Capital Employed

Share this post

12 Great Stock Pitches (1st-15th March) 🔥

www.capitalemployed.com

12 Great Stock Pitches (1st-15th March) 🔥

Read in less than 5 minutes.

Jon Kingston
Mar 16
13
1
Share this post

12 Great Stock Pitches (1st-15th March) 🔥

www.capitalemployed.com

A special welcome to the 423 new readers this month!
Capital Employed now has 2,224 super smart readers.

At Capital Employed we’re all about showcasing interesting investors and the companies they’re investing in.

Its been another crazy few weeks in the markets, with historic bank bailouts. of two US banks followed by the Swiss Central Bank giving Credit Suisse a liquidity injection.

Thanks for reading Capital Employed! Subscribe for free to receive new posts and support my work.

Are we on the cusp of an international banking crisis? Who knows.

What we do know is this… the first two weeks of March has produced many great stock write-ups.

Below are the ones we have enjoyed reading →


Asos (ASC)

Written by

Alaric’s Picks (With Some Risks)

Fast fashion, fast cars, fast turnaround? Not deep value but still looks to be trading at a substantial discount due to non-structural issues that seem to be getting resolved.

Read here


Nomad Foods (NOMD)

Written by

Overlooked Alpha

NOMD's long-term potential is obscured by short-term problems. As new initiatives take hold, investor confidence should return. That in turn creates a path toward real upside.

Read here


Richardson Electronics (RELL)

Written by

Vestrule

Richardson Electronics is an engineered solution business focusing on power management, microwave tubes and digital displays. I think shareholders can compounded in the mid to high teens over the next 3-5 years buying shares today at $20.20. 

Read here


Alphawave IP (ASC)

Written by

Fabricated Knowledge

Alphawave is one of the most asymmetric ideas in the semiconductor universe I follow. I think Alphawave has some hair on the stock, but it’s not a fraud and is priced egregiously wrong.

Read here


Euronext NV (ENF)

Written by

Investing Marathon

A core European market infrastructure asset is available at "for sale" prices.

Read here


Cakebox (CBOX)

Written by

InvestingWithWes Newsletter

Founded in 2008 by Sukh Ram Chamdal and Pardip Dass, Cake Box Holdings through its subsidiaries engages in the retail of fresh cream cakes in the United Kingdom.

Read here


CNX Resources (CNX)

Written by

Wall St Gunslinger

CNX Resources Corporation is an independent natural gas and midstream company. Management is focused on creating value and doing a fine job running the company.

Read here


Eurosnack SA (ECK)

Written by

Iggy on Investing

A Polish nano-cap market that specializes in the production and sale of chips and cookies, primarily in Poland. Despite its remarkable growth over the past five years, the stock trades at a low price-to-earnings ratio of 6-8 due to its illiquidity, communication issues and inflation.

However, if ECK can maintain even moderate growth and improve its gross margins to the levels seen in previous years, it should be a multibagger.

Read here


Morguard (MRC)

Written by

Uproar Capital

Dirt cheap real estate trading at 50-70% Off.

Read here


Information Services Corp (ISV)

Written by

Fairway Research

A monopoly information services business with above 30% ROIC at 6.6x EBITDA.

Read here


B3 Consulting AB (B3)

Written by

Under-Followed-Stocks

A Stockholm listed microcap, B3 Consulting Group is an expansive consultancy company with senior consultants within IT and Management. High insider ownership with recent aggressive purchases by the Chairman of the Board.

Read here


Knights Group (KGH)

Written by

Value Investing Blog

A London listed microcap. a law firm roll-up. It’s the biggest firm outside of London. They actively avoid London. They focus on the regions and they are doing well. The stock is also pretty cheap. The management owns 20+% and keeps on buying.

Read here


🔦 Community Spotlight

In this section, we highlight people in the community who have been kind enough to share this newsletter.

Memyselfandi007 writes Value and Opportunity a blog about slow investing, special situations and occasionally wild punts. Always insightful, well worth reading.

​

If you want to get featured in this section, share the newsletter with your friends/followers (your referral link is below), and we'll include you in a future issue of the newsletter.

Refer 10 friends & get featured in an upcoming newsletter

👉 Get your unique link 👈


Thanks for reading.

Come say hello on Twitter and LinkedIn


Disclaimer

This article is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before investing in any company mentioned.

Thanks for reading Capital Employed! Subscribe for free to receive new posts and support my work.

1
Share this post

12 Great Stock Pitches (1st-15th March) 🔥

www.capitalemployed.com
1 Comment
Wesley
Writes InvestingWithWes Newsletter
Mar 16

Thank you for the mention. It is a pleasure to be included amongst all these great writers. 😁

Expand full comment
Reply
TopNewCommunity

No posts

Ready for more?

© 2023 Capital Employed
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing