Compounders Podcast

Interviews about compounding with public and private executives, investment managers who focus on compounders and new fund managers building their businesses.

[Ben Claremon @BenClaremon]

[PODCAST CLIP] $IAC has a long history of investing in businesses, building them up internally and then spinning them off. In this clip from CEO Joey Levin, he describes why IAC typically spins off a company without holding onto a stake.

Full interview: https://t.co/cHkWgApVd6

[Ben Claremon @BenClaremon]

[NEW PODCAST] $1 invested in $IAC in 1995 has turned into ~$40 today, a 15% CAGR that has trounced the return of the S&P 500. This week’s guest, CEO Joey Levin, is tasked with building off of the incredible culture & infrastructure built by Barry Diller: https://t.co/cHkWgAHw4E

[Ben Claremon @BenClaremon]

[New Podcast] This week’s guest is Robert Bryant, the CEO of @Axalta. We covered what he learned from having $BRK as $AXTA's largest shareholder & how the company is investing organically after years of rumored & proposed takeover attempts. Full interview: https://t.co/exuHLEnksE

[Ben Claremon @BenClaremon]

It’s often beneficial to own a company that provides a cheap but critical component of its customers’ manufacturing process. In this great clip, $ESI CEO Ben Gliklich talks about the company’s moat & the critical nature of its products. Full interview: https://t.co/Y3jASGQ8hg

[Ben Claremon @BenClaremon]

Few companies are willing to buy back 12% of their shares in one transaction. However, $ESI did that when it bought @BillAckman’s shares in 2019 at under $12. In this clip, CEO Ben Gliklich describes the thought process behind the buyback. Full interview: https://t.co/Y3jASGQ8hg

[Ben Claremon @BenClaremon]

Compounders returns with an interview with $ESI CEO Ben Gliklich. We talked about @BillAckman & Sir Martin Franklin, and about rebuilding the company after the stumbles at Platform Specialty. He’s a young CEO with a lot of wisdom to share. Full interview: https://t.co/Y3jASH7J8O

[Ben Claremon @BenClaremon]

[New Podcast] We wrap up Season 1 of Compounders with the highlights from the 12 interviews. By re-playing & discussing our favorite clip from each show, we highlight the 12 most important lessons on business building we learned from public company execs: https://t.co/yuLJN7RSua

[Ben Claremon @BenClaremon]

[New Podcast] Building a compounder in waste management requires dense routes, a broad offering of services & strict disposal regulations. In Episode 11 of Compounders, CEO @RecattoBrian detailed $HCCI's approach to creating sustainable, profitable growth. https://t.co/KoXQzzy5Yz

[Compounders Podcast @CompoundersPod]

Yes, this Tweet should have said "In a world." It would be REALLY great to be able to edit Tweets. In any case, this was a great clip from @RecattoBrian about why $HCCI has such a good ESG story to tell.

[Ben Claremon @BenClaremon]

[Podcast Video Clip] In world where it's hard to figure out if a company is truly committed to the "E" in ESG, there are companies that stand out as ESG all-stars. As $HCCI CEO @RecattoBrian discusses, the foundation of HCCI is recycling. Full interview: https://t.co/KoXQzzy5Yz

[Ben Claremon @BenClaremon]

[Video Clip] Tech investors are so enamored w/ winner-take-all markets that they forget how rare they are. In this clip from @ViasatInc founder Mark Dankberg, he explains why satellite broadband is not going to be a winner-take-all market. Full interview: https://t.co/eDOamShkpk

[Ben Claremon @BenClaremon]

[New Podcast] @elonmusk clearly believes that @SpaceXStarlink is going dominate the future of the global satellite broadband market. @ViasatInc's founder Mark Dankberg believes $VSAT has the infrastructure & technology to compete w/ anyone. Full interview: https://t.co/eDOamRZJxM

[Ben Claremon @BenClaremon]

[Video Clip] Thanks primarily to @elonmusk & @SpaceXStarlink, low earth orbit (LEO) satellites are generating lots of excitement. As @ViasatInc founder Mark Dankberg explains, while LEOs do offer low latency, they also have inherent flaws. Full interview: https://t.co/eDOamRZJxM

[Bobby Kraft @BobbyKKraft]

[NEW PODCAST] Creating the Fastest Global Satellite Broadband Network with Mark Dankberg, @ViasatInc (NASDAQ: $VSAT) | Compounders: The Anatomy of a #Multibagger @BenClaremon #Investing

Sponsored by @TegusHQ

YouTube: https://t.co/UhxTPQDuPi

Audio: https://t.co/mn4RivTEE1

[Bobby Kraft @BobbyKKraft]

[NEW PODCAST] 40 Years of Moat Building with Alan McKim, Founder and CEO of @CleanHarbors (NYSE: $CLH) | Compounders: The Anatomy of a #Multibagger @BenClaremon @CompoundersPod #Investing

Sponsored by @TegusHQ

YouTube: https://t.co/2GGneeN9ji

Audio: https://t.co/Z9DgrsT2tv

[Ben Claremon @BenClaremon]

[VIDEO CLIP] In this clip from @Avid CEO @JeffJRosica, he provides an honest assessment of the culture he inherited when he took over as CEO. As Jeff mentions, companies are a collection of people and without the right people, “you have 0.” Full interview: https://t.co/ebFjNd3CTU

[Ben Claremon @BenClaremon]

What did we learn this week from @Avid CEO @JeffJRosica about how to build a compounder? First focus on your people; move as fast as you can to make necessary changes; and be willing to kill parts of your existing business. 👇👇

@LuisVSanchez777 @edwardwchang @BobbyKKraft

[Ben Claremon @BenClaremon]

[VIDEO CLIP] When @BobbyKKraft & I spoke to @Avid CEO @JeffJRosica, I asked him about how activist investors can help a company get better. In this great clip, he talks about the true value of hearing the perspectives of all shareholders. Full interview: https://t.co/ebFjNd3CTU

[Avid @Avid]

It’s a tour de force from @CompoundersPod’s special guest Avid CEO @JeffJRosica, with a sweeping account of #TeamAvid’s adaptability and innovation in service to the media and entertainment sector

▶️ https://t.co/Xjk5nqhwLd

$AVID #compounders #podcast #interview #avid #ceo

[Ben Claremon @BenClaremon]

[NEW PODCAST] For Episode 7 of Compounders, @BobbyKKraft & I interviewed $AVID CEO Jeff Rosica about the cultural & business model transformation he has led at AVID. We had a great conversation about SaaS transitions & self-cannibalization Full interview: https://t.co/ebFjNd3CTU

[Bobby Kraft @BobbyKKraft]

[NEW PODCAST] Building an Entertainment Software Powerhouse with Jeff Rosica, CEO of Avid Technology (NASDAQ: $AVID) | Compounders: The Anatomy of a #Multibagger @BenClaremon #Investing

Sponsored by @TegusHQ

YouTube: https://t.co/E69p2h4Uic

Audio: https://t.co/02HHT3hhM8