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17 Fascinating Stock Pitches (16th-30th Aug) 🖊️

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17 Fascinating Stock Pitches (16th-30th Aug) 🖊️

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Jon Kingston
Aug 30, 2023
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17 Fascinating Stock Pitches (16th-30th Aug) 🖊️

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A special welcome to the all the new subscribers this month!
Capital Employed now has over 4,000 super smart subscribers from around the world. 👍

Before we delve into the stock pitches a brief reminder of what we do →

At Capital Employed we interview active fund managers.

We like to learn about their methodology, thoughts on the current market, and much more. We also discuss two stocks they’re bullish on.

⚡ Become a Premium Subscriber to read these interviews in full, and gain access to the growing archive, for just $100 annual or $10 monthly subscription.

Read the latest interview with Australian microcap experts DMX Asset Management >


Below are 14 ‘off-the-beaten-path’ stock pitches we’ve enjoyed reading in the past two weeks →


SUTL Enterprise (BHU.SI)

By

The Mikro Kap

A family-owned marina business out of Singapore. The main appeal of it is that more than 90% of its business comes from owning and operating one of Asia's best marinas.

Read here


Seneca Foods (SEN)

By Harris Perlman

The largest vegetable canning business in the United States trading under net asset value.

Read here


Barco (SBAR)

By

ToffCap

Belgian technology company with a focus on imaging technology. This is a high-quality, well-financed, cool company with a positive outlook for the next years.

Read here


Italmobiliare (ITM)

By Value and Opportunity

Italian Holding company with a 50% Discount to NAV.

Read here


California Nanotechnologies (CNO)

By Whiteout Capital

Specializes in two advanced material manufacturing processes—spark plasma sintering (SPS) and cryomilling. The company is growing revenue at ~30%/year and just reported its second consecutive year of both GAAP earnings profitability and positive free cash flow.

Read here


Tarczynski (TAR)

By

Bebop Value

Founder led Polish micro cap branded snack sausage maker, selling for less than 50% of value, p/e of 5.81, EV/EBIT of 9.6, and dividend yield of 4.7%.

Read here


Supply Network Ltd (SNL)

By

Robin’s Substack SME

Leading truck & bus aftermarket niche specialist in Australia.

Read here


SharkNinja (SN)

By

Alex’s Investment Memo

A leading small household appliance company in US and Europe. It is a recently spin-off from JS Global Lifestyle (1699.HK) on Jul 31st. The stock is traded at an absurdly low 12.8x LTM PE partly because of market’s unfamiliarity to it.

Read here


Gypsum Management & Supply (GMS)

By

Just Value

One of the largest distributors of wallboards, ceilings and steel framings in North America. The business started in 1971 with just one location and nowadays has more than 400 branches all over US and Canada, and its recent evolution is nothing but impressive.

Read here


Onfolio Holdings (ONFO)

By

DIY Investing Newsletter

A company that I have been researching for some time now due to its potential to be a future 10-bagger or even 100-bagger under the right circumstances.

Read here


Pason Systems (PSI)

By

Under the Bus Capital

A technology-oriented oil services company that provides data management systems for drilling rigs around the world, though most of its revenues are in North America.

Read here


Ametek (AME)

By

Analyzing Good Businesses

A leading industrial conglomerate specializing in electronic instruments and electromechanical devices.

Read here


DP Aircraft Limited (DPA)

By

Investiční Blog | Kreuzmann

An almost Pico-cap company with a real business and assets that are up to 10x market cap.

Read here


Worthington Industries (WOR)

By

Flyover Stocks

An uncommon spin-off story where the opportunity is with the RemainCo.

Read here


The Keihin Co (9312)

By

Altay Capital - Mostly Value Investing

A consistently profitable growing small cap logistics company at 0.5x P/TBV and 11% ROE.

Read here


LNA Santé (LNA)

By

Buried Treasure

An "innocently convicted" care home operator poised for a promising future.

Read here


Azek (AZEK)

By

Capital Incentives

Turning plastic and recycled wood into quality decking and exterior products.

Read here


Thanks for reading.

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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.

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