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17 Best Stock Pitches (1st-13th Oct)⚡

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17 Best Stock Pitches (1st-13th Oct)⚡

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Jon Kingston
Oct 13, 2023
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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.

⚡ Become a Premium Subscriber to read these interviews in full, and gain access to the growing archive, for just $100 annual or $10 monthly subscription.

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

Under-Followed-Stocks

Italian microcap whose services bring significant benefits to their customers’ productivity and reduce their environmental impact.

Read here


Global Tech Industries Group (GTII) 🇺🇸

By

Value Zoomer

Short thesis - GTII is a worthless bag of hot air trading at over $200m based on hope and conspiracy theories.

Read here


Humble Group AB (HUMBLE SS) 🇸🇪

By Alta Fox Capital

Cheapest consumer staples company in the world.

Read here


NCAB Group (NCAB) 🇸🇪

By

Robin’s Substack SME

Leading advance printed circuit board trader.

Read here


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.

Read here


Orchard Funding Group (ORCH) 🇬🇧

By

Hurdle Rate

A finance group specialising in insurance premium and professional fee funding in the UK.

Read here


Farmacias Guadalajara (FRAGUA) 🇲🇽

By

Heron Hunting Method

A cheap Mexican compounder with a bullet-proof balance sheet.

Read here


Cogent Communications (CCOI) 🇺🇸

By

Overlooked Alpha

Strong management, valuable assets, and a transformative deal.

Read here


Jalles Machado (JALL3) 🇧🇷

By

LATAM STOCKS

A vertically integrated sugarcane producer with a diversified product portfolio and exports to over 20 countries.

Read here


S&U (SUS) 🇬🇧

By Maynard Paton

UK-based company engaged in providing motor, property bridging and specialist finance service.

Read here


Geo Group Inc (GEO) 🇺🇸

By

Left’s Newsletter

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.

Read here


Intermediate Capital Group (ICP) 🇬🇧

By

Mr Market Miscalculates

Under the radar but fast-growing player in an attractive industry.

Read here


Greggs (GRG) 🇬🇧

By

Secret Sauce - Company Write Ups

Britain's most loved bakery 🥧🥖

Read here


Virtu Financial (VIRT) 🇺🇸

By East 72 Dynasty Trust

Provides financial services that leverage technology to provide data, analytics and connectivity products.

Read here


Ocean Wilson (OCN) 🇬🇧

By

Daikoku Capital

Family HoldCo Trading at 58% Discount to NAV with a clear path to value realization.

Read here


Fill up Media (ALFUM) 🇫🇷

By

French Hidden Champions

The JC Decaux of petrol stations and commercial centers.

Read here


Brunswick (BC) 🇺🇸

By

Value Don't Lie

Potential quality business at <8x earnings.

Read here

Thanks for reading.

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Interested in being a sponsor of this newsletter? You can reserve a future issue here.


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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