Know What You Own with Hemisphere Capital Management

Hemisphere Capital Management
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Welcome to the Know What You Own Podcast with Hemisphere Capital Management, hosted by Dylan Assen and Stephan Aronitz. This podcast features detailed conversations on business profiles and capital allocation.

  1. 3d ago

    From Oil Services to Infrastructure

    Welcome to Episode 17 of the Known What You Own Podcast. On today’s episode, we discuss a company serving critical infrastructure markets that has undergone a major corporate transformation. We explore its evolution and the end markets it serves, including energy, transportation, telecommunications, water, and utilities. This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

    54 min

  2. May 28

    Q1 Earnings Review

    Welcome to Episode 16 of the Know What You Own Podcast. On today's episode, we dive into the takeaways from the start of Q1 earnings for CNR, CP, and DIS. This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

    36 min

  3. Apr 10

    Under the Hood of NAPA

    Welcome to Episode 15 of the Know What You Own Podcast. On today's episode, we review Genuine Parts Company and the planned spinoff of its industrial distribution business, Motion, and what it could mean for shareholders. This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

    48 min

  4. Mar 11

    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 software companies. This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

    55 min

  5. Feb 12

    More Q4 Earnings

    Welcome to Episode 13 of the Know What You Own Podcast. On today's episode, we unpack another wave of quarterly earnings, covering DIS, PEP, and HII. This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

    1h 7m

  6. Feb 3

    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 Q4 earnings for CNR, CP, HON, LMT, and VZ. This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

    57 min

  7. Jan 14

    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 remarketing, exploring what drives Copart's unique competitive advantages. Episode Resources Johnson, W., & Pugh, M. J. (2014). Junk to gold: From salvage to the world’s largest online auto auction. WestBow Press. This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

    1h 8m

  8. 12/18/2025

    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 what we look for in businesses and the qualitative and quantitative factors that guide our decision-making. This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

    1h 18m
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Welcome to the Know What You Own Podcast with Hemisphere Capital Management, hosted by Dylan Assen and Stephan Aronitz. This podcast features detailed conversations on business profiles and capital allocation.

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