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.

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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.