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

Capital Compounders Show

Enjoy the interview! 🍿👇 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! 🍿👇 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.

Small & Mid Cap Value: A Conversation with Adam Wilk (Greystone Capital Management)

Capital Compounders Show

Enjoy the interview! 🍿👇 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. He discusses the advantages of investing in smaller, underfollowed businesses, the importance of management quality, and his investment philosophy.

Sangoma Technologies: A Conversation with CEO Charles Salameh

Capital Compounders Show

Enjoy the interview! 🍿👇 In 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: $STC – No

Goodfood Market: A Conversation with Co-Founder & CEO Jonathan Ferrari

Capital Compounders Show

Enjoy the interview! 🍿👇 In 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: $FOOD – No

Investing Venture Capital Style: A Conversation with Harold Leishman (LLC Private Wealth)

Capital Compounders Show

Enjoy the interview! 🍿👇 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.

Pinetree Capital Redux: Interview with VCs Sheldon & Jakson Inwentash (ThreeD Capital)

Capital Compounders Show

Enjoy the interview! 🍿👇 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.

Ownership Disclosure: ($IDK) – No

The Great Silver Bull (Crush Inflation and Profit as the Dollar Dies): A Conversation with Peter Krauth

Capital Compounders Show

Enjoy the interview! 🍿👇 In 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 reflects on the future of silver in relation to cryptocurrency and shares his journey of writing a book on silver investing, highlighting lessons learned from the silver market’s history.

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 change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer’s reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.

WELL Health Technologies: A Conversation with Founder & CEO Hamed Shahbazi (EXCLUSIVE INTERVIEW)

Capital Compounders Show

Enjoy the interview! 🍿👇 In 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.

Ownership Disclosure: $WELL.TO – Yes

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 change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer’s reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.

Small Cap Technology Stocks: A Conversation with Tom Liston (Board Member of WELL Health Technologies & Tantalus Systems)

Capital Compounders Show

Enjoy the interview! 🍿👇 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.

Ownership Disclosure: Well Health Technologies ($WELL.TO) – Yes

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 change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer’s reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.