HeyJaredKnow 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.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Updates on Copart & Honeywell Aerospace (opens the original)
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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. T
Our Thoughts on the Canadian Banks (opens the original)
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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 ge
Honeywell Aerospace (opens the original)
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Welcome to Episode 19 of the Know What You Own Podcast. On today's episode, we discuss the business of Honeywell Aerospace as a newly public, standalone company following its recent spin-off, the markets it serves, and what makes the aerospace industry so compelling. 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 recom
FactSet Research Systems (opens the original)
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Welcome to Episode 18 of the Know What You Own Podcast. On today's episode, we explore the business of FactSet Research Systems and how artificial intelligence is influencing the landscape it operates in. 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.
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