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.
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.