Capital Employed FM
Capital Employed Podcast
Subscribe
We talk to renowned investors about their favorite stocks. Subscribe now so you don't miss an episode.
Available episodes
Newest first
Oldest first
Jan 31, 2023
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.
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
--->
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
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
playlist_add
Jan 5, 2023
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.
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.
--->
NEWSLETTER
Join the newsletter to read more research about interesting microcaps from around the world ->
https://www.capitalemployed.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.
--->
FOLLOW
You can follow the podcast on:
Website
Twitter
LinkedIn
YouTube
--->
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
playlist_add
Sep 21, 2022
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 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
--->
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.
--->
FOLLOW
You can follow the podcast on:
Website
Twitter
LinkedIn
YouTube
--->
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
playlist_add
Sep 9, 2022
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.
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
--->
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.
--->
FOLLOW
You can follow the podcast on:
Website
Twitter
LinkedIn
YouTube
--->
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
playlist_add
Jul 13, 2022
High Quality Dividend Growers (w./ John Kingham)
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
--->
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
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
playlist_add
Jun 16, 2022
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.
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
--->
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
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
playlist_add
Mar 14, 2022
Long Gold and Italy with Theron de Ris
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
--->
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
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
playlist_add
Mar 9, 2022
How We're Navigating The Markets (w./ Richard Simmons)
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
--->
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
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
playlist_add
Mar 2, 2022
Founder Led Microcaps with Zippy Capital
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
--->
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
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
playlist_add
Feb 11, 2022
Long Term Owner of Public Businesses (w./ Avi Fisher)
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
--->
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
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
playlist_add
Feb 3, 2022
Thematic Small Cap Investing (w./ Andy Brown)
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.
--->
FOLLOW
You can follow the pod…
playlist_add
Jan 26, 2022
Hidden Gems Down Under with Peter Johns
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.
--->
FOLLOW
You can follow the podcast on:
Website
Twitter
LinkedIn
YouTube
--->
DISCLAIMER
Please note this podcast is for education…
playlist_add
Jan 21, 2022
4 High Quality Aussie Microcaps (w./ Mark Tobin)
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
--->
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 shar…
playlist_add
Jan 17, 2022
Temporary Value Dislocations with Tim Delaney
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.
--->
FOLLOW
You can follow the podcast on:
Website
Twitter
LinkedIn
YouTube
--->
DISCLAIMER
Please note this podcast is for education and i…
playlist_add
Jan 13, 2022
A Portfolio of Just 4 Stocks with Robert Mulcahy
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.
--->
FOLLOW
You can follow the podcast on:
Website
Twitter
LinkedIn
YouTube
--->
DISCLAIMER
Please note this podcast is for education and info…
playlist_add
Dec 1, 2021
A Generational Investment Opportunity with Aaron Edelheit
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.
--->
FOLLOW
You can follow the podcast on:
Web…
playlist_add
Nov 17, 2021
The Craft Brewers of Stock Market Investing (w./ David Collins)
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
---…
playlist_add
Oct 20, 2021
Business Perspective Investing (w./ Eric Burns)
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
--->
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com/
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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
---
Produced by kingsizemetrics.com
playlist_add
Oct 5, 2021
Quality Companies for the Long Run with David Ridland
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
https://twitter.com/equitybaron
--->
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com/
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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
---
Produced by kingsizemetrics.com
playlist_add
Sep 28, 2021
High ROCE and Widening Moats (w./ Partnership Investing)
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
https://twitter.com/equitybaron
--->
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com/
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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
---
Produced by kingsizemetrics.com
playlist_add
Sep 21, 2021
Engineer By Day Microcap Investor By Night (w./ Dan Schum)
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
https://twitter.com/equitybaron
--->
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com/
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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…
playlist_add
Sep 17, 2021
2 Stocks I'm Bullish On (w./ Peter Rabover)
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
https://twitter.com/equitybaron
--->
Add your email for more investing ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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
---
Produced by king…
playlist_add
Sep 14, 2021
Exchanges and Cream Cakes with Jeremy McKeown
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
https://twitter.com/equitybaron
--->
Add your email for more investment ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
Please note this podcast is for education and informa…
playlist_add
Sep 8, 2021
Opportunities In Indian Small Caps (w./ David Cornell)
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
https://twitter.com/equitybaron
--->
Add your email for more investment ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the sh…
playlist_add
Sep 3, 2021
Stocks In Transformation Mode with Tony Capeloto
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
https://twitter.com/equitybaron
--->
Add your email for more investment ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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
---
Produced by kingsizemetrics.com
playlist_add
Aug 25, 2021
2 Small Caps Enticing Valuations (w./ Mark Simpson)
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
https://twitter.com/equitybaron
--->
Add your email for more investment ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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
---
Produced by kingsizemetrics.com
playlist_add
Jul 20, 2021
The Science of Hitting with Alex Morris
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
https://twitter.com/equitybaron
--->
Add your email for more investment ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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
---
Produced b…
playlist_add
Jul 12, 2021
Buying High Quality Stocks with Siddharth Singhai
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
https://twitter.com/equitybaron
--->
Add your email for more investment ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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…
playlist_add
Jul 6, 2021
Backing the Best UK Growth Companies with Unicorn AM
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
https://twitter.com/equitybaron
--->
Add your email for more investment ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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
---…
playlist_add
Jun 29, 2021
The Micro Cap Mariner (w./ Marcus Frampton)
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
https://twitter.com/equitybaron
--->
Add your email for more investment ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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 s…
playlist_add
Jun 24, 2021
RAMP Investing with Maynard Paton
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
https://twitter.com/equitybaron
--->
Add your email for more investing ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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 #bu…
playlist_add
Jun 16, 2021
Don't Follow The Heard (w./ Benj Gallander)
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
https://twitter.com/equitybaron
--->
Add your email for more investing ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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
---
Produced by kingsizemetrics.c…
playlist_add
Jun 11, 2021
One Large One Small with Gary Mishuris
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
https://twitter.com/equitybaron
--->
Add your email for more investing ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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
---
Produced by kingsizemetrics.com
Podcasting for investment…
playlist_add
Jun 8, 2021
Net Net Nano Caps on AIM (w./ Elementary Value)
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
https://twitter.com/equitybaron
--->
Add your email for more investing ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
Please note this podcast is for education and in…
playlist_add
Jun 2, 2021
Opportunities in US Small Caps (w./ Richard de Lisle)
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
https://twitter.com/equitybaron
--->
Add your email for more investing ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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 #smal…
playlist_add
May 26, 2021
Hyper Revenue Growth with Jonah Lupton
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
https://twitter.com/equitybaron
--->
Add your email for more investing ideas ->
https://capitalemployed.substack.com
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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
---
Produced by kingsize…
playlist_add
May 19, 2021
Concentrated Compounding with Shree Viswanathan
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
https://twitter.com/equitybaron
--->
Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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 inv…
playlist_add
May 12, 2021
Investing In Long Term Sustainable Businesses (w./ Michael Crawford)
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
https://twitter.com/equitybaron
--->
Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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,…
playlist_add
May 5, 2021
Finding Value in SE Asia (w./ Asian Century Stocks)
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
https://twitter.com/equitybaron
--->
Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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
---
Produced by kingsizemetrics.com
Podcasting for investment funds + financia…
playlist_add
May 2, 2021
Stocks Follow Earnings (w./ Argonaut Capital)
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
https://twitter.com/equitybaron
--->
Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your…
playlist_add
Apr 27, 2021
Small Cap Market Mispricing's with Greystone Capital
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
https://twitter.com/equitybaron
--->
Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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 #microcaps
---…
playlist_add
Apr 22, 2021
2 Stocks with High Dividend Yields + Growth (w./ Gary Moglione)
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
--->
Get emailed FREE exclusive bonus episodes -
https://capitalemployed.fm/exclusive/
--->
website: capitalemployed.fm
twitter: @capitalemployed
--->
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…
playlist_add
Apr 20, 2021
Cultivating Independent Thought (w./ Mark Walker)
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
--->
Get emailed FREE exclusive bonus episodes -
https://capitalemployed.fm/exclusive/
--->
website: capitalemployed.fm
twitter: @capitalemployed
--->
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
playlist_add
Apr 14, 2021
Finding Great Investments with Steve Clapham
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
--->
Get emailed FREE exclusive bonus episodes -
https://capitalemployed.fm/exclusive/
--->
website: capitalemployed.fm
twitter: @capitalemployed
--->
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 rese…
playlist_add
Apr 12, 2021
Mineral Royalties and Asset Management (w./ Theron de Ris)
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
--->
Get emailed FREE exclusive bonus episodes -
https://capitalemployed.fm/exclusive/
--->
website: capitalemployed.fm
twitter: @capitalemployed
--->
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 #mi…
playlist_add
Apr 7, 2021
2 Undervalued Tech Stocks (w./ Cove Street Capital)
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
--->
Get emailed FREE exclusive bonus episodes -
https://capitalemployed.fm/exclusive/
--->
website: capitalemployed.fm
twitter: @capitalemployed
--->
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
playlist_add
Mar 29, 2021
Hunting for Deep Value Microcaps with Evan Bleker
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
--->
Get emailed FREE exclusive bonus episodes -
https://capitalemployed.fm/exclusive/
--->
website: capitalemployed.fm
twitter: @capitalemployed
--->
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 be…
playlist_add
Mar 16, 2021
3 Microcaps Huge Growth Potential with Blueprint Capital
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
--->
Get access to exclusive bonus episodes -
https://capitalemployed.fm/exclusive/
--->
website: capitalemployed.fm
twitter: @capitalemployed
--->
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
playlist_add
Mar 11, 2021
Searching the World for Value with Bonhoeffer Capital
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
--->
Get access to exclusive bonus episodes -
https://capitalemployed.fm/exclusive/
--->
website: capitalemployed.fm
twitter: @capitalemployed
--->
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
playlist_add
Mar 9, 2021
Investing in Blockchain and De-fi Projects with KR1
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
--->
Get access to exclusive bonus episodes -
https://capitalemployed.fm/exclusive/
--->
website: capitalemployed.fm
twitter: @capitalemployed
--->
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.
playlist_add
Mar 5, 2021
The Contrarian Philosophy of a 134 Year Old Investment Trust
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
--->
Get access to exclusive bonus episodes -
https://capitalemployed.fm/exclusive/
--->
website: capitalemployed.fm
twitter: @capitalemployed
--->
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.
playlist_add
Feb 25, 2021
Off the Radar Investing with Alluvial Capital
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
--->
Get access to exclusive bonus episodes -
https://capitalemployed.fm/exclusive/
--->
website: capitalemployed.fm
twitter: @capitalemployed
--->
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.
playlist_add
Feb 23, 2021
High Conviction Investing with Arquitos Capital
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
--->
Get access to exclusive bonus episodes -
https://capitalemployed.fm/exclusive/
--->
website: capitalemployed.fm
twitter: @capitalemployed
--->
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.
playlist_add
Feb 10, 2021
Investing When Everybody Else Has Given Up with Elementary Value
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
--->
Get access to exclusive bonus episodes -
https://capitalemployed.fm/exclusive/
--->
website: capitalemployed.fm
twitter: @capitalemployed
--->
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.
playlist_add
Feb 7, 2021
Taking a Walk Down Derby Street with Richard Simmons
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
--->
Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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
---
Produced by kingsizemetrics.com
Podcasting fo…
playlist_add
Feb 4, 2021
Compounding Wealth on AIM with Chris Boxall
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
--->
Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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 #smallcaps
---
Produced by Kingsize Metrics
Podcast management for investment funds and…
playlist_add
Jan 26, 2021
Finding Quality on the ASX with Coffee Microcaps
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
--->
Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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 #smallcaps
playlist_add
Jan 20, 2021
Vietnam The Investment Opportunity with Vietnam Holding
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
--->
Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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 #smallcaps
playlist_add
Jan 19, 2021
Investing In Fast Growth Industries (w./ Pratyush Rastogi)
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
--->
Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/
====
Seeking investment ideas? We suggest trying Stockopedia.
Use this link for a 2 week FREE trial and 10% lifetime discount.
http://try.stk.pe/mQgvmHV
====
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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 #smallcaps
playlist_add
Nov 11, 2020
Introduction
An introduction to the Capital Employed FM. The best investing podcast in the universe.
Here we outline what you can expect from the show. Make sure to subscribe for some great investor interviews coming soon.
---
Hosted by Jon Kingston
https://twitter.com/equitybaron
--->
Add your email for FREE bonus episodes ->
https://capitalemployed.fm/exclusive/
--->
Follow the podcast on...
Website
Twitter
LinkedIn
YouTube
--->
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 #smallcaps
playlist_add