About Know What You Own with Hemisphere Capital Management
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.
Welcome to Episode 22 of the Know What You Own Podcast.
On today's episode, we walk through the key takeaways from the Canada Investment Summit and explore the supportive demand backdrop for Mattr Corp.'s end markets.
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.
28 Sept 2026
Updates on Copart & Honeywell Aerospace
Welcome to Episode 21 of the Know What You Own Podcast.
On today's episode, we discuss the recent share price weakness in Copart and Honeywell Aerospace and provide updates on both companies' operations.
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.
7 Sept 2026
Our Thoughts on the Canadian Banks
Welcome to Episode 20 of the Know What You Own Podcast.
On today's episode, we discuss the drivers of the strong performance of the Canadian banks and our outlook for them going forward.
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.
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