Capital Employed FM

Capital Employed Podcast

Audio versions of fund manager letters and stock pitches. Subscribe now so you don't miss an episode.

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Capital Employed FM

Episodes (64)

Dec 3, 2024 Focus Capital Management Q3 2024 Letter (The Value of Concentration)
Nov 3, 2024 Greystone Capital Management - Q3 2024 Letter
Nov 1, 2024 Alluvial Fund - Letter to Limited Partners Third Quarter 2024

Capital Employed FM

Dec 3, 2024
20½ minutes
18 MB

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

Capital Employed FM

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

Capital Employed Podcast

00:00 -19:39