Compounders

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You've got to name it to tame it
The case for active engagement regarding corporate governance
 • 
Ben Claremon
1
How to have an "electric" meeting
Perspectives from a serial company builder
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Ben Claremon
What if Something Good Happens?
The case for patience and optimism
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Ben Claremon
1
The Circle of Competence Trap
Balancing prudence with "militant diligence"
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Ben Claremon
1
Buy a Business No One Else Wants to Own
Thoughts on M&A, takeout premiums and compounding
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Ben Claremon
1
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Effective Contrarianism
The fine line between being calculated and extreme
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Ben Claremon
2
Value Investing in the Age of Speculation
FOMO, jealousy, and waiting for the inevitable crash
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Ben Claremon
Tim Ferriss and Shane Parrish Walk Into a Studio
What do you think will happen next?
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Ben Claremon
Degree of Difficulty
There are no extra style points in investing
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Ben Claremon
2
Control
Who's got it, who wants it and do you even need it?
 • 
Ben Claremon
License to Concentrate
Reflections on dogma, portfolio management realities and nature vs. nurture
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Ben Claremon
Saying Goodbye to Benjamin Graham
Lessons from a decade of mistakes
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Ben Claremon
1
Compounders
Compounders
This is the official Substack for the Compounders Podcast. This platform will be the home for longer form articles on investing, written interviews with investors and the periodic sharing of investment ideas.
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