Greystone Capital Management - Q3 2024 Letter

For this episode we read the Greystone Capital Management - Q3 2024 Letter.</p><br />The letter discusses...</p><ul><li>Fund performance</li><li>Portfolio commentary</li><li>Thesis for investing in Leon’s Furniture Limited </li><li>Broad market commentary </li></ul>If you enjoyed this episode please leave a review on your podcast player.</p>Or simply share the episode with your investing friends.</p>Thanks for listening.</p>---></p><strong>NEWSLETTER</strong></p>Join the newsletter to read interviews with fund managers who share their best ideas as well as the bi-weekly stock pitches newsletter.<br /><a href="https://www.capitalemployed.com/">https://www.capitalemployed.com</a></p>---></p><strong>EPISODE SPONSORS</strong></p><a href="https://www.sharesight.com/capitalemployed/"><strong>Sharesight</strong></a> - <strong><em>Get 33% discount on an annual plan<br /></em></strong><br /></p>Great platform for managing your portfolio including performance tracking, dividend reports, and much more. Perfect for both private investors and fund managers. Much easier than faffing around on excel.</p><a href="https://www.sharesight.com/capitalemployed/">Sign-up through this landing page to get 33% discount on an annual plan</a></p>---</p><a href="https://www.koyfin.com/affiliate/koyfin/?via=capitalemployed"><strong>Koyfin</strong></a> - <strong><em>15% discount on all plans<br /></em></strong><br /></p>Instantly get detailed analysis on any public company including key metrics, news, transcripts, charts and much more. The screener for finding new ideas is great too.</p><a href="https://www.koyfin.com/affiliate/koyfin/?via=capitalemployed">Sign-up through this landing page to get 15% discount</a></p><em>Please note we receive a commission for anyone who uses the above affiliate offers. Thanks for all your support.</em></p><br />---></p><strong>FOLLOW<br /></strong><br />You can follow the podcast on:</p><a href="https://capitalemployed.fm/">Website</a><br /><a href="https://twitter.com/capitalemployed">X</a><br /><a href="https://www.linkedin.com/company/capital-employed-podcast/">LinkedIn</a><br /><a href="https://www.youtube.com/c/CapitalEmployedFM/">YouTube</a></p>---></p><strong>DISCLAIMER</strong></p><em>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.</em></p>#investing #stocks #finance #business #smallcaps #entrepreneurs</p>---</p>Produced by <a href="https://kingsizemetrics.com/">kingsizemetrics.com</a></p>

00:29:18

Alluvial Fund - Letter to Limited Partners Third Quarter 2024

For this episode we read the Alluvial Fund - Letter to Limited Partners Third Quarter 2024.</p><br />The letter discusses...</p><ul><li>Fund performance</li><li>Two new holdings</li><li>Current holdings updates</li><li>Portfolio Themes</li></ul>If you enjoyed this episode please leave a review on your podcast player. </p>Or simply share the episode with your investing friends. </p>Thanks for listening.</p>---></p><strong>NEWSLETTER</strong></p>Join the newsletter to read interviews with fund managers who share their best ideas as well as the bi-weekly stock pitches newsletter.<br /><a href="https://www.capitalemployed.com/">https://www.capitalemployed.com</a></p>---></p><strong>EPISODE SPONSORS</strong></p><a href="https://www.sharesight.com/capitalemployed/"><strong>Sharesight</strong></a> - <strong><em>Get 33% discount on an annual plan<br /></em></strong><br /></p>Great platform for managing your portfolio including performance tracking, dividend reports, and much more. Perfect for both private investors and fund managers. Much easier than faffing around on excel.</p><a href="https://www.sharesight.com/capitalemployed/">Sign-up through this landing page to get 33% discount on an annual plan</a></p>---</p><a href="https://www.koyfin.com/affiliate/koyfin/?via=capitalemployed"><strong>Koyfin</strong></a> - <strong><em>15% discount on all plans<br /></em></strong><br /></p>Instantly get detailed analysis on any public company including key metrics, news, transcripts, charts and much more. The screener for finding new ideas is great too.</p><a href="https://www.koyfin.com/affiliate/koyfin/?via=capitalemployed">Sign-up through this landing page to get 15% discount</a></p><em>Please note we receive a commission for anyone who uses the above affiliate offers. Thanks for all your support.</em></p><br />---></p><strong>FOLLOW<br /></strong><br />You can follow the podcast on:</p><a href="https://capitalemployed.fm/">Website</a><br /><a href="https://twitter.com/capitalemployed">X</a><br /><a href="https://www.linkedin.com/company/capital-employed-podcast/">LinkedIn</a><br /><a href="https://www.youtube.com/c/CapitalEmployedFM/">YouTube</a></p>---></p><strong>DISCLAIMER</strong></p><em>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.</em></p>#investing #stocks #finance #business #smallcaps #entrepreneurs</p>---</p>Produced by <a href="https://kingsizemetrics.com/">kingsizemetrics.com</a></p>

00:22:31

Massif Capital - 3rd Quarter 2024 Letter to Investors

For this episode we read the Massif Capital - 3rd Quarter 2024 Letter to Investors.</p><br />The letter discusses...</p><ul><li>Massif Capital Real Assets Strategy 3Q 2024 performance.</li><li>China's Economic Slowdown Impact.</li><li>Key Positions in Siemens Energy and Alphamin.</li><li>Tail-Risk Hedge and Strategic Caution.</li></ul>If you enjoyed this episode please leave a review on your podcast player.</p>Or simply share the episode with your investing friends.</p>Thanks for listening.</p>---></p><strong>NEWSLETTER</strong></p>Join the newsletter to read interviews with fund managers who share their best ideas as well as the bi-weekly stock pitches newsletter.<br /><a href="https://www.capitalemployed.com/">https://www.capitalemployed.com</a></p>---></p><strong>EPISODE SPONSORS</strong></p><a href="https://www.sharesight.com/capitalemployed/"><strong>Sharesight</strong></a> - <strong><em>Get 33% discount on an annual plan<br /></em></strong><br /></p>Great platform for managing your portfolio including performance tracking, dividend reports, and much more. Perfect for both private investors and fund managers. Much easier than faffing around on excel.</p><a href="https://www.sharesight.com/capitalemployed/">Sign-up through this landing page to get 33% discount on an annual plan</a></p>---</p><a href="https://www.koyfin.com/affiliate/koyfin/?via=capitalemployed"><strong>Koyfin</strong></a> - <strong><em>15% discount on all plans<br /></em></strong><br /></p>Instantly get detailed analysis on any public company including key metrics, news, transcripts, charts and much more. The screener for finding new ideas is great too.</p><a href="https://www.koyfin.com/affiliate/koyfin/?via=capitalemployed">Sign-up through this landing page to get 15% discount</a></p><em>Please note we receive a commission for anyone who uses the above affiliate offers. Thanks for all your support.</em></p><br />---></p><strong>FOLLOW<br /></strong><br />You can follow the podcast on:</p><a href="https://capitalemployed.fm/">Website</a><br /><a href="https://twitter.com/capitalemployed">X</a><br /><a href="https://www.linkedin.com/company/capital-employed-podcast/">LinkedIn</a><br /><a href="https://www.youtube.com/c/CapitalEmployedFM/">YouTube</a></p>---></p><strong>DISCLAIMER</strong></p><em>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.</em></p>#investing #stocks #finance #business #smallcaps #entrepreneurs</p>---</p>Produced by <a href="https://kingsizemetrics.com/">kingsizemetrics.com</a></p>

00:37:28

The 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. </p>Headwaters Capital Management is an actively managed, concentrated investment strategy focused on small and mid capitalization stocks.</p>In this episode we discuss... </p><ul> <li>How Chris got started in investing.</li> <li>The philosophy behind Headwaters Capital.</li> <li>How he generates ideas.</li> <li>What type of businesses Chris likes to invest in.</li> <li>Two stocks Chris is bullish on for the long term.</li> </ul>More information about Christopher and his firm can be found at <a href="https://headwaterscapmgmt.com/">headwaterscapmgmt.com</a></p>Don't forget to join our <a href="https://www.youtube.com/c/CapitalEmployedFM">YouTube channel</a>.</p><br />Hosted by Jon Kingston<br /><a href="https://twitter.com/equitybaron">https://twitter.com/equitybaron</a></p><br />---></p><strong>NEWSLETTER</strong></p>Join the newsletter to read more research about interesting microcaps from around the world -><br /><a href="https://www.capitalemployed.com/">https://www.capitalemployed.com</a></p>---></p><strong>SUPPORT</strong></p>If you enjoy the podcast you can help support the show by doing the following:</p>Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).<br /><a href="https://www.buymeacoffee.com/capitalemployed">https://www.buymeacoffee.com/capitalemployed</a></p>Leave a review on your podcast player.</p>Or simply share the episode with your investing friends.</p>Thanks for listening.</p>---></p><strong>FOLLOW<br /></strong><br />You can follow the podcast on:</p><a href="https://capitalemployed.fm/">Website</a><br /><a href="https://twitter.com/capitalemployed">Twitter</a><br /><a href="https://www.linkedin.com/company/capital-employed-podcast/">LinkedIn</a><br /><a href="https://www.youtube.com/c/CapitalEmployedFM/">YouTube</a></p>---></p><strong>DISCLAIMER</strong></p><em>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.</em></p>#investing #stocks #finance #business #smallcaps #entrepreneurs</p>---</p>Produced by <a href="https://kingsizemetrics.com/">kingsizemetrics.com</a></p>

00:25:23

Acquiring 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. </p>Onfolio acquire and grow profitable cash-flowing online businesses. The company is listed on the Nasdaq with the ticker $ONFO</p>In this episode we discuss...</p><ul> <li>How Dom got into buying online businesses.</li> <li>What they look for when buying an online business.</li> <li>Answering listeners questions including... hiring new management, funding new acquisitions, operational costs, deal flow, and warrants.</li> <li>Plus much more.</li> </ul>More information about Onfolio can be found at <a href="https://onfolio.com/">onfolio.com</a></p>You can also read our write-up on Onfolio from Dec 2022 here -<br /><a href="https://www.capitalemployed.com/p/a-net-net-that-could-turn-into-a">capitalemployed.com/p/a-net-net-that-could-turn-into-a</a></p>Don't forget to join our <a href="https://www.youtube.com/c/CapitalEmployedFM">YouTube channel</a>.</p><br />Hosted by Jon Kingston<br /><a href="https://twitter.com/equitybaron">https://twitter.com/equitybaron</a></p>Full disclosure: the host owns shares in Onfolio Holdings.</p>---></p><strong>NEWSLETTER</strong></p>Join the newsletter to read more research about interesting microcaps from around the world -><br /><a href="https://www.capitalemployed.com/">https://www.capitalemployed.com</a></p>---></p><strong>SUPPORT</strong></p>If you enjoy the podcast you can help support the show by doing the following:</p>Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).<br /><a href="https://www.buymeacoffee.com/capitalemployed">https://www.buymeacoffee.com/capitalemployed</a></p>Leave a review on your podcast player.</p>Or simply share the episode with your investing friends.</p>Thanks for listening.</p>---></p><strong>FOLLOW<br /></strong><br />You can follow the podcast on:</p><a href="https://capitalemployed.fm/">Website</a><br /><a href="https://twitter.com/capitalemployed">Twitter</a><br /><a href="https://www.linkedin.com/company/capital-employed-podcast/">LinkedIn</a><br /><a href="https://www.youtube.com/c/CapitalEmployedFM/">YouTube</a></p>---></p><strong>DISCLAIMER</strong></p><em>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.</em></p>#investing #stocks #finance #business #smallcaps #entrepreneurs</p>---</p>Produced by <a href="https://kingsizemetrics.com/">kingsizemetrics.com</a></p>

00:28:00

Narrative Shifts with Adam Rackley

For this episode we had the pleasure of being joined by Adam Rackley from Cape Wrath Capital.</p>Adam is a traditional value investor who seeks opportunities where other investors have over-reacted to events and valuations no longer reflect fundamentals. </p>After working as an analyst at the Alliance Trust, Adam joined Montanaro Asset Management, where he managed a smallcap income fund. </p>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. </p>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. </p>Adam has also swum the English Channel, rowed the Atlantic, cycled from Lands End to John o’ Groats, and run across the UK.</p>In this episode Adam discusses...</p><ul> <li>His background.</li> <li>His value investment strategy.</li> <li>Red-flags he looks for in the companies accounts.</li> <li>Two stocks he's bullish on.</li> <li>Key lessons he has learned from over 20 years of investing.</li> </ul>More information about Adam and his firm can be found at <a href="https://capewrathcapital.com/">capewrathcapital.com</a></p><br />You can also read our write-up on Somero Enterprises from Dec 2021 here - <br /><a href="https://capitalemployed.substack.com/p/laser-guided-growth">capitalemployed.substack.com/p/laser-guided-growth</a></p>Hosted by Jon Kingston<br /><a href="https://twitter.com/equitybaron">https://twitter.com/equitybaron</a></p>---></p><strong>NEWSLETTER</strong></p>Join the newsletter for more investment ideas -><br /><a href="https://capitalemployed.substack.com/">https://capitalemployed.substack.com</a></p>---></p><strong>SUPPORT</strong></p>If you enjoy the podcast you can help support the show by doing the following:</p>Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).<br /><a href="https://www.buymeacoffee.com/capitalemployed">https://www.buymeacoffee.com/capitalemployed</a></p>Leave a review on your podcast player.</p>Or simply share the episode with your investing friends.</p>Thanks for listening.</p>---></p><strong>FOLLOW<br /></strong><br />You can follow the podcast on:</p><a href="https://capitalemployed.fm/">Website</a><br /><a href="https://twitter.com/capitalemployed">Twitter</a><br /><a href="https://www.linkedin.com/company/capital-employed-podcast/">LinkedIn</a><br /><a href="https://www.youtube.com/c/CapitalEmployedFM/">YouTube</a></p>---></p><strong>DISCLAIMER</strong></p><em>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.</em></p>#investing #stocks #finance #business #smallcaps #entrepreneurs</p>---</p>Produced by <a href="https://kingsizemetrics.com/">kingsizemetrics.com</a></p>

00:28:12

Making 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.</p>Their goal is to generate attractive returns over the long run by outperforming during market downturns whilst maintaining strong performance during market rallies. </p>In this episode Christian discusses... </p><ul> <li>How his love of investing started in his youth by turning 5k into 100k.</li> <li>How the Russian bear market of 2011-15 shaped his investment approach.</li> <li>How he structures his portfolio to benefit in bear markets. </li> <li>His thesis for investing in Daqo New Energy and Allkem.</li> </ul>More information about Christian and his firm can be found at <a href="https://www.arrinvestments.com/">arrinvestments.com</a></p><br />*<em>Apologies for the sound quality in parts of this recording.</em></p>Hosted by Jon Kingston<br /><a href="https://twitter.com/equitybaron">https://twitter.com/equitybaron</a></p>---></p><strong>NEWSLETTER</strong></p>Join the newsletter for more investment ideas -><br /><a href="https://capitalemployed.substack.com/">https://capitalemployed.substack.com</a></p>---></p><strong>SUPPORT</strong></p>If you enjoy the podcast you can help support the show by doing the following:</p>Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).<br /><a href="https://www.buymeacoffee.com/capitalemployed">https://www.buymeacoffee.com/capitalemployed</a></p>Leave a review on your podcast player.</p>Or simply share the episode with your investing friends.</p>Thanks for listening.</p>---></p><strong>FOLLOW<br /></strong><br />You can follow the podcast on:</p><a href="https://capitalemployed.fm/">Website</a><br /><a href="https://twitter.com/capitalemployed">Twitter</a><br /><a href="https://www.linkedin.com/company/capital-employed-podcast/">LinkedIn</a><br /><a href="https://www.youtube.com/c/CapitalEmployedFM/">YouTube</a></p>---></p><strong>DISCLAIMER</strong></p><em>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.</em></p>#investing #stocks #finance #business #smallcaps #entrepreneurs</p>---</p>Produced by <a href="https://kingsizemetrics.com/">kingsizemetrics.com</a></p>

00:26:51

High Quality Dividend Growers (w./ John Kingham)

For this episode we had the pleasure of being joined by John Kingham.</p>John has been a private investor since 1995, an investment blogger since 2008, an investment newsletter publisher since 2011 and an author since 2016. </p>He is the founder of the <a href="https://www.ukdividendstocks.com/newsletter">UK Dividend Stocks Newsletter</a>, and author of <a href="https://www.ukdividendstocks.com/the-defensive-value-investor">The Defensive Value Investor</a> that was published by Hariman House in 2016.</p>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.</p>Hosted by Jon Kingston<br /><a href="https://twitter.com/equitybaron">https://twitter.com/equitybaron</a></p>---></p><strong>NEWSLETTER</strong></p>Join the newsletter for more investment ideas -><br /><a href="https://capitalemployed.substack.com/">https://capitalemployed.substack.com</a></p>---></p><strong>SUPPORT</strong></p>If you enjoy the podcast you can help support the show by doing the following:</p>Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).<br /><a href="https://www.buymeacoffee.com/capitalemployed">https://www.buymeacoffee.com/capitalemployed</a></p>Leave a review on your podcast player.</p>Or simply share the episode with your investing friends.</p>Thanks for listening.</p>---></p><strong>FOLLOW<br /></strong><br />You can follow the podcast on:</p><a href="https://capitalemployed.fm/">Website</a><br /><a href="https://twitter.com/capitalemployed">Twitter</a><br /><a href="https://www.linkedin.com/company/capital-employed-podcast/">LinkedIn</a><br /><a href="https://www.youtube.com/c/CapitalEmployedFM/">YouTube</a></p>---></p><strong>DISCLAIMER</strong></p><em>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.</em></p>#investing #stocks #finance #business #smallcaps #entrepreneurs</p>---</p>Produced by <a href="https://kingsizemetrics.com/">kingsizemetrics.com</a></p>

00:32:28

Patience 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. </p>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.</p>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.</p>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.</p>Hosted by Jon Kingston<br /><a href="https://twitter.com/equitybaron">https://twitter.com/equitybaron</a></p>---></p><strong>NEWSLETTER</strong></p>Join the newsletter for more investment ideas -><br /><a href="https://capitalemployed.substack.com/">https://capitalemployed.substack.com</a></p>---></p><strong>SUPPORT</strong></p>If you enjoy the podcast you can help support the show by doing the following:</p>Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).<br /><a href="https://www.buymeacoffee.com/capitalemployed">https://www.buymeacoffee.com/capitalemployed</a></p>Leave a review on your podcast player.</p>Or simply share the episode with your investing friends.</p>Thanks for listening.</p>---></p><strong>FOLLOW<br /></strong><br />You can follow the podcast on:</p><a href="https://capitalemployed.fm/">Website</a><br /><a href="https://twitter.com/capitalemployed">Twitter</a><br /><a href="https://www.linkedin.com/company/capital-employed-podcast/">LinkedIn</a><br /><a href="https://www.youtube.com/c/CapitalEmployedFM/">YouTube</a></p>---></p><strong>DISCLAIMER</strong></p><em>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.</em></p>#investing #stocks #finance #business #smallcaps #entrepreneurs</p>---</p>Produced by <a href="https://kingsizemetrics.com/">kingsizemetrics.com</a></p>

00:23:19

Long 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.</p>Eschler Asset Management is an independent investment practice modelled on the original Buffett Partnership. </p>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. </p>Hosted by Jon Kingston<br /><a href="https://twitter.com/equitybaron">https://twitter.com/equitybaron</a></p>---></p><strong>NEWSLETTER</strong></p>Join the newsletter for more investment ideas -><br /><a href="https://capitalemployed.substack.com/">https://capitalemployed.substack.com</a></p>---></p><strong>SUPPORT</strong></p>If you enjoy the podcast you can help support the show by doing the following:</p>Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).<br /><a href="https://www.buymeacoffee.com/capitalemployed">https://www.buymeacoffee.com/capitalemployed</a></p>Leave a review on your podcast player.</p>Or simply share the episode with your investing friends.</p>Thanks for listening.</p>---></p><strong>FOLLOW<br /></strong><br />You can follow the podcast on:</p><a href="https://capitalemployed.fm/">Website</a><br /><a href="https://twitter.com/capitalemployed">Twitter</a><br /><a href="https://www.linkedin.com/company/capital-employed-podcast/">LinkedIn</a><br /><a href="https://www.youtube.com/c/CapitalEmployedFM/">YouTube</a></p>---></p><strong>DISCLAIMER</strong></p><em>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.</em></p>#investing #stocks #finance #business #smallcaps #entrepreneurs</p>---</p>Produced by <a href="https://kingsizemetrics.com/">kingsizemetrics.com</a></p>

00:16:59