Capital Employed FM

Business & Economics Podcasts

Audio versions of fund manager letters and stock pitches. Subscribe now so you don't miss an episode.

Episodes

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

Greystone Capital Management - Q3 2024 Letter

Alluvial Fund - Letter to Limited Partners Third Quarter 2024

Massif Capital - 3rd Quarter 2024 Letter to Investors

The Advantage of Time with Christopher Godfrey

Acquiring Profitable Online Businesses (w./ Dom Wells)

Narrative Shifts with Adam Rackley

Making Big Gains In Bear Markets (w./ Christian Putz)

High Quality Dividend Growers (w./ John Kingham)

Patience Is Key with Harry Walsh

Long Gold and Italy with Theron de Ris

How We're Navigating The Markets (w./ Richard Simmons)

Founder Led Microcaps with Zippy Capital

Long Term Owner of Public Businesses (w./ Avi Fisher)

Thematic Small Cap Investing (w./ Andy Brown)

Hidden Gems Down Under with Peter Johns

4 High Quality Aussie Microcaps (w./ Mark Tobin)

Temporary Value Dislocations with Tim Delaney

A Portfolio of Just 4 Stocks with Robert Mulcahy

A Generational Investment Opportunity with Aaron Edelheit