Capital Employed FM Podcast
1) Focus Capital Management Q3 2024 Letter (The Value of Concentration)
For this episode we read the Focus Capital Management - Q3 2024 Letter.The letter discusses...Fund performancePortfolio commentaryThe value of concentrationIf you enjoyed this episode please leave a r...Show More
2) Greystone Capital Management - Q3 2024 Letter
For this episode we read the Greystone Capital Management - Q3 2024 Letter.The letter discusses...Fund performancePortfolio commentaryThesis for investing in Leon’s Furniture Limited Broad market comm...Show More
3) Alluvial Fund - Letter to Limited Partners Third Quarter 2024
For this episode we read the Alluvial Fund - Letter to Limited Partners Third Quarter 2024.The letter discusses...Fund performanceTwo new holdingsCurrent holdings updatesPortfolio ThemesIf you enjoyed...Show More
4) Massif Capital - 3rd Quarter 2024 Letter to Investors
For this episode we read the Massif Capital - 3rd Quarter 2024 Letter to Investors.The letter discusses...Massif Capital Real Assets Strategy 3Q 2024 performance.China's Economic Slowdown Impact.Key P...Show More
5) The Advantage of Time with Christopher Godfrey
For this episode we had the pleasure of being joined by Christopher Godfrey, Founder and Portfolio Manager of Headwaters Capital Management.
6) Acquiring Profitable Online Businesses (w./ Dom Wells)
For this episode we had the pleasure of being joined by Dominic Wells, Founder and CEO of Onfolio Holdings Inc. $ONFO
7) Narrative Shifts with Adam Rackley
For this episode we had the pleasure of being joined by Adam Rackley from Cape Wrath Capital. Adam is a traditional value investor who seeks opportunities where other investors have over-reacted to ev...Show More
8) Making Big Gains In Bear Markets (w./ Christian Putz)
For this episode we had the pleasure of being joined by Christian Putz, Founder and Portfolio Manager of ARR Investment Partners, a London-based investment boutique.
9) High Quality Dividend Growers (w./ John Kingham)
For this episode we had the pleasure of being joined by John Kingham, a private investor and author based in the UK.
10) Patience Is Key with Harry Walsh
For this episode we had the pleasure of being joined by Harry Walsh, who is the Investment Director at Tyndall Investment Management, based in London.