Capital Employed FM #60

The Advantage of Time

A conversation 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 US stocks Chris is bullish on for the long term.

More information about Christopher and his firm can be found at headwaterscapmgmt.com

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Hosted by Jon Kingston

twitter.com/equitybaron

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Disclaimer

This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.

Capital Employed FM #59

Acquiring Profitable Online Businesses

A conversation with Dom Wells, CEO of Onfolio.

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 discus... 

* 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 Dominic and his firm can be found at onfolio.com

Don't forget to join our YouTube channel.

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Hosted by Jon Kingston

twitter.com/equitybaron

Disclaimer

This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.

Capital Employed Podcast #58

Narrative Shifts

A conversation 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 investing for over 20 years.

More information about Adam and his firm can be found at capewrathcapital.com

Disclaimer

This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.

Capital Employed Podcast #57

Making Big Gains In Bear Markets

A conversation with Christian Putz

For this episode we have the pleasure of being joined by Christian Putz, Founder and Portfolio Manager of ARR Investment Partners.ARR Investment Partners is a London-based investment boutique advising a global long/short equity strategy for professional investors.

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 when he turned 5k into 100k.

* How the Russian bear market of 2011-15 shaped his investment approach.

* How his investment strategy aims to performs well in all market cycles.

* Two companies he's bullish on.

Stocks mentioned

* Daqo New Energy (DQ)

* Allkem (AKE)

Apologies for the sound quality in parts of this recording.

Disclaimer

This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.

Capital Employed Podcast #56

High Quality Dividend Growers

A Conversation with 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.

Stocks mentioned

Legal & General (LGEN)

Telecom Plus (TEP)

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More information about John can be found here -

ukdividendstocks.com

twitter.com/UKValueInvestor

The Defensive Value Investor: A complete step-by-step guide to building a high-yield, low-risk share portfolio

Disclaimer

This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.

Capital Employed Podcast #55

Patience Is Key

A Conversation 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 advice he’s giving his clients in this economic environment, areas of the markets he likes, and two London listed microcaps he feels have great potential.

Stocks mentioned

* POLX – Polarean Imaging

* ZPHR – Zephyr Energy

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More information about Tyndall can be found here

tyndallim.co.uk

Disclaimer

This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.

Capital Employed Podcast #54

Long Gold and Italy

A Conversation 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.

Stocks mentioned

* Agnico Eagle Mines (AEM)

* Anima Holding Spa (ANIM)

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Follow Theron

eschlerasset.com

Disclaimer

This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.

Capital Employed Podcast #53

How We're Navigating The Markets

A Conversation with 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 funds through these volatile markets, which sectors interest him, and two companies he's currently researching.

Stocks mentioned

* Naked Wines (WINE)

* Robert Walters (RWA)

* Synergie (SDG)

* Flutter Entertainment (FLTR)

* Polar Capital (POLR)

* St. James Place (STJ)

* Gruppo Mutuionline Spa (MOL)

* Lvmh Moet Hennessy Louis Vuitton (LVMH)

* Kering (KER)

* Hostmore (MORE)

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Follow Richard

derbystreetmanagers.com

Disclaimer

This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.

Capital Employed Podcast #52

Founder Led Microcaps

A conversation with Chris aka 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.

Stocks featured

* Delta Apparel Inc (DLA)

* Table Trac Inc (TBTC)

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Follow Chris

twitter.com/zippy_capital

Disclaimer

This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.

Capital Employed Podcast #51

Long Term Owner of Public Businesses

A conversation with Avi Fisher from Long Cast Advisors

For this episode we had 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.

Stocks featured

* Quest Resource Holding (QRHC)

* Senestech Inc (SNES)

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Follow Avi

* longcastadvisers.com

* thepatientinvestors.blogspot.com

* twitter.com/longcastadviser

Disclaimer

This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.