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Capital Employed FM | Wave AI Podcast Notes
Capital Employed FM
Audio versions of fund manager letters and stock pitches. Subscribe now so you don't miss an episode.
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Focus Capital Management Q3 2024 Letter (The Value of Concentration)
00:19:39
12/3/2024
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Greystone Capital Management - Q3 2024 Letter
00:29:18
11/3/2024
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Alluvial Fund - Letter to Limited Partners Third Quarter 2024
00:22:31
11/1/2024
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Massif Capital - 3rd Quarter 2024 Letter to Investors
00:37:28
10/31/2024
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The Advantage of Time with Christopher Godfrey
00:25:23
1/31/2023
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Acquiring Profitable Online Businesses (w./ Dom Wells)
00:28:00
1/5/2023
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Narrative Shifts with Adam Rackley
00:28:12
9/22/2022
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Making Big Gains In Bear Markets (w./ Christian Putz)
00:26:51
9/9/2022
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High Quality Dividend Growers (w./ John Kingham)
00:32:28
7/13/2022
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Patience Is Key with Harry Walsh
00:23:19
6/16/2022
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