Capital Compounders Show

In 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 H...

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 s...

In 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 TAKEAWAY...

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 ad...

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 opportun...

In 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...

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 align...

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 insti...

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 recommendat...

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 s...

In 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 environ...

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 innova...

In 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 Buff...

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'...

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 fo...

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 reflec...

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 au...

In 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 f...

In 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 imp...

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 acqui...

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 frug...

In 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. T...

In 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 Softwar...

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...

In 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 backgroun...