For this episode we had the pleasure of being joined by Christopher Godfrey, Founder and Portfolio Manager of Headwaters Capital Management. Headwaters Capital Management is an actively managed, concentrated investment strategy focused on small

Acquiring Profitable Online Businesses (w./ Dom Wells)

Jan 5th, 2023 28m

For this episode we had the pleasure of being joined by Dominic Wells, Founder and CEO of Onfolio Holdings Inc. Onfolio acquire and grow profitable cash-flowing online businesses. The company is listed on the Nasdaq with the ticker $ONFOIn this

Narrative Shifts with Adam Rackley

Sep 22nd, 2022 28m 12s

For this episode we had the pleasure of being joined by Adam Rackley from Cape Wrath Capital.Adam is a traditional value investor who seeks opportunities where other investors have over-reacted to events and valuations no longer reflect fundame

Making Big Gains In Bear Markets (w./ Christian Putz)

Sep 9th, 2022 26m 51s

For this episode we had the pleasure of being joined by Christian Putz, Founder and Portfolio Manager of ARR Investment Partners, a London-based investment boutique.Their goal is to generate attractive returns over the long run by outperforming

High Quality Dividend Growers (w./ John Kingham)

Jul 13th, 2022 32m 28s

For this episode we had the pleasure of being joined by John Kingham.John has been a private investor since 1995, an investment blogger since 2008, an investment newsletter publisher since 2011 and an author since 2016. He is the founder of the

Patience Is Key with Harry Walsh

Jun 16th, 2022 23m 19s

For this episode we had the pleasure of being joined by Harry Walsh, who is the Investment Director at Tyndall Investment Management. Founded in 2017, Tyndall is a forward-looking, dynamic investment management company with a sole focus: to pro

Long Gold and Italy with Theron de Ris

Mar 14th, 2022 16m 59s

For this episode we had the pleasure of welcoming back to the show Theron de Ris, who is the founder and manager of Eschler Asset Management, based in London.Eschler Asset Management is an independent investment practice modelled on the origina

How We're Navigating The Markets (w./ Richard Simmons)

Mar 9th, 2022 21m 42s

For this episode we had the pleasure of welcoming back to the show Richard Simmons, who is the founder and manager of Derby Street Managers, based in London.Derby Street Managers is a long-only, value-oriented fund managing UK Equities and Euro

Founder Led Microcaps with Zippy Capital

Mar 2nd, 2022 20m 17s

For this episode we have the pleasure of being joined by Chris, who also goes by the name of Zippy Capital. Chris is a private investor/writer, and likes to delve into the smaller end of the market cap spectrum.In this episode Chris talks about

Long Term Owner of Public Businesses (w./ Avi Fisher)

Feb 11th, 2022 22m 1s

For this episode we have the pleasure of being joined by Avi Fisher, Founder and Manager of Long Cast Advisors.Long Cast Advisers, based in New York, is a boutique investment manager catering to select investors. The aim of the fund is to gener

Thematic Small Cap Investing (w./ Andy Brown)

Feb 3rd, 2022 23m 19s

For this episode we had the pleasure of being joined by Andy Brown, Manager of Aberdeen International Small Cap Fund.The Fund seeks to achieve its objective by investing in equity securities of small non-U.S. companies. The team employs a funda

Hidden Gems Down Under with Peter Johns

Jan 26th, 2022 24m 45s

For this episode we had the pleasure of being joined by Peter Johns, Founder/Manager of Westferry Investment Group based in Brisbane, Australia. Peter operates a single investment strategy for wholesale investors with a bias toward small and mi

4 High Quality Aussie Microcaps (w./ Mark Tobin)

Jan 21st, 2022 22m 39s

For this episode we welcome back to the podcast Mark Tobin, founder of Coffee Microcaps. Mark is the go-to man when it comes to quality microcaps listed on the ASX. Mark began his career as an equity analyst in Sydney by working at Wilson Asset

Temporary Value Dislocations with Tim Delaney

Jan 17th, 2022 37m 37s

For this episode we had the pleasure of being joined by Tim Delaney, Co-Founder of Immersion Investments.Tim founded Immersion Investments with David Polansky. Together they run a concentrated portfolio of small and micro-cap equities. In this

A Portfolio of Just 4 Stocks with Robert Mulcahy

Jan 13th, 2022 18m 10s

For this episode we have the pleasure of being joined by Robert Mulcahy, a private microcap investor.Robert runs a concentrated portfolio focused on finding under-the-radar US microcaps that he believes can become multi-baggers over time.In thi

A Generational Investment Opportunity with Aaron Edelheit

Dec 1st, 2021 23m 14s

For this episode we had the pleasure of being joined by Aaron Edelheit from the Mindset Cannabis Value Fund.Aaron recently wrote the Cannabis Manifesto, which does a great job of laying out why the cannabis industry in North America is a such a

The Craft Brewers of Stock Market Investing (w./ David Collins)

Nov 17th, 2021 38m 15s

For this episode we had the pleasure of being joined by David Collins, founder of Howay Investments and fund manager of the Howay Equity Fund. Over the 20 years prior to founding Howay Investments, David worked in both London and the United Sta

Business Perspective Investing (w./ Eric Burns)

Oct 20th, 2021 19m 37s

For this episode we had the pleasure of being joined by Eric Burns who is the Chief Analyst for both the Free Spirit and UK Buffettology Fund at Sanford DeLand.In this episode Eric talks about the Business Perspective Investing methodology used

Quality Companies for the Long Run with David Ridland

Oct 5th, 2021 25m 31s

For this episode we had the pleasure of being joined by David Ridland, Manager and CIO of Castlebay Investment Partners.David likes to invest in high quality companies with strong cashflows, high operating margins, and high returns on invested

High ROCE and Widening Moats (w./ Partnership Investing)

Sep 28th, 2021 18m 4s

For this episode we had the pleasure of being joined by the guys behind the excellent Partnership Investing Newsletter.In this episode they talks us through the characteristics they seek in a business, and where they're finding opportunities in

Engineer By Day Microcap Investor By Night (w./ Dan Schum)

Sep 21st, 2021 20m 57s

For this episode we had the pleasure of being joined by Dan Schum, who is a private investor and writer of the popular No Name Stocks blog.Dan seeks to invest in micro and nanocap stocks that have little research and under-followed, but have th

2 Stocks I'm Bullish On (w./ Peter Rabover)

Sep 17th, 2021 20m 18s

For this episode we had the pleasure of being joined by Peter Rabover, who is the founder and portfolio manager of Artko Capital.Peter likes to focus on small/microcap companies and special situations, within a concentrated portfolio.In this ep

Exchanges and Cream Cakes with Jeremy McKeown

Sep 14th, 2021 27m 46s

For this episode we were joined by Jeremy McKeown from Dowgate Wealth.Dowgate Wealth, based in London, create bespoke portfolios for their clients. They select investments based on their fundamental qualities and their ability to generate above

Opportunities In Indian Small Caps (w./ David Cornell)

Sep 8th, 2021 19m 56s

For this episode we were joined by David Cornell, the Managing Director and Chief Investment Office of India Capital Growth Fund.The trust is listed on the London Stock Exchange with the ticker IGC, and has compounded at an average of 14.8% ove

Stocks In Transformation Mode with Tony Capeloto

Sep 3rd, 2021 19m 12s

For this episode we had the pleasure of being joined by Tony Capeloto. Tony is the founder, and investment manager, of Foster Point Capital, an investment firm based in Seattle.In this episode Tony his investment style, what he looks for in man