15 Smart Stock Pitches (17th-30th June) 🔥
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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.
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Ok lets dive into this weeks newsletter.
Below are the stock pitches we’ve enjoyed reading in the past 2 weeks →
Waste Connections (WCN)
Written by
A potent blend of growth and defensibility.
Distribution Solutions Group (DSGR)
Written by
A Boring business with a chance to 4x. DSGR has transformed itself into a much better business.
AMN Healthcare Services (AMN)
Written by
Although the pandemic proved a silver lining for AMN’s recent growth, its high-quality professional medical workforce solutions should prevail in the aging baby boomer, healthcare-dominated 21st century.
Anexo Group (ANX)
Written by
A London-based specialist integrated credit hire and legal services group focused on providing replacement vehicles to consumers who have been involved in a non-fault accident.
Tinybuild Inc (TBLD)
Written by
An independent games publisher listed on AIM.
Magenta Therapeutics (MGTA)
Written by Clark Street Value
$39MM market cap biotech company. Likely liquidation if reverse merger vote fails.
Sierra Rutile (SRX)
Written by
Mostly upside... but who wants to own a mine in Sierra Leone?
TerraVest (TVK)
Written by Bonhoeffer Capital Management
A materials fabrication and service firm providing components and services for oil and gas extraction, transportation, distribution, and commercial and residential usage. The short-term target is $49 per share, which is almost 75% above today’s stock price.
Winmark Corporation (WINA)
Written by
An American franchisor of five retail businesses that specialize in buying and selling used goods.
Kistos (KIST)
Written by Hidden Value Gems
At spot prices, Kistos should earn FCF that equals its current market cap.
Espaço Laser (ESPA)
Written by
The largest laser hair removal company in Latin America.
Samsara (IOT)
Written by
Samsara held their capital markets day last week so I had another look at this name to see whether there is an interesting new opportunity.
Anterix (ATEX)
Written by
The largest owner of 900-MHz spectrum which allows for wireless communication.
Keyence Corp (6861)
Written by
The crown jewel of industrial automation
FG Financial Group Inc (FGF)
Written by
A small financial company underwriting conservative reinsurance and chasing power laws through merchant banking partnerships and sponsoring SPACs.
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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.
Appreciate the shoutout! Looking forward to reading through new pitches!
Thank you for mentioning my work!