Capital Employed

Share this post

15 Best Stock Pitches (1st-12th May)⚡

www.capitalemployed.com

15 Best Stock Pitches (1st-12th May)⚡

Read in less than 5 minutes.

Jon Kingston
May 12, 2023
18
6
Share
Share this post

15 Best Stock Pitches (1st-12th May)⚡

www.capitalemployed.com

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.

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


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

Analyzing Good Businesses

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.

Read here


Frontier Developments (FDEV)

Written by

InvestingWithWes Newsletter

Founded in 1994 by David Braden, Frontier is a British video game developer based in Cambridge, UK.

Read here


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%).

Read here


Stock Options Genius Reveals Top Pick BEFORE He Enters the Trade

Veteran trader and options pro Jeff Bishop has released a brand new report with his #1 real-money trade idea, and it’s temporarily available completely free. Get access to the full report at no cost while it’s still available.

Sign Up Now!


Andrew Peller (ADW)

Written by

Canadian Dividend Investing

The Company is engaged in producing and marketing wines and craft beverage alcohol products in Canada.

Read here


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.

Read here


NagaCorp (HK:3918)

Written by

Asian Century Stocks

A Hong Kong-listed casino operator based in Cambodia’s capital city of Phnom Penh.

Read here


Materialise NV (MTLS)

Written by

Overlooked Alpha

Cathie Wood has been dumping this stock. We think it's time to buy. This 3-D Printing Stock Has Legs.

Read here


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.

Read here


Estée Lauder (EL)

Written by

Librarian Capital

EL manufacturers, markets and sells skin care, makeup, fragrance and hair care products. The Company operates through the beauty products segment.

Read here


Legal & General (LGEN)

Written by

The Superinvestors of Augustusville

A Pension Risk Transfer Company with great numbers and a not-so-easy story.

Read here


Grupo Mateus (BRL)

Written by

LATAM STOCKS

The 4th largest retail company in Brazil and the largest in the Northeast region.

Read here


AutoZone (AZO)

Written by

Wall St Gunslinger

What happens when net income has increases 10x over 26 years and shares outstanding decrease by 90%. A hundred bagger.

Read here


Orlen (PKN)

Written by

Modern Investing

10 % dividends, P/E of 1.3 and a bet on oil prices.

Read here


Gemfields Group (GEM)

Written by

Breeley Capital: Thursday Think Tank

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.

Read here


Cloudflare Inc (NET)

Written by

The Wolf of Harcourt Street

Cloudflare is a global cloud services provider with the mission to “help build a better internet”.

Read here


Thanks for reading.

Come say hello on Twitter and LinkedIn


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.

18
6
Share
Share this post

15 Best Stock Pitches (1st-12th May)⚡

www.capitalemployed.com
6 Comments
Wesley
Writes InvestingWithWes Newsletter
May 14Liked by Jon Kingston

Thanks for the mention. 😁

Expand full comment
Reply
YoungHamilton
Writes Analyzing Good Businesses
May 12Liked by Jon Kingston

Thanks for sharing!

Expand full comment
Reply
4 more comments…
Top
New
Community

No posts

Ready for more?

© 2023 Capital Employed
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing