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Curated Questions: Conversations Celebrating the Power of Questions!
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Episode Notes [03:47] Seth's Early Understanding of Questions [04:33] The Power of Questions [05:25] Building Relationships Through Questions [06:41] This is Strategy: Focus on Questions [10:21] Gamifying Questions [11:34] Conversations as Infinite Games [15:32] Creating Tension with Questions [20:46] Effective Questioning Techniques [23:21] Empathy and Engagement [34:33] Strategy and Culture [35:22] Microsoft's Transformation [36:00] Global Perspectives on Questions [39:39] Caring in a Challenging World Resources Mentioned The Dip by Seth Godin Linchpin by Seth Godin Purple Cow by Seth Godin Tribes by Seth Godin This Is Marketing by Seth Godin The Carbon Almanac This is Strategy by Seth Godin Seth's Blog What Does it Sound Like When You Change Your Mind? by Seth Godin Value Creation Masterclass by Seth Godin on Udemy The Strategy Deck by Seth Godin Taylor Swift Jimmy Smith Jimmy Smith Curated Questions Episode Supercuts Priya Parker Techstars Satya Nadella Microsoft Steve Ballmer Acumen Jerry Colonna Unleashing the Idea Virus by Seth Godin Tim Ferriss podcast with Seth Godin Seth Godin website Beauty Pill Producer Ben Ford Questions Asked When did you first understand the power of questions? What do you do to get under the layer to really get down to those lower levels? Is it just follow-up questions, mindset, worldview, and how that works for you? How'd you get this job anyway? What are things like around here? What did your boss do before they were your boss? Wow did you end up with this job? Why are questions such a big part of This is Strategy? If you had to charge ten times as much as you charge now, what would you do differently? If it had to be free, what would you do differently? Who's it for, and what's it for? What is the change we seek to make? How did you choose the questions for The Strategy Deck? How big is our circle of us? How many people do I care about? Is the change we're making contagious? Are there other ways to gamify the use of questions? Any other thoughts on how questions might be gamified? How do we play games with other people where we're aware of what it would be for them to win and for us to win? What is it that you're challenged by? What is it that you want to share? What is it that you're afraid of? If there isn't a change, then why are we wasting our time? Can you define tension? What kind of haircut do you want? How long has it been since your last haircut? How might one think about intentionally creating that question? What factors should someone think about as they use questions to create tension? How was school today? What is the kind of interaction I'm hoping for over time? How do I ask a different sort of question that over time will be answered with how was school today? Were there any easy questions on your math homework? Did anything good happen at school today? What tension am I here to create? What wrong questions continue to be asked? What temperature is it outside? When the person you could have been meets the person you are becoming, is it going to be a cause for celebration or heartbreak? What are the questions we're going to ask each other? What was life like at the dinner table when you were growing up? What are we really trying to accomplish? How do you have this cogent two sentence explanation of what you do? How many clicks can we get per visit? What would happen if there was a webpage that was designed to get you to leave? What were the questions that were being asked by people in authority at Yahoo in 1999? How did the stock do today? Is anything broken? What can you do today that will make the stock go up tomorrow? What are risks worth taking? What are we doing that might not work but that supports our mission? What was the last thing you did that didn't work, and what did we learn from it? What have we done to so delight our core customers that they're telling other people? How has your international circle informed your life of questions? What do I believe that other people don't believe? What do I see that other people don't see? What do I take for granted that other people don't take for granted? What would blank do? What would Bob do? What would Jill do? What would Susan do? What happened to them? What system are they in that made them decide that that was the right thing to do? And then how do we change the system? How given the state of the world, do you manage to continue to care as much as you do? Do you walk to school or take your lunch? If you all can only care if things are going well, then what does that mean about caring? Should I have spent the last 50 years curled up in a ball? How do we go to the foundation and create community action?…
Capital Employed FM
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Indhold leveret af Capital Employed Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Capital Employed Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Audio versions of fund manager letters and stock pitches. Subscribe now so you don't miss an episode.
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64 episoder
Marker alle som (u)afspillede ...
Manage series 2859341
Indhold leveret af Capital Employed Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Capital Employed Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Audio versions of fund manager letters and stock pitches. Subscribe now so you don't miss an episode.
…
continue reading
64 episoder
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Capital Employed FM
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1 Focus Capital Management Q3 2024 Letter (The Value of Concentration) 19:39
19:39
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For this episode we read the Focus Capital Management - Q3 2024 Letter. The letter discusses... Fund performance Portfolio commentary The value of concentration If you enjoyed this episode please leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> NEWSLETTER Join the newsletter to read interviews with fund managers who share their best ideas as well as the bi-weekly stock pitches newsletter. https://www.capitalemployed.com ---> EPISODE SPONSORS Sharesight - Get 33% discount on an annual plan 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. Sign-up through this landing page to get 33% discount on an annual plan --- Koyfin - 15% discount on all plans 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. Sign-up through this landing page to get 15% discount Please note we receive a commission for anyone who uses the above affiliate offers. Thanks for all your support. ---> FOLLOW You can follow the podcast on: Website X LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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Capital Employed FM
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1 Greystone Capital Management - Q3 2024 Letter 29:18
29:18
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For this episode we read the Greystone Capital Management - Q3 2024 Letter. The letter discusses... Fund performance Portfolio commentary Thesis for investing in Leon’s Furniture Limited Broad market commentary If you enjoyed this episode please leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> NEWSLETTER Join the newsletter to read interviews with fund managers who share their best ideas as well as the bi-weekly stock pitches newsletter. https://www.capitalemployed.com ---> EPISODE SPONSORS Sharesight - Get 33% discount on an annual plan 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. Sign-up through this landing page to get 33% discount on an annual plan --- Koyfin - 15% discount on all plans 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. Sign-up through this landing page to get 15% discount Please note we receive a commission for anyone who uses the above affiliate offers. Thanks for all your support. ---> FOLLOW You can follow the podcast on: Website X LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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Capital Employed FM
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1 Alluvial Fund - Letter to Limited Partners Third Quarter 2024 22:31
22:31
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For this episode we read the Alluvial Fund - Letter to Limited Partners Third Quarter 2024. The letter discusses... Fund performance Two new holdings Current holdings updates Portfolio Themes If you enjoyed this episode please leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> NEWSLETTER Join the newsletter to read interviews with fund managers who share their best ideas as well as the bi-weekly stock pitches newsletter. https://www.capitalemployed.com ---> EPISODE SPONSORS Sharesight - Get 33% discount on an annual plan 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. Sign-up through this landing page to get 33% discount on an annual plan --- Koyfin - 15% discount on all plans 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. Sign-up through this landing page to get 15% discount Please note we receive a commission for anyone who uses the above affiliate offers. Thanks for all your support. ---> FOLLOW You can follow the podcast on: Website X LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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Capital Employed FM
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1 Massif Capital - 3rd Quarter 2024 Letter to Investors 37:28
37:28
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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's Economic Slowdown Impact. Key Positions in Siemens Energy and Alphamin. Tail-Risk Hedge and Strategic Caution. If you enjoyed this episode please leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> NEWSLETTER Join the newsletter to read interviews with fund managers who share their best ideas as well as the bi-weekly stock pitches newsletter. https://www.capitalemployed.com ---> EPISODE SPONSORS Sharesight - Get 33% discount on an annual plan 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. Sign-up through this landing page to get 33% discount on an annual plan --- Koyfin - 15% discount on all plans 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. Sign-up through this landing page to get 15% discount Please note we receive a commission for anyone who uses the above affiliate offers. Thanks for all your support. ---> FOLLOW You can follow the podcast on: Website X LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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Capital Employed FM
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1 The Advantage of Time with Christopher Godfrey 25:23
25:23
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For 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 bullish on for the long term. More information about Christopher and his firm can be found at headwaterscapmgmt.com Don't forget to join our YouTube channel . Hosted by Jon Kingston https://twitter.com/equitybaron ---> NEWSLETTER Join the newsletter to read more research about interesting microcaps from around the world -> https://www.capitalemployed.com ---> SUPPORT If you enjoy the podcast you can help support the show by doing the following: Buy the team a coffee (the stimulating effect of the coffee beans keeps us going). https://www.buymeacoffee.com/capitalemployed Leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> FOLLOW You can follow the podcast on: Website Twitter LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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Capital Employed FM
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1 Acquiring Profitable Online Businesses (w./ Dom Wells) 28:00
28:00
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For 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 flow, and warrants. Plus much more. More information about Onfolio can be found at onfolio.com You can also read our write-up on Onfolio from Dec 2022 here - capitalemployed.com/p/a-net-net-that-could-turn-into-a Don't forget to join our YouTube channel . Hosted by Jon Kingston https://twitter.com/equitybaron Full disclosure: the host owns shares in Onfolio Holdings. ---> NEWSLETTER Join the newsletter to read more research about interesting microcaps from around the world -> https://www.capitalemployed.com ---> SUPPORT If you enjoy the podcast you can help support the show by doing the following: Buy the team a coffee (the stimulating effect of the coffee beans keeps us going). https://www.buymeacoffee.com/capitalemployed Leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> FOLLOW You can follow the podcast on: Website Twitter LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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Capital Employed FM
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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 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 research teams for CRISIL in Mumbai. In 2015 Adam returned to London and set-up Cape Wrath Capital. 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. Adam has also swum the English Channel, rowed the Atlantic, cycled from Lands End to John o’ Groats, and run across the UK. In this episode Adam discusses... His background. His value investment strategy. Red-flags he looks for in the companies accounts. Two stocks he's bullish on. Key lessons he has learned from over 20 years of investing. More information about Adam and his firm can be found at capewrathcapital.com You can also read our write-up on Somero Enterprises from Dec 2021 here - capitalemployed.substack.com/p/laser-guided-growth Hosted by Jon Kingston https://twitter.com/equitybaron ---> NEWSLETTER Join the newsletter for more investment ideas -> https://capitalemployed.substack.com ---> SUPPORT If you enjoy the podcast you can help support the show by doing the following: Buy the team a coffee (the stimulating effect of the coffee beans keeps us going). https://www.buymeacoffee.com/capitalemployed Leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> FOLLOW You can follow the podcast on: Website Twitter LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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Capital Employed FM
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1 Making Big Gains In Bear Markets (w./ Christian Putz) 26:51
26:51
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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. 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 shaped his investment approach. How he structures his portfolio to benefit in bear markets. His thesis for investing in Daqo New Energy and Allkem. More information about Christian and his firm can be found at arrinvestments.com * Apologies for the sound quality in parts of this recording. Hosted by Jon Kingston https://twitter.com/equitybaron ---> NEWSLETTER Join the newsletter for more investment ideas -> https://capitalemployed.substack.com ---> SUPPORT If you enjoy the podcast you can help support the show by doing the following: Buy the team a coffee (the stimulating effect of the coffee beans keeps us going). https://www.buymeacoffee.com/capitalemployed Leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> FOLLOW You can follow the podcast on: Website Twitter LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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Capital Employed FM
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1 High Quality Dividend Growers (w./ John Kingham) 32:28
32:28
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For 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 checklist/process, and two companies 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 -> https://capitalemployed.substack.com ---> SUPPORT If you enjoy the podcast you can help support the show by doing the following: Buy the team a coffee (the stimulating effect of the coffee beans keeps us going). https://www.buymeacoffee.com/capitalemployed Leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> FOLLOW You can follow the podcast on: Website Twitter LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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Capital Employed FM
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For 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, 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. 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. Hosted by Jon Kingston https://twitter.com/equitybaron ---> NEWSLETTER Join the newsletter for more investment ideas -> https://capitalemployed.substack.com ---> SUPPORT If you enjoy the podcast you can help support the show by doing the following: Buy the team a coffee (the stimulating effect of the coffee beans keeps us going). https://www.buymeacoffee.com/capitalemployed Leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> FOLLOW You can follow the podcast on: Website Twitter LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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Capital Employed FM
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1 Long Gold and Italy with Theron de Ris 16:59
16:59
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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. 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/equitybaron ---> NEWSLETTER Join the newsletter for more investment ideas -> https://capitalemployed.substack.com ---> SUPPORT If you enjoy the podcast you can help support the show by doing the following: Buy the team a coffee (the stimulating effect of the coffee beans keeps us going). https://www.buymeacoffee.com/capitalemployed Leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> FOLLOW You can follow the podcast on: Website Twitter LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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Capital Employed FM
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1 How We're Navigating The Markets (w./ Richard Simmons) 21:42
21:42
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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 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 importantly, he has his own money invested in both funds. In this episode Richard discusses how he is managing both of his funds through these volatile markets, which sectors currently interest him, and two companies he's currently researching. Hosted by Jon Kingston https://twitter.com/equitybaron ---> NEWSLETTER Join the newsletter for more investment ideas -> https://capitalemployed.substack.com ---> SUPPORT If you enjoy the podcast you can help support the show by doing the following: Buy the team a coffee (the stimulating effect of the coffee beans keeps us going). https://www.buymeacoffee.com/capitalemployed Leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> FOLLOW You can follow the podcast on: Website Twitter LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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1 Founder Led Microcaps with Zippy Capital 20:17
20:17
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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 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://capitalemployed.substack.com ---> SUPPORT If you enjoy the podcast you can help support the show by doing the following: Buy the team a coffee (the stimulating effect of the coffee beans keeps us going). https://www.buymeacoffee.com/capitalemployed Leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> FOLLOW You can follow the podcast on: Website Twitter LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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Capital Employed FM
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1 Long Term Owner of Public Businesses (w./ Avi Fisher) 22:01
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For 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://twitter.com/equitybaron ---> NEWSLETTER Join the newsletter for more investment ideas -> https://capitalemployed.substack.com ---> SUPPORT If you enjoy the podcast you can help support the show by doing the following: Buy the team a coffee (the stimulating effect of the coffee beans keeps us going). https://www.buymeacoffee.com/capitalemployed Leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> FOLLOW You can follow the podcast on: Website Twitter LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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Capital Employed FM
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1 Thematic Small Cap Investing (w./ Andy Brown) 23:19
23:19
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For 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://twitter.com/equitybaron ---> NEWSLETTER Join the newsletter for more investment ideas -> https://capitalemployed.substack.com ---> SUPPORT If you enjoy the podcast you can help support the show by doing the following: Buy the team a coffee (the stimulating effect of the coffee beans keeps us going). https://www.buymeacoffee.com/capitalemployed Leave a review on your podcast player. Or simply share the episode with your investing friends. Thanks for listening. ---> FOLLOW You can follow the podcast on: Website Twitter LinkedIn YouTube ---> DISCLAIMER 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. #investing #stocks #finance #business #smallcaps #entrepreneurs --- Produced by kingsizemetrics.com…
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