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15 Top Stock Pitches (14th-28th April) 🔥

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15 Top Stock Pitches (14th-28th April) 🔥

Read in less than 5 minutes.

Jon Kingston
Apr 28, 2023
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15 Top Stock Pitches (14th-28th April) 🔥

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Before we delve into the stock pitches a quick word from our sponsor...

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Below are the stock pitches we’ve enjoyed reading in the past 2 weeks →

(If you’re looking for more ideas make sure to become a premium subscriber to access our fund manager interviews).


Companhia Brasileira De Distribuição (CBD)

Written by

Clark Square Capital

Upcoming spin of Grupo Exito in 70 days will unlock significant sum-of-the-parts (SOTP) discount, with stub currently trading at a negative value.

Read more


CentralNic (CNIC)

Written by

Conser Value

CentralNic Group Plc is a UK based Internet solutions company. The Company develops and manages its own proprietary software platforms for the global distribution of domain names.

Read more


Gogo Inc (GOGO)

Written by LVS Advisory

The leading provider of internet connectivity to business jets in North America. The company operates a network of air-to-ground cell towers broadcasting 4G signal on licensed spectrum. This is a razor/razor blade business model where aircraft owners purchase and install connectivity equipment and then pay for a monthly internet subscription.

Read more


Card Factory (CARD)

Written by

Iggy on Investing

A hidden champion trading at a cheap multiple.

Read more


Brookfield Corporation (BN)

Written by

Margin of Safety Investing

A leading global alternative asset manager with a diversified business model, focusing on investing in and managing real assets.

Read more


Medical Net (TYO:3645)

Written by

Emerging Value

A fast growing Japanese small cap trading at a normalised PE under 10.

Read more


Berry Global (BERY)

Written by

The 10th Man Deep Dives

The largest plastic packaging business in the world. The current FCFE yield is ~11-12% (after growth capex), and with the new Board members and Capital Allocation Committee, Berry is very well positioned to take that FCFE and repurchase shares at what I view as a large discount to fair value.

Read more


Supremex (SXP)

Written by

Value in the Wild

A dying leader pivots into a growth industry.

Read more


Watsco (WSO)

Written by

StockOpine

A leading distributor of air conditioning, heating and refrigeration equipment, related parts and supplies in North and Latin America.

Read more


Coca-Cola FEMSA (KOF)

Written by

Porchester Papers

A deep dive into the world's largest Coca-Cola bottler.

Read more


Global Ship Lease (GSL)

Written by

Breeley Capital: Thursday Think Tank

Owns and charters container ships. The shipping industry is complex and often misunderstood. Though often taken for granted, the shipping industry is an important part of the backbone that makes up the world economy.

Read more


Frontera Energy (FEC)

Written by

WTI Realist’s Newsletter

A Canada-based oil and gas company. The Company is engaged in the exploration, development and production of crude oil and natural gas in South America.

Read more


Fondul Proprietatea (FP)

Written by

Mr Market Miscalculates

A Romanian infrastructure-focused closed-end fund selling under NAV.

Read more


Sleep Country (ZZZ)

Written by

Fairway Research - Deep Dives

Canada’s largest specialty mattress retailer with an estimated market share of 37% as of 2022. The company has a coast-to-coast retail network of 289 stores supported by 20 warehouses. The market is currently pricing a severe recession for Sleep Country. It currently trades at an EV/EBITDA multiple of 5x, which is the lowest since its IPO in 2015.

Read more


MIPS AB (MIPS)

Written by

DTF Capital

MIPS is the industry standard for helmet safety - a unique business with durable technology and scale advantage, potentially a compounding machine.

Read more


🔦 Community Spotlight

In this section, we highlight people in the community who have been kind enough to share this newsletter.

Capital Gains is an educational newsletter spun out of The Diff: a deeply analytical newsletter that applies concepts in finance, economics, and corporate strategy.

The problem is that those concepts aren’t taught in school, so the analysis tends to appeal to founders, VCs, hedge fund managers, and the like.

Whether you’re on a finance career track, trying to understand what your company’s stock options package means, or just curious about how the economy works, Capital Gains gives you the mental models you need.


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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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15 Top Stock Pitches (14th-28th April) 🔥

www.capitalemployed.com
5 Comments
Alberto Taiana
May 4Liked by Jon Kingston

I read all of them(more than 5 minutes)I like a lot mips and gogo, but I think Gogo may have a lot of competition with musk, so mips is the best

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Simon
Writes Simon’s Substack
Apr 29·edited Apr 29Liked by Jon Kingston

Thanks so much for steadily offering this collection of stock pitches!

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