Capital Employed | Substack

Interview #89 : Nicholas D'Agnillo (Ace River Capital)

Concentrated bets

16 hrs ago •

Capital Employed

Q1 2024 Fund Letters Round-Up ✍️

A curation of the best quarterly letters

Apr 15 •

Capital Employed

31 Best Stock Pitches (1st-12th April) ⚡

Read in less than 5 minutes

Apr 12 •

Capital Employed

Most Popular

17 Fascinating Stock Pitches (16th-30th Aug) 🖊️

Aug 30, 2023 • Capital Employed

21 Superb Stock Pitches (1st Feb-15th Feb) ⚡

Feb 15 • Capital Employed

26 Best Stock Pitches (1st-15th Aug) 🔥

Aug 15, 2023 • Capital Employed

23 Excellent Stock Pitches (16th-31st May) 🔥

May 31, 2023 • Capital Employed

17 Best Stock Pitches (1st-13th Oct)⚡

Oct 13, 2023 • Capital Employed

Interview #88 : David Bastian (Kingdom Capital Advisors)

Dislocations between price and intrinsic value

Apr 5 •

Capital Employed

28 Quality Stock Pitches (16th-31st March) ⚡

Read in less than 5 minutes

Apr 1 •

Capital Employed

Newsletter Update (Adding Quarterly Letters) ✍️

Plus subscription price increase

Mar 25 •

Capital Employed

Interview #87 : Chip Rewey (Rewey Asset Management)

Value Investment Specialist

Mar 22 •

Capital Employed

17 Stock Pitches (1st-15th March) 🔥

Read in less than 5 minutes

Mar 15 •

Capital Employed

Interview #86 : Michael Fritzell (Asian Century Stocks)

Finding value in Asia

Mar 1 •

Capital Employed

Interview #85 : Kevin Durkin (Ballina Capital)

Buying out of favor assets trading at cheap prices

Feb 27 •

Capital Employed

Capital Employed

Capital Employed

Fund manager interviews and stock pitches

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TSOH Investment Research Service

The Science of Hitting

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Investment theses in Small Caps & Macroeconomic analysis

MORAM Capital

Exploring with Alluvial Capital

Dave Waters

Capital Employed

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