Capital Employed FM

For this episode we read the Alluvial Fund - Letter to Limited Partners Third Quarter 2024.

The letter discusses...
  • Fund performance
  • Two new holdings
  • Current holdings updates
  • Portfolio Themes
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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.

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What is Capital Employed FM?

Audio versions of fund manager letters and stock pitches. Subscribe now so you don't miss an episode.