Welcome to Episode 14 of the Know What You Own Podcast. On today’s episode, we discuss the conflict in Iran and the continued selloff in software companies.
Know What You Own – Episode 14: Iran and the Selloff in Software Read More »
Welcome to Episode 13 of the Know What You Own Podcast. On today’s episode, we unpack another wave of quarterly earnings. We talk about PEP, DIS and HII.
Know What You Own – Episode 13: More 2025 Q4 Earnings Read More »
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.
Know What You Own – Episode 10: Our Research Process Read More »
