17 Best Stock Pitches (1st-13th Oct)⚡
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Fund Managers sharing their best ideas
At Capital Employed we interview active fund managers.
We like to learn about their methodology, thoughts on the current market, and much more. We also discuss two stocks they’re bullish on.
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Read the last two editions with Laurence Hulse (Onward Opportunities Ltd) and Whit Huguley (River Oaks Capital) ➡️
Below are 17 ‘off-the-beaten-path’ stock pitches we’ve enjoyed reading in the past 2 weeks →
Lindbergh (LDB) 🇮🇹
By
Italian microcap whose services bring significant benefits to their customers’ productivity and reduce their environmental impact.
Global Tech Industries Group (GTII) 🇺🇸
By
Short thesis - GTII is a worthless bag of hot air trading at over $200m based on hope and conspiracy theories.
Humble Group AB (HUMBLE SS) 🇸🇪
By Alta Fox Capital
Cheapest consumer staples company in the world.
NCAB Group (NCAB) 🇸🇪
By
Leading advance printed circuit board trader.
Academy Sports and Outdoors (ASO) 🇺🇸
By Bonhoeffer Capital Management
Sporting goods and outdoor recreation retailer in the United States. Its private label brand portfolio consists of 20 brands.
Orchard Funding Group (ORCH) 🇬🇧
By
A finance group specialising in insurance premium and professional fee funding in the UK.
Farmacias Guadalajara (FRAGUA) 🇲🇽
By
A cheap Mexican compounder with a bullet-proof balance sheet.
Cogent Communications (CCOI) 🇺🇸
By
Strong management, valuable assets, and a transformative deal.
Jalles Machado (JALL3) 🇧🇷
By
A vertically integrated sugarcane producer with a diversified product portfolio and exports to over 20 countries.
S&U (SUS) 🇬🇧
By Maynard Paton
UK-based company engaged in providing motor, property bridging and specialist finance service.
Geo Group Inc (GEO) 🇺🇸
By
A subsidiary of Geo Group Inc. has been supercharged by administrative changes & the border crisis while burgeoning construction costs have left real estate marked 80-90% below replacement costs.
Intermediate Capital Group (ICP) 🇬🇧
By
Under the radar but fast-growing player in an attractive industry.
Greggs (GRG) 🇬🇧
By
Britain's most loved bakery 🥧🥖
Virtu Financial (VIRT) 🇺🇸
By East 72 Dynasty Trust
Provides financial services that leverage technology to provide data, analytics and connectivity products.
Ocean Wilson (OCN) 🇬🇧
By
Family HoldCo Trading at 58% Discount to NAV with a clear path to value realization.
Fill up Media (ALFUM) 🇫🇷
By
The JC Decaux of petrol stations and commercial centers.
Brunswick (BC) 🇺🇸
By
Potential quality business at <8x earnings.
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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.