# Robert Cantwell
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Robert Emmett Cantwell (January 31, 1908 – December 8, 1978), known as robert cantwell, was a novelist and critic. His first novel, Laugh and Lie Down (1931) is an early example, twenty years before Jack Kerouac, of the American classic genre the "road novel", and also an important example of the "Depression novel" period genre. His most notable work, The Land of Plenty, focuses on a lumber mill in a thinly disguised version of his hometown in Washington state.
Trailer – Compound Kings: Lessons Learned as an Investor and Emerging Manager | Robert Cantwell, Portfolio Manager
Listen to one of our favorite moments from tomorrow’s Spotlight episode featuring Compound Kings with Robert Cantwell.
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Trailer - How They Invest: Compound Kings (KNGS) Approach to Technology Value Investing | Episode #129
“The investment management business actually looks a lot more like every other business, where there's products, there's marketing, and there's distribution, and you have to be outstanding at all three of those things in order to succeed in this business.” – Robert Cantwell, Founder and CIO of Co...
How They Invest: Compound Kings (KNGS) Approach to Technology Value Investing | Episode #129
“The investment management business actually looks a lot more like every other business, where there's products, there's marketing, and there's distribution, and you have to be outstanding at all three of those things in order to succeed in this business.” – Robert Cantwell, Founder and CIO of Co...
ETF Trends’ Dave Nadig on Passive ETF Fear-Mongering
ETF Trends’ Dave Nadig dives into several topics including ARK Invest filing for an interval fund, passive ETF rebalancing costs, and violent price swings in stocks such as Facebook and Amazon. CAIA Association’s John Bowman discusses alternative investments, crypto, tokenization, and democratiz...
"Significant" Backlog v. Massive Debt: Will ORCL Win A.I. Race or "Come in Last?"
Ron Westfall points to Oracle's (ORCL) more than $500 billion RPO and massive multicloud revenue growth as signs the company will keep pace in the A.I. trade. Robert Cantwell isn't convinced, arguing Oracle is "coming in last" to the data center buildout race. Both panelists highlight bear and bu...
GOOGL Results "Phenomenal," Massive 2026 CapEx Opportunities in Risks
Robert Cantwell calls Alphabet's (GOOGL) latest earnings "really important" with investors putting their foot down on the Mag 7 company's $180 billion projected CapEx spending. He's wary on AI infrastructure moving forward, but he believes the company can use AI to strengthen its advertising reve...
360 Roundtable: AAPL Earnings Reaction & Possible Stagnation Risk
Marley Kayden speaks with William Kerwin and Robert Cantwell about Apple (AAPL) following its latest earnings print. William praises Apple's strong margins but flags rising memory costs as a possible headwind to monitor. Meanwhile, Robert paints a more bearish tone while underlining Apple's heavy...
Siri's 'Last Chance?' Why Robert Cantwell Says AAPL Needs to Impress at WWDC 2026
It's Siri's last chance to impress at Apple's (AAPL) WWDC 2026 event, argues Robert Cantwell. He points to increasing competition from chatbots, including those from upcoming IPOs in Anthropic and OpenAI, putting pressure on the Mag 7 company to accelerate its AI software capabilities. Robert has...
