Capital Employed FM

Focus Capital Management Q3 2024 Letter (The Value of Concentration)

Capital Employed Podcast — Tue, 03 Dec 2024 04:17:44 +0000

For this episode we read the Focus Capital Management - Q3 2024 Letter.

The letter discusses...

Fund performance
Portfolio commentary
The value of concentration

If you enjoyed this episode please leave a review on your podcast player.

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DISCLAIMER

Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps #entrepreneurs

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Produced by kingsizemetrics.com

Greystone Capital Management - Q3 2024 Letter

Capital Employed Podcast — Sun, 03 Nov 2024 03:48:48 +0000

For this episode we read the Greystone Capital Management - Q3 2024 Letter.

The letter discusses...

Fund performance
Portfolio commentary
Thesis for investing in Leon’s Furniture Limited
Broad market commentary

If you enjoyed this episode please leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

NEWSLETTER

Join the newsletter to read interviews with fund managers who share their best ideas as well as the bi-weekly stock pitches newsletter.
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EPISODE SPONSORS

Sharesight - Get 33% discount on an annual plan

Sign-up through this landing page to get 33% discount on an annual plan

---

Koyfin - 15% discount on all plans

Instantly get detailed analysis on any public company including key metrics, news, transcripts, charts and much more. The screener for finding new ideas is great too.

Sign-up through this landing page to get 15% discount

Please note we receive a commission for anyone who uses the above affiliate offers. Thanks for all your support.

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FOLLOW

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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

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Produced by kingsizemetrics.com

Alluvial Fund - Letter to Limited Partners Third Quarter 2024

Capital Employed Podcast — Fri, 01 Nov 2024 05:25:00 +0000

For this episode we read the Alluvial Fund - Letter to Limited Partners Third Quarter 2024.

The letter discusses...

Fund performance
Two new holdings
Current holdings updates
Portfolio Themes

If you enjoyed this episode please leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

NEWSLETTER

Join the newsletter to read interviews with fund managers who share their best ideas as well as the bi-weekly stock pitches newsletter.
https://www.capitalemployed.com

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EPISODE SPONSORS

Sharesight - Get 33% discount on an annual plan

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---

Koyfin - 15% discount on all plans

Instantly get detailed analysis on any public company including key metrics, news, transcripts, charts and much more. The screener for finding new ideas is great too.

Sign-up through this landing page to get 15% discount

Please note we receive a commission for anyone who uses the above affiliate offers. Thanks for all your support.

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FOLLOW

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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

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Produced by kingsizemetrics.com

Massif Capital - 3rd Quarter 2024 Letter to Investors

Capital Employed Podcast — Thu, 31 Oct 2024 04:01:13 +0000

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 Positions in Siemens Energy and Alphamin.
Tail-Risk Hedge and Strategic Caution.

If you enjoyed this episode please leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

NEWSLETTER

Join the newsletter to read interviews with fund managers who share their best ideas as well as the bi-weekly stock pitches newsletter.
https://www.capitalemployed.com

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EPISODE SPONSORS

Sharesight - Get 33% discount on an annual plan

Sign-up through this landing page to get 33% discount on an annual plan

---

Koyfin - 15% discount on all plans

Instantly get detailed analysis on any public company including key metrics, news, transcripts, charts and much more. The screener for finding new ideas is great too.

Sign-up through this landing page to get 15% discount

Please note we receive a commission for anyone who uses the above affiliate offers. Thanks for all your support.

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FOLLOW

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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

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Produced by kingsizemetrics.com

The Advantage of Time with Christopher Godfrey

Capital Employed Podcast — Tue, 31 Jan 2023 11:13:30 +0000

For this episode we had the pleasure of being joined by Christopher Godfrey, Founder and Portfolio Manager of Headwaters Capital Management.

Headwaters Capital Management is an actively managed, concentrated investment strategy focused on small and mid capitalization stocks.

In this episode we discuss...

How Chris got started in investing.
The philosophy behind Headwaters Capital.
How he generates ideas.
What type of businesses Chris likes to invest in.
Two stocks Chris is bullish on for the long term.

More information about Christopher and his firm can be found at headwaterscapmgmt.com

Don't forget to join our YouTube channel.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter to read more research about interesting microcaps from around the world ->
https://www.capitalemployed.com

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SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

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FOLLOW

You can follow the podcast on:

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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

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Produced by kingsizemetrics.com

Acquiring Profitable Online Businesses (w./ Dom Wells)

Capital Employed Podcast — Thu, 05 Jan 2023 11:09:40 +0000

For this episode we had the pleasure of being joined by Dominic Wells, Founder and CEO of Onfolio Holdings Inc.

Onfolio acquire and grow profitable cash-flowing online businesses. The company is listed on the Nasdaq with the ticker $ONFO

In this episode we discuss...

How Dom got into buying online businesses.
What they look for when buying an online business.
Answering listeners questions including... hiring new management, funding new acquisitions, operational costs, deal flow, and warrants.
Plus much more.

More information about Onfolio can be found at onfolio.com

You can also read our write-up on Onfolio from Dec 2022 here -
capitalemployed.com/p/a-net-net-that-could-turn-into-a

Don't forget to join our YouTube channel.

Hosted by Jon Kingston
https://twitter.com/equitybaron

Full disclosure: the host owns shares in Onfolio Holdings.

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NEWSLETTER

Join the newsletter to read more research about interesting microcaps from around the world ->
https://www.capitalemployed.com

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SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

FOLLOW

You can follow the podcast on:

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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

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Produced by kingsizemetrics.com

Narrative Shifts with Adam Rackley

Capital Employed Podcast — Thu, 22 Sep 2022 03:23:42 +0100

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 events and valuations no longer reflect fundamentals.

After working as an analyst at the Alliance Trust, Adam joined Montanaro Asset Management, where he managed a smallcap income fund.

Leaving the City in 2010, he taught the CFA qualification at BPP, and later managed equity research teams for CRISIL in Mumbai. In 2015 Adam returned to London and set-up Cape Wrath Capital.

He has degrees in Philosophy, Politics & Economics, and Finance & Financial Law. Adam has served as a platoon commander with the 1st Battalion Black Watch, and is the Principal at Curzon Financial Training.

Adam has also swum the English Channel, rowed the Atlantic, cycled from Lands End to John o’ Groats, and run across the UK.

In this episode Adam discusses...

His background.
His value investment strategy.
Red-flags he looks for in the companies accounts.
Two stocks he's bullish on.
Key lessons he has learned from over 20 years of investing.

More information about Adam and his firm can be found at capewrathcapital.com

You can also read our write-up on Somero Enterprises from Dec 2021 here -
capitalemployed.substack.com/p/laser-guided-growth

Hosted by Jon Kingston
https://twitter.com/equitybaron

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NEWSLETTER

Join the newsletter for more investment ideas ->
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SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

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FOLLOW

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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

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Produced by kingsizemetrics.com

Making Big Gains In Bear Markets (w./ Christian Putz)

Capital Employed Podcast — Fri, 09 Sep 2022 06:29:40 +0100

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.

Their goal is to generate attractive returns over the long run by outperforming during market downturns whilst maintaining strong performance during market rallies.

In this episode Christian discusses...

How his love of investing started in his youth by turning 5k into 100k.
How the Russian bear market of 2011-15 shaped his investment approach.
How he structures his portfolio to benefit in bear markets.
His thesis for investing in Daqo New Energy and Allkem.

More information about Christian and his firm can be found at arrinvestments.com

*Apologies for the sound quality in parts of this recording.

Hosted by Jon Kingston
https://twitter.com/equitybaron

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NEWSLETTER

Join the newsletter for more investment ideas ->
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SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

FOLLOW

You can follow the podcast on:

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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

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Produced by kingsizemetrics.com

High Quality Dividend Growers (w./ John Kingham)

Capital Employed Podcast — Wed, 13 Jul 2022 13:13:38 +0100

For this episode we had the pleasure of being joined by John Kingham.

John has been a private investor since 1995, an investment blogger since 2008, an investment newsletter publisher since 2011 and an author since 2016.

He is the founder of the UK Dividend Stocks Newsletter, and author of The Defensive Value Investor that was published by Hariman House in 2016.

In this episode John discusses his journey as a private investor, why he likes dividend stocks, his investing checklist/process, and two companies in his portfolio he's bullish on for the long term.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

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SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

FOLLOW

You can follow the podcast on:

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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

Patience Is Key with Harry Walsh

Capital Employed Podcast — Thu, 16 Jun 2022 12:29:26 +0100

For this episode we had the pleasure of being joined by Harry Walsh, who is the Investment Director at Tyndall Investment Management.

Founded in 2017, Tyndall is a forward-looking, dynamic investment management company with a sole focus: to provide genuine high-conviction, active management for their clients.

Harry started his career at a city stockbroking firm, later moving to Jupiter Asset Management where he spent 10 years looking after private client portfolios, charities, and trusts. He moved with the team to Rathbones in September 2014 where he managed more than £350 million in client assets with his team.

In this episode Harry discusses the conversations he is having with clients in this current economic environment, areas of the markets he likes, and two London listed microcaps he feels have great potential.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

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SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

FOLLOW

You can follow the podcast on:

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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

Long Gold and Italy with Theron de Ris

Capital Employed Podcast — Mon, 14 Mar 2022 14:11:49 +0000

For this episode we had the pleasure of welcoming back to the show Theron de Ris, who is the founder and manager of Eschler Asset Management, based in London.

Eschler Asset Management is an independent investment practice modelled on the original Buffett Partnership.

In this episode Theron discusses how his fund has performed so far this year, why he’s still bullish on gold, and two stocks he’s recently added to the portfolio.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

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SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

FOLLOW

You can follow the podcast on:

Website
Twitter
LinkedIn
YouTube

--->

DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

How We're Navigating The Markets (w./ Richard Simmons)

Capital Employed Podcast — Wed, 09 Mar 2022 12:40:35 +0000

For this episode we had the pleasure of welcoming back to the show Richard Simmons, who is the founder and manager of Derby Street Managers, based in London.

Derby Street Managers is a long-only, value-oriented fund managing UK Equities and European Equities strategies.

Richard has been managing equity investments since 1998. He holds an MA from Oxford and an MBA from Cass Business School. He is also the author of “Buffett Step by Step” (Financial Times/Pitman Publishing) and most importantly, he has his own money invested in both funds.

In this episode Richard discusses how he is managing both of his funds through these volatile markets, which sectors currently interest him, and two companies he's currently researching.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

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SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

FOLLOW

You can follow the podcast on:

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Twitter
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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

Founder Led Microcaps with Zippy Capital

Capital Employed Podcast — Wed, 02 Mar 2022 13:18:27 +0000

For this episode we have the pleasure of being joined by Chris, who also goes by the name of Zippy Capital.

Chris is a private investor/writer, and likes to delve into the smaller end of the market cap spectrum.

In this episode Chris talks about the types of companies he likes to invest in, and his thesis for investing in two US listed microcaps.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

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SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

FOLLOW

You can follow the podcast on:

Website
Twitter
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YouTube

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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

Long Term Owner of Public Businesses (w./ Avi Fisher)

Capital Employed Podcast — Fri, 11 Feb 2022 08:17:04 +0000

For this episode we have the pleasure of being joined by Avi Fisher, Founder and Manager of Long Cast Advisors.

Long Cast Advisers, based in New York, is a boutique investment manager catering to select investors. The aim of the fund is to generate uncorrelated returns via long term concentrated ownership of under followed and undervalued securities.

In this episode Avi talks about his investing style, process, and two microcaps he's bullish on.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

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SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

You can follow the podcast on:

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Twitter
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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

Thematic Small Cap Investing (w./ Andy Brown)

Capital Employed Podcast — Thu, 03 Feb 2022 10:31:18 +0000

For this episode we had the pleasure of being joined by Andy Brown, Manager of Aberdeen International Small Cap Fund.

The Fund seeks to achieve its objective by investing in equity securities of small non-U.S. companies. The team employs a fundamental, bottom-up investment process, based on firsthand research.

In this episode Andy talks about the types of companies the fund likes to invest in, and three companies they're bullish on for the long term.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

--->

SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

You can follow the podcast on:

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Twitter
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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

Hidden Gems Down Under with Peter Johns

Capital Employed Podcast — Wed, 26 Jan 2022 09:40:24 +0000

For this episode we had the pleasure of being joined by Peter Johns, Founder/Manager of Westferry Investment Group based in Brisbane, Australia.

Peter operates a single investment strategy for wholesale investors with a bias toward small and micro-cap companies.

In this episode Peter talks about his investment style, and two microcaps he’s bullish on for the long term.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

--->

SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

--->

You can follow the podcast on:

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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

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Produced by kingsizemetrics.com

4 High Quality Aussie Microcaps (w./ Mark Tobin)

Capital Employed Podcast — Fri, 21 Jan 2022 08:59:54 +0000

For this episode we welcome back to the podcast Mark Tobin, founder of Coffee Microcaps. Mark is the go-to man when it comes to quality microcaps listed on the ASX.

Mark began his career as an equity analyst in Sydney by working at Wilson Asset Management, a small and microcap specialist manager. In 2020, Mark launched Coffee Microcaps, which is a weekly subscription newsletter and also Virtual Events.

In this episode Mark provides an update of the two companies he discussed last time he was on the podcast, as well as two new stocks he’s bullish on.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

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SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

--->

You can follow the podcast on:

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Twitter
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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

Temporary Value Dislocations with Tim Delaney

Capital Employed Podcast — Mon, 17 Jan 2022 12:17:35 +0000

For this episode we had the pleasure of being joined by Tim Delaney, Co-Founder of Immersion Investments.

Tim founded Immersion Investments with David Polansky. Together they run a concentrated portfolio of small and micro-cap equities. In this episode we discuss the Immersion investing style, discovery strategy, and two stocks they’re bullish on for the long term.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

--->

SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

--->

You can follow the podcast on:

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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

A Portfolio of Just 4 Stocks with Robert Mulcahy

Capital Employed Podcast — Thu, 13 Jan 2022 11:43:21 +0000

For this episode we have the pleasure of being joined by Robert Mulcahy, a private microcap investor.

Robert runs a concentrated portfolio focused on finding under-the-radar US microcaps that he believes can become multi-baggers over time.

In this episode we discuss his investing style, process, and two stocks in his portfolio he’s bullish on for the long term.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

--->

SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

--->

You can follow the podcast on:

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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

A Generational Investment Opportunity with Aaron Edelheit

Capital Employed Podcast — Wed, 01 Dec 2021 13:10:39 +0000

For this episode we had the pleasure of being joined by Aaron Edelheit from the Mindset Cannabis Value Fund.

Aaron recently wrote the Cannabis Manifesto, which does a great job of laying out why the cannabis industry in North America is a such a compelling investment opportunity.

In this episode we discuss his thesis, and three stocks in his portfolio he is bullish on for the long term -

Verano Holdings (VRNO)
Ayr Wellness (AYR)
Glass House Brands Inc (GLASF)

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

--->

SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

--->

You can follow the podcast on:

Website
Twitter
LinkedIn
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DISCLAIMER

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

The Craft Brewers of Stock Market Investing (w./ David Collins)

Capital Employed Podcast — Wed, 17 Nov 2021 13:22:01 +0000

For this episode we had the pleasure of being joined by David Collins, founder of Howay Investments and fund manager of the Howay Equity Fund.

Over the 20 years prior to founding Howay Investments, David worked in both London and the United States in senior management and investing roles for Prudential, Och-Ziff Capital (now Sculptor Capital) and Morgan Stanley.

'We formed Howay Investments to create something a little different in the world of fund management. We like to think of ourselves as being the investing equivalent of a small, craft brewer. We want to craft something better than what the large institutional fund managers offer. For too long they have churned out bland, mass-produced funds that often fail to deliver for investors.' - David Collins.

In this episode David talks about his investing style, how he generates ideas, and provides a superb breakdown of two quality companies he's bullish on for the long run.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

Join the newsletter for more investment ideas ->
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Follow the podcast on...

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#investing #stocks #finance #business #smallcaps #entrepreneurs

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Produced by kingsizemetrics.com

Business Perspective Investing (w./ Eric Burns)

Capital Employed Podcast — Wed, 20 Oct 2021 10:30:25 +0100

For this episode we had the pleasure of being joined by Eric Burns who is the Chief Analyst for both the Free Spirit and UK Buffettology Fund at Sanford DeLand.

In this episode Eric talks about the Business Perspective Investing methodology used at Sanford DeLand. We also touch upon Porter's Five Forces Analysis for identifying moats, and his thesis for investing in two UK stocks he's bullish on for the long term.

Hosted by Jon Kingston
https://twitter.com/equitybaron

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Quality Companies for the Long Run with David Ridland

Capital Employed Podcast — Tue, 05 Oct 2021 12:36:27 +0100

For this episode we had the pleasure of being joined by David Ridland, Manager and CIO of Castlebay Investment Partners.

David likes to invest in high quality companies with strong cashflows, high operating margins, and high returns on invested capital.

In this episode David talks about his investment philosophy, process, and his thesis for investing in two stocks he's bullish on for the long term - Avon Protection and Croda International.

Hosted by Jon Kingston
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High ROCE and Widening Moats (w./ Partnership Investing)

Capital Employed Podcast — Tue, 28 Sep 2021 11:15:05 +0100

For this episode we had the pleasure of being joined by the guys behind the excellent Partnership Investing Newsletter.

In this episode they talks us through the characteristics they seek in a business, and where they're finding opportunities in todays market environment.

They also provide their thesis for investing in two small caps they think have lots of growth potential. One listed in the US, and the other in the UK.

Hosted by Jon Kingston
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Engineer By Day Microcap Investor By Night (w./ Dan Schum)

Capital Employed Podcast — Tue, 21 Sep 2021 08:40:01 +0100

For this episode we had the pleasure of being joined by Dan Schum, who is a private investor and writer of the popular No Name Stocks blog.

Dan seeks to invest in micro and nanocap stocks that have little research and under-followed, but have the potential of becoming multi-baggers.

In this episode Dan talks us through is process, and also provides his thesis for investing in two US listed microcaps he thinks have great potential upside.

One company is being managed by a possible future Warren Buffett, the other is in the clean energy/nuclear software simulation/training space. Exciting stuff.

Hosted by Jon Kingston
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2 Stocks I'm Bullish On (w./ Peter Rabover)

Capital Employed Podcast — Fri, 17 Sep 2021 12:36:10 +0100

For this episode we had the pleasure of being joined by Peter Rabover, who is the founder and portfolio manager of Artko Capital.

Peter likes to focus on small/microcap companies and special situations, within a concentrated portfolio.

In this episode Peter discusses his investment style, how he finds investment ideas, and the types of companies he likes to invest in.

He also provides a breakdown of his thesis for investing in two small caps he thinks can generate great returns.

Hosted by Jon Kingston
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Exchanges and Cream Cakes with Jeremy McKeown

Capital Employed Podcast — Tue, 14 Sep 2021 13:48:02 +0100

For this episode we were joined by Jeremy McKeown from Dowgate Wealth.

Dowgate Wealth, based in London, create bespoke portfolios for their clients. They select investments based on their fundamental qualities and their ability to generate above-market returns regardless of economic cycles.

Jeremy joined Dowgate Wealth in November 2020. He has worked in the City for over 4 decades in both fund management and stockbroking. He also writes an excellent blog called Hyper Normal Times, which we recommend listeners subscribe to.

In this episode Jeremy discusses what type of companies he likes to invest in. He also provides a superb breakdown of two quality AIM listed small caps that he thinks have much more growth to come.

Hosted by Jon Kingston
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Opportunities In Indian Small Caps (w./ David Cornell)

Capital Employed Podcast — Wed, 08 Sep 2021 11:37:17 +0100

For this episode we were joined by David Cornell, the Managing Director and Chief Investment Office of India Capital Growth Fund.

The trust is listed on the London Stock Exchange with the ticker IGC, and has compounded at an average of 14.8% over the past 10 years.

In this episode David discusses why India is such a compelling investment opportunity. He also talks about their investment strategy, and why they like to invest in small caps.

David also delves into two stocks in the portfolio that he thinks have exciting futures ahead - Dixon Technologies and Sona Blw Precision Forgings.

If you're thinking of investing in India then this episode is a must listen.

Hosted by Jon Kingston
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Stocks In Transformation Mode with Tony Capeloto

Capital Employed Podcast — Fri, 03 Sep 2021 08:16:53 +0100

For this episode we had the pleasure of being joined by Tony Capeloto.

Tony is the founder, and investment manager, of Foster Point Capital, an investment firm based in Seattle.

In this episode Tony his investment style, what he looks for in management, as his thesis for investing in two US small caps that he thinks have great potential.

Hosted by Jon Kingston
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2 Small Caps Enticing Valuations (w./ Mark Simpson)

Capital Employed Podcast — Wed, 25 Aug 2021 11:21:54 +0100

For this episode we have the pleasure of being joined by Mark Simpson, who is a private investor, market commentator, and author of the popular book Excellent Investing: How to Build a Winning Portfolio.

In this episode Mark discusses his value investment style, and his thesis for investing in two UK small caps that are being offered to investors at enticing valuations.

Hosted by Jon Kingston
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The Science of Hitting with Alex Morris

Capital Employed Podcast — Tue, 20 Jul 2021 07:50:38 +0100

This week we had the pleasure of being joined by Alex Morris, who is the founder and author of The Science of Hitting investment research service, which is published on Substack.

Alex spends his days searching for high-quality businesses that are misunderstood or underappreciated, providing the opportunity for better than average returns over the long run.

In this episode Alex discusses his investment style, research process, and his thesis for investing in Spotify and Dollar General.

Hosted by Jon Kingston
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Produced by kingsizemetrics.com
Podcasting for investment funds + financial media.

Buying High Quality Stocks with Siddharth Singhai

Capital Employed Podcast — Tue, 13 Jul 2021 03:30:57 +0100

This week we had the pleasure of being joined by Siddharth Singhai, Chief Investment Officer and Co- founder of Ironhold Capital who are based in Manhattan, New York.

Ironhold Capital invest in just a handful of high quality businesses, and then hold for the long term.

In this episode Siddharth discusses his process for finding high quality companies, as well as two stocks he's bullish on for the long term.

He also provides his thoughts on the Indian market, and his appreciation of Joel Greenblatt.

Hosted by Jon Kingston
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Podcasting for investment funds + financial media.

Backing the Best UK Growth Companies with Unicorn AM

Capital Employed Podcast — Tue, 06 Jul 2021 07:20:27 +0100

This week we had the pleasure of being joined by Alex Game and Fraser Mackersie, managers of the Unicorn UK Growth Fund.

They have achieved fantastic returns by investing in some of the best growth businesses listed in London.

In this episode Alex and Fraser talks us through their investment style, strategy, and current views on the UK market.

They also discuss their thesis for investing in two high quality asset light compounders they feel can keep growing at a good rate for many years to come.

Hosted by Jon Kingston
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Podcasting for investment funds + financial media.

The Micro Cap Mariner (w./ Marcus Frampton)

Capital Employed Podcast — Wed, 30 Jun 2021 03:20:10 +0100

Joining us in conversation for this episode was Marcus Frampton, who is the CIO of the Alaska Permanent Fund.

Marcus is also the author of The Micro Cap and OTC Stock Letter, a monthly newsletter which strives to uncover value in the underfollowed corners of the North American markets. He does this with an adventuresome and audacious spirit inspired by the mariners of yesteryear. Land Ahoy!

For this episode we discuss Marcus's personal investing style and strategy. He also talks through his thesis for investing in two obscure micro cap stocks that could have great upside potential.

Hosted by Jon Kingston
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RAMP Investing with Maynard Paton

Capital Employed Podcast — Thu, 24 Jun 2021 05:51:56 +0100

Joining us in conversation for this episode was Maynard Paton.

Maynard has been investing in shares for over 25 years and is a full-time investor, researcher and blogger.

He is a well known and respected investor within the UK small cap sphere. He runs a concentrated portfolio with currently just 11 stocks.

In this episode Maynard talks about his RAMP (Respectability at a Modest Price) investment style.

He also talks through his thesis for investing in two micro cap stocks he thinks could have great upside potential.

Hosted by Jon Kingston
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Podcasting for investment funds + financial media.

Don't Follow The Heard (w./ Benj Gallander)

Capital Employed Podcast — Wed, 16 Jun 2021 05:51:32 +0100

Joining us in conversation for this episode was Benj Gallander from the popular Contra The Heard newsletter.

Benj is widely considered to be Canada’s top authority on contrarian investing. His 20-year annualized return is just over 18%. He is also the author of many best selling investment books.

In this episode Benj talks about his contrarian investment style. He also talks through his thesis for investing in two turnaround stocks that have great upside potential.

Hosted by Jon Kingston
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One Large One Small with Gary Mishuris

Capital Employed Podcast — Fri, 11 Jun 2021 05:36:27 +0100

Joining us in conversation for this episode was Gary Mishuris from Silver Ring Value Partners.

Silver Ring Value Partners utilizes a concentrated intrinsic value approach in seeking to safely compound capital over the long term.

In this episode Gary talks about his investment style and process. He also covers two stocks in his portfolio he's bullish on for the long term - one large cap listed in the US, and one small cap listed in Canada.

Hosted by Jon Kingston
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Net Net Nano Caps on AIM (w./ Elementary Value)

Capital Employed Podcast — Tue, 08 Jun 2021 07:35:22 +0100

For this episode we welcome back to the podcast the 21st century 'Yorkshire' version of Ben Graham.

Yes that's right... David J Flood, private investor and writer of the Elementary Value blog.

If you listened to episode 7 you will know that David likes to invest in net-nets, nano caps, AIM/OTC/Dark stocks, and special situations.

In this episode David gives a quick overview of the latest developments with Mycelx Technologies (MYX), the company he talked about in episode 7.

He then delves into his latest investment in a nano-cap stock, listed on London's AIM stock exchange, which is trading significantly below it's net asset value - Holders Technology (HDT).

This episode is a must listen if you enjoy deep value investing.

Hosted by Jon Kingston
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Opportunities in US Small Caps (w./ Richard de Lisle)

Capital Employed Podcast — Thu, 03 Jun 2021 03:56:21 +0100

Joining us in conversation for this episode was Richard de Lisle from De Lisle Partners.

Richard has over 40 years of experience in the US equity market, running the private investment fund the Emmanuel College Endowment Fund since 1996, and the more recent VT De Lisle America Fund which is open to the public.

Both funds are invested in US equities with a small cap bias.

In this episode Richard talks about his investment style, and covers two stocks in the portfolio that he is bullish on for the long term.

Hosted by Jon Kingston
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Hyper Revenue Growth with Jonah Lupton

Capital Employed Podcast — Wed, 26 May 2021 07:22:37 +0100

Joining us in conversation for this episode was investor, and entrepreneur, Jonah Lupton.

Jonah invests in disruptive and innovative high-growth companies with market caps under $10 billion.

In this episode Jonah walks us through his thesis for investing in two companies he feels have huge growth opportunities, and could be potential 10x multi-baggers.

Keep listening until the end where Jonah shares his thoughts on the world wide shortage of aluminum cans. Fascinating stuff.

Hosted by Jon Kingston
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Concentrated Compounding with Shree Viswanathan

Capital Employed Podcast — Wed, 19 May 2021 06:59:27 +0100

Joining us in conversation for this episode was Shree Viswanathan, who is the founder of SVN Capital.

With a long-term investment horizon, SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital.

In this episode Shree provides an overview of his investment process and style. Shree currently has just 11 stocks in his portfolio.

He walks us through his thesis for investing in two of those companies, both of which are high quality compounders - one listed in Sweden and the other in the USA.

Hosted by Jon Kingston
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Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do you own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #microcaps

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Podcasting for investment funds + financial media.

Investing In Long Term Sustainable Businesses (w./ Michael Crawford)

Capital Employed Podcast — Wed, 12 May 2021 06:02:12 +0100

Joining us in conversation for this episode was Michael Crawford from Chawton Global Investors. Michael has over 23 years of investment management experience.

In this episode Michael provides an overview of the TB Chawton Global Equity Income Fund.

He also walks us through his thesis for investing in two companies which he thinks can keep on compounding away for many years to come.

Chawton Global Investors is an independent boutique investment manager. Their investment philosophy builds on the lessons and tenets of great historical investors Ben Graham and Warren Buffett.

Hosted by Jon Kingston
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Finding Value in SE Asia (w./ Asian Century Stocks)

Capital Employed Podcast — Thu, 06 May 2021 03:23:55 +0100

Joining us in conversation for this episode was Michael Fritzel, also known as Fritz, from Asian Century Stocks.

Fritz provides a brief overview of Asian Century Stocks, and what countries and businesses he likes to focus on.

He then talks about two companies which he is bullish on - the largest operator of movie theatres in Thailand, and a chocolate manufacturer in Indonesia which is listed on the Singapore stock exchange.

Hosted by Jon Kingston
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Stocks Follow Earnings (w./ Argonaut Capital)

Capital Employed Podcast — Mon, 03 May 2021 03:07:31 +0100

Joining us in this episode was Barry Norris from Argonaut Capital.

Barry founded Argonaut in 2005, and manages the VT Argonaut Absolute Return Fund using his “earnings surprise” investment process.

Barry began managing money in 2002 at Neptune, having begun his career at Baillie Gifford. He was educated at Cambridge University and has an MA in History, and an MPhil in International Relations. He also holds the CFA charter.

In this episode Barry talks about how he manages money for the VT Argonaut Absolute Return Fund.

He also talks about two companies he's invested in which he thinks have great long term potential.

Hosted by Jon Kingston
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Small Cap Market Mispricing's with Greystone Capital

Capital Employed Podcast — Wed, 28 Apr 2021 03:26:37 +0100

Joining us in this episode was Adam Wilk from Greystone Capital Management.

Adam takes concentrated positions in small companies that are generally under-followed, misunderstood, and can be too small for large funds or passive investment vehicles to own, therefore creating the potential for mispricing’s. His returns over the past few years have been fantastic.

In this episode Adam talks about his investment style, and two companies he's invested in which he thinks have great long term potential.

Hosted by Jon Kingston
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2 Stocks with High Dividend Yields + Growth (w./ Gary Moglione)

Capital Employed Podcast — Thu, 22 Apr 2021 05:00:39 +0100

Joining us for this episode was Gary Moglione, Fund Manager of Momentum Multi-Asset Value Trust Plc.

Momentum Multi-Asset Value Trust Plc is listed on the London Stock Exchange with the ticker MAVT. The trust invests in UK and overseas equities, fixed income securities, and specialist assets.

In this episode Gary talks about how the trust has been constructed for both growth in capital and income. He also talks through the thesis for investing in two companies he thinks offer good value and growth potential - both with high dividend yields.

Stayed tuned until the end where Gary discusses a book he recently enjoyed reading.

Hosted by Jon Kingston

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#investing #stocks #finance #business #microcaps

Cultivating Independent Thought (w./ Mark Walker)

Capital Employed Podcast — Tue, 20 Apr 2021 07:26:18 +0100

Joining us for this episode was Mark Walker from Tollymore Investment Partners.

Mark manages a concentrated portfolio of only 12-15 positions.

Since launching the fund in 2016, until the end of 2020, Tollymore has generated a return of 28% per annum net of all fees and expenses.

In this episode Mark talks about his investment style and philosophy, as well as two companies he thinks have great long term potential.

Stayed tuned until the end where Mark discusses a book he recently enjoyed.

Hosted by Jon Kingston

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#investing #stocks #finance #business #microcaps

Finding Great Investments with Steve Clapham

Capital Employed Podcast — Thu, 15 Apr 2021 04:03:26 +0100

Joining us for this episode is Steve Clapham from Behind The Balance Sheet.

Following a 25-year career as an investment analyst, Steve decided to put that experience to good use and train the next generation of investment analysts, private investors, and portfolio managers.

He is also the author of the popular book 'The Smart Money Method: How to pick stocks like a hedge fund pro' - which we recommend all listeners read.

For this episode Steve talks through his own process for finding great stocks to invest in, and how he manages his own portfolio.

Keep listening to the end where Steve talks about a few investing books he really enjoyed reading.

Hosted by Jon Kingston

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#investing #stocks #finance #business #microcaps

Mineral Royalties and Asset Management (w./ Theron de Ris)

Capital Employed Podcast — Mon, 12 Apr 2021 06:25:29 +0100

Joining us for this episode was Theron de Ris, Founder and Managing Partner of Eschler Asset Management.

Eschler takes a business-like approach to investment, deploying long-term capital into a small number of well-researched ideas.

In this episode Theron gives an overview of his investment style, and his thesis for investing in two companies, one in the mineral royalty space, and the other a value orientated asset management firm.

Keep listening to the end where Theron talks about a fictional book written by Doug Casey that he really enjoyed.

Hosted by Jon Kingston

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#investing #stocks #finance #business #microcaps

2 Undervalued Tech Stocks (w./ Cove Street Capital)

Capital Employed Podcast — Thu, 08 Apr 2021 04:46:13 +0100

Joining us for this episode was Ben Claremon from Cove Street Capital.

Cove Street Capital offers concentrated, small cap value investment strategies that capitalize on inefficiencies in public markets.

In this episode Ben gives a breakdown the his investment process, and the thesis for investing in two tech stocks he thinks have great upside potential.

Hosted by Jon Kingston

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#investing #stocks #finance #business #microcaps

Hunting for Deep Value Microcaps with Evan Bleker

Capital Employed Podcast — Tue, 30 Mar 2021 03:21:01 +0100

Joining us in conversation for this episode was Evan Bleker from Net Net Hunter.

Evan is a huge advocate of deep value investing, and searches the world for the best net net investing opportunities.

He is also author of the popular book ‘Benjamin Graham’s Net Net Stock Strategy’ which was published last year by Harriman House.

In this episode Evan gives an overview of Net Net Hunter and the investment strategy.

He also talks about two stocks he's invested in which he thinks are being undervalued by the market.

Keep listening until the end when Evan talks about two rare articles he came across written in the 1950's by Warren Buffet.

Hosted by Jon Kingston

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#investing #stocks #finance #business #microcaps

3 Microcaps Huge Growth Potential with Blueprint Capital

Capital Employed Podcast — Tue, 16 Mar 2021 10:00:00 +0000

Joining us in conversation for this episode is Neil Cataldi from Blueprint Capital.

Neil runs a concentrated microcap growth strategy which has produced excellent returns for his clients over the years.

In this episode Neil talks about 3 stocks he’s thinks have big growth potential.

Hosted by Jon Kingston

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#investing #stocks #finance #business #microcaps

Searching the World for Value with Bonhoeffer Capital

Capital Employed Podcast — Thu, 11 Mar 2021 05:11:37 +0000

Joining us in conversation for this episode is Keith Smith from Bonheoffer Capital Management.

The Bonhoeffer Fund believes in independent thinking and always questions the popular perception.

In this episode Keith talks about his investment approach and philosophy. He also talks about two stocks the fund has had good success investing in, one in South Korea, and another in the UK.

Hosted by Jon Kingston

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#investing #stocks #finance #business

Investing in Blockchain and De-fi Projects with KR1

Capital Employed Podcast — Tue, 09 Mar 2021 06:13:28 +0000

Joining us in conversation for this episode was Keld van Schreven, co-founder and managing director of KR1 Plc.

KR1 Plc is listed on London's Aquis Stock Exchange with the ticker KR1.

They invest in early stage blockchain and decentralized financial projects.

In this episode Keld talks about blockchain innovation, the de-fi space, and the projects they have invested in such as Polkadot, Cosmos, Nexus Mutual, and Lazy Ledger.

Hosted by Jon Kingston

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The Contrarian Philosophy of a 134 Year Old Investment Trust

Capital Employed Podcast — Fri, 05 Mar 2021 06:07:51 +0000

Joining us in conversation for this episode was Alasdair McKinnon, manager of The Scottish Investment Trust.

The Scottish Investment Trust is listed on the London Stock Exchange with the ticker SCIN

Alasdair talks about the trusts contrarian investment philosophy, as well as his thesis for investing in two companies -

Newmont (NEM)
Cheesecake Factory Inc (CAKE)

Hosted by Jon Kingston

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Off the Radar Investing with Alluvial Capital

Capital Employed Podcast — Thu, 25 Feb 2021 07:26:37 +0000

For this episode we had the pleasure of talking with David Waters from Alluvial Capital Management.

David invests in companies around the world that go under the radar of most professional investors.

In this episode David details his investment process. He also talks about two microcaps he feels have great long terms potential, one in the US, and the other in Sweden.

Hosted by Jon Kingston

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website: capitalemployed.fm
twitter: @capitalemployed

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High Conviction Investing with Arquitos Capital

Capital Employed Podcast — Tue, 23 Feb 2021 06:14:46 +0000

For this episode we talk to Steven Kiel from Arquitos Capital.

Arquitos is an unconventional hedge-fund with a great track record. They invest in a small number of unique companies.

In this episode Steven talks about his investment philosophy and process. He also talks about 3 companies he is currently invested in -

Enterprise Diversified (SYTE)
Nam Tai Property (NTP)
Mma Capital Holdings (MMAC)

Hosted by Jon Kingston

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website: capitalemployed.fm
twitter: @capitalemployed

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Investing When Everybody Else Has Given Up with Elementary Value

Capital Employed Podcast — Thu, 11 Feb 2021 02:04:29 +0000

For this episode we talk to David J. Flood from Elementary Value.

David is a UK based private investor whose focus is on investing in unloved nano-caps.

He runs the popular elementaryvalue.com blog and is co-editor of Svenda’s Manual, a database investors can use to find interesting companies listed on the OTC market.

In this episode David talks about his investment process. He also dives into Mycelx Technologies [MYX], a London listed nano-cap which he feels has great recovery potential.

Hosted by Jon Kingston

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website: capitalemployed.fm
twitter: @capitalemployed

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Taking a Walk Down Derby Street with Richard Simmons

Capital Employed Podcast — Mon, 08 Feb 2021 04:45:49 +0000

For this episode we talk to Richard Simmons from Derby Street Managers.

Richard is author of the book ‘Buffett: Step By Step’ published all the way back in 1999.

In this episode Richard gives an overview the two funds he manages and the type of companies he likes to invest in.

He also talks about two quality companies, both listed on the London Stock Exchange, he feels have great long term potential -

Naked Wines (WINE) and Robert Walters (RWA).

Hosted by Jon Kingston
https://twitter.com/equitybaron

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Podcasting for investment funds + financial media.

Compounding Wealth on AIM with Chris Boxall

Capital Employed Podcast — Thu, 04 Feb 2021 06:21:27 +0000

For this episode we talk to Chris Boxall from Fundamental Asset Management, and Investors Champion.

Chris is a specialist in investing in small high quality companies listed on London's AIM stock exchange.

In this episode Chris explains why he thinks the AIM stock exchange is a great place to invest.

He also talks about two quality asset light compounders he feels, despite the high valuations, have great long term potential.

Hosted by Jon Kingston
https://twitter.com/equitybaron

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Produced by Kingsize Metrics
Podcast management for investment funds and financial media.
https://kingsizemetrics.com

Finding Quality on the ASX with Coffee Microcaps

Capital Employed Podcast — Wed, 27 Jan 2021 03:04:02 +0000

For this episode I had the pleasure of talking with Mark Tobin.

Mark is the founder of Coffee Microcaps, a media events company, and subscription newsletter.

Mark gives an overview of the type of companies showcased in the Coffee Microcaps newsletter, as well as at the virtual events.

He also talks about two microcaps listed on the ASX - Energy One Limited [EOL] a software business for the energy industry, and SDI Ltd [SDI] a leading manufacturer of dental materials.

Hosted by Jon Kingston
https://twitter.com/equitybaron

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Vietnam The Investment Opportunity with Vietnam Holding

Capital Employed Podcast — Thu, 21 Jan 2021 01:09:15 +0000

In this episode we talk with Craig Martin from Dynam Capital, the investment manager of Vietnam Holdings.

Vietnam Holdings is a closed-end investment fund listed on the London Stock Exchange with the ticker VHN.

Craig talks about the opportunity Vietnam presents, his own experiences of the country, as well as diving deeper into the stocks held within the fund.

Hosted by Jon Kingston
https://twitter.com/equitybaron

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Investing In Fast Growth Industries (w./ Pratyush Rastogi)

Capital Employed Podcast — Wed, 20 Jan 2021 04:33:14 +0000

In this episode we talk with Pratyush Rastogi from Farrer Wealth Advisors, based in Singapore.

Pratyush gives an overview of his investment philosophy. He also talks about two fast growing stocks he thinks have great long term potential - Afterpay (ASX:APT) and Adyen (AMS: ADYEN).

Hosted by Jon Kingston
https://twitter.com/equitybaron

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