My guest on the show was Bob Frady, the CEO and co-founder of PropertyLens, a company that aims to become the CARFAX for residential real estate. After a number of successful prior ventures, Bob co-founded PropertyLens to solve what he sees as a large information asymmetry between home sellers and home buyers. With that as the background, I was excited to speak with Bob about:

• The founding inspiration for PropertyLens;
• The unmet need the company’s property reports are filling for homebuyers;
• The existing competitive set that is tackling similar problems;
• How the various players in the home selling ecosystem are reacting to the emergence of PropertyLens; and
• How he defines success going forward for the company.

To learn more, please visit https://www.propertylens.com/

My guest on the show this week was Jonathan Nurick, the founder and Co-CIO of DivGro, an Australia-based investment management firm that puts dividends at the center of its investing strategy. Jonathan started DivGro at a relatively young age, and the firm’s AUM has grown substantially over the recent years. In this intriguing conversation, we covered:

• The founding inspiration behind DivGro;
• How Jonathan began to center on dividends as a signal;
• What people underappreciate about dividends;
• Portfolio construction, including concentration and position sizing; and
• What a quintessential DivGro investment looks like.

To learn more about DivGro, please visit the firm's website: https://www.divgro.com.au/

My guest on the show this week is Jake Barfield, the founder of Asheville Capital Management, a long-only investment firm that seeks to invest in world-class companies before they are broadly recognized as such. Jake is also the host of his own podcast, Quality Investing. In this informative episode, we covered:

• The founding inspiration for Asheville;
• The type of companies that Jake is NOT going to invest in;
• Position sizing and concentration;
• What Jake finds so interesting about a company called InPost; and
• Why he decided to start his own podcast.

For more information, please check out Jake's website, and Jake's excellent podcast, Quality Investing.