Compounders Podcast

Mar 03 2025 88 ep. 65 mins 84

Compounders Podcast artwork

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.

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

Mar 03 2025 64 mins

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:

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

Feb 11 2025 71 mins

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 invest

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

Jan 29 2025 66 mins

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

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

Jan 22 2025 65 mins

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 covere

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

Jan 13 2025 59 mins

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; -

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

Dec 05 2024 61 mins

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 i

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

Nov 20 2024 65 mins

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 e

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

Nov 12 2024 66 mins

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 attra

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

Oct 16 2024 62 mins

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 A

Tackling an Underdiagnosed Disease State with Jim Cunniff, President and CEO of Electromed (NYSE American: ELMD)

Oct 09 2024 62 mins

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 u