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Capital Employed FM
Capital Employed FM
Capital Employed Podcast
64 - Focus Capital Management Q3 2024 Letter (The Value of Concentration)
Audio versions of fund manager letters and stock pitches. Subscribe now so you don't miss an episode.
64 - Focus Capital Management Q3 2024 Letter (The Value of Concentration)
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Audio versions of fund manager letters and stock pitches. Subscribe now so you don't miss an episode.
Episodes
64
-
Focus Capital Management Q3 2024 Letter (The Value of Concentration)
Listened
Tue, 03 Dec 2024
63
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Greystone Capital Management - Q3 2024 Letter
Listened
Sun, 03 Nov 2024
62
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Alluvial Fund - Letter to Limited Partners Third Quarter 2024
Listened
Fri, 01 Nov 2024
61
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Massif Capital - 3rd Quarter 2024 Letter to Investors
Listened
Thu, 31 Oct 2024
60
-
The Advantage of Time with Christopher Godfrey
Listened
Tue, 31 Jan 2023
59
-
Acquiring Profitable Online Businesses (w./ Dom Wells)
Listened
Thu, 05 Jan 2023
58
-
Narrative Shifts with Adam Rackley
Listened
Thu, 22 Sep 2022
57
-
Making Big Gains In Bear Markets (w./ Christian Putz)
Listened
Fri, 09 Sep 2022
56
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High Quality Dividend Growers (w./ John Kingham)
Listened
Wed, 13 Jul 2022
55
-
Patience Is Key with Harry Walsh
Listened
Thu, 16 Jun 2022
54
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Long Gold and Italy with Theron de Ris
Listened
Mon, 14 Mar 2022
53
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How We're Navigating The Markets (w./ Richard Simmons)
Listened
Wed, 09 Mar 2022
52
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Founder Led Microcaps with Zippy Capital
Listened
Wed, 02 Mar 2022
51
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Long Term Owner of Public Businesses (w./ Avi Fisher)
Listened
Fri, 11 Feb 2022
50
-
Thematic Small Cap Investing (w./ Andy Brown)
Listened
Thu, 03 Feb 2022
49
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Hidden Gems Down Under with Peter Johns
Listened
Wed, 26 Jan 2022
48
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4 High Quality Aussie Microcaps (w./ Mark Tobin)
Listened
Fri, 21 Jan 2022
47
-
Temporary Value Dislocations with Tim Delaney
Listened
Mon, 17 Jan 2022
46
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A Portfolio of Just 4 Stocks with Robert Mulcahy
Listened
Thu, 13 Jan 2022
45
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A Generational Investment Opportunity with Aaron Edelheit
Listened
Wed, 01 Dec 2021
44
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The Craft Brewers of Stock Market Investing (w./ David Collins)
Listened
Wed, 17 Nov 2021
43
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Business Perspective Investing (w./ Eric Burns)
Listened
Wed, 20 Oct 2021
42
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Quality Companies for the Long Run with David Ridland
Listened
Tue, 05 Oct 2021
41
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High ROCE and Widening Moats (w./ Partnership Investing)
Listened
Tue, 28 Sep 2021
40
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Engineer By Day Microcap Investor By Night (w./ Dan Schum)
Listened
Tue, 21 Sep 2021
39
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2 Stocks I'm Bullish On (w./ Peter Rabover)
Listened
Fri, 17 Sep 2021
38
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Exchanges and Cream Cakes with Jeremy McKeown
Listened
Tue, 14 Sep 2021
37
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Opportunities In Indian Small Caps (w./ David Cornell)
Listened
Wed, 08 Sep 2021
36
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Stocks In Transformation Mode with Tony Capeloto
Listened
Fri, 03 Sep 2021
35
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2 Small Caps Enticing Valuations (w./ Mark Simpson)
Listened
Wed, 25 Aug 2021
34
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The Science of Hitting with Alex Morris
Listened
Tue, 20 Jul 2021
33
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Buying High Quality Stocks with Siddharth Singhai
Listened
Tue, 13 Jul 2021
32
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Backing the Best UK Growth Companies with Unicorn AM
Listened
Tue, 06 Jul 2021
31
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The Micro Cap Mariner (w./ Marcus Frampton)
Listened
Wed, 30 Jun 2021
30
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RAMP Investing with Maynard Paton
Listened
Thu, 24 Jun 2021
29
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Don't Follow The Heard (w./ Benj Gallander)
Listened
Wed, 16 Jun 2021
28
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One Large One Small with Gary Mishuris
Listened
Fri, 11 Jun 2021
27
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Net Net Nano Caps on AIM (w./ Elementary Value)
Listened
Tue, 08 Jun 2021
26
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Opportunities in US Small Caps (w./ Richard de Lisle)
Listened
Thu, 03 Jun 2021
25
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Hyper Revenue Growth with Jonah Lupton
Listened
Wed, 26 May 2021
24
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Concentrated Compounding with Shree Viswanathan
Listened
Wed, 19 May 2021
23
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Investing In Long Term Sustainable Businesses (w./ Michael Crawford)
Listened
Wed, 12 May 2021
22
-
Finding Value in SE Asia (w./ Asian Century Stocks)
Listened
Thu, 06 May 2021
21
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Stocks Follow Earnings (w./ Argonaut Capital)
Listened
Mon, 03 May 2021
20
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Small Cap Market Mispricing's with Greystone Capital
Listened
Wed, 28 Apr 2021
19
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2 Stocks with High Dividend Yields + Growth (w./ Gary Moglione)
Listened
Thu, 22 Apr 2021
18
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Cultivating Independent Thought (w./ Mark Walker)
Listened
Tue, 20 Apr 2021
17
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Finding Great Investments with Steve Clapham
Listened
Thu, 15 Apr 2021
16
-
Mineral Royalties and Asset Management (w./ Theron de Ris)
Listened
Mon, 12 Apr 2021
15
-
2 Undervalued Tech Stocks (w./ Cove Street Capital)
Listened
Thu, 08 Apr 2021
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