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

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Manage episode 453402491 series 2859341
Innhold levert av Capital Employed Podcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Capital Employed Podcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

For this episode we read the Focus Capital Management - Q3 2024 Letter.

The letter discusses...

  • Fund performance
  • Portfolio commentary
  • The 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

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

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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

Please note we receive a commission for anyone who uses the above affiliate offers. Thanks for all your support.

--->

FOLLOW

You can follow the podcast on:

Website
X
LinkedIn
YouTube

--->

DISCLAIMER

Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

  continue reading

64 episoder

Artwork
iconDel
 
Manage episode 453402491 series 2859341
Innhold levert av Capital Employed Podcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Capital Employed Podcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

For this episode we read the Focus Capital Management - Q3 2024 Letter.

The letter discusses...

  • Fund performance
  • Portfolio commentary
  • The 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

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

Please note we receive a commission for anyone who uses the above affiliate offers. Thanks for all your support.

--->

FOLLOW

You can follow the podcast on:

Website
X
LinkedIn
YouTube

--->

DISCLAIMER

Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

  continue reading

64 episoder

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