Joys of Compounding Podcast Por Colossus | Investing & Business Podcasts arte de portada

Joys of Compounding

Joys of Compounding

De: Colossus | Investing & Business Podcasts
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This 'podclass' is a series of discussions with the world's best investors, company builders, academics, athletes, artists and human beings devoted to exploring the joys of compounding in all its forms. Economía Exito Profesional Finanzas Personales Gestión y Liderazgo Liderazgo
Episodios
  • Lessons from Steve Mandel - [Joys of Compounding, EP.30]

    Lessons from Steve Mandel - [Joys of Compounding, EP.30]
    Sep 15 2025
    Our teacher today is Steve Mandel, founder of Lone Pine Capital, one of the defining investment firms of our time. For starters, Steve is, without question, among the most important leaders in the investment management industry. Consider that Seth Klarman once called him, “the best industry analyst I've ever met, who became the best long short hedge fund manager of his generation.” In our opinion, the magic of Lone Pine resides in the principles that form its foundation and the people that animate its culture. But to understand the organization, you really need to first understand its master builder, a man of unusual integrity whose reputation across every dimension of his life and at every chapter of his life is so consistent and compelling when it comes to investing. Steve has an infectious Buffett-like love for the craft, and he's someone who seems more rooted in an orientation of service than any investor we've ever met. And one of the great paradoxes of this story is that from day one, Steve deliberately architected Lone Pine so that it would always be about more than just him. Beyond Lone Pine, we also discuss the value of having heroes and mentors, how relationships can enrich an education and a career, the art of doing great research, and what is important when investing in periods of accelerated change. John Gardner once said, “There are men and women who make the world better just by being the kind of people they are.” It's truly an honor to bring this conversation to you with one of those kinds of people. Please enjoy class with the one and only Steve Mandel. For the full show notes, transcript, and links to mentioned content, check out the episode page here. —-- Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Joys of Compounding, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Follow us on Twitter: @Buhrman_Rick | @PaulBuser | @JoinColossus Show Notes (00:00:00) Welcome to the Joys of Compounding (00:02:15) The Evolution and Principles of Lone Pine Capital (00:05:15) Steve's Early Life and Influences (00:06:45) The Dartmouth Experience and Liberal Arts Education (00:09:07) Harvard Business School and Early Career Lessons (00:12:58) Mentorship and Learning from Industry Giants (00:17:28) Founding Lone Pine Capital: Vision and Business Plan (00:29:20) The Importance of Duration and Flexibility in Investing (00:37:57) Early Days of Lone Pine: Building a Lasting Culture (00:42:56) Retaining Talent: Key Factors (00:43:34) Evolving Leadership and Team Development (00:44:38) Portfolio Management Evolution (00:47:05) Cross-Functional Growth and Development (00:48:09) The Role of Analysts and Portfolio Managers (00:50:39) Adapting to Market Changes and Technology (00:54:04) Investment Strategies and Firm Philosophy (00:57:43) Challenges and Future Directions (01:08:45) Valuation and Investment Decisions (01:11:17) Mentorship and Analyst Development (01:20:07) Future Outlook
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    1 h y 24 m
  • Back to School with Chris Begg! - [Joys of Compounding, EP.29]

    Back to School with Chris Begg! - [Joys of Compounding, EP.29]
    Aug 25 2025
    We've got just the class to help you get back into that learning machine mode. We're stoked to be joined by our good friend Chris Begg, founder of East Coast Asset Management and adjunct Associate Professor at the Helibrunn Center for Graham and Dodd investing at Columbia Business School. He teaches security analysis, perhaps the most legendary investing course in higher education. In today's class, we offer some historical context on the legacy of the adjunct investing professor, addressing why the practitioner teacher has played such a formative role for so many of the world's greatest investors. We also share our own teaching journey and the curriculum and guests that have helped make our respective classes so impactful. We even include a preview of our brand new class at Notre Dame, Investing in the Good Life, which is in partnership with the Shedi Family Program in Economy, Enterprise, and Society, and the College of Arts and Letters. Please enjoy our Back to School Special with our friend and the dawn of compression, Chris Begg. For the full show notes, transcript, and links to mentioned content, check out the episode page here. —-- Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Joys of Compounding, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Follow us on Twitter: @Buhrman_Rick | @PaulBuser | @JoinColossus Show Notes (00:00:00) Welcome to The Joys of Compounding (00:03:23) Summer Highlights and Personal Reflections (00:08:24) Music and Podcasts: Inspirations and Reflections (00:16:43) The Art of Songwriting and AI (00:21:48) Season Two Reflections and Guest Highlights (00:33:18) The Legacy of Practitioner Teachers (00:48:00) Influential Teachers and Their Impact (00:50:24) Value Investing Principles and Classroom Dynamics (00:52:32) Personal Teaching Journeys and Early Influences (00:57:14) Memorable Teaching Experiences and Guest Lecturers (01:11:57) The Role of AI in Education (01:26:23) Future Plans and New Beginnings
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    1 h y 33 m
  • Will Thorndike - Lessons from the Eternal Outsider - [Joys of Compounding, EP.28]

    Will Thorndike - Lessons from the Eternal Outsider - [Joys of Compounding, EP.28]
    Jun 9 2025
     Our teacher today is Will Thorndike, co-founder of Compounding Labs and author of the acclaimed book, “The Outsiders.” In our opinion, Will has emerged as one of the most influential and innovative investor minds of the past few decades. And if you care about long-term value creation and the art of capital allocation, chances are you've also benefited from some of his ideas. In 1994, he founded Housatonic Partners, a pioneering private equity firm known for its unusually long holding periods and its leadership in the search fund space alongside his mentor and Stanford professor Irv Grousbeck. Will helped to originate the modern search fund model, backing early career CEOs to buy and grow businesses with long-term horizons and radically aligned incentives. Since then, he has invested in the majority of the top 20 search fund outcomes to date, including Asurion, which he recently profiled on his podcast 50X. We explore Will's full arc from the research that led to “The Outsiders” to his decades as an investor to the new frontier he's now helping to shape. We talk about what makes a business truly enduring, why great leadership and resource allocation remain so misunderstood, and how the right people, structure, and alignment enable companies to compound over time. Please enjoy this class with Will Thorndike. For the full show notes, transcript, and links to mentioned content, check out the episode page here. —-- Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Joys of Compounding, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Follow us on Twitter: @Buhrman_Rick | @PaulBuser | @JoinColossus Show Notes (00:00:00) Welcome to The Joys of Compounding (00:00:57) Introducing Will Thorndike (00:03:35) The Rise of Long Duration Serial Acquisition Holding Companies (00:07:25) The 50X Podcast Journey (00:16:29) The Origins of Will's Investing Career (00:18:11) Stanford's Influence and Key Mentors (00:23:48) The Search Fund Model Explained (00:39:18) The Outsiders: From Concept to Acclaim (00:46:33) The Influence of Leverage and Share Buybacks (00:47:30) Personal Reflections on the Book's Impact (00:52:54) Experiments in Public Markets: CNX and Perimeter (00:58:35) The Evolution of Inorganic Growth Models (01:02:52) The Power of Long-Term Ownership (01:14:52) The Importance of Relationships and Learning
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    1 h y 29 m
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