15 Top Stock Pitches (1st-12th Jan)⚡
Read in less than 5 minutes
Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers…
#82 - Peter Smith (Palm Harbour Capital)
#81 - Roger Fan (RF Capital Management)
#80 - Tom Bachrach (PFH Capital)
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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.