17 Top Stocks Pitches (16th-28th Sep) 📈
Read in less than 5 minutes
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.
⚡ Become a Premium Subscriber to read these interviews in full, and gain access to the growing archive, for just $100 annual or $10 monthly subscription.
Read the latest interview with James Hollier from Silver Beech Capital ➡️
Below are 17 ‘off-the-beaten-path’ stock pitches we’ve enjoyed reading in the past 2 weeks →
Build-A-Bear Workshop (BBW) 🇺🇸
By
Sells teddy bears and other stuffed animals and characters.
Vestis Corp (VSTS) 🇺🇸
By
Uniform rental spin-off; what's it worth?
Graphite Bio (GRPH) 🇺🇸
By Clark Street Value
Broken Biotech, New CEO, Operating Lease Questions.
Luvu brands (LUVU) 🇺🇸
By
A furniture retailer trading on the OTC markets that has an interesting specialty.
Fresh Vine Wine (VINE) 🇺🇸
By
From Celebrity Sparkle to Financial Fizzle: The Complex Story of VINE.
Savers Value Village (SVV) 🇺🇸
By
Sells second-hand merchandise primarily in retail stores located in the United States, Canada, and Australia.
Telecom Plus (TEP) 🇬🇧
By
TEP market themselves as Utility Warehouse - All of your home services in one place, the 8th largest utility supplier in the UK.
Reply (REY) 🇮🇹
By
Temporarily overlooked long-term compounder?
Crowdstrike (CRWD) 🇺🇸
By
Market share increased close to 20% from 9% at IPO. Winning clients from Microsoft, Sentinel One and other legacy providers.
Mongolia Growth Group (YAK) 🇨🇦
By
Not your typical investment vehicle.
Clasquin (ALCLA) 🇫🇷
By
Small French freight forwarder navigating the normalization of the shipping rates post COVID era.
Brand 24 (B24) 🇵🇱
By
Poland-based information technology company engaged in Internet monitoring.
Hauppauge Digital (HAUP) 🇺🇸
By No Name Stocks
We finally have HAUP financials! It only took 8 state law DE 220 demand letters, almost 4 years in court, and hundreds of thousands of dollars in legal fees!
TSR Inc (TSR) 🇺🇸
By
Nanocap staffing company, which is focused on recruiting IT professionals.
Asure Software (ASUR) 🇺🇸
By
The business has posted impressive growth thanks to several new initiatives. At 8x this year’s EBITDA, there’s more than enough left for upside.
Sankyo (6417) 🇯🇵
By
Japanese gaming machine maker that trades at 1.6x EV/EBITDA and has bought back a third of its shares since 2019.
Synaptics (SYNA) 🇺🇸
By
A new chapter of semiconductor growth with a cycle driven by IoT.
Thanks for reading.
Come say hello on Twitter and LinkedIn
Interested in being a sponsor of 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.
Thanks Jon for including us in another great selection. Note: you have the wrong snippet under Sankyo.
Thank you Jon for reading and featuring my picks for the 4th time! It's an honour.
For those who don’t know my newsletter, I specialize in analyzing market leaders in niche markets. My writeup is often 5-10K words, and I track all companies for movements of market shares and moats so readers know how they progress over time. I look forward to welcoming you!