Latest Micro caps Podcast Episodes
The Advantage of Time with Christopher Godfrey
Capital Employed FM - January 31, 2023 11:13 - 25 minutesFor 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 ...
Acquiring Profitable Online Businesses (w./ Dom Wells)
Capital Employed FM - January 05, 2023 11:09 - 28 minutesFor 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 int...
Narrative Shifts with Adam Rackley
Capital Employed FM - September 22, 2022 02:23 - 28 minutesFor 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 t...
Making Big Gains In Bear Markets (w./ Christian Putz)
Capital Employed FM - September 09, 2022 05:29 - 26 minutesFor 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 maintaini...
High Quality Dividend Growers (w./ John Kingham)
Capital Employed FM - July 13, 2022 12:13 - 32 minutesFor 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 aut...
Patience Is Key with Harry Walsh
Capital Employed FM - June 16, 2022 11:29 - 23 minutesFor 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 mana...
Long Gold and Italy with Theron de Ris
Capital Employed FM - March 14, 2022 14:11 - 16 minutesFor 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 ...
How We're Navigating The Markets (w./ Richard Simmons)
Capital Employed FM - March 09, 2022 12:40 - 21 minutesFor 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 be...
Founder Led Microcaps with Zippy Capital
Capital Employed FM - March 02, 2022 13:18 - 20 minutesFor 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 inv...
Long Term Owner of Public Businesses (w./ Avi Fisher)
Capital Employed FM - February 11, 2022 08:17 - 22 minutesFor 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 co...
Thematic Small Cap Investing (w./ Andy Brown)
Capital Employed FM - February 03, 2022 10:31 - 23 minutesFor 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, bas...
Hidden Gems Down Under with Peter Johns
Capital Employed FM - January 26, 2022 09:40 - 24 minutesFor 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 Pete...
4 High Quality Aussie Microcaps (w./ Mark Tobin)
Capital Employed FM - January 21, 2022 08:59 - 22 minutesFor 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 special...
Temporary Value Dislocations with Tim Delaney
Capital Employed FM - January 17, 2022 12:17 - 37 minutesFor 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 investin...
A Portfolio of Just 4 Stocks with Robert Mulcahy
Capital Employed FM - January 13, 2022 11:43 - 18 minutesFor 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 styl...
A Generational Investment Opportunity with Aaron Edelheit
Capital Employed FM - December 01, 2021 13:10 - 23 minutesFor 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 ...
The Craft Brewers of Stock Market Investing (w./ David Collins)
Capital Employed FM - November 17, 2021 13:22 - 38 minutesFor 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 ro...
Business Perspective Investing (w./ Eric Burns)
Capital Employed FM - October 20, 2021 09:30 - 19 minutesFor 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 Po...
Quality Companies for the Long Run with David Ridland
Capital Employed FM - October 05, 2021 11:36 - 25 minutesFor 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 abo...
High ROCE and Widening Moats (w./ Partnership Investing)
Capital Employed FM - September 28, 2021 10:15 - 18 minutesFor 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 p...
Engineer By Day Microcap Investor By Night (w./ Dan Schum)
Capital Employed FM - September 21, 2021 07:40 - 20 minutesFor 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. I...
2 Stocks I'm Bullish On (w./ Peter Rabover)
Capital Employed FM - September 17, 2021 11:36 - 20 minutesFor 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 st...
Exchanges and Cream Cakes with Jeremy McKeown
Capital Employed FM - September 14, 2021 12:48 - 27 minutesFor 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 cy...
Opportunities In Indian Small Caps (w./ David Cornell)
Capital Employed FM - September 08, 2021 10:37 - 19 minutesFor 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 Dav...
Stocks In Transformation Mode with Tony Capeloto
Capital Employed FM - September 03, 2021 07:16 - 19 minutesFor 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...
2 Small Caps Enticing Valuations (w./ Mark Simpson)
Capital Employed FM - August 25, 2021 10:21 - 22 minutesFor 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 inve...
The Science of Hitting with Alex Morris
Capital Employed FM - July 20, 2021 06:50 - 18 minutesThis 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, prov...
Buying High Quality Stocks with Siddharth Singhai
Capital Employed FM - July 13, 2021 02:30 - 18 minutesThis 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 episod...
Backing the Best UK Growth Companies with Unicorn AM
Capital Employed FM - July 06, 2021 06:20 - 18 minutesThis 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 inv...
The Micro Cap Mariner (w./ Marcus Frampton)
Capital Employed FM - June 30, 2021 02:20 - 18 minutesJoining 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...
Related Micro caps Topics