Capital Employed FM

64 Episodes

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

   Published: 03/12/2024
2. Greystone Capital Management - Q3 2024 Letter

   Published: 03/11/2024
3. Alluvial Fund - Letter to Limited Partners Third Quarter 2024

   Published: 01/11/2024
4. Massif Capital - 3rd Quarter 2024 Letter to Investors

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

   Published: 31/01/2023
6. Acquiring Profitable Online Businesses (w./ Dom Wells)

   Published: 05/01/2023
7. Narrative Shifts with Adam Rackley

   Published: 22/09/2022
8. Making Big Gains In Bear Markets (w./ Christian Putz)

   Published: 09/09/2022
9. High Quality Dividend Growers (w./ John Kingham)

   Published: 13/07/2022
10. Patience Is Key with Harry Walsh

    Published: 16/06/2022
11. Long Gold and Italy with Theron de Ris

    Published: 14/03/2022
12. How We're Navigating The Markets (w./ Richard Simmons)

    Published: 09/03/2022
13. Founder Led Microcaps with Zippy Capital

    Published: 02/03/2022
14. Long Term Owner of Public Businesses (w./ Avi Fisher)

    Published: 11/02/2022
15. Thematic Small Cap Investing (w./ Andy Brown)

    Published: 03/02/2022
16. Hidden Gems Down Under with Peter Johns

    Published: 26/01/2022
17. 4 High Quality Aussie Microcaps (w./ Mark Tobin)

    Published: 21/01/2022
18. Temporary Value Dislocations with Tim Delaney

    Published: 17/01/2022
19. A Portfolio of Just 4 Stocks with Robert Mulcahy

    Published: 13/01/2022
20. A Generational Investment Opportunity with Aaron Edelheit

    Published: 01/12/2021