Capital Employed FM
66 episodes - English - Latest episode: over 1 year ago -We talk to renowned investors about their favorite stocks. Subscribe now so you don't miss an episode.
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Episodes
The Advantage of Time with Christopher Godfrey
January 31, 2023 11:13 - 25 minutes - 23.5 MBFor 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 ...
Acquiring Profitable Online Businesses (w./ Dom Wells)
January 05, 2023 11:09 - 28 minutes - 24.5 MBFor 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 flo...
Narrative Shifts with Adam Rackley
September 22, 2022 02:23 - 28 minutes - 25.2 MBFor 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 researc...
Making Big Gains In Bear Markets (w./ Christian Putz)
September 09, 2022 05:29 - 26 minutes - 22.4 MBFor 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 ...
High Quality Dividend Growers (w./ John Kingham)
July 13, 2022 12:13 - 32 minutes - 32.2 MBFor 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 checklis...
Patience Is Key with Harry Walsh
June 16, 2022 11:29 - 23 minutes - 21.6 MBFor 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, an...
Long Gold and Italy with Theron de Ris
March 14, 2022 14:11 - 16 minutes - 12.6 MBFor 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/equityba...
How We're Navigating The Markets (w./ Richard Simmons)
March 09, 2022 12:40 - 21 minutes - 20 MBFor 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...
Founder Led Microcaps with Zippy Capital
March 02, 2022 13:18 - 20 minutes - 17.7 MBFor 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://cap...
Long Term Owner of Public Businesses (w./ Avi Fisher)
February 11, 2022 08:17 - 22 minutes - 20.1 MBFor 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://twi...
Thematic Small Cap Investing (w./ Andy Brown)
February 03, 2022 10:31 - 23 minutes - 20.6 MBFor 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:...
Hidden Gems Down Under with Peter Johns
January 26, 2022 09:40 - 24 minutes - 25.1 MBFor this episode we had the pleasure of being joined by Peter Johns, Founder/Manager of Westferry Investment Group based in Brisbane, Australia. Peter operates a single investment strategy for wholesale investors with a bias toward small and micro-cap companies. In this episode Peter talks about his investment style, and two microcaps he’s bullish on for the long term. Hosted by Jon Kingston https://twitter.com/equitybaron ---> NEWSLETTER Join the newsletter for more investm...
4 High Quality Aussie Microcaps (w./ Mark Tobin)
January 21, 2022 08:59 - 22 minutes - 19.4 MBFor this episode we welcome back to the podcast Mark Tobin, founder of Coffee Microcaps. Mark is the go-to man when it comes to quality microcaps listed on the ASX. Mark began his career as an equity analyst in Sydney by working at Wilson Asset Management, a small and microcap specialist manager. In 2020, Mark launched Coffee Microcaps, which is a weekly subscription newsletter and also Virtual Events. In this episode Mark provides an update of the two companies he discussed las...
Temporary Value Dislocations with Tim Delaney
January 17, 2022 12:17 - 37 minutes - 33.8 MBFor this episode we had the pleasure of being joined by Tim Delaney, Co-Founder of Immersion Investments. Tim founded Immersion Investments with David Polansky. Together they run a concentrated portfolio of small and micro-cap equities. In this episode we discuss the Immersion investing style, discovery strategy, and two stocks they’re bullish on for the long term. Hosted by Jon Kingston https://twitter.com/equitybaron ---> NEWSLETTER Join the newsletter for more investment ide...
A Portfolio of Just 4 Stocks with Robert Mulcahy
January 13, 2022 11:43 - 18 minutes - 17.9 MBFor this episode we have the pleasure of being joined by Robert Mulcahy, a private microcap investor. Robert runs a concentrated portfolio focused on finding under-the-radar US microcaps that he believes can become multi-baggers over time. In this episode we discuss his investing style, process, and two stocks 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 ...
A Generational Investment Opportunity with Aaron Edelheit
December 01, 2021 13:10 - 23 minutes - 18.9 MBFor this episode we had the pleasure of being joined by Aaron Edelheit from the Mindset Cannabis Value Fund. Aaron recently wrote the Cannabis Manifesto, which does a great job of laying out why the cannabis industry in North America is a such a compelling investment opportunity. In this episode we discuss his thesis, and three stocks in his portfolio he is bullish on for the long term - Verano Holdings (VRNO) Ayr Wellness (AYR) Glass House Brands Inc (GLASF) Hosted by Jon Kin...
The Craft Brewers of Stock Market Investing (w./ David Collins)
November 17, 2021 13:22 - 38 minutes - 35.4 MBFor this episode we had the pleasure of being joined by David Collins, founder of Howay Investments and fund manager of the Howay Equity Fund. Over the 20 years prior to founding Howay Investments, David worked in both London and the United States in senior management and investing roles for Prudential, Och-Ziff Capital (now Sculptor Capital) and Morgan Stanley. 'We formed Howay Investments to create something a little different in the world of fund management. We like to thi...
Business Perspective Investing (w./ Eric Burns)
October 20, 2021 09:30 - 19 minutes - 16.4 MBFor this episode we had the pleasure of being joined by Eric Burns who is the Chief Analyst for both the Free Spirit and UK Buffettology Fund at Sanford DeLand. In this episode Eric talks about the Business Perspective Investing methodology used at Sanford DeLand. We also touch upon Porter's Five Forces Analysis for identifying moats, and his thesis for investing in two UK stocks he's bullish on for the long term. Hosted by Jon Kingston https://twitter.com/equitybaron ---> Join ...
Quality Companies for the Long Run with David Ridland
October 05, 2021 11:36 - 25 minutes - 22.4 MBFor this episode we had the pleasure of being joined by David Ridland, Manager and CIO of Castlebay Investment Partners. David likes to invest in high quality companies with strong cashflows, high operating margins, and high returns on invested capital. In this episode David talks about his investment philosophy, process, and his thesis for investing in two stocks he's bullish on for the long term - Avon Protection and Croda International. Hosted by Jon Kingston https://twitter....
High ROCE and Widening Moats (w./ Partnership Investing)
September 28, 2021 10:15 - 18 minutes - 14.2 MBFor this episode we had the pleasure of being joined by the guys behind the excellent Partnership Investing Newsletter. In this episode they talks us through the characteristics they seek in a business, and where they're finding opportunities in todays market environment. They also provide their thesis for investing in two small caps they think have lots of growth potential. One listed in the US, and the other in the UK. Hosted by Jon Kingston https://twitter.com/equitybaron --...
Engineer By Day Microcap Investor By Night (w./ Dan Schum)
September 21, 2021 07:40 - 20 minutes - 15.5 MBFor 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 possibl...
2 Stocks I'm Bullish On (w./ Peter Rabover)
September 17, 2021 11:36 - 20 minutes - 20 MBFor 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....
Exchanges and Cream Cakes with Jeremy McKeown
September 14, 2021 12:48 - 27 minutes - 22.1 MBFor 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...
Opportunities In Indian Small Caps (w./ David Cornell)
September 08, 2021 10:37 - 19 minutes - 17.2 MBFor 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 ...
Stocks In Transformation Mode with Tony Capeloto
September 03, 2021 07:16 - 19 minutes - 19.1 MBFor 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 -> https://capitalemployed.substack.com ...
2 Small Caps Enticing Valuations (w./ Mark Simpson)
August 25, 2021 10:21 - 22 minutes - 20.4 MBFor 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 -> https:...
The Science of Hitting with Alex Morris
July 20, 2021 06:50 - 18 minutes - 19.9 MBThis 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 Gene...
Buying High Quality Stocks with Siddharth Singhai
July 13, 2021 02:30 - 18 minutes - 15.1 MBThis 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 appreciatio...
Backing the Best UK Growth Companies with Unicorn AM
July 06, 2021 06:20 - 18 minutes - 17.2 MBThis 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 man...
The Micro Cap Mariner (w./ Marcus Frampton)
June 30, 2021 02:20 - 18 minutes - 16.8 MBJoining 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...
RAMP Investing with Maynard Paton
June 24, 2021 04:51 - 17 minutes - 15.7 MBJoining 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 ...
Don't Follow The Heard (w./ Benj Gallander)
June 16, 2021 04:51 - 21 minutes - 18.9 MBJoining 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 ...
One Large One Small with Gary Mishuris
June 11, 2021 04:36 - 20 minutes - 15.8 MBJoining 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 Kingston https://twitter.co...
Net Net Nano Caps on AIM (w./ Elementary Value)
June 08, 2021 06:35 - 14 minutes - 11.4 MBFor 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. H...
Opportunities in US Small Caps (w./ Richard de Lisle)
June 03, 2021 02:56 - 24 minutes - 21.4 MBJoining 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 b...
Hyper Revenue Growth (w./ Jonah Lupton)
May 26, 2021 06:22 - 25 minutes - 22.4 MBJoining 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. Host...
Hyper Revenue Growth with Jonah Lupton
May 26, 2021 06:22 - 25 minutes - 22.4 MBJoining 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. Hos...
Concentrated Compounding with Shree Viswanathan
May 19, 2021 05:59 - 25 minutes - 20.1 MBJoining 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 investi...
Investing In Long Term Sustainable Businesses (w./ Michael Crawford)
May 12, 2021 05:02 - 18 minutes - 16.5 MBJoining 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 philosoph...
Finding Value in SE Asia (w./ Asian Century Stocks)
May 06, 2021 02:23 - 15 minutes - 14.2 MBJoining 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 Kingston https://twitter.com/equitybaron ...
Stocks Follow Earnings (w./ Argonaut Capital)
May 03, 2021 02:07 - 16 minutes - 13.4 MBJoining 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 fo...
Small Cap Market Mispricing's with Greystone Capital
April 28, 2021 02:26 - 21 minutes - 17.4 MBJoining us in this episode was Adam Wilk from Greystone Capital Management. Adam takes concentrated positions in small companies that are generally under-followed, misunderstood, and can be too small for large funds or passive investment vehicles to own, therefore creating the potential for mispricing’s. His returns over the past few years have been fantastic. In this episode Adam talks about his investment style, and two companies he's invested in which he thinks have great long...
2 UK Stocks with High Dividends (w./ Gary Moglione)
April 22, 2021 04:00 - 19 minutes - 17 MBJoining us for this episode was Gary Moglione, Fund Manager of Momentum Multi-Asset Value Trust Plc.
2 Stocks with High Dividend Yields + Growth (w./ Gary Moglione)
April 22, 2021 04:00 - 19 minutes - 17 MBJoining us for this episode was Gary Moglione, Fund Manager of Momentum Multi-Asset Value Trust Plc. Momentum Multi-Asset Value Trust Plc is listed on the London Stock Exchange with the ticker MAVT. The trust invests in UK and overseas equities, fixed income securities, and specialist assets. In this episode Gary talks about how the trust has been constructed for both growth in capital and income. He also talks through the thesis for investing in two companies he thinks offer good...
Cultivating Independent Thought (w./ Mark Walker)
April 20, 2021 06:26 - 24 minutes - 20 MBJoining us for this episode was Mark Walker from Tollymore Investment Partners. Mark manages a concentrated portfolio of only 12-15 positions. Since launching the fund in 2016, until the end of 2020, Tollymore has generated a return of 28% per annum net of all fees and expenses. In this episode Mark talks about his investment style and philosophy, as well as two companies he thinks have great long term potential. Stayed tuned until the end where Mark discusses a book he recen...
Finding Great Investments with Steve Clapham
April 15, 2021 03:03 - 20 minutes - 17.5 MBJoining us for this episode is Steve Clapham from Behind The Balance Sheet. Following a 25-year career as an investment analyst, Steve decided to put that experience to good use and train the next generation of investment analysts, private investors, and portfolio managers. He is also the author of the popular book 'The Smart Money Method: How to pick stocks like a hedge fund pro' - which we recommend all listeners read. For this episode Steve talks through his own process for fi...
Mineral Royalties and Asset Management (w./ Theron de Ris)
April 12, 2021 05:25 - 17 minutes - 14.8 MBJoining us for this episode was Theron de Ris, Founder and Managing Partner of Eschler Asset Management. Eschler takes a business-like approach to investment, deploying long-term capital into a small number of well-researched ideas. In this episode Theron gives an overview of his investment style, and his thesis for investing in two companies, one in the mineral royalty space, and the other a value orientated asset management firm. Keep listening to the end where Theron talks abo...
Positioning for Inflation (w./ Theron de Ris)
April 12, 2021 05:25 - 17 minutes - 14.8 MBJoining us for this episode was Theron de Ris, Founder and Managing Partner of Eschler Asset Management.
2 Undervalued Tech Stocks (w./ Cove Street Capital)
April 08, 2021 03:46 - 20 minutes - 17.4 MBJoining us for this episode was Ben Claremon from Cove Street Capital. Cove Street Capital offers concentrated, small cap value investment strategies that capitalize on inefficiencies in public markets. In this episode Ben gives a breakdown the his investment process, and the thesis for investing in two tech stocks he thinks have great upside potential. Hosted by Jon Kingston ---> Get emailed FREE exclusive bonus episodes - https://capitalemployed.fm/exclusive/ ---> website:...
Hunting for Deep Value Microcaps with Evan Bleker
March 30, 2021 02:21 - 21 minutes - 19.5 MBJoining 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 investment strategy. He also talks about two stocks he's invested in which he thinks a...