Welcome to another edition of the Capital Employed Newsletter.
Knowing trees, I understand the meaning of patience. Knowing grass, I can appreciate persistence. — Hal Borland.Â
Latest interviews with fund managers…
#83 - Andrew Martin (Fairlight Capital)
#82 - Peter Smith (Palm Harbour Capital)
#81 - Roger Fan (RF Capital Management)
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
Stock pitches we’ve enjoyed reading in the past two weeks…
Investment Talk on Auction Technology Group 🇬🇧
Operator of marketplaces for curated online auctions.
Alluvial Capital on Net Lease Office Properties 🇺🇸
A highly attractive spin-off situation.