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17 Top Stocks Pitches (16th-28th Sep) 📈

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17 Top Stocks Pitches (16th-28th Sep) 📈

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Jon Kingston
Sep 28, 2023
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17 Top Stocks Pitches (16th-28th Sep) 📈

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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

Eloy Fernández Deep Research

Sells teddy bears and other stuffed animals and characters.

Read here


Vestis Corp (VSTS) 🇺🇸

By

Value Don't Lie

Uniform rental spin-off; what's it worth?

Read here


Graphite Bio (GRPH) 🇺🇸

By Clark Street Value

Broken Biotech, New CEO, Operating Lease Questions.

Read here


Luvu brands (LUVU) 🇺🇸

By

Value Zoomer

A furniture retailer trading on the OTC markets that has an interesting specialty.

Read here


Fresh Vine Wine (VINE) 🇺🇸

By

JunkBondInvestor

From Celebrity Sparkle to Financial Fizzle: The Complex Story of VINE.

Read here


Savers Value Village (SVV) 🇺🇸

By

Invariant

Sells second-hand merchandise primarily in retail stores located in the United States, Canada, and Australia.

Read here


Telecom Plus (TEP) 🇬🇧

By

Cockney’s Substack

TEP market themselves as Utility Warehouse - All of your home services in one place, the 8th largest utility supplier in the UK.

Read here


Reply (REY) 🇮🇹

By

Mr Market Miscalculates

Temporarily overlooked long-term compounder?

Read here


Crowdstrike (CRWD) 🇺🇸

By

Sleep Well Investments

Market share increased close to 20% from 9% at IPO. Winning clients from Microsoft, Sentinel One and other legacy providers.

Read here


Mongolia Growth Group (YAK) 🇨🇦

By

ToffCap

Not your typical investment vehicle.

Read here


Clasquin (ALCLA) 🇫🇷

By

WinterGems tracking LGT RCH ADYEN HIFS ALCLA APN

Small French freight forwarder navigating the normalization of the shipping rates post COVID era.

Read here


Brand 24 (B24) 🇵🇱

By

value at risk newsletter

Poland-based information technology company engaged in Internet monitoring.

Read here


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!  

Read here


TSR Inc (TSR) 🇺🇸

By

Investiční Blog | Kreuzmann

Nanocap staffing company, which is focused on recruiting IT professionals.

Read here


Asure Software (ASUR) 🇺🇸

By

Overlooked Alpha

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.

Read here


Sankyo (6417) 🇯🇵

By

Turning Over Rocks

Japanese gaming machine maker that trades at 1.6x EV/EBITDA and has bought back a third of its shares since 2019.

Read here


Synaptics (SYNA) 🇺🇸

By

Capital Incentives

A new chapter of semiconductor growth with a cycle driven by IoT.

Read here

Thanks for reading.

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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.

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17 Top Stocks Pitches (16th-28th Sep) 📈

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17 Top Stocks Pitches (16th-28th Sep) 📈

www.capitalemployed.com
Overlooked Alpha
Writes Overlooked Alpha
Sep 28Liked by Jon Kingston

Thanks Jon for including us in another great selection. Note: you have the wrong snippet under Sankyo.

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Trung Nguyen @SWIs
Writes Sleep Well Investments
Sep 28·edited Sep 29Liked by Jon Kingston

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!

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