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Capital Employed Podcast
Capital Employed Podcast
We talk to renowned investors about their favorite stocks..
- 25 minutes 23 secondsThe Advantage of Time with Christopher Godfrey
For this episode we had the pleasure of being joined by Christopher Godfrey, Founder and Portfolio Manager of Headwaters Capital Management.
Headwaters Capital Management is an actively managed, concentrated investment strategy focused on small and mid capitalization stocks.
In this episode we discuss...
- How Chris got started in investing.
- The philosophy behind Headwaters Capital.
- How he generates ideas.
- What type of businesses Chris likes to invest in.
- Two stocks Chris is bullish on for the long term.
More information about Christopher and his firm can be found at headwaterscapmgmt.com
Don't forget to join our YouTube channel.
Hosted by Jon Kingston
https://twitter.com/equitybaron
--->NEWSLETTER
Join the newsletter to read more research about interesting microcaps from around the world ->
https://www.capitalemployed.com--->
SUPPORT
If you enjoy the podcast you can help support the show by doing the following:
Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployedLeave a review on your podcast player.
Or simply share the episode with your investing friends.
Thanks for listening.
--->
FOLLOW
You can follow the podcast on:--->
DISCLAIMER
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.
#investing #stocks #finance #business #smallcaps #entrepreneurs
---
Produced by kingsizemetrics.com
31 January 2023, 11:13 am - 28 minutesAcquiring Profitable Online Businesses (w./ Dom Wells)
For this episode we had the pleasure of being joined by Dominic Wells, Founder and CEO of Onfolio Holdings Inc.
Onfolio acquire and grow profitable cash-flowing online businesses. The company is listed on the Nasdaq with the ticker $ONFO
In this episode we discuss...
- How Dom got into buying online businesses.
- What they look for when buying an online business.
- Answering listeners questions including... hiring new management, funding new acquisitions, operational costs, deal flow, and warrants.
- Plus much more.
More information about Onfolio can be found at onfolio.com
You can also read our write-up on Onfolio from Dec 2022 here -
capitalemployed.com/p/a-net-net-that-could-turn-into-aDon't forget to join our YouTube channel.
Hosted by Jon Kingston
https://twitter.com/equitybaronFull disclosure: the host owns shares in Onfolio Holdings.
--->
NEWSLETTER
Join the newsletter to read more research about interesting microcaps from around the world ->
https://www.capitalemployed.com--->
SUPPORT
If you enjoy the podcast you can help support the show by doing the following:
Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployedLeave a review on your podcast player.
Or simply share the episode with your investing friends.
Thanks for listening.
--->
FOLLOW
You can follow the podcast on:--->
DISCLAIMER
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.
#investing #stocks #finance #business #smallcaps #entrepreneurs
---
Produced by kingsizemetrics.com
5 January 2023, 11:09 am - 28 minutes 12 secondsNarrative Shifts with Adam Rackley
For this episode we had the pleasure of being joined by Adam Rackley from Cape Wrath Capital.
Adam is a traditional value investor who seeks opportunities where other investors have over-reacted to events and valuations no longer reflect fundamentals.
After working as an analyst at the Alliance Trust, Adam joined Montanaro Asset Management, where he managed a smallcap income fund.
Leaving the City in 2010, he taught the CFA qualification at BPP, and later managed equity research teams for CRISIL in Mumbai. In 2015 Adam returned to London and set-up Cape Wrath Capital.
He has degrees in Philosophy, Politics & Economics, and Finance & Financial Law. Adam has served as a platoon commander with the 1st Battalion Black Watch, and is the Principal at Curzon Financial Training.
Adam has also swum the English Channel, rowed the Atlantic, cycled from Lands End to John o’ Groats, and run across the UK.
In this episode Adam discusses...
- His background.
- His value investment strategy.
- Red-flags he looks for in the companies accounts.
- Two stocks he's bullish on.
- Key lessons he has learned from over 20 years of investing.
More information about Adam and his firm can be found at capewrathcapital.com
You can also read our write-up on Somero Enterprises from Dec 2021 here -
capitalemployed.substack.com/p/laser-guided-growthHosted by Jon Kingston
https://twitter.com/equitybaron--->
NEWSLETTER
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com--->
SUPPORT
If you enjoy the podcast you can help support the show by doing the following:
Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployedLeave a review on your podcast player.
Or simply share the episode with your investing friends.
Thanks for listening.
--->
FOLLOW
You can follow the podcast on:--->
DISCLAIMER
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.
#investing #stocks #finance #business #smallcaps #entrepreneurs
---
Produced by kingsizemetrics.com
22 September 2022, 2:23 am - 26 minutes 51 secondsMaking Big Gains In Bear Markets (w./ Christian Putz)
For this episode we had the pleasure of being joined by Christian Putz, Founder and Portfolio Manager of ARR Investment Partners, a London-based investment boutique.
Their goal is to generate attractive returns over the long run by outperforming during market downturns whilst maintaining strong performance during market rallies.
In this episode Christian discusses...
- How his love of investing started in his youth by turning 5k into 100k.
- How the Russian bear market of 2011-15 shaped his investment approach.
- How he structures his portfolio to benefit in bear markets.
- His thesis for investing in Daqo New Energy and Allkem.
More information about Christian and his firm can be found at arrinvestments.com
*Apologies for the sound quality in parts of this recording.Hosted by Jon Kingston
https://twitter.com/equitybaron--->
NEWSLETTER
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com--->
SUPPORT
If you enjoy the podcast you can help support the show by doing the following:
Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployedLeave a review on your podcast player.
Or simply share the episode with your investing friends.
Thanks for listening.
--->
FOLLOW
You can follow the podcast on:--->
DISCLAIMER
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.
#investing #stocks #finance #business #smallcaps #entrepreneurs
---
Produced by kingsizemetrics.com
9 September 2022, 5:29 am - 32 minutes 28 secondsHigh Quality Dividend Growers (w./ John Kingham)
For this episode we had the pleasure of being joined by John Kingham.
John has been a private investor since 1995, an investment blogger since 2008, an investment newsletter publisher since 2011 and an author since 2016.
He is the founder of the UK Dividend Stocks Newsletter, and author of The Defensive Value Investor that was published by Hariman House in 2016.
In this episode John discusses his journey as a private investor, why he likes dividend stocks, his investing checklist/process, and two companies in his portfolio he's bullish on for the long term.
Hosted by Jon Kingston
https://twitter.com/equitybaron--->
NEWSLETTER
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com--->
SUPPORT
If you enjoy the podcast you can help support the show by doing the following:
Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployedLeave a review on your podcast player.
Or simply share the episode with your investing friends.
Thanks for listening.
--->
FOLLOW
You can follow the podcast on:--->
DISCLAIMER
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.
#investing #stocks #finance #business #smallcaps #entrepreneurs
---
Produced by kingsizemetrics.com
13 July 2022, 12:13 pm - 23 minutes 19 secondsPatience Is Key with Harry Walsh
For this episode we had the pleasure of being joined by Harry Walsh, who is the Investment Director at Tyndall Investment Management.
Founded in 2017, Tyndall is a forward-looking, dynamic investment management company with a sole focus: to provide genuine high-conviction, active management for their clients.
Harry started his career at a city stockbroking firm, later moving to Jupiter Asset Management where he spent 10 years looking after private client portfolios, charities, and trusts. He moved with the team to Rathbones in September 2014 where he managed more than £350 million in client assets with his team.
In this episode Harry discusses the conversations he is having with clients in this current economic environment, areas of the markets he likes, and two London listed microcaps he feels have great potential.
Hosted by Jon Kingston
https://twitter.com/equitybaron--->
NEWSLETTER
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com--->
SUPPORT
If you enjoy the podcast you can help support the show by doing the following:
Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployedLeave a review on your podcast player.
Or simply share the episode with your investing friends.
Thanks for listening.
--->
FOLLOW
You can follow the podcast on:--->
DISCLAIMER
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.
#investing #stocks #finance #business #smallcaps #entrepreneurs
---
Produced by kingsizemetrics.com
16 June 2022, 11:29 am - 16 minutes 59 secondsLong Gold and Italy with Theron de Ris
For this episode we had the pleasure of welcoming back to the show Theron de Ris, who is the founder and manager of Eschler Asset Management, based in London.
Eschler Asset Management is an independent investment practice modelled on the original Buffett Partnership.
In this episode Theron discusses how his fund has performed so far this year, why he’s still bullish on gold, and two stocks he’s recently added to the portfolio.
Hosted by Jon Kingston
https://twitter.com/equitybaron--->
NEWSLETTER
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com--->
SUPPORT
If you enjoy the podcast you can help support the show by doing the following:
Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployedLeave a review on your podcast player.
Or simply share the episode with your investing friends.
Thanks for listening.
--->
FOLLOW
You can follow the podcast on:--->
DISCLAIMER
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.
#investing #stocks #finance #business #smallcaps #entrepreneurs
---
Produced by kingsizemetrics.com
14 March 2022, 2:11 pm - 21 minutes 42 secondsHow We're Navigating The Markets (w./ Richard Simmons)
For this episode we had the pleasure of welcoming back to the show Richard Simmons, who is the founder and manager of Derby Street Managers, based in London.
Derby Street Managers is a long-only, value-oriented fund managing UK Equities and European Equities strategies.
Richard has been managing equity investments since 1998. He holds an MA from Oxford and an MBA from Cass Business School. He is also the author of “Buffett Step by Step” (Financial Times/Pitman Publishing) and most importantly, he has his own money invested in both funds.
In this episode Richard discusses how he is managing both of his funds through these volatile markets, which sectors currently interest him, and two companies he's currently researching.
Hosted by Jon Kingston
https://twitter.com/equitybaron--->
NEWSLETTER
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com--->
SUPPORT
If you enjoy the podcast you can help support the show by doing the following:
Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployedLeave a review on your podcast player.
Or simply share the episode with your investing friends.
Thanks for listening.
--->
FOLLOW
You can follow the podcast on:--->
DISCLAIMER
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.
#investing #stocks #finance #business #smallcaps #entrepreneurs
---
Produced by kingsizemetrics.com
9 March 2022, 12:40 pm - 20 minutes 17 secondsFounder Led Microcaps with Zippy Capital
For this episode we have the pleasure of being joined by Chris, who also goes by the name of Zippy Capital.
Chris is a private investor/writer, and likes to delve into the smaller end of the market cap spectrum.
In this episode Chris talks about the types of companies he likes to invest in, and his thesis for investing in two US listed microcaps.
Hosted by Jon Kingston
https://twitter.com/equitybaron--->
NEWSLETTER
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com--->
SUPPORT
If you enjoy the podcast you can help support the show by doing the following:
Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployedLeave a review on your podcast player.
Or simply share the episode with your investing friends.
Thanks for listening.
--->
FOLLOW
You can follow the podcast on:--->
DISCLAIMER
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.
#investing #stocks #finance #business #smallcaps #entrepreneurs
---
Produced by kingsizemetrics.com
2 March 2022, 1:18 pm - 22 minutes 1 secondLong Term Owner of Public Businesses (w./ Avi Fisher)
For this episode we have the pleasure of being joined by Avi Fisher, Founder and Manager of Long Cast Advisors.
Long Cast Advisers, based in New York, is a boutique investment manager catering to select investors. The aim of the fund is to generate uncorrelated returns via long term concentrated ownership of under followed and undervalued securities.
In this episode Avi talks about his investing style, process, and two microcaps he's bullish on.
Hosted by Jon Kingston
https://twitter.com/equitybaron--->
NEWSLETTER
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com--->
SUPPORT
If you enjoy the podcast you can help support the show by doing the following:
Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployedLeave a review on your podcast player.
Or simply share the episode with your investing friends.
Thanks for listening.
--->
FOLLOW
You can follow the podcast on:
--->
DISCLAIMER
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.
#investing #stocks #finance #business #smallcaps #entrepreneurs
---
Produced by kingsizemetrics.com
11 February 2022, 8:17 am - 23 minutes 19 secondsThematic Small Cap Investing (w./ Andy Brown)
For this episode we had the pleasure of being joined by Andy Brown, Manager of Aberdeen International Small Cap Fund.
The Fund seeks to achieve its objective by investing in equity securities of small non-U.S. companies. The team employs a fundamental, bottom-up investment process, based on firsthand research.
In this episode Andy talks about the types of companies the fund likes to invest in, and three companies they're bullish on for the long term.
Hosted by Jon Kingston
https://twitter.com/equitybaron--->
NEWSLETTER
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com--->
SUPPORT
If you enjoy the podcast you can help support the show by doing the following:
Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployedLeave a review on your podcast player.
Or simply share the episode with your investing friends.
Thanks for listening.
--->
FOLLOW
You can follow the podcast on:
--->
DISCLAIMER
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.
#investing #stocks #finance #business #smallcaps #entrepreneurs
---
Produced by kingsizemetrics.com
3 February 2022, 10:31 am - More Episodes? Get the App
About Capital Employed Podcast
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