Capital Employed FM

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

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

#investing #stocks #finance #business #smallcaps

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

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

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Follow the podcast on...

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

#investing #stocks #finance #business #smallcaps

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

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

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Follow the podcast on...

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

#investing #stocks #finance #business #smallcaps

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

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

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Follow the podcast on...

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--->

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

#investing #stocks #finance #business #smallcaps

---

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

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

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Follow the podcast on...

Website
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--->

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

#investing #stocks #finance #business #smallcaps

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

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

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Follow the podcast on...

Website
Twitter
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--->

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

#investing #stocks #finance #business #smallcaps

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

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

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Follow the podcast on...

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

#investing #stocks #finance #business #smallcaps

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

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

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Follow the podcast on...

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--->

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

#investing #stocks #finance #business #smallcaps

---

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

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

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Follow the podcast on...

Website
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--->

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

#investing #stocks #finance #business #smallcaps

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

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
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--->

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

#investing #stocks #finance #business #smallcaps

---

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