributed by Lukas
Our guests on the show today are Scott King and Jeff Gorman, the CEO and Executive Chairman of The Gorman-Rupp Company, a 700 million dollar market ca...
The Building Blocks of a 100-Bagger with Chris Mayer, Portfolio Manager at Woodlock House Family Capital fund
10 May 2022
Contributed by Lukas
My guest on the show today is Chris Mayer, the Portfolio Manager of the Woodlock House Family Capital fund and the co-founder of the firm. He is also ...
Riding the Wave of Warehouse Outsourcing and Automation with Malcolm Wilson, CEO, and Mark Manduca, CIO, of GXO Logistics (NYSE: GXO)
27 Apr 2022
Contributed by Lukas
Our guests on the show today are Malcolm Wilson and Mark Manduca, the respective CEO and CIO of GXO Logistics. GXO is a 7-billion dollar market cap co...
Driving the Healthcare Industry to Embrace Non-Invasive Ventilation with Casey Hoyt, CEO of Viemed Healthcare, Inc. (NASDAQ/TSX: VMD)
13 Apr 2022
Contributed by Lukas
My guest on the show today is Casey Hoyt, the CEO of Viemed. Viemed is a 196 million dollar market cap company that provides in-home durable medical e...
Joining the Ranks of the Great Industrial Technology Companies with Tom Logan, CEO of Mirion Technologies, Inc. (NYSE: MIR)
06 Apr 2022
Contributed by Lukas
Our guest on the show today is Tom Logan, the CEO of Mirion Technologies. Mirion was founded in 2005 and Tom has been the company’s only CEO over th...
Compounders: The Game Plan Moving Forward
09 Mar 2022
Contributed by Lukas
Welcome to what I will call an update episode of Compounders. We are done with our executive interviews for Season 2. However, we are in the process o...
Monetizing a Library of Intellectual Property with Eric Ellenbogen, CEO and Vice Chair of WildBrain Ltd. (TSX: WILD)
01 Mar 2022
Contributed by Lukas
Our guest on the show today is Eric Ellenbogen, the CEO and Vice Chairman of WildBrain. WildBrain is a 500 million Canadian dollar market cap entertai...
Why Viasat, Why Inmarsat, Why Now with Mark Dankberg, Co-Founder and Executive Chairman of Viasat, Inc. (NASDAQ: VSAT)
22 Feb 2022
Contributed by Lukas
Our returning guest on the show today is Mark Dankberg, the co-founder and Executive Chairman of Viasat. Viasat is a 3.1 billion dollar market cap com...
Replay: Creating the Fastest Global Satellite Broadband Network with Mark Dankberg, Co-Founder and Executive Chairman of Viasat, Inc. (NASDAQ: VSAT)
15 Feb 2022
Contributed by Lukas
This week, we are replaying another one of our favorite episodes from Season 1. The reason is that we are about have the same guest on again to discu...
Modernizing the Hospitality Management Software Industry with Ramesh Srinivasan, President and CEO of Agilysys, Inc. (NASDAQ: AGYS)
09 Feb 2022
Contributed by Lukas
Our guest on the show today is Ramesh Srinivasan, the CEO of Agilysys. Agilysys is a 900 million dollar market cap company that provides software and ...
Replay: 30 Years of Investing as a Family with Tom Gayner, Co-CEO of Markel Corporation (NYSE: MKL)
01 Feb 2022
Contributed by Lukas
This week, we are replaying one of favorite episodes from Season 1. Due to the complexities that come with the upcoming Q4 earning reporting season, w...
Searching for Investments Where the Future is Obvious with Joey Levin, CEO of IAC/InterActive (NASDAQ: IAC)
25 Jan 2022
Contributed by Lukas
My guest on the show today is Joey Levin, CEO if IAC/Interactivecorp. IAC is a $12.4 billion market cap holding company that has a long history of inv...
Building a Major Global Production Studio with Jennifer Twiner McCarron, CEO of Thunderbird Entertainment (TSX-V: TBRD) (OTCQX: THBRF)
18 Jan 2022
Contributed by Lukas
My guest on the show today is Jennifer Twiner McCarron, the CEO of Thunderbird Entertainment Group (TSX-V: TBRD) (OTCQX: THBRF). Thunderbird is a 220 ...
Software-as-a-Service, Artificial Intelligence and Industry 4.0 with Daniel Harari, CEO of Lectra (FP: LSS)
11 Jan 2022
Contributed by Lukas
My guest on today’s show is Daniel Harari, the Chairman and CEO of Lectra. Lectra is a 1.5 billion Euro market cap company based in Paris, France. L...
Building the Largest Dental Supplier in the World with Stan Bergman, Chairman and CEO of Henry Schein (NASDAQ: HSIC)
04 Jan 2022
Contributed by Lukas
My guest on the show today is Stan Bergman, the Chairman and CEO of Henry Schein. Henry Schein is a Fortune 500, 10.6 billion dollar market cap, globa...
Executing a Construction Services Roll-Up with Bruce Young, CEO of Concrete Pumping Holdings, Inc. (NASDAQ: BBCP)
28 Dec 2021
Contributed by Lukas
My guest on the show today is Bruce Young, the CEO or Concrete Pumping. The company has a 485 million dollar market cap and is the largest domestic pl...
Capitalizing on 155 Years of Excellence in Coatings with Robert Bryant, CEO of Axalta (NYSE: AXTA)
21 Dec 2021
Contributed by Lukas
My guest on the show today is Robert Bryant, the CEO of Axalta Coating Systems. Axalta is a 7.6 billion dollar market cap company that manufactures an...
Creating a Niche Global Franchise with Peter Holt, CEO of The Joint Corp. (NASDAQ: JYNT)
14 Dec 2021
Contributed by Lukas
My guest on the show today is Peter Holt, the CEO of The Joint Corp. The Joint is a 1.4 billion dollar market cap company that operates and franchises...
Specialty Chemical Megatrends and Wide Moats with Ben Gliklich, CEO of Element Solutions, Inc. (NYSE: ESI)
07 Dec 2021
Contributed by Lukas
My guest on the show today is Ben Gliklich, the CEO of Element Solutions (Ticker: ESI), a 5.5 billion dollar market cap specialty chemicals company. E...
Compounders Season 1: Highlights, Lessons and Takeaways
02 Nov 2021
Contributed by Lukas
During Season 1 of Compounders, we interviewed 12 public company executives from a variety of industries. The companies profiled ranged from two Fortu...
Putting the Customer First for 25 Years with Jeff Bailly, Chairman and CEO of UFP Technologies, Inc. (NASDAQ: UFPT)
26 Oct 2021
Contributed by Lukas
My guest on the show today is Jeff Bailly, the Chairman and CEO of UFP Technologies. UFP is a 480 million dollar market cap company that specializes i...
Adapting to an Ever-Changing Media Landscape with Adam Symson, CEO of The E.W. Scripps Company (NASDAQ: SSP)
19 Oct 2021
Contributed by Lukas
My guest on the show today is Adam Symson, the CEO of E.W. Scripps. Scripps is a 1.45 billion dollar market cap company that owns and operates local a...
Leading the Future of Waste Recycling with Brian Recatto, CEO of Heritage-Crystal Clean, Inc. (NASDAQ: HCCI)
12 Oct 2021
Contributed by Lukas
My guest on the show today is Brian Recatto. Brian is the CEO of Heritage-Crystal Clean, a 670 million dollar market cap company that provides cleanin...
The Next 50 Years in Western Florida with Jorge Gonzalez, CEO of The St. Joe Company (NYSE: JOE)
05 Oct 2021
Contributed by Lukas
My guest on the show today is Jorge Gonzalez, the CEO of The St. Joe Company. St. Joe is a 2.53 billion dollar market cap company whose main asset is ...
Creating the Fastest Global Satellite Broadband Network with Mark Dankberg, Co-Founder and Executive Chairman of Viasat, Inc. (NASDAQ: VSAT)
28 Sep 2021
Contributed by Lukas
My guest on the show today is Mark Dankberg, the co-founder and Executive Chairman of Viasat. Viasat is a 3.8 billion dollar market cap company that p...
40 Years of Moat Building with Alan McKim, Founder and CEO of Clean Harbors (NYSE: CLH)
21 Sep 2021
Contributed by Lukas
My guest on the show today is Alan McKim, the Founder, Chairman and CEO of Clean Harbors (NYSE: CLH). Clean Harbors is a 5.6 billion dollar market cap...
Building an Entertainment Software Powerhouse with Jeff Rosica, CEO of Avid Technology, Inc. (NASDAQ: AVID)
14 Sep 2021
Contributed by Lukas
My guest on this episode is Jeff Rosica, the CEO of Avid Technology, a 1.2 billion dollar market cap company that sells software and hardware for digi...
Applying the John Malone Cable Playbook in Latin America with Mauricio Ramos, CEO of Millicom (NASDAQ: TIGO)
08 Sep 2021
Contributed by Lukas
My guest on the show today is Mauricio Ramos, the CEO of Millicom. Millicom is a 3.75 billion dollar market cap mobile and broadband company that prim...
Leading the Used Car Auction Digital Revolution with Jim Hallett, Executive Chairman, KAR Auction Services, Inc. (NYSE: KAR)
31 Aug 2021
Contributed by Lukas
My guest on the show today is Jim Hallett, the former CEO and now Executive Chairman of KAR Auction Services. KAR is a $2.25B market cap company tha...
Creating a 100-Bagger with Sean O’Connor, CEO of StoneX Group Inc. (NASDAQ: SNEX)
24 Aug 2021
Contributed by Lukas
My guest on the show today is Sean O’Connor, the CEO of StoneX Group (NASDAQ: SNEX), a $1.2 billion dollar market cap financial services company tha...
30 Years of Investing as a Family with Tom Gayner, Co-CEO of Markel Corporation (NYSE: MKL)
17 Aug 2021
Contributed by Lukas
My guest on the show today is Tom Gayner, the co-CEO of Markel Corporation. Markel is a Fortune 500, $16.7 billion market cap financial holding compan...
A Century of Wealth Creation with Weston Hicks, CEO of Alleghany Corporation (NYSE: Y)
10 Aug 2021
Contributed by Lukas
My guest on the show today is Weston Hicks, the CEO of Alleghany Corporation. Alleghany is a Fortune 500, $9.3B market cap company that focuses primar...
Compounders: The Anatomy of a Multibagger with Ben Claremon
30 Jul 2021
Contributed by Lukas
Welcome to the Compounders Podcast, where we explore the anatomy of public company wealth creation stories. On this show, we invite you to be a fly on...