Euro Small Caps: A Conversation w/ Mansour Dia (Langdon Equity) | Capital Compounders Show (EP #42) скачать в хорошем качестве

Euro Small Caps: A Conversation w/ Mansour Dia (Langdon Equity) | Capital Compounders Show (EP #42)

👉 SUBSCRIBE NOW TO THE CAPITAL COMPOUNDERS SHOW:    / @robinspeziale   💎 BECOME AN ELITE CHANNEL MEMBER TO ACCESS PERKS:    / @robinspeziale   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): https://robinspeziale.substack.com 📺 WATCH NEXT:    • The Compounding Machine: Mark Leonard & Co...      • A Conversation with Francois Rochon (Giver...      • Best Stocks 2025: A Conversation with Paul...      • Canada's Next Billion Dollar Company: Grow...      • Best Stocks 2025: A Conversation with Jaso...      • Hidden Small Cap Gems: A Conversation with...      • 10X Stocks: The Science Behind Multibagger...      • Making Fast Food Fun Again: Happy Belly Fo...      • Predicting SmallCap Speculative Takeovers ...      • Investing In The Next Big Thing: Conversat...   📚 BUY MY BOOKS: Market Masters: https://amzn.to/3Vfexu6 Capital Compounders: https://amzn.to/4eYP7bn Lessons From The Successful Investor: https://amzn.to/3Zj2ai1 𝕏 FOLLOW ME: https://x.com/RobinSpeziale 💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: https://web.koho.ca/referral/UGXXKO6S 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail.com. In this conversation, Mansour Dia shares his journey from Constellation Software to Langdon Equity Partners, discussing the intricacies of software acquisitions, the importance of building relationships in the investment world, and the unique opportunities present in the European small cap tech landscape. He emphasizes the significance of cash flow over accounting earnings and the value of extensive travel for gaining insights into local markets. Mansour also introduces Chapters Group, a new venture focused on vertical software. #CapitalCompoundersShow #investing #stocks ________________________________________________ CHAPTERS: 00:00 Constellation Software: Insider's Perspective 09:01 The Transition to Langdon Equity Partners 17:58 Exploring European Small Cap Opportunities 27:05 Building Relationships and Discovering European Hidden Gems 28:30 Identifying Non-Obvious Compounders 30:22 The Evolution of Chapters Group 33:16 Strategic Acquisitions and Growth 36:23 Long-Term Vision and Portfolio Management 38:52 Defending Investment Decisions 43:29 Discovery Process in European Small Cap Tech 46:09 Recent Portfolio Additions 50:48 Exploring Opportunities in Italy and Eastern Europe 52:35 Writing 'How Investing Really Works' 57:54 Outro ________________________________________________ TAGS: Mansour Dia, Constellation Software, Langdon Equity Partners, European small caps, software acquisitions, Chapters Group GET IN TOUCH: ✉️ For business inquires, please use this email: r.speziale@gmail.com 💡 Some of the links in this description are affiliate links that I get a commission on 🚀 ABOUT THE SHOW: From public company CEOs and hedge fund managers to investors and visionary leaders who are building, financing, and investing in the newest high-growth companies, I’ll continually be bringing you their strategies, stories, and wealth-creation / company building tips that you can apply too! *** DISCLAIMER: This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.