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Capital Employed Podcast에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Capital Employed Podcast 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Narrative Shifts with Adam Rackley

28:12
 
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Manage episode 341874030 series 2859341
Capital Employed Podcast에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Capital Employed Podcast 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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 fundamentals.

After working as an analyst at the Alliance Trust, Adam joined Montanaro Asset Management, where he managed a smallcap income fund.

Leaving the City in 2010, he taught the CFA qualification at BPP, and later managed equity research teams for CRISIL in Mumbai. In 2015 Adam returned to London and set-up Cape Wrath Capital.

He has degrees in Philosophy, Politics & Economics, and Finance & Financial Law. Adam has served as a platoon commander with the 1st Battalion Black Watch, and is the Principal at Curzon Financial Training.

Adam has also swum the English Channel, rowed the Atlantic, cycled from Lands End to John o’ Groats, and run across the UK.

In this episode Adam discusses...

  • His background.
  • His value investment strategy.
  • Red-flags he looks for in the companies accounts.
  • Two stocks he's bullish on.
  • Key lessons he has learned from over 20 years of investing.

More information about Adam and his firm can be found at capewrathcapital.com

You can also read our write-up on Somero Enterprises from Dec 2021 here -
capitalemployed.substack.com/p/laser-guided-growth

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

--->

SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

FOLLOW

You can follow the podcast on:

Website
Twitter
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

60 에피소드

Artwork
icon공유
 
Manage episode 341874030 series 2859341
Capital Employed Podcast에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Capital Employed Podcast 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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 fundamentals.

After working as an analyst at the Alliance Trust, Adam joined Montanaro Asset Management, where he managed a smallcap income fund.

Leaving the City in 2010, he taught the CFA qualification at BPP, and later managed equity research teams for CRISIL in Mumbai. In 2015 Adam returned to London and set-up Cape Wrath Capital.

He has degrees in Philosophy, Politics & Economics, and Finance & Financial Law. Adam has served as a platoon commander with the 1st Battalion Black Watch, and is the Principal at Curzon Financial Training.

Adam has also swum the English Channel, rowed the Atlantic, cycled from Lands End to John o’ Groats, and run across the UK.

In this episode Adam discusses...

  • His background.
  • His value investment strategy.
  • Red-flags he looks for in the companies accounts.
  • Two stocks he's bullish on.
  • Key lessons he has learned from over 20 years of investing.

More information about Adam and his firm can be found at capewrathcapital.com

You can also read our write-up on Somero Enterprises from Dec 2021 here -
capitalemployed.substack.com/p/laser-guided-growth

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

--->

SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

FOLLOW

You can follow the podcast on:

Website
Twitter
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

60 에피소드

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