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Podcast

Know What You Own – Episode 14: Iran and the Selloff in Software

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 ...
Podcast

Know What You Own – Episode 13: More 2025 Q4 Earnings

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, ...
Podcast

Know What You Own – Episode 12: 2025 Q4 Earnings Review

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 ...
Podcast

Know What You Own – Episode 11: Copart – The Business of Auto Salvage

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 ...
Podcast

Know What You Own – Episode 10: Our Research Process

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 ...

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