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Compounders

Ben Claremon

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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PricingOnly free issuesPublishesWeekly
Issues104Founded3 years agoLast Issue6 months ago
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Latest Issues

Investing in World Class Companies Early

My guest on the show this week was 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 hi...

6 months ago
1

The Next Institutional Grade Commercial Real Estate Asset Class

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 re...

8 months ago

Hunting for Supernatural Compounders

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....

8 months ago
2

Investing in Dislocations

My guest on the show week was Andy Kurita, the Portfolio Manager at Kettle Hill Capital Management. Andy has a track record in long-short investing in small cap U.S. equities that goes back to the early 2000s. We haven’t had many managers w...

9 months ago
1

From Public Markets to Early Stage Venture Investing

After way too long a hiatus, Compounders is back with an excellent episode with Joe Magyer of 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 h...

9 months ago
2

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  • Ben Claremon

    Professional Investor | Portfolio Manager | Host of the Compounders Podcast. I write about the investment industry and the many unspoken or underappreciated truths about investing.

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