After being a guest on Edwin Dorsey’s Sunday Idea Brunch, I got a fair amount of inbound from people asking about Cove Street’s management assessment process. One person who reached out after reading through the interview was Brandon Beylo, the host of the popular Value Hive podcast. Brandon asked me to be on the show and wanted to focus specifically on management and corporate governance. We ended up speaking for 90 minutes and during that time we covered a lot of topics, including:

• My two favorite CEOs who I have interviewed for the Compounders podcast;
• Major lessons learned from my various interviews with public company CEOs;
• Why a prototypical charismatic CEO would likely not impress the Cove Street team;
• The signal versus noise embedded in insider transactions; and
• What my perfect company would look like if I had to build it from scratch

Please enjoy the podcast interview here.

-Ben Claremon