Capital Employed FM

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

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Produced by kingsizemetrics.com

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

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Produced by kingsizemetrics.com

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

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

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 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

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 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 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 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 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 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 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 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 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 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:

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