Capital Compounders Show

Robin Speziale

🚀 From public company CEOs and hedge fund managers to investors and visionary leaders who are building, financing, and investing in the newest high-growth companies, I’ll be bringing you their strategies, stories, and wealth-creation / company building tips that you can apply too! 🎙️Want to be a guest on the show? Email me at r.speziale@gmail.com. Robin Speziale is a DIY Investor, and Globe & Mail National Bestselling Author of Market Masters, and Capital Compounders. DISCLAIMER: This content is for informational purposes only, and should not be construed as offering investment advice. read less
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Episodes

Fintech Trends 2025: A Conversation with VC Managing Partner Tal Schwartz (Exit North Ventures)
Yesterday
Fintech 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 the Canadian venture capital landscape. KEY TAKEAWAYS: Tal Schwartz aims to find the next big thing in Canadian fintechExit North Ventures focuses on early-stage investments in fintechVenture partners play a crucial role in supporting startupsOpen banking is essential for fintech innovation in Canada Digital banking is expected to grow rapidly in Canada by 2025AI is shifting from cost-cutting to revenue-generating in financeEmbedded finance is a growing trend in the Canadian marketThe Canadian venture capital landscape is becoming more collaborative #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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
How to Buy a Profitable Franchise: 101 Guide (w/ Gary Prenevost)
2d ago
How 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 effortFranchising is not a quick path to riches; it requires time and dedicationUnderstanding your skills is crucial in selecting the right franchise #investing #stocks #personalfinance #wealth #podcast  Tags: franchise ownership, wealth creation, franchise options, financing, employee to entrepreneur, franchise success rates, existing franchises  🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
Investing In The Next Big Thing: A Conversation with Jordan McNamee (Optimist Fund)
3d ago
Investing 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 in the market. The discussion also touches on the discovery process for new investment opportunities and the significance of thorough analysis before making investment decisions.   KEY TAKEAWAYS:   Optimism is crucial for successful entrepreneurshipInvesting in ambitious companies can yield high returnsThe first six months of launching a fund can be challengingUnit economics are essential for understanding business viabilityDisruptive companies often face skepticism but can succeedThe Optimist Fund focuses on underappreciated companies with growth potentialVolatility in the market does not equate to riskInvesting requires a long-term perspective and patienceThe market can present opportunities during downturns #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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
Mississauga 2030: Mayor Carolyn Parrish's Future Growth Vision
4d ago
Mississauga 2030: Mayor Carolyn Parrish's Future Growth Vision
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 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 vibrancyCarolyn Parrish emphasizes the need for a school in the city centerPlans for a conference center (+ hotel) and sports arena are in the worksThe LRT project is expected to take longer than anticipatedMississauga is a hub for life sciences and Fortune 500 companiesCarolyn Parrish reflects on the legacy of Hazel McCallionCollaboration with local businesses is vital for community developmentParrish values honesty and transparency in her political approach #investing #stocks #personalfinance #wealth #podcast  Tags: Mississauga, Carolyn Parrish, city growth, urban development, housing, transportation, community engagement, economic growth, infrastructure, leadership, Mississauga, Carolyn Parrish, community initiatives, youth empowerment, food security, healthcare, political journey, leadership, multiculturalism, local government 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
Predicting Small-Cap Speculative Takeovers: A Conversation with Nicholas Cortellucci (Atrium Research)
5d ago
Predicting 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 researchMany small-cap companies lack coverage from traditional brokeragesThe "Takeout Report" identifies trends in Canadian small-cap acquisitionsValuation is a key driver for recent takeouts in the marketSuccessful acquisitions often involve companies with strong fundamentalsInvestors should focus on key performance indicators for companiesThe IPO market in Canada is expected to improve in 2025Nicholas's personal investment strategy includes a mix of small and larger cap stocks #investing #stocks #personalfinance #wealth #podcast  Tags: Atrium Research, Nicholas Cortellucci, sell-side research, takeout report, small cap stocks, Canadian equities, investment strategies, IPO market, ADF Group, BQE Water, Dynacor Group 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
10X Stocks: The Science Behind Multibaggers w/ Ryan Telford
Jan 15 2025
10X Stocks: The Science Behind Multibaggers w/ Ryan Telford
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 TAKEAWAYS:   Ryan Telford emphasizes a quantitative approach to investingMicro Caps present significant opportunities for higher returnsSales growth is a critical driver of stock performanceReturn on Invested Capital (ROIC) trends are more important than absolute valuesFree cash flow is a key metric for evaluating stocksDilution can be acceptable if it leads to value creationInsider ownership does not guarantee shareholder-friendly management or returnsAnalyst estimates can be unreliable for microcap stocksMarket capitalization plays a role in growth potentialGrowth by acquisition is becoming a viable strategy for many companies #investing #stocks #personalfinance #wealth #podcast  Tags: Microcap investing, quantitative investing, 10X stocks, stock performance, sales growth, ROIC, free cash flow, insider ownership, analyst estimates, market capitalization, growth by acquisition, GUTS framework, portfolio management 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
How to Discover MicroCaps Early: A Conversation with Roger Dent (Quinsam Capital)
Jan 15 2025
How 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 strategy has led to significant growth AI presents both opportunities and risks in the current market The microcap space requires a unique discovery process Successful founders exhibit perseverance, frugality Investors should be cautious of bubbles #investing #stocks #personalfinance #wealth #podcast  Tags: Quinsam Capital, cannabis investments, microcap stocks, California Nanotech, Vital Hub, AI investments, drug delivery technology, market predictions, energy sector 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
Contrarian Stocks: How to Earn Superior Returns In The Stock Market (w/ Benj Gallander)
Jan 15 2025
Contrarian 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 dealsThe January effect typically sees stocks rise at the start of the yearPatience is a key component of successful investingDiscipline is essential; without it, one cannot have a methodDebt levels are critical in assessing a company's financial healthDividends can provide a safety net for investorsInvesting is a long-term game; missing opportunities is part of the processPrice to earnings ratio helps gauge stock valueInvesting in downtrodden industries can yield high returnsTechnology investments require careful consideration of trendsBitcoin's practical use is highly questionableAnnual reports should be clear and informativePublic awareness can significantly impact stock prices #investing #stocks #personalfinance #wealth #podcast  Tags: investing, contrarian investing, tax loss selling, January effect, stock evaluation, discipline, management evaluation, dividends, demographics, financial health, Canadian politics, investment strategies, book value, price to earnings ratio, downtrodden industries, technology investments, Bitcoin, annual reports, public awareness, intangibles, portfolio management 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
Best Dividend Growth Stocks 2025: A Conversation with Dan Rohinton
Jan 7 2025
Best Dividend Growth Stocks 2025: A Conversation with Dan Rohinton
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 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:   BCE's recent decisions reflect broader challenges in the Canadian telecom market High dividend yields can be misleading; due diligence is essentialCapital allocation is crucial for maintaining shareholder valueInvestors should focus on cash flow and business fundamentalsDiversification is key for new investors starting with dividend stocksThe global dividend fund strategy prioritizes strong cash flow and market positionCertain sectors, like waste management, offer stable investment opportunitiesREITs are currently avoided due to market conditions and competitionInvesting in established companies with a history of dividends is advisableMarket performance can vary; long-term planning is essential #investing #stocks #personalfinance #wealth #podcast  Tags: BCE, Canadian Telcos, Dividend Stocks, Investment Strategies, Global Dividend Fund, REITs, $BCE, Dividend Cut 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
Making Fast Food Fun Again: Happy Belly Food Group Growth Mode!
Jan 7 2025
Making 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. KEY TAKEAWAYS:   Happy Belly is focused on scaling good food with systems and processesRosie's Burger has seen significant growth since its acquisitionThe three P's of business are people, product, and processHeal Wellness is expanding rapidly with U.S. entry tooYolks is set to open new locations in Ontario and AlbertaSean Black's entrepreneurial journey began at a young ageIdentifying emerging food trends is key to Happy Belly's strategyGrowth is not just about numbers; it's about quality and sustainabilityCreating a culture where everyone is invested in the company's successThe consumer packaged goods sector offers new opportunities for growthCash flow positivity is a key milestone for the company Ownership Disclosure: $HBFG - No   #investing #stocks #personalfinance #wealth #podcast  Tags: $HBFG, HBFG, Happy Belly, Sean Black, Rosie's Burger, Heal Wellness, Yolks, Extreme Pita, Mucho Burrito, MTY, Fairfax, Recipe 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
Best Stocks 2025: A Conversation with Paul Andreola (Small Caps)
Dec 27 2024
Best 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 Name Silo Tech and Small Cap DiscoveriesPaul transitioned from carpentry to investing, driven by a passion for financial marketsHe emphasizes the importance of growth in microcap investmentsThe discovery process is crucial for identifying undervalued companiesInstitutional investors often overlook smaller companies, creating opportunities for retail investorsQuality shareholders can significantly impact a microcap company's successPaul's investment strategy focuses on risk-reward profiles and opportunity costsHe believes the microcap market is currently undervalued and ripe for investmentThe future of IPOs in Canada looks promising as institutional interest grows   #investing #stocks #personalfinance #wealth #podcast  Tags: Paul Andreola, microcap, Departure Bay Capital, investment strategies, small cap discoveries, shareholder quality, market dynamics, IPOs, 2025 outlook 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠⁠https://amzn.to/3Vfexu6⁠⁠  Capital Compounders: ⁠⁠https://amzn.to/4eYP7bn⁠⁠  Lessons From The Successful Investor: ⁠⁠https://amzn.to/3Zj2ai1⁠⁠  𝕏 FOLLOW ME: ⁠⁠https://x.com/RobinSpeziale⁠⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠⁠https://web.koho.ca/referral/UGXXKO6S⁠⁠     ***   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.
A Conversation with Francois Rochon (Giverny Capital)
Dec 23 2024
A 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 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.  Giverny Capital Disclaimers: Returns - Rochon Global Portfolio The Rochon Global portfolio is a private group of personal and family accounts managed by François Rochon, the president of Giverny Capital Inc. (GCI). The Rochon Global portfolio has existed since 1993, that is seven years before the registration of GCI as portfolio manager with the AMF. Although the Rochon Global portfolio serves as a model for GCI’s clients, clients’ portfolio returns can vary. The Rochon Global portfolio returns indicated include trading commissions and dividends but do not include management fees. Portfolio returns of the Rochon Global portfolio have been generated in a different environment than GCI’s clients and this environment is considered controlled. For example, cash deposits and withdrawals can increase the returns of the Rochon Global portfolio. Thus, the portfolio returns of the Rochon Global portfolio are often higher than the returns realized by clients of GCI. Past performance is no guarantee of future results. Forward-looking information Some information set forth in this interview is forward-looking and involves uncertainties and other known and unknown factors that may cause actual results or events to differ materially from those anticipated. The assumptions made and the expectations represented are believed to be reasonable at the time they are made, but there can be no assurance that the forward-looking information will prove to be accurate. Actual results or events may differ materially from those expressed or implied in the forward-looking information. The interviewee undertakes no obligation to publicly update or revise forward-looking statements and information contained in this interview.
Best Stocks 2025: A Conversation with Jason Donville (DKAM)
Dec 23 2024
Best 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 inceptionArtistic pursuits can enhance creativity in businessStorytelling is a crucial element in both finance and writingEarly investment discoveries can lead to significant long-term gainsConviction in investments is key, as demonstrated by Constellation SoftwareHigh ROE and growth metrics are essential in investment philosophyThe quality of CEOs greatly impacts company performanceThe small cap market has potential for growth in the coming yearsAI is transforming business operations and investment strategiesDIY investors should focus on compounders and develop a clear investment system #investing #stocks #personalfinance #wealth #podcast  Tags: Jason Donville, investing strategies, small cap market, high ROE, Constellation Software, AI in business, investment philosophy, Canadian market, artistic pursuits, DIY investing 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
Best Stocks 2025: A Conversation with Martin Braun & Veeral Khatri
Dec 23 2024
Best Stocks 2025: A Conversation with Martin Braun & Veeral Khatri
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 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 track record of compounding 11% annual returns Management evaluation is crucial in investment decisionsThe fund primarily focuses on Canadian small to mid-cap companiesAI is not yet a primary tool for investment research but has potentialInvestors should identify their sweet spot and focus on itPosition sizing is important for maximizing returnsThe IPO market in Canada is currently strugglingUnderstanding management teams can provide valuable insights #investing #stocks #personalfinance #wealth #podcast   Tags: Opportunity Fund, investment strategies, growth investing, Canadian market, stock selection, management evaluation, AI in investing, DIY investing pitfalls 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
Powering The Oil Patch (Enterprise Group)
Dec 23 2024
Powering 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 governance of Enterprise Group and the expertise of its board members. KEY TAKEAWAYS:   Enterprise Group remained cashflow positive during downturnsThe company shifted from diesel to natural gas power systemsThere is a strong focus on innovation and technologyCyclicality in the oil and gas industry is being addressed through diversificationThe Canadian energy sector is gaining access to global marketsAcquisitions are part of the growth strategy for Enterprise GroupThe board of directors has a well-rounded skill setFuture growth is projected in the mining sectorThe company has a leadership position in mobile power systemsMaintaining client relationships is crucial for business success Ownership Disclosure: Enterprise Group ($E) - No    #investing #stocks #personalfinance #wealth #podcast  Tags: Enterprise Group, Des O'Kell, oil and gas services, resilience, cyclicality, Canadian energy, acquisitions, innovation 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
Warren Buffett's First $100 Million: The Early Investments
Dec 23 2024
Warren Buffett's First $100 Million: The Early Investments
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 Buffett's evolution as an investor and his partnership with Charlie Munger. KEY TAKEAWAYS:   Buffett's early investments were characterized by deep value net investingThe research process for the book involved extensive archival workPhiladelphia and Reading served as a precursor to Berkshire HathawayBuffett's work ethic and research methods were unmatched in the industryBuffett's investment philosophy evolved from quantitative to qualitative analysisThe Salad Oil scandal highlighted the risks in investingBuffett's approach to risk management involved concentration in a few key positionsCharlie Munger's influence on Buffett's investment strategy was significantBuffett's initial investment in Disney was based on undervalued assetsThe importance of understanding corporate governance was emphasized in Buffett's investments #investing #stocks #personalfinance #wealth #podcast   Tags: Warren Buffett, investing, Philadelphia and Reading, American Express, research, investment philosophy, Berkshire Hathaway, Charlie Munger, book review, financial history 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
Home Care Serial Acquirer (Nova Leap Health)
Dec 23 2024
Home 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 to providing quality care while navigating the complexities of the healthcare industry. KEY TAKEAWAYS:   Nova Leap Health was inspired by personal family experiencesAcquisitions are a key growth strategy for Nova LeapHome healthcare is a service-based business, not facility-basedUnderstanding local market dynamics is crucial for successThe Florida market offers substantial growth opportunitiesBranding strategy is evolving towards a common identityM&A is a risky but necessary strategy for growthNova Leap is focused on long-term growth and sustainability Ownership Disclosure: Nova Leap Health ($NLH) - No  #investing #stocks #personalfinance #wealth #podcast  Tags: Chris Dobbin, Nova Leap Health, home healthcare, acquisitions, business growth, U.S. market, organic growth, healthcare industry, branding strategy, Florida market 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
The Man Electrifying North America (Hypercharge Networks)
Dec 19 2024
The 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 NetworksThe lack of reliable EV charging infrastructure is a significant issueHypercharge aims to provide both public and private charging solutionsThe EV market is transitioning from early adopters to mass adoptionTesla's supercharging network set a competitive standard in the industryHypercharge's flexibility allows it to utilize various hardware optionsThe company focuses on multifamily developments for EV charging installationsRevenue sharing opportunities exist with parking companies and REITsThe future of EV infrastructure in Canada is projected to grow significantly by 2035Hypercharge is evolving from an EV charging company to an energy management company Ownership Disclosure: Hypercharge Networks ($HC) - No    #investing #stocks #personalfinance #wealth #podcast  Tags: EV charging, Hypercharge Networks, electric vehicles, infrastructure, business model, energy management, Canada, growth, profitability, technology 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
Best Stocks 2025: A Conversation with Iain Butler (Motley Fool)
Dec 19 2024
Best 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 pandemicThe company focuses on long-term investment strategiesContent creation is key to attracting and retaining subscribersMicrocap stocks present unique investment opportunitiesIain emphasizes the importance of extending the investment time horizonThe Canadian market has lagged behind the US in recent yearsDividend-paying stocks are becoming more attractive as interest rates changeIan's investment philosophy has evolved to focus on fundamentals and valuationThe use of Gen AI is being explored to enhance content creationSuccessful long-term investments often outperform short-term market fluctuations #investing #stocks #personalfinance #wealth #podcast  Tags: Motley Fool Canada, investment strategies, stock market, microcap stocks, long-term investing, financial advice, stock picks, market trends, dividend stocks, Gen AI 🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.
Canada's Book Guru: The Story of ECW Press (50 Years in Business)
Dec 19 2024
Canada'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 publishingThe Neil Peart story was a pivotal moment for ECW Press, saving the company financiallyJack faced significant banking challenges but found support from CIBC after being cut off by TD BankThe publishing industry has undergone drastic changes, especially with the rise of digital formatsJack's motivation stems from a desire to share unique stories and support authorsThe journey of publishing 'Market Masters' highlights the importance of believing in a projectJack emphasizes the need for authors to actively promote their books in today's marketAudiobooks are becoming increasingly popular, surpassing e-books in salesJack encourages aspiring authors to research publishers and tailor their submissions accordinglyThe future of publishing will involve adapting to new technologies, including AI #investing #stocks #personalfinance #wealth #podcast  Tags: ECW Press, Jack David, Neil Peart, publishing industry, Canadian authors, Market Masters, challenges in publishing, resilience, adapting to change, future of books  🎙️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   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   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.