Capital Employed FM

Joining us in conversation for this episode was Evan Bleker from Net Net Hunter.  Evan is a huge advocate of deep value investing, and searches the world for the best net net investing opportunities. He is also author of the popular book ‘Benjamin Graham’s Net Net Stock Strategy’ which was published last year by Harriman House.  In this episode Evan gives an overview of Net Net Hunter and the inve...

Joining us in conversation for this episode is Neil Cataldi from Blueprint Capital. Neil runs a concentrated microcap growth strategy which has produced excellent returns for his clients over the years.  In this episode Neil talks about 3 stocks he’s thinks have big growth potential.  Hosted by Jon Kingston ---> Get access to exclusive bonus episodes - https://capitalemployed.fm/exclusive/ ---&...

Joining us in conversation for this episode is Keith Smith from Bonheoffer Capital Management. The Bonhoeffer Fund believes in independent thinking and always questions the popular perception. In this episode Keith talks about his investment approach and philosophy. He also talks about two stocks the fund has had good success investing in, one in South Korea, and another in the UK. Hosted by Jon K...

Joining us in conversation for this episode was Keld van Schreven, co-founder and managing director of KR1 Plc. KR1 Plc is listed on London's Aquis Stock Exchange with the ticker KR1. They invest in early stage blockchain and decentralized financial projects. In this episode Keld talks about blockchain innovation, the de-fi space, and the projects they have invested in such as Polkadot, Cosmos, Ne...

Joining us in conversation for this episode was Alasdair McKinnon, manager of The Scottish Investment Trust. The Scottish Investment Trust is listed on the London Stock Exchange with the ticker SCIN  Alasdair talks about the trusts contrarian investment philosophy, as well as his thesis for investing in two companies - Newmont (NEM) Cheesecake Factory Inc (CAKE) Hosted by Jon Kingston ---> Get...

For this episode we had the pleasure of talking with David Waters from Alluvial Capital Management. David invests in companies around the world that go under the radar of most professional investors.  In this episode David details his investment process. He also talks about two microcaps he feels have great long terms potential, one in the US, and the other in Sweden. Hosted by Jon Kingston ---&gt...

For this episode we talk to Steven Kiel from Arquitos Capital. Arquitos is an unconventional hedge-fund with a great track record. They invest in a small number of unique companies.  In this episode Steven talks about his investment philosophy and process. He also talks about 3 companies he is currently invested in -  Enterprise Diversified (SYTE) Nam Tai Property (NTP) Mma Capital Holdings (MMAC)...

For this episode we talk to David J. Flood from Elementary Value. David is a UK based private investor whose focus is on investing in unloved nano-caps.  He runs the popular elementaryvalue.com blog and is co-editor of Svenda’s Manual, a database investors can use to find interesting companies listed on the OTC market. In this episode David talks about his investment process. He also dives into My...

For this episode we talk to Richard Simmons from Derby Street Managers. Richard is author of the book ‘Buffett: Step By Step’ published all the way back in 1999.  In this episode Richard gives an overview the two funds he manages and the type of companies he likes to invest in.  He also talks about two quality companies, both listed on the London Stock Exchange, he feels have great long term poten...

For this episode we talk to Chris Boxall from Fundamental Asset Management, and Investors Champion. Chris is a specialist in investing in small high quality companies listed on London's AIM stock exchange. In this episode Chris explains why he thinks the AIM stock exchange is a great place to invest.  He also talks about two quality asset light compounders he feels, despite the high valuations, ha...

For this episode I had the pleasure of talking with Mark Tobin. Mark is the founder of Coffee Microcaps, a media events company, and subscription newsletter.  Mark gives an overview of the type of companies showcased in the Coffee Microcaps newsletter, as well as at the virtual events.  He also talks about two microcaps listed on the ASX - Energy One Limited [EOL] a software business for the energ...

In this episode we talk with Craig Martin from Dynam Capital, the investment manager of Vietnam Holdings. Vietnam Holdings is a closed-end investment fund listed on the London Stock Exchange with the ticker VHN. Craig talks about the opportunity Vietnam presents, his own experiences of the country, as well as diving deeper into the stocks held within the fund. Hosted by Jon Kingston https://twitte...

In this episode we talk with Pratyush Rastogi from Farrer Wealth Advisors, based in Singapore. Pratyush gives an overview of his investment philosophy. He also talks about two fast growing stocks he thinks have great long term potential - Afterpay (ASX:APT) and Adyen (AMS: ADYEN). Hosted by Jon Kingston https://twitter.com/equitybaron ---> Add your email for FREE bonus episodes -> https://ca...

An introduction to the Capital Employed FM. The best investing podcast in the universe. Here we outline what you can expect from the show. Make sure to subscribe for some great investor interviews coming soon. --- Hosted by Jon Kingston https://twitter.com/equitybaron ---> Add your email for FREE bonus episodes -> https://capitalemployed.fm/exclusive/ ---> Follow the podcast on... Website...