17 Great Stock Pitches (16th-30th Nov)⚡
Read in less than 5 minutes
Welcome to another edition of the Capital Employed Newsletter.
"Without the method of learning, you're like a one-legged man in an ass-kicking contest. It's just not going to work very well." - Charlie Munger (January 1, 1924 – November 28, 2023)
Latest interviews with fund managers…
#80 - Tom Bachrach (PFH Capital)
#79 - Jordan Lampos (Midway Partners)
#78 - Diego B. Milano (Quercus Fund)
Sharesight - Get 33% discount on an annual plan
Great platform for managing your portfolio including performance tracking, dividend reports, and much more. Perfect for both private investors and fund managers. Much easier than faffing around on excel.
Sign-up through this landing page to get 33% discount on an annual plan
Koyfin - 15% discount on all plans
Instantly get detailed analysis on any public company including key metrics, news, transcripts, charts and much more. The screener for finding new ideas is great too.
Sign-up through this landing page to get 15% discount
Stock pitches we’ve enjoyed reading in the past two weeks…
Special Situation Investing on Tel-Aviv Stock Exchange (TASE) 🇮🇱
A small exchange with lots of upside.
Global Stock Picking on OssDsign (OSSD) 🇸🇪
OssDsign has a very interesting product, in a small but important niche.
Sleep Well Investments on Medistim (MEDI) 🇳🇴
Undisputed market leader with 80%+ market share.
Continuous Compounding on GAN (GAN) 🇺🇸
B2B supplier of enterprise software solutions for online casino gaming and online sports betting applications.
Eagle Point Capital on Vestis (VSTS) 🇺🇸
A boring predictable business with 90%+ recurring revenue, and significant margin expansion opportunity.
Treasure Hunting on Playmates Toys (869) 🇭🇰
Toy maker trades below cash and less than 5x 2023 earnings.
Daikoku Capital on American Coastal Insurance Corp (ACIC) 🇺🇸
Even after the price has rallied to over $9.50 we see an upside of >130%.
Nicoper Notes on Topicus (TOI) 🇨🇦
Provider of vertical market software and vertical market platforms.
Austin Lieberman on UGE International (UGE) 🇨🇦
Builds, owns, and operates community solar projects.
No Deep Dives on Avation Plc (AVAP) 🇬🇧
Aircraft lessor trading below 50% of NAV with an activist building a big stake and the intent to close the value gap.
Hidden Value Gems on Fleetcor (FLT) 🇺🇸
A global B2B payments provider helping businesses manage their expense-related payments better.
Hourglass Investing on Dentalcorp (DNTL) 🇨🇦
Serial Acquirer in a Fragmented & Resilient Healthcare Market
Modern Investing on Odfjell Technology (OTL) 🇳🇴
20% Free cash flow yield, 5% dividend, PE of 7, and a strong business.
Iggy on Investing on Nova Ljubljanska Banka (NLBR) 🇺🇸
A deep dive in to Slovenia's largest and Europe's cheapest bank.
The Micro Investor on HAV Group ASA (HAV) 🇳🇴
Design and integration of complete vessel systems, electric propulsion systems, and water treatment systems.
Value at Risk Newsletter on Quantum Software SA (QNT) 🇵🇱
Provider of the information technology (IT) solutions for logistics and supply chain management.
Altay Capital on Kawagishi Bridge Works (5921) 🇯🇵
Another Japanese microcap net-net.
Thanks for reading.
Come say hello on Twitter and LinkedIn
Interested in sponsoring 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.
It is a pleasure to be featured for my article on GAN!