{"podcast":{"title":"Compounders Podcast","slug":"compounders-podcast-6864958","podcast_index_feed_id":6864958,"rss_url":"https://feed.podbean.com/compounders/feed.xml","website_url":"https://compounders.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/12387691/Compounders-1-2_ubbp57.png","author":"Ben Claremon & SNN Network","episode_count":100,"summary":"Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.","last_synced_at":"2026-07-28T02:19:57.109723+00:00","page_url":"https://stenobird.com/podcast/compounders-podcast-6864958"},"episode":{"title":"Assessing Capital Allocation Prowess with Kevin Fogarty and Brent Robinson, Value Creators Capital","slug":"assessing-capital-allocation-prowess-with-kevin-fogarty-and-brent-robinson-value-creators-capital","published_at":"2025-01-29T08:01:00+00:00","page_url":"https://stenobird.com/podcast/compounders-podcast-6864958/assessing-capital-allocation-prowess-with-kevin-fogarty-and-brent-robinson-value-creators-capital","show_page_url":"https://stenobird.com/podcast/compounders-podcast-6864958","url":"https://compounders.podbean.com/e/assessing-capital-allocation-prowess-with-kevin-fogarty-and-brent-robinson-value-creators-capital/","audio_url":"https://mcdn.podbean.com/mf/web/gmc467equih4k3sd/Compounders_with_Value_Creators_AUDIO_ONLY6mhfe.mp3","summary":"My guests on the show today are Brent Robinson and Kevin Fogarty of Value Creators, a US-focused public equity firm that has a long track record of success. After working together for a number of years at Dupont Capital Management, Brent and Kevin helped found Value Creators in 2023. When I heard about the proprietary process the firm uses to assess capital allocation, I knew I had to have them on the podcast. In this fascinating conversation, we covered: The long history the Value Creators team has together; The circumstances surrounding the founding of the firm; How they assess capital allocation; Portfolio construction, including concentration; and The process they use to whittle down their investment universe. For more information about Value Creators Capital, please visit: https://www.valuecreatorscapital.com/ This episode is sponsored by: Daloopa Earnings season—two words that can make any analyst’s heart race. The late nights, the endless manual updates, and the constant pressure to deliver timely, accurate insights—it’s overwhelming. But it doesn’t have to be. With Daloopa, you can revolutionize the way you work. Their automated model update solution takes the manual effort out of the equation, delivering complete, accurate, and real-time financial data at the click of a button. No more endless spreadsheets. No more scrambling to keep up. Daloopa empowers you to initiate coverage faster, refine your investment theses with confidence, and focus on what really matters—identifying key opportunities and delivering actionable recommendations that drive results. Plus, with fully auditable data, you’ll always have the confidence that your insights are backed by accuracy. So, if you’re ready to get ahead of earnings season and take your analysis to the next level, visi…","meta_description":"My guests on the show today are Brent Robinson and Kevin Fogarty of Value Creators, a US-focused public equity firm that has a long track record of succes…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4003,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/compounders-podcast-6864958/episodes/assessing-capital-allocation-prowess-with-kevin-fogarty-and-brent-robinson-value-creators-capital/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/compounders-podcast-6864958/assessing-capital-allocation-prowess-with-kevin-fogarty-and-brent-robinson-value-creators-capital.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}