15 Top Stock Pitches (1st-12th Jan)⚡
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Welcome to another edition of the Capital Employed Newsletter.
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Stock pitches we’ve enjoyed reading in the past two weeks…
No Deep Dives on AerCap 🇺🇸
Share cannibal devoured 20% of shares outstanding in 2023, while trading at a PE of 8.
DMX AM on Careteq 🇦🇺
Australian healthcare smallcap.
Insider Ideas on IWG Plc 🇬🇧
Management guides for a huge capital-light growth contribution, but it seems UK investors don't trust founder-CEO Mark Dixon?
Clark Street Value on AlloVir 🇺🇸
Another broken biotech.
Special Situation on Eagle Materials 🇺🇸
A "no-frills" business with pricing power
Zero GCoS on Jadestone Energy 🇬🇧
Despite Jadestone Energy's challenging 2022-2023, there's potential for redemption in 2024.
Overlooked Alpha on Sanmina 🇺🇸
A transformed business model could cause this stock to double.
Left’s Newsletter on Pro-Dex Inc 🇺🇸
A specialty contract manufacturer in medical devices with a burgeoning order backlog.
Under The Bus Capital on CCL Industries 🇺🇸
A classic “boring", behind the scenes company. It is the market share leader within the label making business - an everyday necessity which can be easily overlooked.
Buy & Group on Kinsale Group 🇺🇸
A valuation reset on a niche market leader in the E&S market.
Value Don't Lie on Synchrony Financial 🇺🇸
Private label credit card issuer at ~7x earnings; share count down 50% over past 8.5yrs.
Overlooked and Undervalued on Gama Aviation 🇬🇧
Finally taking off.....or yet another emergency landing?
One Foot Bars on Laurent-Perrier
Uncorking value in a timeless investment.
The Superinvestors of Augustusville on Delek US Holdings
Delek may be misunderstood by some analysts and accordingly the stock does not screen well.
Value Zoomer on Smiths News
A slowly melting ice cube.
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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.