Exciting News: Relaunching The Podcast 🚨
Audio versions of fund letters and stock pitches
We're relaunching the Capital Employed podcast.
The podcast will be dedicated to reading quarterly letters from some of our favorite fund managers. As well as audio versions of stock pitches.
We will be uploading to our YouTube channel and other major podcast platforms.
Two episodes have been published so far…
Alluvial Fund - Letter to Limited Partners Third Quarter 2024
The letter discusses...
Fund performance
Two new holdings
Current holdings updates
Portfolio Themes
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
Enjoy.
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Disclaimer
This article is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before investing in any company mentioned.