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Compounders: The Anatomy of a Multibagger

Ben Claremon & SNN Network

Cove Street Capital Portfolio Manager, Ben Claremon, interviews public company executives to understand how successful leaders compound shareholders’ wealth over time. For more information a...

Episodes

20 of 99 episodes

Building the CARFAX of Residential Real Estate with Bob Frady of PropertyLens

My guest on the show was Bob Frady, the CEO and co-founder of PropertyLens, a company that aims to become the CARFAX for residential real es...

58:38Jan 29, 2026

Dividend Growth Rate as the Most Important Signal with Jonathan Nurick of DivGro

My guest on the show this week was Jonathan Nurick, the founder and Co-CIO of DivGro, an Australia-based investment management firm that put...

63:04Jan 8, 2026

Investing in World Class Companies Early with Jake Barfield of Asheville Capital Management

My guest on the show this week is Jake Barfield, the founder of Asheville Capital Management, a long-only investment firm that seeks to inve...

51:23Nov 21, 2025

The Enduring Appeal of Smaller Cap Stocks with Vishal Mishra and Michael Demaray of Bard Associates

My guests on the show are Michael Demaray and Vishal Mishra of Bard Associates, a boutique wealth management firm that has been in business...

59:42Oct 30, 2025

Building the Best PE-Focused Executive Search Firm With Alex Rawlings of Raw Selection

My guest on this episode is Alex Rawlings, the Founder and Managing Partner of Raw Selection, an executive search firm that specializes in f...

59:52Oct 6, 2025

The Next Institutional Grade Commercial Real Estate Asset Class with Cody Payne of Colliers International

My guest on this episode is Cody Payne, an SVP at Colliers and an expert on what is an emerging asset class within real estate, flex industr...

59:09Sep 22, 2025

Hunting for Supernatural Compounders with Andrew Hollingworth of HollAnd Advisors

Our guest on the show this week was Andrew Hollingworth, the Portfolio Manager at HollAnd Advisors. Andrew has an eclectic background and, l...

60:11Sep 9, 2025

Investing in Dislocations with Andy Kurita of Kettle Hill Capital Management

My guest on the show today is Andy Kurita, the Portfolio Manager at Kettle Hill Capital Management. Andy has a track record in long-short in...

59:18Aug 25, 2025

From Public Markets to Early Stage Venture Investing with Joe Magyer of Seaplane Ventures

My guest on the show today is Joe Magyer, the Founder and Managing Partner at Seaplane Ventures. Joe spent the first part of his career in p...

62:44Aug 5, 2025

Democratizing Access to Private Real Estate with Matt Blair, CEO of REI Capital Management

My guest on the show today is Matt Blair, the co-founder and CEO of REI Capital Management. Private real estate has been an asset class that...

59:55May 27, 2025

Investing in Growing Cash Cows with Tim Call, President and CIO of The Capital Management Corporation

Our guest on the show this week is Tim Call, the President and CIO of The Capital Management Corp., a long-only investment firm that focuses...

63:54Mar 24, 2025

Building a Moat Around Sky Harbor Group with Tal Keinan, CEO of Sky Harbor Group (NYSE American: SKYH)

My guest on the show today is Tal Keinan, the CEO of Sky Harbor Group, a publicly traded developer and operator of airplane hangars. Before...

64:27Mar 3, 2025

Employing an Investigative Journalist's Process within an Investment Firm with Tania Pouschine, Founder & Portfolio Manager of Fithian

My guest on the show today is Tania Pouschine, the Founder and Portfolio Manager of Fithian. I reached out to Tania to have her on the podca...

71:39Feb 11, 2025

Assessing Capital Allocation Prowess with Kevin Fogarty and Brent Robinson, Value Creators Capital

My guests on the show today are Brent Robinson and Kevin Fogarty of Value Creators, a US-focused public equity firm that has a long track re...

66:43Jan 29, 2025

Aligning Home Sellers with their Real Estate Agents with Nic Johnson, Founder of Listwise

My guest on the show today is Nic Johnson, the founder of Listwise, a company that is trying to revolutionize how residential brokers get pa...

65:15Jan 22, 2025

Why Moats Matter with Todd Wenning, President and CIO of KNA Capital

My guest on the show today is Todd Wenning, the President and CIO of KNA Capital. Many of our listeners might have come across Todd’s excell...

59:31Jan 13, 2025

Turning Over as Many Rocks as Possible with James Emanuel, Author of "Fabric of Success"

My guest on the show this week is James Emanuel, a private investor and the founder of Rock & Turner. James has thought deeply about many as...

61:19Dec 5, 2024

Hunting for Undervalued Compounders in Asia with Dan Rupp, Founder and CIO of Parkway Capital

My guest on the show today is Dan Rupp, the Founder and CIO of Parkway Capital. After spending many years at a very well-known, Asia-focused...

65:01Nov 20, 2024

From Kroger and Wal-Mart to Running a MicroCap Company with Bill Bennett, CEO of Innovative Food Holdings (OTCQB: IVFH)

My guest on the show today is the Bill Bennett, the CEO of Innovative Foods Group. After a number of years for working for big companies lik...

66:58Nov 12, 2024

MicroCaps with Durable Cash Flow Streams with Adam Wilk, Founder and CIO at Greystone Capital Management

My guest on the show today is Adam Wilk, the Founder and CIO of Greystone Capital Management. Adam is a savvy microcap investor who prefers...

62:46Oct 16, 2024