• Capital Compounders Show

  • 著者: Robin Speziale
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Capital Compounders Show

著者: Robin Speziale
  • サマリー

  • 🚀 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.
    Robin Speziale
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あらすじ・解説

🚀 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.
Robin Speziale
エピソード
  • A Conversation with Francois Rochon
    2024/12/23

    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.

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    1 時間 16 分
  • Best Stocks 2025: A Conversation with Jason Donville
    2024/12/23
    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.
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    1 時間 13 分
  • Best Stocks 2025: A Conversation with Martin Braun & Veeral Khatri
    2024/12/23
    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.
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    1 時間 11 分

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