12 Superb Stock Pitches (14th-27th Oct)
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Fund Managers sharing their best ideas
At Capital Employed we interview fund managers and discuss stocks they’re bullish on.
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Read the last two editions with Diego Milano (Quercus Fund) and Laurence Hulse (Onward Opportunities Ltd) ➡️
Below are 12 ‘off-the-beaten-path’ stock pitches we’ve enjoyed reading in the past 2 weeks →
Saga Furs Oyj (SAGCV) 🇫🇮
By
A net-net and soon monopolistic Business. Trading at 0.75x NCAV with a clear catalyst in 2025.
Berentzen (BEZ) 🇩🇪
By
A German hard to read liquor and soft drinks producer small cap that is deeply undervalued on P/Sales, P/cash flow and EV/EBITDA.
TopBuild (BLD) 🇺🇸
By
Installer and distributor of insulation and building material products to the construction industry.
Midwich (MIDW) 🇬🇧
By
An underestimated small cap on an extreme discount.
Keisei Electric Railway (9009) 🇯🇵
By Palliser Capital
A unique opportunity to unlock value and catalyze growth.
Logista (LOG) 🇪🇸
By
Spanish company principally engaged in the logistics services.
Topgolf Callaway Brands (MODG) 🇺🇸
By
This could be a value trap. But a path to huge upside makes the risk worth taking.
Enad Global 7 AB (EG7) 🇸🇪
By Atai Capital
A multi-bagger in the making.
Beaver Coal Ltd (BVERS) 🇺🇸
By
An easily overlooked, dark, illiquid OTC company with a high dividend and capital-light business model.
Civitanavi Systems SpA (CNS) 🇮🇹
By
Fast-growing, profitable founder-led Italian microcap that appears to be the leader in their niche, have manufacturing cost advantages, and partnerships with Tier 1 OEMs.
NVR (NVR) 🇺🇸
By
NVR's open secrets to a land-light and regional-focused strategy brought a 30%+ CAGR return since reformation in 1993. It will thrive in downturns and I am tracking 4 KPIs to own a piece.
BW Energy (BWE) 🇳🇴
By
It keep being ignored despite its strong operational performance and high oil prices.
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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.
Like always, thank you!
Great list! Look forward to reading the ideas, thank you!