19 Great Stocks Pitches (1st-15th Sep) 🔥
19 Great Stocks Pitches (1st-15th Sep) 🔥
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At Capital Employed we interview active fund managers.
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Below are 12 stock pitches we’ve enjoyed reading in the past 2 weeks →
AirIQ (IQ.V)
By
A nanocap that keeps on truckin'
Volue (VOLUE)
By
High growth stock with large tailwinds at a compelling valuation.
Edreams Odigeo (EDR)
By
A Spanish online travel company active mainly in the flight sector.
Aaron’s Company Inc. (AAN)
By
A Spanish online travel company active mainly in the flight sector.
Nick Scali (NCK)
By
Australian small-cap. Founded in 1962 by Nick Scali, Nick Scali is an Australian company that imports branded retail furniture such as lounges, dining tables, coffee tables, chairs, and entertainment units.
Howdens Joinery (HWDN)
By
Heading across the Pond to profile a UK-based building materials distributor with a unique business model and expanding network of efficiently-run depots.
Permian Basin Royalty Trust (PBT)
By
Commodity-based royalty company.
Medica Sur (MEDICAB)
By
A shareholder-aligned Mexican hospital at a discount to fair value.
Unifi Inc (UFI)
By
Insiders are buying this $7 stock. Both the cycle and the stock seem to be near a bottom.
Roche Bobois (RBO)
By
French small cap that sells furniture.
Pipestone Energy (PIPE)
By
The likely expansion of the Pipestone gas plant unlocks value for PIPE.
Catalana Occidente (GCO)
By
Spain based insurance company with a PE of 6 and a PB of 0.8.
Reckon (RKN)
By
Not your typical software investment - it's cheap, profitable, and throwing off cash.
Frontier Developments (FDEV)
By Mokapu Capital
UK-based company that develops and publishes video games for the interactive entertainment sector.
Nestlé (NESN)
By
Company deep dive, explore how the company is trading at undervalued valuations while expanding its operating efficiencies.
Universal Music (UMG)
By
An annuity on entertainment.
Aplisens (APN)
By
APN has seen a surge of sales in 2022 and 2023 (first 6 months) which had a big impact in the profit line where eps has doubled since 2020. Stock trades at a very attractive low 8.8x PE.
Vidrala (VID)
By
European Glass Packaging business.
Eramet (ERA)
By Porchester Capital
A mining company with operations globally headquartered in France. The company operates in the extraction and processing principally of three groups of metals and minerals - Manganese, Nickel and Mineral Sands.
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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.
Jon, looks like Substack has flagged you comments on other articles as spam and has removed them + you probably have restricted access to notes. You need to contact them to tell them to review and they will likely need to manually restore your comments on other articles as its a system bug. They can usually do this pretty quickly when the weekdays roll around. This happened to me a few weeks ago as I also post my links on other Substacks letting them know I will be linking to their articles for my Monday posts....
Thanks for including my article on eDreams. I own less than 20 stocks. Two of them - eDreams and Permian Basin Trust - are in this list.