Capital Employed FM

Audio versions of fund manager letters and stock pitches.

Latest Episode

December 3, 2024 • 20 Minutes

Focus Capital Management Q3 2024 Letter (The Value of Concentration)

For this episode we read the Focus Capital Management - Q3 2024 Letter.The letter discusses...Fund performancePortfolio commentaryThe value of concentrationIf you enjo...

Previous Episode

November 3, 2024 • 29 Minutes

Greystone Capital Management - Q3 2024 Letter

For this episode we read the Greystone Capital Management - Q3 2024 Letter.The letter discusses...Fund performancePortfolio commentaryThesis for investing in Leon’s Fu...