17 Best Stock Pitches (1st-15th Dec) 🔥
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Welcome to another edition of the Capital Employed Newsletter.
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Stock pitches we’ve enjoyed reading in the past two weeks…
WinterGems on Yamada Corp 🇯🇵
A Japanese pump manufacturer cash-rich low PE growing mid single digits.
DMX AM on Findi 🇦🇺
ASX-listed company that owns approximately 80% of Transaction Solutions International (TSI), an ATM and digital payment business based in India.
Kairos Research on Mama Creations 🇺🇸
A small cap with a new trajectory.
Oriental Value on LH Group 🇭🇰
A Hong Kong listed catering group.
Capital Incentives on OSI Systems 🇺🇸
Heightened demand for cargo security scanning products propelling strong growth.
Latam Stocks on Viña Concha y Toro 🇨🇱
The largest wine producer in Latin America and one of the Largest in the world. They are Chile's largest wine exporter.
Sleep Well Investments on Veeva Systems 🇺🇸
Once touted as the next Salesforce, the CRM and R&D cloud platform leader in life science is trading at record low valuation 25xFCF. Is it still a wonderful business?
Tiago’s Newsletter on Japan Lifeline 🇯🇵
A medical devices company at a fair valuation.
Daikoku Capital on Tiptree Inc 🇺🇸
A holding company, which is engaged in providing specialty insurance, service contract products and related service solutions.
Pernas Research on El Pollo Loco 🇺🇸
The almost chipotle contender.
Lewis Enterprise on Hudson Pacific Properties 🇺🇸
Hudson Pacific's Studio Business Creates an Interesting Opportunity for a Private Equity Buyer and Mispriced Yield for Public Markets Investors.
Analyzing Good Businesses on Equity Lifestyle Properties 🇺🇸
One of the two largest owners of manufactured housing, recreational vehicle, marina properties.
Mr Market Miscalculates on Ipsos
A €2.2 billion market research company.
Investing501 Newsletter on Rocky Mountain Chocolate Factory 🇺🇸
After a 4-year proxy fight with one of the company’s largest shareholders, new management and a revamp of the Board has been installed at the company.
Hourglass Investing on Topicus 🇨🇦
Constellation Software's Baby Bro.
Bireme Capital on British American Tobacco 🇺🇸
Despite its growing profits BAT's valuation has dwindled to just 8x FCF. At these levels we think BAT offers a compelling investment opportunity.
No Name Stocks on Scott's Liquid Gold 🇺🇸
Develops, markets, and sells household products.
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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.