Podcast appearances · Radar

Matt Ankrum

Investor and managing partner at Ankrum Capital; portfolio manager specializing in identifying long-term 100-bagger stocks; adjunct finance professor at UMKC and University of Denver.

2

APPEARANCES

2

PODCASTS

Jun 22, 2026

The Coffee Can Investor

Jun 22 · 1h 10m

Neeraj KhemlaniGUEST

56:43

But if Matt had held on to Fastenal, it would have grown how much, Matt?

Matt AnkrumGUEST

56:51

It would have been up 19 fold.

Matt AnkrumGUEST

56:53

And that was from the point that we sold it.

Matt AnkrumGUEST

56:55

So what Neeraj is talking about is that we went out there and this was in 1998.

Matt AnkrumGUEST

57:02

And again, I was a young analyst, figured out that they were going to miss numbers, got them to sell the stock.

Matt AnkrumGUEST

57:10

It went down 55%.

Matt AnkrumGUEST

57:13

I mean, think about that.

7 MINS LATER

64:18

Matt,

Stocks for Beginners

Stocks for Beginners

The B2B Companies That Quietly Compound - Matt Ankrum | The Coffee Can Investor

May 27 · 52m

Phil MuscatelloHOST

19:04

Tell us about that.

Matt AnkrumGUEST

19:05

Yeah, I, I will tell you one of the hardest things as an analyst is to truly assess management.

Matt AnkrumGUEST

19:13

And the reason why it's really hard is because management is human.

Matt AnkrumGUEST

19:18

And, you know, management has incentives.

Matt AnkrumGUEST

19:21

They have different alignment sometimes.

Matt AnkrumGUEST

19:23

They have...

Matt AnkrumGUEST

19:24

You know, they have things that they're working in their best interest.

10 MINS LATER

Phil MuscatelloHOST

29:33

How did that come up? And why Australia? And what is it about this company that you like?