Robin Speziale - Podcast Details

Shows

Capital Compounders ShowThe Perceptive Investor: A Conversation with Ardal Loh-GronagerIn this conversation, Ardal Loh-Gronager shares his journey from an early entrepreneurial spirit, sparked by trading video games, to founding Loh-Gronager Partners. He discusses his investment philosophy, emphasizing long-term value investing, a unique fee structure inspired by Warren Buffett, and the importance of governance and sustainability in investment decisions. Ardal also reflects on his experiences in the finance industry, the significance of a contrarian mindset, and his ambitions for the future, including giving back through charitable initiatives.#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail...2025-04-271h 03

Capital Compounders ShowBuildDirect.com Technologies: A Conversation w/ CEO Shawn WilsonIn 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 operations.Ownership Disclosure: $BILD.v - No #investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail.com📰 SIGN UP TO...2025-04-271h 02

Capital Compounders ShowVoyageur Pharmaceuticals: A Conversation with Founder & CEO Brent WillisIn 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 conversation also touches on partnerships, market demand, and the challenges faced by entrepreneurs in the pharmaceutical industry.Ownership Disclosure: $VM.v - No#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST...2025-04-2729 min

Capital Compounders ShowKneat.com: A Conversation with Co-Founder & CEO Eddie RyanIn 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, and the company's strong focus on customer value. He also reflects on the challenges of scaling Kneat.com and offers insights for aspiring entrepreneurs.KEY TAKEAWAYS:Kneat.com was founded to address inefficiencies in validation...2025-03-2837 min

Capital Compounders ShowA Conversation with British Trader Marc Walton: 25+ Years of Trading Knowledge in 60 MinutesIn 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 as the manipulation of markets. He emphasizes the need for risk management and treating trading as a business. The discussion also touches on the current political climate and its implications for traders.2025-03-281h 02

Capital Compounders ShowThe Smith Manoeuvre Explained (Make Your Mortgage Tax Deductible and Create Wealth): A Conversation with Robinson SmithIn 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 of financial education, and the potential for building wealth through informed investment decisions.#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail.com 2025-03-1844 min

Capital Compounders ShowBluMetric Environmental: A Conversation with CEO Scott MacFabeIn 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 significance of building strong client relationships. He emphasizes the resilience of BluMetric's business model and the importance of leadership and teamwork in achieving success.Ownership Disclosure: BluMetric ($BLM) - Yes ...2025-03-1845 min

Capital Compounders ShowEMERGE Commerce: A Conversation with Founder & CEO Ghassan HalazonIn 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 of Bitcoin as a financial strategy. He also reflects on lessons learned since the company's IPO and outlines key priorities for 2025.Ownership Disclosure: $ECOM - No #investing #stocks #pe...2025-03-0652 min

Capital Compounders ShowSuper Wealth: A Conversation with UHNWI Senior Advisor & Portfolio Manager Thane StennerIn 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 teaching the next generation about wealth management and the impact of cash positions on market timing.#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at r.s...2025-03-061h 18

Capital Compounders ShowThe Dhandho Investor: A Conversation with Superinvestor Mohnish PabraiIn 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 like bridge in enhancing probabilistic thinking, and the role of share buybacks in wealth creation.KEY TAKEAWAYS:Mohnish believes that playing bridge enhances one's skills in probabilistic thinking; beneficial for investingCloning successful investment strategies...2025-03-061h 03

Capital Compounders ShowCalifornia Nanotechnologies: A Conversation with CEO Eric EyermanIn 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, and Cal Nanotech's focus on securing larger commercial contracts while maintaining a diverse client base. He also touches on personal experiences and the importance of leadership in driving the company's success.Ownership Disclosure: $CNO - No #investing #stocks #personalfinance #w...2025-03-0652 min

Capital Compounders ShowSmall Cap Hedge Fund Veteran: A Rare Conversation with David Fawcett (Epic Capital)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 in an era dominated by ETFs and outlines his investment strategies, which include a focus on value and growth, as well as identifying turnaround opportunities. He also discusses the dynamics of a concentrated portfolio and shares specific case studies of companies...2025-03-061h 10

Capital Compounders ShowEuro Small Cap Technology Stocks: A Conversation with Mansour Dia (Langdon Equity Partners)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 local markets. Mansour also introduces Chapters Group, a new venture focused on vertical software.#investing #stocks #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail.com 2025-03-0258 min

Capital Compounders ShowSmall & Mid Cap Value: A Conversation with Adam Wilk (Greystone Capital Management)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 #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 📚 BU...2025-03-021h 48

Capital Compounders ShowSangoma Technologies: A Conversation with CEO Charles SalamehIn 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 need for innovative solutions. He also outlines Sangoma Technologies' future growth strategies, including potential acquisitions and the integration of AI technologies.Ownership Disclosure: Sangoma Technologies ($STC) - No #investing #stocks #personalfinance #wealth #podcast 🎙...2025-03-021h 15

Capital Compounders ShowGoodfood Market: A Conversation with Co-Founder & CEO Jonathan FerrariIn 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 #personalfinance #wealth #podcast 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail.com📰 SIGN UP TO MY FREE NEWSLE...2025-03-021h 31

Capital Compounders ShowInvesting Venture Capital Style: A Conversation with Harold Leishman (LLC Private Wealth)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: Harold's grandfather was a pioneer in venture capital The small cap market presents unique risks and opportunities Uncontrolled dilution is a major risk in small cap investing Investing in companies with strong revenue growth is key Diversification is crucial in managing investment risk Management's track record is important in investment decisions Market dynamics can significantly impact stock performance Investors sh...2025-03-0252 min

Capital Compounders ShowPinetree Capital Redux: Interview with VCs Sheldon & Jakson Inwentash (ThreeD Capital)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 the Canadian venture capital market.KEY TAKEAWAYS: Sheldon made a significant donation to U of T Psychology is crucial in understanding investment dynamics Pinetree Capital had multiple billion-dollar exits The investment landscape is cyclical and un...2025-03-0252 min

Capital Compounders ShowThe Great Silver Bull (Crush Inflation and Profit as the Dollar Dies): A Conversation with Peter KrauthIn 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 metals, and the differences between physical silver and silver ETFs. The discussion also covers evaluating silver mining companies, influential figures in silver investment, and the importance of mining site visits. Additionally, Peter Krauth...2025-02-211h 32

Capital Compounders ShowWELL Health Technologies: A Conversation with Founder & CEO Hamed ShahbaziIn 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 future prospects of WELL Health. KEY TAKEAWAYS: Hamed Shahbazi transformed Well Health from $30 million to $1.5 billion Early access to public companies can create wealth for investors The digitization of healthcare is a sign...2025-02-2154 min

Capital Compounders ShowSmall Cap Technology Stocks: A Conversation with Tom Liston (Board Member of WELL Health & Tantalus Systems)In this conversation, Tom Liston shares his journey from a small-town upbringing in New Brunswick to becoming a prominent investor in Canadian small cap technology companies. He discusses his early career on Bay Street, his experiences at Yorkton Securities and Versant Partners, and his pivotal role in the growth of Well Health Technologies, and now Tantalus Systems. KEY TAKEAWAYS: Transitioning from equity research to his own family office opened new opportunities for Tom The acquisition of QHR by Loblaw showcased the potential of healthcare technology Well Health Technologies aims to improve Canadian healthcare through technology 2025-02-211h 15

Capital Compounders ShowHidden Small Cap Gems: A Conversation with Canada's Top Hedge Fund Manager Jordan Zinberg (Bedford Park Capital)In this engaging conversation, Jordan Zinberg, Founder and President of Bedford Park Capital, shares insights into his journey to becoming Canada's top hedge fund manager. He discusses the importance of return on equity, investment strategies including special situations, and the significance of both small and large cap companies in his portfolio. Jordan reflects on past mistakes, the lessons learned, and offers future investment ideas for 2025. He emphasizes the importance of understanding one's own investment style and the value of studying successful investors. KEY TAKEAWAYS: Jordan Zinberg is the founder and CEO of Bedford Park Capital, recognized as...2025-01-231h 21

Capital Compounders ShowFintech 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...2025-01-2257 min

Capital Compounders ShowHow 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...2025-01-211h 00

Capital Compounders ShowInvesting 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...2025-01-201h 38

Capital Compounders ShowMississauga 2030: Mayor Carolyn Parrish's Future Growth VisionIn 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...2025-01-1942 min

Capital Compounders ShowPredicting 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...2025-01-1841 min

Capital Compounders Show10X Stocks: The Science Behind Multibaggers w/ Ryan TelfordIn this conversation, Ryan Telford shares his insights into microcaps, focusing on the quant approach he employs to identify potential 10X stocks. He discusses his journey into the world of investing, characteristics of high-performing stocks, and the importance of factors such as sales growth, ROIC, and free cash flow. Ryan also addresses common misconceptions, and introduces "GUTS". KEY TAKEAWAYS: Ryan Telford emphasizes a quantitative approach to investing Micro Caps present significant opportunities for higher returns Sales growth is a critical driver of stock performance Return on Invested Capital (ROIC) trends are more important than absolute values Fr...2025-01-151h 12

Capital Compounders ShowHow to Discover MicroCaps Early: A Conversation with Roger Dent (Quinsam Capital)In this conversation, Roger Dent, CEO of Quinsam Capital, discusses his journey in revitalizing Quinsam Capital. He shares insights on discovering hidden gems like California Nanotechnologies and the success of VitalHub through a roll-up strategy. Roger emphasizes the importance of diversification, lessons learned from successful founders, and the dynamics of the energy sector. He also provides advice for aspiring microcap investors and reflects on the current market trends, particularly in AI and the potential for future investments. KEY TAKEAWAYS: Cannabis investments provided significant early opportunities California Nanotech exemplifies the importance of market cap leverage VitalHub's roll-up st...2025-01-1556 min

Capital Compounders ShowContrarian Stocks: How to Earn Superior Returns In The Stock Market (w/ Benj Gallander)In this conversation, Benj Gallander (Contra The Heard) discusses his investment strategy; contrarian investing and the significance of tax loss selling season. He emphasizes the importance of discipline. Gallander walks through his crucial point tally system for evaluating stocks. Finally, Benj reveals his high conviction stocks for 2025. KEY TAKEAWAYS: Tax loss selling season provides opportunities for better deals The January effect typically sees stocks rise at the start of the year Patience is a key component of successful investing Discipline is essential; without it, one cannot have a method Debt levels are critical in assessing a co...2025-01-152h 27

Capital Compounders ShowBest Dividend Growth Stocks 2025: A Conversation with Dan RohintonIn this conversation, Dan Rohinton, VP of Portfolio Management at IA Clarington, discusses the current state of BCE and the Canadian telcos market, emphasizing the challenges faced by BCE and its strategic decisions. He explores the implications of high dividend yields, the importance of capital allocation, and the investment strategies for investing in dividend stocks. The discussion also covers the global dividend fund strategy, sector analysis, and the role of multi-sector diversification in dividend investment portfolios. Rohinton provides valuable insights for new investors and reflects on market performance and future expectations for his funds. KEY TAKEAWAYS: ...2025-01-0750 min

Capital Compounders ShowMaking Fast Food Fun Again: Happy Belly Food Group Growth Mode!In this conversation, Sean Black, Co-Founder and CEO of The Happy Belly Food Group, discusses the journey of Happy Belly, successful acquisition of Rosie's Burger, and expansion plans for Heal Wellness and Yolks among their other growth brands. Sean shares insights on his early career, and the importance of M&A discipline in driving growth at Happy Belly. Sean discusses the importance of aligning interests with shareholders, transparency in operations, and a strong growth strategy. He shares insights on the company's expansion plans (e.g. US / Florida), and the cultural and people connection that drives the business. ...2025-01-071h 52

Capital Compounders ShowBest Stocks 2025: A Conversation with Paul Andreola (Small Caps)In this engaging conversation, Paul Andreola, CEO of NameSilo Technologies and Small Cap Discoveries, shares his insights on microcap investing, innovative technologies in the wheelchair industry, and his unique journey from carpentry to becoming a successful investor. He discusses the importance of growth versus profitability, the discovery process in microcap investing, and the dynamics of institutional investors in the market. Paul also highlights his investment strategies, the significance of shareholder quality, and the outlook for 2025, emphasizing the potential of undervalued companies in the Canadian market. KEY TAKEAWAYS: Paul Andreola is the CEO of Na...2024-12-271h 34

Capital Compounders ShowA Conversation with Francois Rochon (Giverny Capital)In this conversation, Robin Speziale interviews Francois Rochon, the Founder & CEO of Giverny Capital. #investing #stocks #personalfinance #wealth #podcast 📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠ *** 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 cha...2024-12-231h 16

Capital Compounders ShowBest Stocks 2025: A Conversation with Jason Donville (DKAM)In this engaging conversation, Jason Donville shares insights into his successful investment strategies, his artistic pursuits, and the importance of storytelling in both finance and creative endeavors. He discusses his early investment discoveries, the significance of high return on equity, and the role of CEOs in driving company growth. The conversation also touches on the current state of the small cap market, the impact of AI on business, and advice for do-it-yourself investors looking to build wealth over time. KEY TAKEAWAYS: Jason Donville's hedge fund has achieved impressive returns since inception Artistic pursuits ca...2024-12-231h 13

Capital Compounders ShowBest Stocks 2025: A Conversation with Martin Braun & Veeral KhatriIn this conversation, Robin Speziale interviews Martin Braun and Veeral Khatri from the JC Clark Opportunity Fund. They discuss the fund's impressive 25-year track record, its evolution from a value-focused strategy to a growth-oriented approach, and the importance of identifying overlooked Canadian small to mid-cap companies. The discussion also covers the challenges of the current market environment, the significance of management evaluation, and the role of AI in investment research. The guests share insights on their recent stock selections, market outlook for 2025, and common pitfalls for DIY investors. KEY TAKEAWAYS: The Opportunity Fund has a 25-year tr...2024-12-231h 11

Capital Compounders ShowPowering The Oil Patch (Enterprise Group)In this conversation, Des O'Kell, President and Co-founder of Enterprise Group, discusses the resilience and strategies of his company in the cyclical oil and gas industry. He reflects on the challenges faced during downturns, particularly from 2014 to 2021, and how the company managed to remain cashflow positive. Des highlights the shift towards natural gas power systems, the importance of innovation, and the potential for growth in adjacent industries like mining. He also addresses the impact of global markets on Canadian energy and the company's strategic planning for future growth, including acquisitions and market positioning. Finally, he shares insights into the...2024-12-231h 01

Capital Compounders ShowWarren Buffett's First $100 Million: The Early InvestmentsIn this conversation, Robin Speziale interviews Brett Garner, author of 'Buffett's Early Investments.' They discuss Buffett's investment strategies, the research process behind the book, and the significant lessons learned from Buffett's early investments. The conversation delves into specific case studies, including Philadelphia and Reading, American Express, and Disney, while also exploring Buffett's evolution as an investor and his partnership with Charlie Munger. KEY TAKEAWAYS: Buffett's early investments were characterized by deep value net investing The research process for the book involved extensive archival work Philadelphia and Reading served as a precursor to Berkshire Hathaway Buffett's wo...2024-12-231h 05

Capital Compounders ShowHome Care Serial Acquirer (Nova Leap Health)In this conversation, Chris Dobbin, founder and CEO of Nova Leap Health, shares his journey from a traditional finance background to establishing a successful home healthcare company. He discusses the inspiration behind Nova Leap, the challenges and strategies involved in acquiring home healthcare businesses, and the importance of understanding the market dynamics. Chris elaborates on the company's growth trajectory, including their expansion into the U.S. market, the evaluation of acquisition targets, and the ongoing challenges of organic growth. He also touches on the significance of branding and the potential opportunities in the Florida market, emphasizing the company's commitment...2024-12-2355 min

Capital Compounders ShowThe Man Electrifying North America (Hypercharge Networks)In this episode, Robin Speziale interviews David Bibby, founder and CEO of Hypercharge Networks, discussing his diverse career leading to the establishment of an EV charging company. They explore the challenges of EV infrastructure, the competitive landscape, and the innovative business model of Hypercharge. Bibby shares insights on revenue streams, strategic partnerships, and the future vision for EV infrastructure in Canada, emphasizing the importance of energy management as the industry evolves. KEY TAKEAWAYS: David Bibby's diverse career uniquely qualifies him to lead Hypercharge Networks The lack of reliable EV charging infrastructure is a si...2024-12-1948 min

Capital Compounders ShowBest Stocks 2025: A Conversation with Iain Butler (Motley Fool)In this episode, Iain Butler, Chief Investment Advisor for Motley Fool Canada, discusses the growth of the company, particularly during the pandemic, and shares insights on investment strategies, market trends, and stock picks for 2024. He emphasizes the importance of long-term investing, the role of content creation in attracting subscribers, and the potential of microcap stocks. Iain also reflects on the impact of technology, including Gen AI, on the investment landscape and the future of Motley Fool Canada. KEY TAKEAWAYS: Motley Fool Canada experienced significant growth during the pandemic The company focuses on long-term in...2024-12-1945 min

Capital Compounders ShowCanada's Book Guru: The Story of ECW Press (50 Years in Business)In this episode, Jack David, founder of ECW Press, reflects on his 50 years in the publishing industry, sharing stories of resilience, notable authors like Neil Peart, and the challenges faced in adapting to a changing market. He discusses the importance of discovering unique stories, the journey of publishing 'Market Masters', and his insights on the future of publishing, including the rise of audiobooks and the impact of AI. KEY TAKEAWAYS: Jack David celebrates 50 years of ECW Press, emphasizing the importance of resilience in publishing The Neil Peart story was a pivotal moment for EC...2024-12-191h 03

Capital Compounders ShowSecret Mortgage Hacks: Insider Knowledge From a Mortgage BrokerIn this episode, Sean Cooper, a mortgage broker, shares his journey of paying off his mortgage in just over three years and discusses various strategies for home buyers in Canada. He highlights the importance of understanding mortgage types, the current challenges in the real estate market, and the role of mortgage brokers compared to banks. Sean also provides insights into government incentives for first-time home buyers and offers practical advice for navigating the mortgage landscape. KEY TAKEAWAYS: Sean paid off his mortgage in just over three years Living frugally and taking on side...2024-12-1945 min

Capital Compounders ShowThe Future of Drones: A Conversation w/ Hover Founder Cameron RoweIn this episode, Cameron Rowe, founder of Hover, discusses his journey from childhood tinkering with remote control toys to establishing a drone delivery startup. He shares insights on the future of drone technology, including its applications in public safety, food delivery, and defense. Cameron emphasizes the importance of regulatory certifications, the challenges of building a team, and the impact of platforms like Dragons' Den on his business. He also reflects on the venture capital landscape in Canada and the significance of community support for entrepreneurs. KEY TAKEAWAYS: Cameron's early interest in drones stemmed fr...2024-12-1950 min

Capital Compounders ShowBest Stocks 2025: A Conversation with Mathieu Martin (MicroCaps)In this episode of the Capital Compounders Show, Robin Speziale interviews Mathieu Martin, the portfolio manager of the Microcap Fund at Rivemont. They discuss the intricacies of microcap investing, including the top reasons to pass on certain opportunities, Mathieu's journey from poker to portfolio management, and the current state of the microcap market. The conversation also covers recent acquisitions, stock selection processes, and the outlook for 2025, including a contrarian view on the cannabis market. KEY TAKEAWAYS: The Canadian microcap universe is vast, with over 2800 companies Profitability and revenue growth are critical criteria for microcap investments Private...2024-12-141h 16

Capital Compounders ShowCanada's Youngest Retiree (How Derek Foster Retired at 34)In this episode of the Capital Compounders Show, Derek Foster, Canada's youngest retiree, shares his journey to financial independence at the age of 34. He discusses his investment philosophy centered around dividends, the importance of managing risk, and the lessons learned from navigating financial crises. Derek reflects on his current conservative investment strategies, the balance between frugality and enjoyment in life, and the significance of teaching financial literacy to the next generation. He also offers insights into tax strategies and the evolving landscape of media and book publishing. KEY TAKEAWAYS: Derek Foster retired at 34, focusing on dividend...2024-12-1453 min

Capital Compounders ShowBest Stocks 2025: A Conversation with Jason Del VicarioIn this episode of the Capital Compounders Show, host Robin Speziale interviews Jason Del Vicario, a portfolio manager at Hillside Wealth. Jason shares his unique journey from studying atmospheric sciences to becoming a successful investor. He reflects on the growth of his portfolio in 2024, the importance of buying during market dips, and the lessons learned from selling underperforming stocks. The conversation also delves into Jason's global investment strategy, focusing on high-quality businesses outside North America, and his long-term commitment to Constellation Software. KEY TAKEAWAYS: Jason's journey from atmospheric sciences to portfolio management is...2024-12-141h 35

Capital Compounders ShowThe Compounding Machine: Mark Leonard & Constellation SoftwareIn this episode of the Capital Compounders Show, host Robin Speziale interviews the anonymous investor known as The Compounding Tortoise (CT), who shares in-depth insights on the Constellation Software Universe Universe - $CSU, $TOI.v, and $LMN.v - its CEO Mark Leonard, and the broader investment strategy surrounding serial acquirers. CT discusses the unique business model of Constellation Software, emphasizing its decentralized management structure, the importance of M&A, and the challenges of organic growth. The conversation also touches on the complexities of financial metrics like ROIC and the implications of recent spin-outs, including Topicus and Lumine. Throughout...2024-12-131h 11

Capital Compounders ShowThe Intelligent Fabric Company (iFabric)In this episode of the Capital Compounders Show, Robin Speziale interviews Hylton Karon, the founder and CEO of iFabric, discussing the company's evolution from a lingerie manufacturer to a leader in innovative apparel technology, particularly in the medical sector. Karon shares insights on the impact of the COVID-19 pandemic on their business, their strategic growth into the U.S. market, and the importance of patents and technology in their product development. KEY TAKEAWAYS: iFabric started as a lingerie company and evolved into a full-scale apparel company The pandemic served as a significant growth catalyst for iFabric The company...2024-12-1348 min

Capital Compounders ShowThe Untold Story of Shopify & Founder Tobias LütkeIn this episode of the Capital Compounders Show, host Robin Speziale interviews journalist and author Larry MacDonald about his latest book, 'The Shopify Story.' They discuss the inspiration behind the book, the unlikely journey of Shopify's founder Tobi Lütke, and the company's growth from its early days to its current status as a leading e-commerce platform. KEY TAKEAWAYS: Tobi Lütke's background showcases an unlikely path to success Shopify's early struggles nearly led to bankruptcy The company thrived during the 2008 financial crisis Shopify's recruitment policy focuses on self-starters and entrepreneurs The company faced significant challenges during it...2024-12-1354 min

Capital Compounders ShowBest Stocks 2025: A Conversation with Jerome HassIn this episode of the Capital Compounders Show, Robin Speziale meets with Jerome Hass as he discusses market predictions, investment strategies, and the impact of political changes on the market. He emphasizes the importance of mid-cap stocks, shares insights on short selling experiences, and explains his investment philosophy. The discussion also covers the challenges of serial acquirers, the significance of position sizing, and best stocks & outlook for 2025, including specific investment ideas. KEY TAKEAWAYS: Market sentiment is driven by animal spirits Political changes can significantly impact market sectors Mid-cap stocks present unique investment opportunities Serial acquirers can create challenges...2024-12-101h 13

Capital Compounders ShowBest Stocks 2025: A Conversation with Paul HarrisIn this episode of the Capital Compounders Show, Robin Speziale sits down with Paul Harris as he discusses the evolution of wealth management, emphasizing a holistic approach that integrates financial planning, tax management, and insurance. He reflects on the changes in the asset management industry, the importance of adapting to new technologies, and the significance of maintaining strong client relationships. Paul shares insights on market predictions for 2025, his investment philosophy focusing on concentrated portfolios, and the value of understanding fixed income. He also highlights the importance of reading fiction for personal growth and enjoyment. KEY TAKEAWAYS: Wealth management...2024-12-101h 05

Capital Compounders ShowBest Stocks 2025: A Conversation with Bruce CampbellIn this episode of the Capital Compounders Show, host Robin Speziale interviews Bruce Campbell from Stonecastle Investment Management. They discuss the advantages of investing from Kelowna, BC, the significance of the firm's name, and the current trends in the investment market, particularly focusing on small and mid-cap stocks. Bruce shares insights into his investment strategies, recent success stories, and the importance of behavioral finance in managing client expectations. He also provides predictions for 2025, highlighting potential investment opportunities and the impact of political changes in Canada. KEY TAKEAWAYS: Small and mid-cap stocks have historically outperformed larger caps Customer concentration...2024-12-101h 00

Capital Compounders ShowCanada's Next Billion Dollar Company: Growth Story of VitalHubIn this episode of the Capital Compounders Show, Robin Speziale interviews Dan Matlow, CEO VitalHub, and Brian Goffenberg, CFO VitalHub, discussing their entrepreneurial journeys, the founding of VitalHub, and the company's growth through serial mergers and acquisitions primarily in the patient flow monitoring space. The conversation also touches on the company's future growth plans, total addressable market, and insights for young entrepreneurs. KEY TAKEAWAYS: VitalHub is positioned as a leading healthcare technology company in Canada Dan Matlow's entrepreneurial spirit was influenced by his family's background in sales and business The transition from MedWorxx to...2024-12-091h 07

The Investing for Beginners Podcast - Your Path to Financial FreedomIFB301: Capital Allocation: The Number One Job for CEOs and Its Impact on Investing PerformanceWelcome to the Investing for Beginners podcast! Today we have another round of great listener questions! As always like we like to say, we love receiving these kind of questions as it challenges us to think more and refreshes the investing knowledge we know. In this round, we will be discussing an array of topics encompassing calculating financial ratios yourself, an investing book list, lump sum vs DCA and more so listen on!Timestamps of the episode:-Are financial websites reliable? or should you calculate the ratios yourself? [01:44]-Books to follow up on...2023-08-3151 min

Super Stocks Secrets PodcastINTV01: How To Identify A High Growth Company W/ Robin SpezialeIn this episode, Robin will share his background story on how he got interested in investing, how he used some unconventional investing methods to beat the market consistently for the past few years and which industries he’s currently investing in.We also cover how to land your first pot of gold and use it to catapult yourself to reach your portfolio goals faster!If you pay attention while listening, there are quite a number of investing hacks revealed as well.Enjoy!Our Featured Speaker: Robin Speziale...2020-11-251h 06