16 Top Stock Pitches (1st-14th July)⚡
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Ok lets dive into this weeks newsletter.
Below are stock pitches we’ve enjoyed reading from the past two weeks. →
Green Landscaping Group (GREEN)
Written by
A Swedish company providing landscaping and maintenance services for outdoor environments to the public and private sectors.
Safestyle UK (SFE)
Written by
The UK’s window and door replacements leader could be a 2X and 6X investment in 3 and 5 years, respectively!
Topgolf Callaway Brands (MODG)
Written by
A leading golf company that provides golf entertainment experiences, designs and manufactures golf equipment, and sells golf apparel through its family of brand names.
PrairieSky Royalty (PREKF)
Written by
The largest mineral right owner in Canada with massive upside optionality.
Scandinavian Tobacco Group (STG)
Written by
Cigars are one of the oldest tobacco product formats that exist, premium handmade varieties have especially compelling qualities, and total demand is likely to remain robust.
Var Energi (VAR)
Written by
Over the past years I invested into several energy stocks. From Shell, Petrobras to Orlen. But currently there is one stock that I am especially bullish on. From an risk/reward perspective, Vår Energi is my absolute top pick.
Williams-Sonoma (WSM)
Written by
Founded in 1956 by Chuck Williams, Williams-Sonoma is an American consumer retail company that sells kitchenware and home furnishings.
Interlife (INLI)
Written by
A company that trades for an estimated forward multiple of 3x market cap/EBIT and 66% of book value.
The Shyft Group (SHYF)
Written by
This small cap is moving into electric vehicles and looks like a buy. Investors are pricing in zero growth for what could be an incredible opportunity.
Sony Group (6758)
Written by
Japan's leading technology player, still under-appreciated on the global stage.
RCI Hospitality (RICK)
Written by
Despite concerns, being able to buy a genuinely high-quality company with a long runway for growth at a double-digit free cash flow yield is a truly rare opportunity.
Bel Fuse (BELFB)
Written by Atai Capital Management
An electronic components manufacturer, and despite the rather large run-up in share price, we are still being provided with an attractive opportunity to buy a good business at a dirt cheap price today.
Clasquin (ALCLA)
Written by
An interesting French microcap growing nicely in the attractive freight forwarding industry.
OneWater Marine (ONEW)
Written by
Right company at the wrong time?
Revisiting Hibbett Sports (HIBB)
Written by
Short-term pain for long-term gain.
Kinepolis Group NV (KIN)
Written by
A €1.2 billion company that operates cinema complexes in Europe and North America: in total, it currently operates 110 cinemas (51 of which it owns) with 1,124 screens and more than 200,000 seats.
🔦 Community Spotlight
In this section, we highlight people in the community who have been kind enough to share this newsletter.
Memyselfandi007 writes Value and Opportunity a blog about slow investing, special situations and occasionally wild punts. Always insightful, well worth reading.
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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.
Thank you for the inclusion Jon!
Thanks for including me in your summary. A lot of interesting ideas I need to unpack this week. 😁