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Capital Employed FM

Business & Economics Podcasts

We talk to renowned investors about their favorite stocks. https://capitalemployed.fm

We talk to renowned investors about their favorite stocks. https://capitalemployed.fm

Location:

United States

Description:

We talk to renowned investors about their favorite stocks. https://capitalemployed.fm

Language:

English


Episodes

Engineer By Day Microcap Investor By Night (w./ Dan Schum)

9/21/2021
For this episode we had the pleasure of being joined by Dan Schum, who is a private investor and writer of the popular No Name Stocks blog. Dan seeks to invest in micro and nanocap stocks that have little research and under-followed, but have the potential of becoming multi-baggers. In this episode Dan talks us through is process, and also provides his thesis for investing in two US listed microcaps he thinks have great potential upside. One company is being managed by a possible future...

Duration:00:13:33

2 Stocks I'm Bullish On (w./ Peter Rabover)

9/17/2021
For this episode we had the pleasure of being joined by Peter Rabover, who is the founder and portfolio manager of Artko Capital. Peter likes to focus on small/microcap companies and special situations, within a concentrated portfolio. In this episode Peter discusses his investment style, how he finds investment ideas, and the types of companies he likes to invest in. He also provides a breakdown of his thesis for investing in two small caps he thinks can generate great returns. Hosted...

Duration:00:17:25

Exchanges and Cream Cakes with Jeremy McKeown

9/14/2021
For this episode we were joined by Jeremy McKeown from Dowgate Wealth. Dowgate Wealth, based in London, create bespoke portfolios for their clients. They select investments based on their fundamental qualities and their ability to generate above-market returns regardless of economic cycles. Jeremy joined Dowgate Wealth in November 2020. He has worked in the City for over 4 decades in both fund management and stockbroking. He also writes an excellent blog called Hyper Normal Times, which we...

Duration:00:19:15

Opportunities In Indian Small Caps (w./ David Cornell)

9/8/2021
For this episode we were joined by David Cornell, the Managing Director and Chief Investment Office of India Capital Growth Fund. The trust is listed on the London Stock Exchange with the ticker IGC, and has compounded at an average of 14.8% over the past 10 years. In this episode David discusses why India is such a compelling investment opportunity. He also talks about their investment strategy, and why they like to invest in small caps. David also delves into two stocks in the portfolio...

Duration:00:14:59

Stocks In Transformation Mode with Tony Capeloto

9/3/2021
For this episode we had the pleasure of being joined by Tony Capeloto. Tony is the founder, and investment manager, of Foster Point Capital, an investment firm based in Seattle. In this episode Tony his investment style, what he looks for in management, as his thesis for investing in two US small caps that he thinks have great potential. Hosted by Jon Kingston https://twitter.com/equitybaron ---> Add your email for more investment ideas...

Duration:00:16:40

2 Small Caps Enticing Valuations (w./ Mark Simpson)

8/25/2021
For this episode we have the pleasure of being joined by Mark Simpson, who is a private investor, market commentator, and author of the popular book Excellent Investing: How to Build a Winning Portfolio. In this episode Mark discusses his value investment style, and his thesis for investing in two UK small caps that are being offered to investors at enticing valuations. Hosted by Jon Kingston https://twitter.com/equitybaron ---> Add your email for more investment ideas...

Duration:00:17:49

The Science of Hitting with Alex Morris

7/20/2021
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...

Duration:00:17:19

Buying High Quality Stocks with Siddharth Singhai

7/12/2021
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...

Duration:00:13:20

Backing the Best UK Growth Companies with Unicorn AM

7/6/2021
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...

Duration:00:15:00

The Micro Cap Mariner (w./ Marcus Frampton)

6/29/2021
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...

Duration:00:14:37

RAMP Investing with Maynard Paton

6/24/2021
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...

Duration:00:13:39

Don't Follow The Heard (w./ Benj Gallander)

6/16/2021
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...

Duration:00:16:30

One Large One Small with Gary Mishuris

6/11/2021
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...

Duration:00:13:46

Net Net Nano Caps on AIM (w./ Elementary Value)

6/8/2021
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...

Duration:00:09:53

Opportunities in US Small Caps (w./ Richard de Lisle)

6/2/2021
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...

Duration:00:18:41

Hyper Revenue Growth with Jonah Lupton

5/26/2021
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...

Duration:00:19:33

Concentrated Compounding with Shree Viswanathan

5/19/2021
Joining us in conversation for this episode was Shree Viswanathan, who is the founder of SVN Capital. With a long-term investment horizon, SVN Capital constructs a concentrated, global value equity portfolio designed to achieve capital appreciation by minimizing risk and avoiding permanent loss of capital. In this episode Shree provides an overview of his investment process and style. Shree currently has just 11 stocks in his portfolio. He walks us through his thesis for investing in two...

Duration:00:17:33

Investing In Long Term Sustainable Businesses (w./ Michael Crawford)

5/12/2021
Joining us in conversation for this episode was Michael Crawford from Chawton Global Investors. Michael has over 23 years of investment management experience. In this episode Michael provides an overview of the TB Chawton Global Equity Income Fund. He also walks us through his thesis for investing in two companies which he thinks can keep on compounding away for many years to come. Chawton Global Investors is an independent boutique investment manager. Their investment philosophy builds...

Duration:00:14:22

Finding Value in SE Asia (w./ Asian Century Stocks)

5/5/2021
Joining us in conversation for this episode was Michael Fritzel, also known as Fritz, from Asian Century Stocks. Fritz provides a brief overview of Asian Century Stocks, and what countries and businesses he likes to focus on. He then talks about two companies which he is bullish on - the largest operator of movie theatres in Thailand, and a chocolate manufacturer in Indonesia which is listed on the Singapore stock exchange. Hosted by Jon...

Duration:00:12:24

Stocks Follow Earnings (w./ Argonaut Capital)

5/2/2021
Joining us in this episode was Barry Norris from Argonaut Capital. Barry founded Argonaut in 2005, and manages the VT Argonaut Absolute Return Fund using his “earnings surprise” investment process. Barry began managing money in 2002 at Neptune, having begun his career at Baillie Gifford. He was educated at Cambridge University and has an MA in History, and an MPhil in International Relations. He also holds the CFA charter. In this episode Barry talks about how he manages money for the VT...

Duration:00:11:39