Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers…
#84 - Michael Wright (Kehlet Capital)
#83 - Andrew Martin (Fairlight Capital)
#82 - Peter Smith (Palm Harbour 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…
Mark’s Equity Research on CSW Industrials 🇺🇸
Manufacturer of parts for the HVAC, building products, and plumbing markets.
Pernas Research on Burberry 🇬🇧
There are only a few luxury brands globally recognized for their enduring appeal: Burberry is one of these select few, having existed for over 168 years.