Kneat.com: A Conversation with Co-Founder & CEO Eddie Ryan

Capital Compounders Show

Enjoy the interview!ย ๐Ÿฟ๐Ÿ‘‡ In 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.

Ownership Disclosure: Kneat.com ($KSI) – No

Marc Walton: 25+ Years of Trading Knowledge in 60 Minutes

Capital Compounders Show

Enjoy the interview!ย ๐Ÿฟ๐Ÿ‘‡ In 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.

The Smith Manoeuvre Explained (How to Use The Smith Maneuver in Canada to Make Your Mortgage Tax-Deductible and Create Wealth): A Conversation w/ Robinson Smith

Capital Compounders Show

Enjoy the interview!ย ๐Ÿฟ๐Ÿ‘‡ In 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 smith maneuver, its benefits, and the importance of working with qualified financial professionals. The discussion also covers the risks associated with the smith maneuver strategy, the necessity of financial education, and the potential for building wealth through informed investment decisions.

BluMetric Environmental: A Conversation with CEO Scott MacFabe

Capital Compounders Show

Enjoy the interview!ย ๐Ÿฟ๐Ÿ‘‡ In 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: $BLM – No

EMERGE Commerce: A Conversation with Founder & CEO Ghassan Halazon

Capital Compounders Show

Enjoy the interview!ย ๐Ÿฟ๐Ÿ‘‡ In 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

SUPER WEALTH: A Conversation with UHNWI Senior Advisor & Portfolio Manager Thane Stennerย 

Capital Compounders Show

Enjoy the interview!ย ๐Ÿฟ๐Ÿ‘‡ In 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.

The Dhandho Investor: A Conversation with Superinvestor Mohnish Pabrai

Capital Compounders Show

Enjoy the interview!ย ๐Ÿฟ๐Ÿ‘‡ In 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. Pabrai also highlights the value of games like bridge in enhancing probabilistic thinking, and the role of share buybacks in wealth creation.

KEY TAKEAWAYS:
– Share buybacks can be a powerful tool for enhancing shareholder value when executed wisely
– Mohnish believes that playing bridge enhances one’s skills in probabilistic thinking; beneficial for investing
– Cloning successful investment strategies is a fundamental part of Pabrai’s approach
– Identifying compounders takes time and often reveals their true value only after ownership
– Concentration in a portfolio can lead to significant wealth accumulation over time

California Nanotechnologies: A Conversation with CEO Eric Eyerman

Capital Compounders Show

Enjoy the interview!ย ๐Ÿฟ๐Ÿ‘‡ In 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

Small Cap Hedge Fund Veteran: A Rare Conversation with David Fawcett (Epic Capital)ย 

Capital Compounders Show

Enjoy the interview!ย ๐Ÿฟ๐Ÿ‘‡ In this conversation, David Fawcett, CEO 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 like MDA and Cineplex. The conversation concludes with thoughts on the impact of cryptocurrency on investment trends his personal life.

European Small Cap Technology Stocks: A Conversation with Mansour Dia (Langdon Equity Partners)

Capital Compounders Show

Enjoy the interview!ย ๐Ÿฟ๐Ÿ‘‡ 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.