15 Best Stock Pitches (1st-12th May)⚡
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15 Best Stock Pitches (1st-12th May)⚡
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At Capital Employed we interview smart investors.
Most of the investors we interview fly under-the radar. However, they have great track records and are willing to share their knowledge, strategies, and best ideas.
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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 →
United Rentals (URI)
Written by
United Rentals is the largest equipment rental company in the world with a fleet of over 1M rental units in 4.6k different equipment classes offered at 1.5k locations.
Frontier Developments (FDEV)
Written by
Founded in 1994 by David Braden, Frontier is a British video game developer based in Cambridge, UK.
Stellantis (STLAM)
Written by Derby Street Investments
Stellantis makes cars and trucks. It is the result of a series of mergers between well-known automobile manufacturers, mainly Fiat, Chrysler and Peugeot. It is the second largest car maker in Europe (accounting for 20% of the market) and the fourth largest in the US (11%).
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Andrew Peller (ADW)
Written by
The Company is engaged in producing and marketing wines and craft beverage alcohol products in Canada.
Schaffner Group (SAHN)
Written by Value and Opportunity
A Swiss holding company engaged in the development and production of solutions which ensure operation of electronic systems.
NagaCorp (HK:3918)
Written by
A Hong Kong-listed casino operator based in Cambodia’s capital city of Phnom Penh.
Materialise NV (MTLS)
Written by
Cathie Wood has been dumping this stock. We think it's time to buy. This 3-D Printing Stock Has Legs.
Sylogist Ltd (SYZLF)
Written by Greystone Value
A public sector SaaS business whose stock has been orphaned due to its history of poor corporate governance along with a recently implemented strategy shift and dividend cut that caught investors off guard but was executed with the sole focus of driving shareholder value.
Estée Lauder (EL)
Written by
EL manufacturers, markets and sells skin care, makeup, fragrance and hair care products. The Company operates through the beauty products segment.
Legal & General (LGEN)
Written by
A Pension Risk Transfer Company with great numbers and a not-so-easy story.
Grupo Mateus (BRL)
Written by
The 4th largest retail company in Brazil and the largest in the Northeast region.
AutoZone (AZO)
Written by
What happens when net income has increases 10x over 26 years and shares outstanding decrease by 90%. A hundred bagger.
Orlen (PKN)
Written by
10 % dividends, P/E of 1.3 and a bet on oil prices.
Gemfields Group (GEM)
Written by
Though it does come with inherent risks, Gemfields offers a unique opportunity. In its current state, the company can potentially return its whole market cap in dividends within five years.
Cloudflare Inc (NET)
Written by
Cloudflare is a global cloud services provider with the mission to “help build a better internet”.
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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.
15 Best Stock Pitches (1st-12th May)⚡
Thanks for the mention. 😁
Thanks for sharing!