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Episode | Date |
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Digging for Tier One Quality MicroCaps with Maj Soueidan, Founder and Editor of GeoInvesting.com
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Apr 17, 2024 |
Evangelizing The Human Capital Factor with Scott Colson, CIO of Irrational Capital
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Apr 04, 2024 |
Investing Behind the Tailwind of American Prosperity with Mac Sykes, Portfolio Manager of the Gabelli Financial Services Opportunities Fund
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Mar 28, 2024 |
Changing the Way Men Think About Skin Care with Jen Yu and Alex Penfold, Co-Founders of Jaxon Lane
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Mar 21, 2024 |
Using Unit Level Economics to Invest in Retail and Restaurants with John Zolidis, President and Founder of Quo Vadis Capital
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Mar 13, 2024 |
The Case for Making Reusable Digital Identities Ubiquitous with Jeff Schwartz, Founder & CEO of Dentity
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Mar 06, 2024 |
Assessing Manager Skill and Behavioral Alpha with Clare Flynn Levy, Founder & CEO of Essentia Analytics
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Feb 29, 2024 |
Creating a New Financial Asset Class with Nick King, Co-Founder and CEO of Vint
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Feb 21, 2024 |
Building an Antifragile Investment Firm with Soo Chuen Tan, President at Discerene Group
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Feb 07, 2024 |
The Confidence Checklist with Corey Henegar and Jeff Fahrenbruch, Co-Portfolio Managers at Oakview Capital Management
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Jan 31, 2024 |
The Intersection of AI and Value Investing with Jim Falbe, Managing Principal, Portfolio Manager of Saguaro Capital Management
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Jan 24, 2024 |
The Opportunity in Value-Add Multifamily Real Estate with Evan Curtis, Executive Director of Investments at Vanamor Investments
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Jan 10, 2024 |
Minority Growth Investing with Josh Collinsworth, Portfolio Manager at Nomadic Value Partners
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Jan 04, 2024 |
Building Permanent Wealth for Clients with Drew Estes, Portfolio Manager at Banyan Capital
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Dec 20, 2023 |
The Business of Podcasting with Matt Reustle, CEO of Colossus
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Dec 13, 2023 |
Investing in Triple Threat Small Cap Companies with Jimmy Schwartz, Co-Founder and CIO of Harvey Partners
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Dec 06, 2023 |
Never Get Complacent and Keep Changing with Aoifinn Devitt, CIO of Moneta Group
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Nov 29, 2023 |
The Evergreen Opportunity to Consolidate Dental Practices with Brandon Halcott, Co-Founder of Seva Dental Team
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Nov 22, 2023 |
Conquering the Deli Aisle with Adam Michaels, Chairman & CEO of Mama’s Creations (NASDAQ: MAMA)
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Nov 15, 2023 |
Companies with a Permanent Right to Win with Bo Knudsen, Managing Director of Global Equities at C Worldwide Asset Management
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Nov 01, 2023 |
Willingness to Fade the Prevailing Narrative with Tobias Carlisle, Founder and Managing Director of Acquirers Funds and Co-Host, Value After Hours
|
Oct 25, 2023 |
Concentrating on Companies with Long Reinvestment Runways with Jeremy Kokemor, Founder of Right Tail Capital
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Oct 18, 2023 |
Own Stocks that are Working with Tyler Hardt, Senior Portfolio Manager at Seagate Capital Management
|
Oct 11, 2023 |
Long-Term Intrinsic Value Investing with Heather Brilliant, CEO of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL)
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Oct 04, 2023 |
Democratizing Philanthropy with Jake Wood, CEO of Groundswell
|
Sep 06, 2023 |
Buy What You Can Predict with Joseph Shaposhnik, Portfolio Manager of the TCW New Americas Premier Equities Fund
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Aug 31, 2023 |
Unearthing Companies with Uniquely Supportive Cultures with Aaron Wasserman, Partner at Third Period Capital
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Aug 23, 2023 |
Investing in Businesses that Create and Build Value with Sean Stannard-Stockton, President and CIO of Ensemble Capital
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Aug 16, 2023 |
Shooting for Hall of Fame Returns and World Class Service with Greg Dean, Langdon Equity Partners
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Aug 09, 2023 |
Climate Impact Investing in Public Markets with Heather Beatty & Robin Kollannur, ScopeFour Capital
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Aug 02, 2023 |
The Underappreciated Power of Data Companies with Thomas Li, Co-Founder and CEO of Daloopa
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Jun 13, 2023 |
Building the Modern Payments Network for Truckers with Aaron Graft, Founder & CEO of Triumph Financial (NASDAQ: TFIN)
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Mar 07, 2023 |
The Enduring Benefit of Running Permanent Capital Vehicles with Craig Packer, CEO of Owl Rock Capital Corporation (NYSE: ORCC)
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Sep 08, 2022 |
Consolidating the Mechanical and Electrical Contracting Industries with Brian Lane, President and CEO of Comfort Systems USA, Inc. (NYSE: FIX)
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Aug 31, 2022 |
Using Canvas to Ensure Access to Education for Everyone with Steve Daly, CEO of Instructure Holdings (NYSE: INST)
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Aug 24, 2022 |
Putting the Customer First for 90 Years with Scott King, CEO, and Jeff Gorman, Executive Chairman of The Gorman-Rupp Company (NYSE: GRC)
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Aug 17, 2022 |
The Building Blocks of a 100-Bagger with Chris Mayer, Portfolio Manager at Woodlock House Family Capital fund
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May 10, 2022 |
Riding the Wave of Warehouse Outsourcing and Automation with Malcolm Wilson, CEO, and Mark Manduca, CIO, of GXO Logistics (NYSE: GXO)
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Apr 27, 2022 |
Driving the Healthcare Industry to Embrace Non-Invasive Ventilation with Casey Hoyt, CEO of Viemed Healthcare, Inc. (NASDAQ/TSX: VMD)
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Apr 13, 2022 |
Joining the Ranks of the Great Industrial Technology Companies with Tom Logan, CEO of Mirion Technologies, Inc. (NYSE: MIR)
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Apr 06, 2022 |
Compounders: The Game Plan Moving Forward
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Mar 09, 2022 |
Monetizing a Library of Intellectual Property with Eric Ellenbogen, CEO and Vice Chair of WildBrain Ltd. (TSX: WILD)
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Mar 01, 2022 |
Why Viasat, Why Inmarsat, Why Now with Mark Dankberg, Co-Founder and Executive Chairman of Viasat, Inc. (NASDAQ: VSAT)
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Feb 22, 2022 |
Replay: Creating the Fastest Global Satellite Broadband Network with Mark Dankberg, Co-Founder and Executive Chairman of Viasat, Inc. (NASDAQ: VSAT)
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Feb 15, 2022 |
Modernizing the Hospitality Management Software Industry with Ramesh Srinivasan, President and CEO of Agilysys, Inc. (NASDAQ: AGYS)
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Feb 09, 2022 |
Replay: 30 Years of Investing as a Family with Tom Gayner, Co-CEO of Markel Corporation (NYSE: MKL)
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Feb 01, 2022 |
Searching for Investments Where the Future is Obvious with Joey Levin, CEO of IAC/InterActive (NASDAQ: IAC)
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Jan 25, 2022 |
Building a Major Global Production Studio with Jennifer Twiner McCarron, CEO of Thunderbird Entertainment (TSX-V: TBRD) (OTCQX: THBRF)
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Jan 18, 2022 |
Software-as-a-Service, Artificial Intelligence and Industry 4.0 with Daniel Harari, CEO of Lectra (FP: LSS)
|
Jan 11, 2022 |
Building the Largest Dental Supplier in the World with Stan Bergman, Chairman and CEO of Henry Schein (NASDAQ: HSIC)
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Jan 04, 2022 |
Executing a Construction Services Roll-Up with Bruce Young, CEO of Concrete Pumping Holdings, Inc. (NASDAQ: BBCP)
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Dec 28, 2021 |
Capitalizing on 155 Years of Excellence in Coatings with Robert Bryant, CEO of Axalta (NYSE: AXTA)
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Dec 21, 2021 |
Creating a Niche Global Franchise with Peter Holt, CEO of The Joint Corp. (NASDAQ: JYNT)
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Dec 14, 2021 |
Specialty Chemical Megatrends and Wide Moats with Ben Gliklich, CEO of Element Solutions, Inc. (NYSE: ESI)
|
Dec 07, 2021 |
Compounders Season 1: Highlights, Lessons and Takeaways
|
Nov 02, 2021 |
Putting the Customer First for 25 Years with Jeff Bailly, Chairman and CEO of UFP Technologies, Inc. (NASDAQ: UFPT)
|
Oct 26, 2021 |
Adapting to an Ever-Changing Media Landscape with Adam Symson, CEO of The E.W. Scripps Company (NASDAQ: SSP)
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Oct 19, 2021 |
Leading the Future of Waste Recycling with Brian Recatto, CEO of Heritage-Crystal Clean, Inc. (NASDAQ: HCCI)
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Oct 12, 2021 |
The Next 50 Years in Western Florida with Jorge Gonzalez, CEO of The St. Joe Company (NYSE: JOE)
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Oct 05, 2021 |
Creating the Fastest Global Satellite Broadband Network with Mark Dankberg, Co-Founder and Executive Chairman of Viasat, Inc. (NASDAQ: VSAT)
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Sep 28, 2021 |
40 Years of Moat Building with Alan McKim, Founder and CEO of Clean Harbors (NYSE: CLH)
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Sep 21, 2021 |
Building an Entertainment Software Powerhouse with Jeff Rosica, CEO of Avid Technology, Inc. (NASDAQ: AVID)
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Sep 14, 2021 |
Applying the John Malone Cable Playbook in Latin America with Mauricio Ramos, CEO of Millicom (NASDAQ: TIGO)
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Sep 08, 2021 |
Leading the Used Car Auction Digital Revolution with Jim Hallett, Executive Chairman, KAR Auction Services, Inc. (NYSE: KAR)
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Aug 31, 2021 |
Creating a 100-Bagger with Sean O’Connor, CEO of StoneX Group Inc. (NASDAQ: SNEX)
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Aug 24, 2021 |
30 Years of Investing as a Family with Tom Gayner, Co-CEO of Markel Corporation (NYSE: MKL)
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Aug 17, 2021 |
A Century of Wealth Creation with Weston Hicks, CEO of Alleghany Corporation (NYSE: Y)
|
Aug 10, 2021 |
Compounders: The Anatomy of a Multibagger with Ben Claremon
|
Jul 30, 2021 |