Compounders

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Who's got it, who wants it and do you even need it?
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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
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Survivorship Bias and the Evolution Paradox in Investing
Sometimes it takes an example from outside your professional context to give you perspective on how strange things are within your chosen industry. On a…
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Ben Claremon
Shooting for Hall of Fame Returns and World Class Service with Greg Dean, Langdon Equity Partners
Listen now (71 mins) | Today’s episode is the next in our series of profiles of emerging investment firms. In these interviews, we dive deep into the…
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Ben Claremon
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Climate Impact Investing in Public Markets with Heather Beatty & Robin Kollannur, ScopeFour Capital
Listen now (63 mins) | My guests on the show to today are Heather Beatty and Robin Kollannur, the respective founder and Portfolio Manager of ScopeFour…
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Ben Claremon
The Underappreciated Power of Data Companies with Thomas Li, Co-Founder and CEO of Daloopa
Listen now (66 mins) | My guest on the show today is Thomas Li, the co-founder and CEO of financial data company Daloopa. Daloopa is a private company…
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Ben Claremon
Building the Modern Payments Network for Truckers with Aaron Graft, Founder & CEO of Triumph Financial (NASDAQ: TFIN)
Listen now (76 mins) | Our guest on the show this week was Aaron Graft, the Founder, Vice Chairman and CEO of Triumph Financial. Just as the impacts of…
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Ben Claremon
The Enduring Benefit of Running Permanent Capital Vehicles with Craig Packer, CEO of Owl Rock Capital Corporation (NYSE: ORCC)
Listen now (70 mins) | Our guest on the show today is Craig Packer, the CEO of Owl Rock Capital Corp, a 5.4 billion dollar market cap business…
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Ben Claremon
Consolidating the Mechanical and Electrical Contracting Industries with Brian Lane, President and CEO of Comfort Systems USA, Inc. (NYSE…
Listen now (72 mins) | My guest on the show today is Brian Lane, the President and CEO of Comfort Systems, a 3.6 billion dollar market cap company that…
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Ben Claremon
Using Canvas to Ensure Access to Education for Everyone with Steve Daly, CEO of Instructure Holdings (NYSE: INST)
Listen now (70 mins) | Our guest on the show today is Steve Daly, the CEO of Instructure Holdings, a 3.6 billion dollar educational software company…
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Ben Claremon
Putting the Customer First for 90 Years with Scott King, CEO, and Jeff Gorman, Executive Chairman of The Gorman-Rupp Company (NYSE: GRC)
Listen now (64 mins) | Our guests on the show today are Scott King and Jeff Gorman, the CEO and Executive Chairman of The Gorman-Rupp Company, a 700…
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Ben Claremon
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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