Capital Employed FM

Capital Employed FM episodes:

• 01.31.2023

  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.

  
• 01.05.2023

  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. $ONFO

  
• 09.22.2022

  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.

  
• 09.09.2022

  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.

  
• 07.13.2022

  High Quality Dividend Growers (w./ John Kingham)

  For this episode we had the pleasure of being joined by John Kingham, a private investor and author based in the UK.

  
• 06.16.2022

  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, based in London.

  
• 03.14.2022

  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.

  
• 03.09.2022

  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...

  
• 03.02.2022

  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.

  
• 02.11.2022

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

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

  
• 02.03.2022

  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.

  
• 01.26.2022

  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 with a bias toward small and micro-cap companies.

  
• 01.21.2022

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

  For this episode we welcome back to the podcast Mark Tobin, founder of Coffee Microcaps.

  
• 01.17.2022

  Temporary Value Dislocations with Tim Delaney

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

  
• 01.13.2022

  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.

  
• 12.01.2021

  A Generational Investment Opportunity with Aaron Edelheit

  For this episode we have 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...

  
• 11.17.2021

  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. In this episode David talks about his investing style, how he generates ideas, and two...

  
• 10.20.2021

  Business Perspective Investing (w./ Eric Burns)

  For this episode we had the pleasure of being joined by Eric Burns, Chief Analyst of both the UK Buffettology and Free Spirit Fund. Eric talks Business Perspective Investing. We also discuss Porter's Five Forces Analysis, and listen to his...

  
• 10.05.2021

  Quality Companies for the Long Run with David Ridland

  For this episode we were joined by David Ridland of Castlebay Investment Partners. David likes to invest in companies with strong cashflows, high operating margins, and high returns on invested capital.

  
• 09.28.2021

  High ROCE and Widening Moats (w./ Partnership Investing)

  For this episode we had the pleasure of being joined by the guys behind the Partnership Investing Newsletter. In this episode they talks us through the characteristics they seek in a business, and how they find these companies, and their...

  
• 09.21.2021

  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 nano cap stocks that have little...

  
• 09.17.2021

  2 Stocks I'm Bullish On (w./ Peter Rabover)

  For this episode we were 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.

  
• 09.14.2021

  Exchanges and Cream Cakes with Jeremy McKeown

  For this episode we were joined by Jeremy McKeown from Dowgate Wealth. In this episode Jeremy provides a superb breakdown of two quality AIM listed small caps that he thinks have great growth prospects.

  
• 09.08.2021

  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...

  
• 09.03.2021

  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.

  
• 08.25.2021

  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.

  
• 07.20.2021

  The Science of Hitting with Alex Morris

  This week we had the pleasure of being joined by Alex Morris, who is the author of The Science of Hitting investment research service. Alex spends his days searching for high-quality businesses that are misunderstood or underappreciated, providing the opportunity...

  
• 07.13.2021

  Buying High Quality Stocks with Siddharth Singhai

  This week we are joined by Siddharth Singhai, CIO and Co- founder of Ironhold Capital who are based in Manhattan, NY. In this episode Siddharth discusses his process for finding high quality companies, and two stocks he's bullish on.

  
• 07.06.2021

  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.

  
• 06.30.2021

  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 Letter and OTC Stock Letter, a monthly newsletter which strives to uncover...

  
• 06.24.2021

  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...

  
• 06.16.2021

  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%.

  
• 06.11.2021

  One Large One Small with Gary Mishuris

  Joining us in conversation for this episode was Gary Mishuris from Silver Ring Value Partners. In this episode Gary talks about two stocks he is bullish on for the long term - one large cap listed in the US, and...

  
• 06.08.2021

  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. In this episode David delves into his...

  
• 06.03.2021

  Opportunities in US Small Caps (w./ Richard de Lisle)

  Joining us in conversation for this episode was Richard de Lisle from De Lisle Partners, a US small cap specialist. In this episode Richard talks about his investment style, and covers two stocks in the portfolio that he is bullish...

  
• 05.26.2021

  Hyper Revenue Growth with Jonah Lupton

  Joining us in conversation for this episode was Jonah Lupton. Jonah invests in disruptive and innovative high-growth companies with market caps under $10 billion.

  
• 05.19.2021

  Concentrated Compounding with Shree Viswanathan

  Joining us in conversation for this episode was Shree Viswanathan, who is the founder of SVN Capital. Shree currently has just 11 stocks in his portfolio. He walks us through his thesis for investing in two of those companies.

  
• 05.12.2021

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

  Joining us in conversation for this episode was Michael Crawford from Chawton Global Investors. Michael walks us through his thesis for investing in two companies which he thinks can keep on compounding away for many years to come.

  
• 05.06.2021

  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.

  
• 05.03.2021

  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.

  
• 04.28.2021

  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 and misunderstood.

  
• 04.22.2021

  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.

  
• 04.20.2021

  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.

  
• 04.15.2021

  Finding Great Investments with Steve Clapham

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

  
• 04.12.2021

  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.

  
• 04.08.2021

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

  Joining us for this episode was Ben Claremon from Cove Street Capital. In this episode Ben gives a breakdown of his investment process, and his thesis for investing in two tech stocks.

  
• 03.30.2021

  Hunting for Deep Value Microcaps with Evan Bleker

  Joining us 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.

  
• 03.16.2021

  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.

  
• 03.11.2021

  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.

  
• 03.09.2021

  Investing in Blockchain and De-fi Projects with KR1

  Joining us in conversation for this episode is Keld van Schreven co-founder of KR1 Plc. They invest in early stage blockchain and decentralised financial projects.