Welcome to Episode 12 of the Know What You Own Podcast. On today’s episode, we dive into the takeaways from the start of 2025 Q4 earnings. We talk about CPKC Rail, CN Rail, Honeywell, Lockheed Martin and Verizon.
Know What You Own – Episode 12: 2025 Q4 Earnings Review Read More »
Welcome to Episode 11 of the Know What You Own Podcast. On today’s episode, we delve into the business of online auto auctions and vehicle remarketing, exploring what drives Copart’s unique competitive advantages.
Know What You Own – Episode 11: Copart – The Business of Auto Salvage Read More »
Welcome to Episode 10 of the Know What You Own Podcast. On today’s episode, we discuss the research process at Hemisphere Capital Management by examining what we look for in businesses and the qualitative and quantitative factors that guide our decision-making.
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Welcome to Episode 9 of the Know What You Own Podcast. On today’s episode, we explore Honeywell International, the industrial conglomerate and global leader in aerospace, building technologies, and industrial automation, and examine the strategic rationale for its decision to split into three standalone businesses.
Know What You Own – Episode 9: The Honeywell Split Read More »
Welcome to Episode 8 of the Know What You Own Podcast. On today’s episode, we dive into the trends in U.S. shipbuilding and defense spending and explore the geopolitical considerations that make Huntington Ingalls Industries one of the most strategically important companies globally.
Know What You Own – Episode 8: The Business of Defense: Huntington Ingalls Industries Read More »
