Hello fellow investors, long time Stockopedia subscriber here.
I've just published the first 2 episodes of the Capital Employed Podcast.
Do feel free to listen/subscribe. Feedback is always welcome too.
Vietnam The Investment Opportunity
In this episode I talk with Craig Martin, investment manager of Vietnam Holdings LON:VNH
Vietnam Holdings is a closed-end investment fund listed on the London Stock Exchange. Craig talks about the opportunity Vietnam presents, his own experiences of the country, as well as diving deeper into the stocks held within the fund.
Investing In Fast Growth Industries
In this episode I talk with Pratyush from Farrer Wealth Advisors, based in Singapore.
Pratyush gives an overview of his investment philosophy. He also talks about two fast growing stocks he thinks have great long term potential - Afterpay [ASX:APT] and Adyen [AMS: ADYEN]