17 Best Stock Pitches (1st-15th Dec) 🔥
Read in less than 5 minutes
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 ðŸ‡ðŸ‡°
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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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.
Thanks for including Topicus! Looking forward to reading the other pitches on here.