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PODCAST

Compounders Podcast

Ben Claremon & SNN Network

Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.

business investing

All Episodes

63:19

Dividend Growth Rate as the Most Important Signal...

Compounders Podcast ·

2026/01/08

My guest on the show this week was Jonathan Nurick, the founder and Co-CIO of DivGro, an Australia-based investment management firm that puts dividends at the center of its investing strategy. Jonathan started DivGro at a relatively young age, and the firm’s AUM has grown substantially over the recent years. In this intriguing conversation, we covered:The founding inspiration behind DivGro; How Jonathan began to center on dividends as a signal; What people underappreciate about

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51:23

Investing in World Class Companies Early with Jake...

Compounders Podcast ·

2025/11/21

My guest on the show this week is Jake Barfield, the founder of Asheville Capital Management, a long-only investment firm that seeks to invest in world-class companies before they are broadly recognized as such. Jake is also the host of his own podcast, Quality Investing. In this informative episode, we covered:The founding inspiration for Asheville; The type of companies that Jake is NOT going to invest in; Position sizing and concentration; What Jake finds so interesting about a company called

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59:42

The Enduring Appeal of Smaller Cap Stocks with Vishal...

Compounders Podcast ·

2025/10/30

My guests on the show are Michael Demaray and Vishal Mishra of Bard Associates, a boutique wealth management firm that has been in business since the 1980s. Michael and Vishal are true value investors who like to look in places other investors neglect. Specifically, Bard invests in a space that is near and dear to my heart: US microcap stocks. In this informative conversation, we discussed:The strategies that Bard runs today for its clients; The firm’s long history of investing in small

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59:52

Building the Best PE-Focused Executive Search Firm...

Compounders Podcast ·

2025/10/06

My guest on this episode is Alex Rawlings, the Founder and Managing Partner of Raw Selection, an executive search firm that specializes in finding talent for PE firms and their portfolio companies. He is also the host of an excellent show called The Private Equity Podcast, which I was fortunate enough to be a guest on. In this informative conversation, we covered:• The founding inspiration for Raw Selection; • The opportunity Alex saw to differentiate Raw Selection from other exec search firms; •

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59:09

The Next Institutional Grade Commercial Real Estate...

Compounders Podcast ·

2025/09/22

My guest on this episode is Cody Payne, an SVP at Colliers and an expert on what is an emerging asset class within real estate, flex industrial. This is a little bit of a different podcast where we dive into this corner of the commercial real estate market and discuss why Cody thinks it could become a real institutional asset class. In this informative discussion, we covered:What flex industrial space consists of; The degree of institutional interest in the space today; The positive attributes

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60:11

Hunting for Supernatural Compounders with Andrew...

Compounders Podcast ·

2025/09/09

Our guest on the show this week was Andrew Hollingworth, the Portfolio Manager at HollAnd Advisors. Andrew has an eclectic background and, like many of previous guests, has centered his investment strategy around the search for compounders. In this informative conversation, we covered:How Andrew developed the investment philosophy he is employing today; Why he likes to invest behind owner-managers; His definition of a supernatural compounder; His contrarian stance on Biglari Holdings; and Why he

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59:18

Investing in Dislocations with Andy Kurita of Kettle...

Compounders Podcast ·

2025/08/25

My guest on the show today is Andy Kurita, the Portfolio Manager at Kettle Hill Capital Management. Andy has a track record in long-short investing in small cap US equities that goes back to the early 2000s. We haven’t had many managers who actively short on the podcast and I was curious to hear from Andy about:How Kettle Hill is differentiated versus other hedge funds; What he thinks about the small cap investing landscape today; The difference between a stock that fits in the long book versus in

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01:02:44

From Public Markets to Early Stage Venture Investing...

Compounders Podcast ·

2025/08/05

My guest on the show today is Joe Magyer, the Founder and Managing Partner at Seaplane Ventures. Joe spent the first part of his career in public equities and in 2022, founded Seaplane to focus on early stage investing. We have not had many VCs on the podcast before, and I was excited to speak with Joe about:• His journey from public markets to venture investing; • What the name Seaplane means to him; • Where the firms plays in the VC ecosystem; • Why he has decided to concentrate his investments;

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59:55

Democratizing Access to Private Real Estate with Matt...

Compounders Podcast ·

2025/05/27

My guest on the show today is Matt Blair, the co-founder and CEO of REI Capital Management. Private real estate has been an asset class that has performed well over many years—but has largely been inaccessible to the average individual investor. In co-founding REI, Matt has the goal of democratizing access to private real estate investments. In this enlightening conversation, Matt and I discussed:How retail investors can typically access private real estate investments today; Why REI has gone

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01:03:54

Investing in Growing Cash Cows with Tim Call,...

Compounders Podcast ·

2025/03/24

Our guest on the show this week is Tim Call, the President and CIO of The Capital Management Corp., a long-only investment firm that focuses on cash cows. The firm has been around since the 1960s and has remarkable client retention numbers. In this enlightening conversation, Tim and I covered:The lasting legacy of the firm; What a cash cow means to CMC; Why they think SMID cap is a great place to be investing; The philosophy surrounding portfolio concentration; and How to get the most out of a

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01:04:27

Building a Moat Around Sky Harbor Group with Tal...

Compounders Podcast ·

2025/03/03

My guest on the show today is Tal Keinan, the CEO of Sky Harbor Group, a publicly traded developer and operator of airplane hangars. Before conducting the interview, I had the opportunity to learn a lot about Sky Harbor from an investor friend who owns the stock and knows the company as well as just about anyone on the planet. That led to a deep, rich conversation where we covered:The process by which Sky Harbor became public; Whether Sky Harbor is a real estate company, an operating company—or

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01:11:39

Employing an Investigative Journalist's Process...

Compounders Podcast ·

2025/02/11

My guest on the show today is Tania Pouschine, the Founder and Portfolio Manager of Fithian. I reached out to Tania to have her on the podcast after I heard from an allocator friend that Fithian employed one of the most unique and differentiated investment processes in the public equity space. With that as the backdrop, I was excited to speak with Tania—who was formerly an investigative journalist—about:The circumstances surrounding the founding of Fithian in 2016; How being an investigative

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01:06:43

Assessing Capital Allocation Prowess with Kevin...

Compounders Podcast ·

2025/01/29

My guests on the show today are Brent Robinson and Kevin Fogarty of Value Creators, a US-focused public equity firm that has a long track record of success. After working together for a number of years at Dupont Capital Management, Brent and Kevin helped found Value Creators in 2023. When I heard about the proprietary process the firm uses to assess capital allocation, I knew I had to have them on the podcast. In this fascinating conversation, we covered:The long history the Value Creators team

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01:05:15

Aligning Home Sellers with their Real Estate Agents...

Compounders Podcast ·

2025/01/22

My guest on the show today is Nic Johnson, the founder of Listwise, a company that is trying to revolutionize how residential brokers get paid when helping clients sell their homes. After spending many years at PIMCO as a portfolio manager, Nic founded Listwise in 2022 to help create better alignment between home sellers and their brokers. In this wide-ranging discussion, we covered:What led Nic to start Listwise; The problem associated with selling a home that the company is attempting to

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59:31

Why Moats Matter with Todd Wenning, President and CIO...

Compounders Podcast ·

2025/01/13

My guest on the show today is Todd Wenning, the President and CIO of KNA Capital. Many of our listeners might have come across Todd’s excellent discussions of moats during his time at Morningstar and Ensemble Capital—or on his Substack Flyover Stocks. Todd founded KNA Capital earlier this year and I was eager to speak with Todd about:What pushed him to start his own firm; Why economic moats are so important to him and his process; How he decided on the right level of concentration; What he finds

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01:01:19

Turning Over as Many Rocks as Possible with James...

Compounders Podcast ·

2024/12/05

My guest on the show this week is James Emanuel, a private investor and the founder of Rock & Turner. James has thought deeply about many aspects of the investment world—and is an active writer on his Substack as well as being the author of a number of books. In this deep conversation, we discussed:What led James to focus on investing full time; Why he decided to run what is essentially an all-cap global strategy; The reasons he has such a negative opinion of dividends; Why he calls

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01:05:01

Hunting for Undervalued Compounders in Asia with Dan...

Compounders Podcast ·

2024/11/20

My guest on the show today is Dan Rupp, the Founder and CIO of Parkway Capital. After spending many years at a very well-known, Asia-focused investment firm called Overlook, Dan founded Parkway Capital to take advantage of some of the less liquid and smaller-cap opportunities he was consistently unearthing. Dan is the first Asia-only investor we have had on the podcast, and I was excited to speak with him about:The types of opportunities he thought he could invest in with a smaller capital

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01:06:58

From Kroger and Wal-Mart to Running a MicroCap...

Compounders Podcast ·

2024/11/12

My guest on the show today is the Bill Bennett, the CEO of Innovative Foods Group. After a number of years for working for big companies like Wal-Mart and Kroger, Bill became the CEO of Innovative Foods in early 2023. Since that time, he has been leading an aggressive business improvement plan that has started to bear fruit. In this conversation, we covered: What initially attracted Bill to the company and the CEO role; Where Innovative Foods plays within the specialty foods subsegment of the

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01:02:46

MicroCaps with Durable Cash Flow Streams with Adam...

Compounders Podcast ·

2024/10/16

My guest on the show today is Adam Wilk, the Founder and CIO of Greystone Capital Management. Adam is a savvy microcap investor who prefers to run a very concentrated portfolio. In this in-depth conversation, we covered:How Adam applies learnings from being an NBA scout to the investing realm; Why he has chosen to own so few companies; The types of microcap companies that Adam gravitates toward; His approach to assessing management teams; and What it was like starting a new firm in March of

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01:02:42

Tackling an Underdiagnosed Disease State with Jim...

Compounders Podcast ·

2024/10/09

My guest on the show today is Jim Cunniff, President and CEO of Electromed, Inc. (NYSE American: ELMD). Electromed is best known for its main products, the SmartVest, a medical device that helps people with a chronic lung condition breathe easier and have a better quality of life. After working at Baxter and Stryker, Jim became CEO in 2023 and has brought a new level of focus and urgency to the Electromed. In this conversation, covered: Why Jim decided to take the CEO role at Electromed; What is

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32 results

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