Compounders
Ben ClaremonThis 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.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 104 | Subscribers | Read | compounderspod.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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...
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...
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....
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...
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Authors
The writers behind this newsletter.
Professional Investor | Portfolio Manager | Host of the Compounders Podcast. I write about the investment industry and the many unspoken or underappreciated truths about investing.
Frequently Asked Questions
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