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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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.