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) ➡️

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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

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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

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Humble Group AB (HUMBLE SS) 🇸🇪

By Alta Fox Capital

Cheapest consumer staples company in the world.

Read here

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NCAB Group (NCAB) 🇸🇪

By

Robin’s Substack SME

Leading advance printed circuit board trader.

Read here

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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

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Orchard Funding Group (ORCH) 🇬🇧

By

Hurdle Rate

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

Read here

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Farmacias Guadalajara (FRAGUA) 🇲🇽

By

Heron Hunting Method

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

Read here

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Cogent Communications (CCOI) 🇺🇸

By

Overlooked Alpha

Strong management, valuable assets, and a transformative deal.

Read here

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Jalles Machado (JALL3) 🇧🇷

By

LATAM STOCKS

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

Read here

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S&U (SUS) 🇬🇧

By Maynard Paton

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

Read here

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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

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Intermediate Capital Group (ICP) 🇬🇧

By

Mr Market Miscalculates

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

Read here

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Greggs (GRG) 🇬🇧

By

Secret Sauce - Company Write Ups

Britain's most loved bakery 🥧🥖

Read here

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Virtu Financial (VIRT) 🇺🇸

By East 72 Dynasty Trust

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

Read here

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Ocean Wilson (OCN) 🇬🇧

By

Daikoku Capital

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

Read here

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Fill up Media (ALFUM) 🇫🇷

By

French Hidden Champions

The JC Decaux of petrol stations and commercial centers.

Read here

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Brunswick (BC) 🇺🇸

By

Value Don't Lie

Potential quality business at <8x earnings.

Read here

Thanks for 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.