Equity Baron

Equity Baron
Writing about under-the-radar microcaps from around the world.
Created 15 Nov 2020
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  • Exchanges and Cream Cakes
    15 Sep 2021 • < 1 min read
    Exchanges and Cream Cakes 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 b...
  • Opportunities In Indian Small Caps (w./ David Cornell)
    11 Sep 2021 • < 1 min read
    Opportunities In Indian Small Caps (w./ David Cornell) For this episode of the Capital Employed Podcast I was joined by David Cornell, the Managing Director and Chief Investment Office of India Capita...
  • 49 Fintwit Accounts To Follow For Small/Micro Cap Investors
    06 Sep 2021 • 2 min read
    Standing on the Shoulders of Fintwit Giants As discussed on a recent Capital Employed Podcast episode, Twitter is a great resource for investors, especially those in the small and microcap realm. The ...
  • August 2021 Portfolio Update
    01 Sep 2021 • 1 min read
    August 2021 has been a quiet month for the portfolio with just a +0.07% gain. Performance YTD +16.23% Performance TR since Feb 2019 +40.5% Top 10 Holdings… You want to pay how much? For the first time...
  • Bonhill Group (a possible multibagger)
    05 Aug 2021 • 5 min read
    Reading time: 6 minutes The following article is not a complete 100,000 word breakdown into every aspect of Bonhill Group, or about the market it operates in, or a complete deep dive into their financ...
  • July 2021 Portfolio Update
    31 Jul 2021 • 1 min read • 1 0
    July 2021 Portfolio Update It has been a bit of a volatile summer in the market so far. However, I am happy to report the portfolio withstood the turbulence quite well, and is now sitting at a new hig...
  • Holland Colours NV is Plastic Fantastic
    23 Jul 2021 • 7 min read
    Reading time: 6 minutes This following article is not a complete 100,000 word breakdown into every aspect of Holland Colours, or about the niche market it operates in, or a complete deep dive into the...
  • The Great Financial Transition
    17 Feb 2021 • 4 min read
    We are in the foothills of a great financial transition We are transitioning from a 20th century financial system designed by bankers, to a new 21st century system designed and built by computer scien...
  • What Long Distance Kenyan Runners Can Teach About Investing
    15 Feb 2021 • 3 min read
    Most investors tend to be ravenous readers On the Capital Employed Podcast I like to round off each episode by asking the guests what book they have just read, or are currently reading. I feel this gi...
  • Capital Employed Podcast Launched
    30 Jan 2021 • < 1 min read
    I pleased to finally launch the Capital Employed Podcast The podcast is off to a flying start with 3 great guests. You can listen to the first three episodes here… Finding Quality on the ASX with Coff...
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