Capital Employed FM

64 Episodes

1. Focus Capital Management Q3 2024 Letter (The Value of Concentration)

   Published: 12/3/2024
2. Greystone Capital Management - Q3 2024 Letter

   Published: 11/3/2024
3. Alluvial Fund - Letter to Limited Partners Third Quarter 2024

   Published: 11/1/2024
4. Massif Capital - 3rd Quarter 2024 Letter to Investors

   Published: 10/31/2024
5. The Advantage of Time with Christopher Godfrey

   Published: 1/31/2023
6. Acquiring Profitable Online Businesses (w./ Dom Wells)

   Published: 1/5/2023
7. Narrative Shifts with Adam Rackley

   Published: 9/22/2022
8. Making Big Gains In Bear Markets (w./ Christian Putz)

   Published: 9/9/2022
9. High Quality Dividend Growers (w./ John Kingham)

   Published: 7/13/2022
10. Patience Is Key with Harry Walsh

    Published: 6/16/2022
11. Long Gold and Italy with Theron de Ris

    Published: 3/14/2022
12. How We're Navigating The Markets (w./ Richard Simmons)

    Published: 3/9/2022
13. Founder Led Microcaps with Zippy Capital

    Published: 3/2/2022
14. Long Term Owner of Public Businesses (w./ Avi Fisher)

    Published: 2/11/2022
15. Thematic Small Cap Investing (w./ Andy Brown)

    Published: 2/3/2022
16. Hidden Gems Down Under with Peter Johns

    Published: 1/26/2022
17. 4 High Quality Aussie Microcaps (w./ Mark Tobin)

    Published: 1/21/2022
18. Temporary Value Dislocations with Tim Delaney

    Published: 1/17/2022
19. A Portfolio of Just 4 Stocks with Robert Mulcahy

    Published: 1/13/2022
20. A Generational Investment Opportunity with Aaron Edelheit

    Published: 12/1/2021