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Capital Compounders Show

Podcast 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 comp...

Available Episodes

5 of 27
  • 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 investing Micro Caps present significant opportunities for higher returns Sales growth is a critical driver of stock performance Return on Invested Capital (ROIC) trends are more important than absolute values Free cash flow is a key metric for evaluating stocks Dilution can be acceptable if it leads to value creation Insider ownership does not guarantee shareholder-friendly management or returns Analyst estimates can be unreliable for microcap stocks Market capitalization plays a role in growth potential Growth 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 [email protected].   📰 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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    1:12:35
  • How to Discover MicroCaps Early: A Conversation with Roger Dent
    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 [email protected].   📰 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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    56:15
  • 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 deals The January effect typically sees stocks rise at the start of the year Patience is a key component of successful investing Discipline is essential; without it, one cannot have a method Debt levels are critical in assessing a company's financial health Dividends can provide a safety net for investors Investing is a long-term game; missing opportunities is part of the process Price to earnings ratio helps gauge stock value Investing in downtrodden industries can yield high returns Technology investments require careful consideration of trends Bitcoin's practical use is highly questionable Annual reports should be clear and informative Public 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 [email protected].   📰 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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    2:27:49
  • 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 essential Capital allocation is crucial for maintaining shareholder value Investors should focus on cash flow and business fundamentals Diversification is key for new investors starting with dividend stocks The global dividend fund strategy prioritizes strong cash flow and market position Certain sectors, like waste management, offer stable investment opportunities REITs are currently avoided due to market conditions and competition Investing in established companies with a history of dividends is advisable Market 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 [email protected].   📰 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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    50:51
  • 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 processes Rosie's Burger has seen significant growth since its acquisition The three P's of business are people, product, and process Heal Wellness is expanding rapidly with U.S. entry too Yolks is set to open new locations in Ontario and Alberta Sean Black's entrepreneurial journey began at a young age Identifying emerging food trends is key to Happy Belly's strategy Growth is not just about numbers; it's about quality and sustainability Creating a culture where everyone is invested in the company's success The consumer packaged goods sector offers new opportunities for growth Cash 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 [email protected].   📰 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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    1:52:13

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About Capital Compounders Show

🚀 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 [email protected]. 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.
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