Welcome to another edition of the Capital Employed Newsletter.
Before we delve into the stock pitches make sure to sign-up to the Invest In Quality Newsletter.
Invest in Quality sends you a weekly newsletter with high-quality stock ideas and articles designed to make you a better investor in 5 minutes or less.Â
The best part? It is completely free.Â
Join more than 6,500 investors and subscribe below…
Latest interviews…
#86 - Michael Fritzell (Asian Century Stocks)
#85 - Kevin Durkin (Ballina Capital)
#84 - Michael Wright (Kehlet Capital)
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…
WinterGem Stocks on Takeuchi 🇯🇵
A hidden Japanese champion in the compact excavator and loader products.
Hour Glass Investing on M-Tron Industries 🇺🇸
M-Tron Industries is an exciting microcap investment opportunity.
Active Balance on Betacom SA 🇵🇱
Growing, cheap and neglected.
Jacob Kreuzman on Connexion Mobility 🇦🇺
Software Company with 3x PE.
Mark’s Equity Research on Comfort Systems 🇺🇸
HVAC and mechanical systems installation and service provider mainly for industrial end markets.
Continuous Compounding on Okano Valve Manufacturing 🇯🇵
Nuclear theme investment idea.
Overlooked Alpha on Caesars Entertainment 🇺🇸
The case for this casino operator is relatively simple: if the business grows, the stock should follow.
Rogue Funds on Aware Inc 🇺🇸
Biometrics Play with Multi-Bagger Potential
Canadian Value Stocks on AutoCanada 🇨🇦
Rising Phoenix to Fallen Angel and Back Again.
Asian Century Stocks on Delfi 🇸🇬
Indonesia's leading chocolate manufacturer at 8.8x 2026e P/E.
Emerging Value on Pentamaster International Limited ðŸ‡ðŸ‡°
Another way to be exposed to Semis and EVs.
AlmostMongolian on Illumin 🇨🇦
Illumin is an adtech-company. They are a demand side-platform (DSP) which is software that helps advertisers advertise online.
Under The Radars on Ambase Corp 🇺🇸
If the court finds a verdict in Ambase's favor, the company could rake in up to $160m (before tax and litigation funding agreements) relative to Ambase’s market cap today at only $9m.
Value Don't Lie on GE Vernova 🇺🇸
Upcoming GE spin-off - Vernova & Aerospace.
Contrarian Cashflows on Norbit ASA 🇳🇴
Norbit ASA is a sensor technology company that focuses on niche applications, delivering high returns on invested capital.
InvestingWithWes Newsletter on Cranswick 🇬🇧
UK food producer.
Pernas Research on Dr. Martens 🇬🇧
Dr. Martens is the largest boot brand in the world, selling over 14 million units in 2023.
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.