Displaying 1 - 30 of 63 in total
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...
Alluvial Fund - Letter to Limited Partners Third Quarter 2024
For this episode we read the Alluvial Fund - Letter to Limited Partners Third Quarter 2024.The letter discusses...Fund performanceTwo new holdingsCurrent holdings upda...
Massif Capital - 3rd Quarter 2024 Letter to Investors
For this episode we read the Massif Capital - 3rd Quarter 2024 Letter to Investors.The letter discusses...Massif Capital Real Assets Strategy 3Q 2024 performance.China...
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.
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. $ONFO
Narrative 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 ...
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.
High Quality Dividend Growers (w./ John Kingham)
For this episode we had the pleasure of being joined by John Kingham, a private investor and author based in the UK.
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, based in London.
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.
How 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 Str...
Founder 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...
Long Term Owner of Public Businesses (w./ Avi Fisher)
For this episode we had the pleasure of being joined by Avi Fisher, Founder and Manager of Long Cast Advisors.
Thematic 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.
Hidden Gems Down Under with Peter Johns
For 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 singl...
4 High Quality Aussie Microcaps (w./ Mark Tobin)
For this episode we welcome back to the podcast Mark Tobin, founder of Coffee Microcaps.
Temporary Value Dislocations with Tim Delaney
For this episode we had the pleasure of being joined by Tim Delaney, Co-Founder of Immersion Investments.
A Portfolio of Just 4 Stocks with Robert Mulcahy
For 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...
A Generational Investment Opportunity with Aaron Edelheit
For this episode we have the pleasure of being joined by Aaron Edelheit from the Mindset Cannabis Value Fund. Aaron recently wrote the Cannabis Manifesto, which does a...
The Craft Brewers of Stock Market Investing (w./ David Collins)
For this episode we had the pleasure of being joined by David Collins, founder of Howay Investments and fund manager of the Howay Equity Fund. In this episode David ta...
Business Perspective Investing (w./ Eric Burns)
For this episode we had the pleasure of being joined by Eric Burns, Chief Analyst of both the UK Buffettology and Free Spirit Fund. Eric talks Business Perspective Inv...
Quality Companies for the Long Run with David Ridland
For this episode we were joined by David Ridland of Castlebay Investment Partners. David likes to invest in companies with strong cashflows, high operating margins, an...
High ROCE and Widening Moats (w./ Partnership Investing)
For this episode we had the pleasure of being joined by the guys behind the Partnership Investing Newsletter. In this episode they talks us through the characteristics...
Engineer By Day Microcap Investor By Night (w./ Dan Schum)
For 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 micr...
2 Stocks I'm Bullish On (w./ Peter Rabover)
For this episode we were joined by Peter Rabover, who is the founder and portfolio manager of Artko Capital. Peter likes to focus on small/microcap companies and speci...
Exchanges and Cream Cakes with Jeremy McKeown
For this episode we were joined by Jeremy McKeown from Dowgate Wealth. In this episode Jeremy provides a superb breakdown of two quality AIM listed small caps that he ...
Opportunities In Indian Small Caps (w./ David Cornell)
For 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 Sto...
Stocks In Transformation Mode with Tony Capeloto
For 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 i...
2 Small Caps Enticing Valuations (w./ Mark Simpson)
For 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 Investin...
The Science of Hitting with Alex Morris
This week we had the pleasure of being joined by Alex Morris, who is the author of The Science of Hitting investment research service. Alex spends his days searching f...