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Joys of Compounding

Joys of Compounding

By: 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. Career Success Economics Leadership Management & Leadership Personal Finance
Episodes
  • CHAPTERS Group - Building Europe's Next Software Champion - [Joys of Compounding, EP.31]

    CHAPTERS Group - Building Europe's Next Software Champion - [Joys of Compounding, EP.31]
    Oct 13 2025
    Our teacher today is Jan Mohr, CEO of Chapters Group, a publicly traded serial acquisition holding company with ambitions of becoming one of Europe's technology champions. Chapters' origins date back to a small software startup founded near Frankfurt in 1998. Twenty years later, the core business was sold to a strategic buyer, consolidating the market with the proceeds of the sale in 2018. With Jan's influence, the company embarked on a new chapter, pivoting to build the preferred home for mission-critical businesses across the old continent. Over the last five years, they have been on an absolute tear, having founded four distinct acquisition platforms that collectively acquired around 60 operating companies, demonstrated the ability to build a prolific M&A machine, while also improving the operations of the companies they acquire. Virtually every company in the world today is, on some level, thinking about AI in terms of threats, opportunities, and implications for their business. Perhaps nowhere is that discourse more animated right now than in the software industry. And as you'll hear from Jan, AI's potential to be a transformative force driving not only efficiencies, but also TAM expansion and most importantly, tangible customer value, is already evident throughout their business. We hope you enjoy class today with our good friend and Chapter CEO, Jan Mohr. For the full show notes, transcript, and links to mentioned content, check out the episode page here. —-- This episode is brought to you by ⁠Portrait Analytics⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at ⁠portraitresearch.com⁠ —-- 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 (00:04:48) The Rise of Artificial Intelligence (00:07:28) Jan's Vision for Chapters Group (00:12:01) The Importance of Talent and Co-Founders (00:15:48) Centralized Vision and Decentralized Operations (00:18:59) AI's Impact on Business Efficiency (00:27:42) AI in Public Sector and Enterprise (00:43:02) Mission Criticality and Public Sector Focus (00:45:57) Recruiting Talent for Clusters (00:48:11) Cybersecurity and AI Integration (00:50:09) European Market Dynamics (00:55:43) Deal Making vs. Deal Doing (01:14:11) Incentive Systems and Ownership (01:21:05) Future Vision and Talent Development
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    1 hr and 24 mins
  • David Senra - Lessons from the Founder Historian - [Joys of Compounding, REPLAY]

    David Senra - Lessons from the Founder Historian - [Joys of Compounding, REPLAY]
    Oct 6 2025
    Today's teacher is ⁠David Senra⁠. David is an absolute force of nature who is taking the world by storm with his podcast "Founders." In class today, we enjoy access to the full spectrum of learnings from his decade-long study of history's greatest entrepreneurs, artists, athletes, and leaders. The library David built reflects a range of study that is boundless. From Alexander the Great to Catherine Graham to Alexander Graham Bell, from Warren to Jimmy Buffett, and from J. Gould all the way to Jay Z. He helps us gain an understanding of why virtually all of the greats in history devote themselves to the study of those that came before them. Please enjoy today's class with David Senra. 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 Joys of Compounding (00:05:23) Understanding the need to devote oneself to something (00:09:10) The profound and helpful insights gained from learning about historical figures (00:17:05) Advice for a 22-year-old about the value of relentless effort (00:27:14) Hard work as a prerequisite for achieving greatness (00:32:37) How time and effort influence the compound interest equation (00:41:34) Factors that hinder the pursuit of greatness (00:47:40) Seeking voices that guide you toward the right path (00:56:02) Curiosity as an innate talent or a cultivated skill (01:00:44) Letting go of interests that obstruct your goals (01:08:45) Striking a balance between work and family for a fulfilling life (01:14:50) Basic steps within our control to become the person we aspire to be (01:19:10) The unique appeal of podcasting as a business (01:24:19) Turning information from biographies into actionable knowledge.
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    1 hr and 23 mins
  • 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 hr and 25 mins
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