Cele mai bune Ben Claremon podcast-uri (2024)

1
Ben Claremon: Two Decades of Investing, Opportunities in Microcaps & Joys of Podcasting 1:32:54

16h ago1:32:54

1:32:54

My guest today is Ben Claremon; we connected a while ago and have had many deep conversations about work, life, investing, and more. Not long ago, I was a guest on his wonderful podcast - The Compounders Podcast, where I talked about my career, work, investment style, and my firm - Blue Infinitas Capital — scroll down and look up this episode in th…

1
Value After Hours S06 E27 Quality Compounding's Pieter Slegers on The Art of Quality Investing 1:00:27

8d ago1:00:27

1:00:27

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
David Diranko: Contrarian Cash Flows, How to Find Opportunities Where Few Dare to Look 1:24:34

8d ago1:24:34

1:24:34

David is a passionate investor, and wonderful writer, who shares his insights, and observations in his popular blog.My guest today is David Diranko. We met at Guy Spier’s VALUEx earlier this year, and spoke since. David is a very thoughtful investor who writes about his process, which rhymes with my philosophy in many ways, though we might be drawn…

1
A Fireside Chat with the Host: Bogumil answers John Rotonti’s questions 1:32:33

9d ago1:32:33

1:32:33

We talk about why I invest and why I invest in my own particular way for a unique type of clients... John asks some superb questions, the topics get serious, but we have some laughs, too! My guest host today is John Rotonti — as I shared before, in my mind, John, is a very diligent, thoughtful, deliberate stock analyst with a great gift for teachin…

1
Value After Hours S06 E26 Adam Mead on The Financial History of Berkshire and Warren Buffett 1:01:02

15d ago1:01:02

1:01:02

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Dr. Nate Zinsser: The Confident Mind: A Battle-Tested Guide to Unshakable Performance 1:03:44

15d ago1:03:44

1:03:44

The words of wisdom from Eli Manning's Former Coach from First Victory to Positive Mental Deposits, and More Investing is very much an emotional, inner game, where lack of confidence, doubt, and worry can get in the way of execution and success. When I came across the book and work of my today’s guest, I knew I had to sit down and talk to him more,…

1
Value After Hours S06 E25: Luca Dellanna on his books Winning Long-Term Games and Ergodicity 1:03:04

22d ago1:03:04

1:03:04

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Eric Markowitz: Lessons from Investigative Journalism, Playing Long Games, Finding Generational Winners 1:16:59

22d ago1:16:59

1:16:59

Investor, business journalist, writer, and author of the Nightcrawler Newsletter shares his lessons and wisdom Eric Markowitz is a Partner and the Director of Research at Nightview Capital. Nightview is an investment management firm that runs a concentrated, "best ideas" public equity strategy for long-term investors. Eric was previously a business…

1
A Fireside Chat with the Host: Bogumil answers Christian Billinger’s questions 2:02:14

26d ago2:02:14

2:02:14

We talk about managing family fortunes with an infinite investment horizon.It’s a Fireside with the host today; Christian Billinger is asking questions, and I’m answering. You need to look up earlier editions with Matt Zeigler, who started this new Talking Billions tradition, and Matthew Stafford. I’ll also mention that the next Fireside chat will …

1
John Purkiss: The Power of Letting Go: How to Drop Everything That's Holding You Back 1:16:13

29d ago1:16:13

1:16:13

What if being wealthy was all about rewriting the mental software we run on?My guest today is John Purkiss. He is the author of a truly wonderful book, a best seller called the “Power of Letting Go.”John has had a successful corporate career first, learned mindfulness later, only to combine both in his later and current pursuits.John studied econom…

1
Lucas Miller: Becoming Superhuman in the Age of AI 1:23:37

1M ago1:23:37

1:23:37

My guest today is Lucas Miller; it’s his second time on the show; please look up his earlier episode. I highly recommend it. We met over a year ago in Zurich, where I shared with a small group of investors what I learned about my life, investing process, and work in general during the unusual pandemic years. We bonded right away since Lucas told me…

1
What I'm Reading: The Book of Charlie: Wisdom from the Remarkable American Life of a 109-Year-Old Man Book by David Von Drehle 4:07

1M ago4:07

4:07

It’s Sunday. On weekends, I usually put the finishing touches on the upcoming episode. I won’t say what it is; I’ll let it be a surprise, but it’s a really special conversation that made me think—you’ll find out tomorrow. As I was recording the episode's intro, it dawned on me that it might be a good time to record this bonus episode. It’s been on …

1
The One Percent Show with Vishal Khandelwal: Bogumil Baranowski on Building Generational Wealth and Playing the Infinite Game of Investing 2:40:34

1M ago2:40:34

2:40:34

I had the pleasure and honor of being Vishal’s guest on his wonderful show, The One Percent Show. Please find his show on Apple Podcast, Spotify, and YouTube, all links and credits below. Vishal was a guest on Talking Billions earlier this year; please look up his episode. Vishal Khandelwal:I talk to Bogumil Baranowski, a seasoned investor, insight…

1
Luca Dellanna: Winning Long-Term Games: Reproducible Success Strategies to Achieve Your Life Goals 1:23:01

1M ago1:23:01

1:23:01

What Formula 1 racing can teach us about investing.“It takes a lot of ambition to maximize your wealth over 100 years” - Luca DellannaI was introduced to Luca’s work by Guy Spier in our conversation a year and a half ago. I got see Luca in person a few times since, and we recorded by now three episodes of Talking Billions. Given the kind of long-te…

1
Investing with an Infinite Time Horizon with Bogumil Baranowski, Founder of Blue Infinitas Capital on the Compounders Podcast 1:12:55

2M ago1:12:55

1:12:55

I was a guest on Ben Claremon’s the Compounders Podcast — here is the episode, and episode notes. Thank you so much, Ben!My guest on the show today is Bogumil Baranowski: author, podcast host and the Founder of Blue Infinitas Capital. Many people may know Bogumil for his excellent podcast, Talking Billions. However, as I turned the microphone aroun…

1
Pieter Slegers (Compounding Quality): The Art of Quality Investing: How to Invest in the Best Companies in the World 1:22:02

2M ago1:22:02

1:22:02

My guest today is Pieter Slegers. He is the writer behind the widely popular newsletter Compounding Quality. He lives in Belgium, and used to work for a Belgian Asset Manager. His hobbies are running (he ran his first marathon last year), lifting weights and reading books. Pieter is a co-author with Luc Kroeze of a recently published book The Art o…

1
Value After Hours S06 E24: Bill Brewster's back on Roaring Kitty, $NVDA, $TSLA, Isotopes, Small Caps 1:00:41

2M ago1:00:41

1:00:41

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
John Rotonti: The Ultimate Stockpicking Masterclass 1:18:32

2M ago1:18:32

1:18:32

My guest today is John Rotonti — in my mind, John is a very diligent, thoughtful, deliberate stock analyst with a great gift for teaching others the necessary skills to analyze and evaluate businesses. He is kind, generous, and always so much fun to talk to. We recorded our first episode together about a year ago; scroll down to find it. It’s a tru…

1
Morgan Ranstrom: Money with Purpose: Receive the Dividends of an Undivided Financial Life 1:20:29

2M ago1:20:29

1:20:29

Morgan is a singer-songwriter, an author, and the co-founder of Trailhead Planners, a financial planning and wealth management firm serving clients nationally. Morgan lives with his family in Minneapolis, Minnesota.Morgan is the author of Money with Purpose: Receive the Dividends of an Undivided Financial Life and is an in-demand financial industry…

1
Value After Hours S06 E23: Matthew Sweeney on Laughing Water's boutique concentrated value strategy 59:30

2M ago59:30

59:30

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Brian Portnoy, CFA, PhD: Geometry of Wealth; The Search for Funded Contentment & Underwriting a Meaningful Life 1:02:15

2M ago1:02:15

1:02:15

“True wealth is the ability to underwrite a meaningful life.”My guest today is Brian Portnoy, CFA, PhD — the Founder of Shaping Wealth.Brian is one of the world’s leading experts on the psychology of money. He has written multiple bestselling books, including The Geometry of Wealth, and has 20+ years of experience as an investor and educator in the…

1
Value After Hours S06 E22: Robert G Hagstrom on The Warren Buffett Way and the art of value 1:02:35

3M ago1:02:35

1:02:35

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Adam Seessel: Where the Money Is: Value Investing in the Digital Age 1:12:58

3M ago1:12:58

1:12:58

Investing continues to change -- we talk about Ben Graham's lessons from one particular investment, and where the money is in this new era for investors.Any stocks mentioned today, as always, are no recommendations; they are case studies or illustrations — please do your own research and/or talk to an advisor, please.My guest today is Adam Seessel.…

1
Value After Hours S06 E21: Brian Bares on Moats, Analytical Edges, and the Importance of Growth 1:00:27

3M ago1:00:27

1:00:27

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Value After Hours S06 E20: Tom Morgan on McGilchrist’s Hemisphere Theory and the Hero's Journey 1:01:16

3M ago1:01:16

1:01:16

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Jeff Gilbert: Curiosity, Ethics, Investing, Frauds & More 1:21:02

3M ago1:21:02

1:21:02

An hour-plus with a master storyteller, forensic accountant, investor, and a good friend. Jeff is such a terrific guy. He has that voice and storytelling gift that keeps you hooked for hours because every minute, you feel like he is letting you in on the biggest secret, and he really is. I had to have him here on TB, and he kindly said yes. He is a…

1
The Intentional Investor #4: Bogumil Baranowski with Matt Zeigler on the Epsilon Theory Podcast 1:12:04

3M ago1:12:04

1:12:04

A wide-ranging discussion about money, wealth, investing, inherited wealth, books, curiosity, ideas, and more! Full Credit to Matt Zeigler, his Intentional Investor on Epsilon Theory Podcast. Thank you, Matt!In this episode of The Intentional Investor, host Matt Zeigler is joined by Bogumil Baranowski to discuss the power of investing with a multi-…

1
Elizabeth C. Pagé: Leadership for a Change — What Climbing the Himalayas with a Sherpa Can Teach Us About Business 1:21:00

3M ago1:21:00

1:21:00

We will learn about leadership from a global executive who taught 60,000 students around the world.My guest today is Elizabeth Campbell Pagé. She is an entrepreneur, manager, and global executive in international organizations, including The World Bank, Inter-American Development Bank (IDB), and The Royal Society. Elizabeth teaches cross-sectoral t…

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Value After Hours S06 E19: Third Avenue's Small-Cap Value Portfolio Manager Victor Cunningham 1:02:46

3M ago1:02:46

1:02:46

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Value After Hours S06 E18: Ben Claremon on Devonshire Partners' Micro Public-to-Private Equity Strat 1:00:11

3M ago1:00:11

1:00:11

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Jeremy Deal: Cultivating the Investing Craft 1:18:23

3M ago1:18:23

1:18:23

Jeremy Deal is the founder of JDP Capital Management. JDP is a private partnership that makes investments in public stocks where the quality and durability of future earnings power is not reflected in the price. The fund's goal is to buy and hold a handful of businesses that can survive and thrive over long periods of time.www.jdpcap.comToday, my g…

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A Fireside Chat with the Host: Bogumil answers Matthew Stafford’s questions 1:10:09

3M ago1:10:09

1:10:09

Before I tell you about this week’s bonus episode, here is a quick announcement: this episode will air on Wednesday, May 1, a day before my arrival in Omaha for Buffett’s Berkshire Meeting. If you are in Omaha and see me, please say hello; I’d love to meet you and hear more about you. Even if you aren’t coming to Omaha but feel inspired to share so…

1
Value After Hours S06 E17: Jason C. Buck on the Mutiny Fund, the Cockroach Portfolio and Volatility 1:01:45

4M ago1:01:45

1:01:45

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Guido Alfani: As Gods Among Men. A History of the Rich in the West 1:24:14

4M ago1:24:14

1:24:14

What if you could learn from the richest people that ever lived -- both how to make money, and how to keep it once you make it. My guest has a lot to share about both pursuits.Guido Alfani is a Professor of Economic History at Bocconi University, Milan (Italy). He is also an Affiliated Scholar at the Stone Center on Socio-Economic Inequality (New Y…

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Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return 1:00:03

4M ago1:00:03

1:00:03

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Ken Honda: Happy Money - The Japanese Art of Making Peace with Your Money 1:13:32

4M ago1:13:32

1:13:32

80th Episode!! My guest today is Ken Honda, the best-selling author of a beautiful book — Happy Money.Another way of looking at money: a money conversation that will make you smile if not laugh!At just 29 years old, Ken made an unexpected decision: he stepped away from a successful career in consulting and accounting to fully immerse himself in the…

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Value After Hours S06 E15: Seawolf's Vinny Daniel and Porter Collins on the economy, value and banks 1:00:31

4M ago1:00:31

1:00:31

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Polina Pompliano: Hidden Genius: The Secret Ways of Thinking that Power the World’s Most Successful People 1:15:05

4M ago1:15:05

1:15:05

My guest today is the author of “Hidden Genius,” The Secret Ways of Thinking that Power the World’s Most Successful People, Polina Marinova Pompliano. She is the founder of The Profile, a media organization that studies successful people and companies.Previously, she spent five years at FORTUNE where she covered technology and venture capital.As th…

1
Value After Hours S06 E14: Vitaliy Katsenelson on soul in the game, value, sideways markets $TSLA 1:00:19

4M ago1:00:19

1:00:19

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Devin Martin: Discovering Lifestyle Integrity: Wealth, Success, Dream Life & Career 1:35:44

4M ago1:35:44

1:35:44

Devin Martin is the founder of the executive life coaching company LifeStyle Integrity. His purpose is to bring wisdom to power, and his passion is helping leaders make life-altering decisions.Because of his core belief that the fate of both humanity and the planet hinges on the decisions that our leaders make, he has since dedicated his career to …

1
Value After Hours S06 E12: Eric Cinnamond on small cap value, absolute return, and the stock market 1:00:29

4M ago1:00:29

1:00:29

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Gautam Baid: The Making of a Value Investor: What a Bear Market Taught Me About Investing 1:06:21

4M ago1:06:21

1:06:21

Best-Selling Author | 2nd Time on TB | Top Ten TB Episode for 12 months | 50,000 Download MilestoneGautam Baid, CFA is the Managing Partner of Stellar Wealth Partners India Fund. He invests in listed Indian equities with a long-term, fundamental, and value-oriented approach.Gautam is the author of the international best-seller on value investing, T…

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Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacks 1:00:46

5M ago1:00:46

1:00:46

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Eddie Palmgren and Niklas Sävås: Investing by the Books Hosts Talking about Serial Acquirers, Investing, Money, Inheritance, Immortality, and More 1:37:50

5M ago1:37:50

1:37:50

Today’s guests — Eddie Palmgren and Niklas Sävås are passionate about learning and investing. They are the hosts of Investing by the Books podcast and work at Redeye, an investment bank in Stockholm, Sweden.It’s a wide-ranging rich discussion from inheritance to immortality and everything in between.Today, they both share with me not only their chi…

1
Value After Hours S06 E10: Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China 1:01:11

5M ago1:01:11

1:01:11

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Dan Haylett: Humans vs. Retirement, Becoming a Retirement Rebel, and Getting Over the Fear of Running Out of Money 1:08:17

5M ago1:08:17

1:08:17

My guest today is Dan Haylett (the host of the #1 Retirement Podcast in the UK). Dan’s ‘pull back the duvet every morning’ purpose is to help his clients spend their time and money on what’s truly important.His passion for understanding and learning about the emotional, behavioral, and financial challenges of life after work makes him a true specia…

1
Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBS 1:01:40

5M ago1:01:40

1:01:40

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Thomas Chua: Steady Compounding, Leaving the Iron Rice Bowl to Chase Your Dreams 1:07:42

5M ago1:07:42

1:07:42

Thomas Chua writes, hosts a podcast, runs a stock research service, he is the founder of SteadyCompounding.com , where he writes about lessons from super investors, stock analysis and market insights.Compounding is a fascinating concept, so simple, yet so hard to embrace. I lately spoke about it with Pieter Slegers from Compound Quality and Gautam …

1
Value After Hours S06 E08: Vixologist Jim Carroll on the VIX, vol, 0DTE options and Burgelman's Trap 54:20

5M ago54:20

54:20

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…

1
Pieter Slegers: Compounding Quality: Lessons from the Investing Legends 1:09:21

5M ago1:09:21

1:09:21

My guest today is Pieter Slegers, the founder of the world-famous and hugely successful Compounding Quality Newsletter.Pieter and I missed each at the last year’s Berkshire meeting, but connected soon after. It was Gautam Baid (the author of Joys of Compounding) who in Omaha told me I should chat with Pieter. We had a few wonderful calls since then…

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