Know What You Own with Hemisphere Capital Management
By Hemisphere Capital Management
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Category: Investing
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Episodes: 22
Description
Welcome to the Know What You Own Podcast with Hemisphere Capital Management, hosted by Dylan Assen and Stephan Aronitz. This podcast features detailed conversations on business profiles and capital allocation.
| Episode | Date |
|---|---|
|
Canada Investment Summit & Mattr
|
Oct 15, 2026 |
|
Updates on Copart & Honeywell Aerospace
|
Sep 28, 2026 |
|
Our Thoughts on the Canadian Banks
|
Sep 07, 2026 |
|
Honeywell Aerospace
|
Aug 13, 2026 |
|
FactSet Research Systems
|
Jul 03, 2026 |
|
From Oil Services to Infrastructure
|
Jun 11, 2026 |
|
Q1 Earnings Review
|
May 28, 2026 |
|
Under the Hood of NAPA
|
Apr 10, 2026 |
|
Iran and the Selloff in Software
|
Mar 11, 2026 |
|
More Q4 Earnings
|
Feb 12, 2026 |
|
Q4 Earnings Review
|
Feb 03, 2026 |
|
Copart: The Business of Auto Salvage
|
Jan 14, 2026 |
|
Our Research Process
|
Dec 18, 2025 |
|
The Honeywell Split
|
Nov 27, 2025 |
|
The Business of Defense: Huntington Ingalls Industries
|
Nov 11, 2025 |
|
The Case for Gold
|
Nov 03, 2025 |
|
PepsiCo Unpacked
|
Oct 23, 2025 |
|
The Magic of Disney
|
Oct 03, 2025 |
|
An Alt-Reality
|
Sep 23, 2025 |
|
Duration & Discipline in Bonds
|
Sep 04, 2025 |
|
The Long-Term Investing Locomotives (Part II)
|
Aug 28, 2025 |
|
The Long-Term Investing Locomotives (Part I)
|
Aug 20, 2025 |