Capital Employed FM
Capital Employed Podcast
Recent Episodes
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.
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
--->
EPISODE SPONSORS
Sharesight - Get 33% discount on an annual plan
Great platform for managing your portfolio including performance tracking, dividend reports, and much more. Perfect for both private investors and fund managers. Much easier than faffing around on excel.
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.
--->
FOLLOW
You can follow the podcast on:
--->
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
---
Produced by kingsizemetrics.com
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.
https://www.capitalemployed.com
--->
EPISODE SPONSORS
Sharesight - Get 33% discount on an annual plan
Great platform for managing your portfolio including performance tracking, dividend reports, and much more. Perfect for both private investors and fund managers. Much easier than faffing around on excel.
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.
--->
FOLLOW
You can follow the podcast on:
--->
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
---
Produced by kingsizemetrics.com
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
--->
EPISODE SPONSORS
Sharesight - Get 33% discount on an annual plan
Great platform for managing your portfolio including performance tracking, dividend reports, and much more. Perfect for both private investors and fund managers. Much easier than faffing around on excel.
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.
--->
FOLLOW
You can follow the podcast on:
--->
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
---
Produced by kingsizemetrics.com
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
--->
EPISODE SPONSORS
Sharesight - Get 33% discount on an annual plan
Great platform for managing your portfolio including performance tracking, dividend reports, and much more. Perfect for both private investors and fund managers. Much easier than faffing around on excel.
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.
--->
FOLLOW
You can follow the podcast on:
--->
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
---
Produced by kingsizemetrics.com
