My guests this week are Trish and James Higgins, who run Chenmark Capital Management. In this episode we continue to explore a style of investing I call Permanent Equity. Returns in permanent equity come first from the ongoing cash flows of portfolio companies, not from reselling businesses down the line. The partners are Chenmark are pioneering this styl ... Show More
Oct 6
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]
My guest today is Jesse Zhang. Jesse is the co-founder and CEO of Decagon, one of the fastest-growing AI customer service companies. Decagon provides a centralized AI engine to auto-resolve issues at any time, in every language, and across every channel. Jesse shares his systemat ... Show More
1h 21m
Sep 26
Rolex: Timeless Excellence - (Invest Like the Best, CLASSICS)
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. This Business Breakdowns on Rolex is a long-time stand out. The founder and executive chairman of Hodinkee, Ben Cl ... Show More
1h 2m
Aug 2021
George Davis, Hotchkis & Wiley - We’re In Unchartered Territory Right Now | #339
In episode 339, we welcome our guest, George Davis, CEO and Portfolio Manager for Hotchkis & Wiley, a global investment manager serving institutional and individual investors. In today’s episode, we’re talking long term value investing. We start with George’s investment philosoph ... Show More
49m 36s
Jan 2022
EP 336. An Inside Look at Managing Investor Capital
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Ganno ... Show More
55m 11s
Dec 2023
Insights from an Entrepreneur Turned Investor
Are you curious about the intersection of entrepreneurship, investing, and SEO expertise? In today’s episode, I’m joined by Travis Jamison, a man of many talents and ventures. Travis is not only the force behind SmashDigital.com—a long-standing, experienced SEO agency—but also th ... Show More
46m 50s
Jul 2021
EP 320. Investing in Emerging Markets, Creative Thinking, Float, Sizing Investments, and Other Questions from Twitter
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Ganno ... Show More
32m 19s
Dec 2020
TIP329: Value Investing - w/ John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)
For this week’s episode, Stig has invited John Huber from Saber Capital management, Tobias Carlisle from Acquirer's Fund, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They talk about different value investing concepts that all inve ... Show More
53m 31s