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Capital Employed FM
Capital Employed Podcast
64 episodes
1 month ago
Audio versions of fund manager letters and stock pitches. Subscribe now so you don't miss an episode.
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Investing
Business,
Entrepreneurship
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All content for Capital Employed FM is the property of Capital Employed Podcast and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Audio versions of fund manager letters and stock pitches. Subscribe now so you don't miss an episode.
Show more...
Investing
Business,
Entrepreneurship
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/56/80/8f/56808fab-69aa-0e36-8215-06d9c5d848a5/mza_16129603565710055144.jpg/600x600bb.jpg
Massif Capital - 3rd Quarter 2024 Letter to Investors
Capital Employed FM
37 minutes
1 year ago
Massif Capital - 3rd Quarter 2024 Letter to Investors

For this episode we read the 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.

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.

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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

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


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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

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Produced by kingsizemetrics.com

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