16 Great Stock Pitches (13th-30th Jan) 🔥
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Welcome to another edition of the Capital Employed Newsletter.
Knowing trees, I understand the meaning of patience. Knowing grass, I can appreciate persistence. — Hal Borland.
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Stock pitches we’ve enjoyed reading in the past two weeks…
Investment Talk on Auction Technology Group 🇬🇧
Operator of marketplaces for curated online auctions.
Alluvial Capital on Net Lease Office Properties 🇺🇸
A highly attractive spin-off situation.
Gehlen Bräutigam Capital on Bijou Brigitte modische Accessoires AG 🇩🇪
Germany-based omni-channel retailer that operates in the fashion jewelry and accessories space.
McDonough Investments on Beenos 🇯🇵
Japanese ecommerce microcap.
Ennismore Smaller European Fund on Celebrus Technologies 🇬🇧
UK based microcap software company formally called D4t4.
Capital Incentives on Silgan Holdings 🇺🇸
Evolving packaging maker with path to strong earnings growth.
Smoak Capital on Goodheart-Willcox 🇺🇸
OTC listed publisher of print and digital instructional materials.
Value at Risk Newsletter on Hipromine 🇵🇱
Polish microcap operating as a alternative source of protein based products supplier.
Laughing Water Capital on Nextnav 🇺🇸
Engaged in delivering positioning, navigation and timing (PNT) solutions that overcome the limitations of the existing space-based global positioning system (GPS).
Moram Capital on Full House Resorts 🇺🇸
A US small cap set to triple its EBITDA in 2024, thanks to the inauguration of its two flagship properties.
Firm Returns on DSW Capital 🇬🇧
A professional services firm with a capital light business model trades at an undemanding FCF multiple, and has plenty of room for growth.
Eagle Point Capital on Esquire Financial 🇺🇸
A niche lender that primarily serves as a banking partner to legal firms while also providing payment processing services.
Mokapu Capital on Carriage Services 🇺🇸
Operates within the death care industry, focusing primarily on funeral homes and cemeteries.
East Asia Stock Insights on Sysmex Corp 🇯🇵
Medical device compounder with valuable growth options.
Continuous Compounding on Round One Corporation 🇯🇵
A Japanese amusement operator.
Petty Cash on Foraco International 🇨🇦
Drilling services provider.
Thanks for reading.
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.