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

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Manage episode 453402491 series 2859341
Kandungan disediakan oleh Capital Employed Podcast. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Capital Employed Podcast atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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

--->

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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.

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--->

FOLLOW

You can follow the podcast on:

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X
LinkedIn
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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

---

Produced by kingsizemetrics.com

  continue reading

64 episod

Artwork
iconKongsi
 
Manage episode 453402491 series 2859341
Kandungan disediakan oleh Capital Employed Podcast. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Capital Employed Podcast atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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 episod

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