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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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Below are 12 ‘off-the-beaten-path’ stock pitches we’ve enjoyed reading in the past 2 weeks →
Saga Furs Oyj (SAGCV) 🇫🇮
A net-net and soon monopolistic Business. Trading at 0.75x NCAV with a clear catalyst in 2025.
Berentzen (BEZ) 🇩🇪
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) 🇺🇸
Installer and distributor of insulation and building material products to the construction industry.
Midwich (MIDW) 🇬🇧
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) 🇪🇸
Spanish company principally engaged in the logistics services.
Topgolf Callaway Brands (MODG) 🇺🇸
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) 🇺🇸
An easily overlooked, dark, illiquid OTC company with a high dividend and capital-light business model.
Civitanavi Systems SpA (CNS) 🇮🇹
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) 🇺🇸
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) 🇳🇴
It keep being ignored despite its strong operational performance and high oil prices.
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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.