21 Superb Stock Pitches (1st Feb-15th Feb) ⚡

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Welcome to another edition of the Capital Employed Newsletter.

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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.

Lemon Cakes Investing on Franco-Nevada 🇨🇦

The largest gold-focused royalty company in the world.

Emeth Value Capital on Driven Brands Holdings 🇺🇸

The largest automotive services platform in North America with more than five thousand store locations.

Modern Investing on Yum China 🇭🇰

A growth powerhouse with strong fundamentals.

Value and Opportunity on Eurokai KGAA 🇩🇪

Hamburg based Eurokai is a 6th generation family owned & managed Container Port owner and operator.

Muddy Waters on Fairfax Financial Holdings Limited 🇺🇸

Short thesis on FFH because we find that Fairfax has consistently manipulated asset values and income by engaging in often value destructive transactions to produce accounting gains.

InvestingWithWes Newsletter on Big Technologies 🇬🇧

Engages in the development and delivery of remote monitoring technologies.

Overlooked Alpha on Unisys 🇺🇸

This beaten-down $464M stock could deliver triple-digit returns.

Ironside Equity Research on MasterCraft 🇺🇸

A small-cap maker of recreational boats.

Special Situation Investing on Uranium Royalty Corp 🇺🇸

Based in Canada, the only pure uranium royalty company in the market.

Deep Sail Capital on Vitec Software Group 🇸🇪

A vertical market software (VMS) serial acquirer.

Small Cap Value Investing with Phil on Tianjin Development Holdings 🇭🇰

When your cash reserve is 3x your market capitalization, your projected P/E is below 2, and you operate within growing sectors in an expanding market.

AlmostMongolian on Africa Oil 🇨🇦

A very cheap oil stock.

Plural Investing on Terravest 🇨🇦

Terravest has delivered total shareholder returns of ~30% p.a. for the last decade and we believe can come close to that going forwards.

Tech Investments on Klaviyo 🇺🇸

A software play on the growth in e-commerce.

Active Balance on Shoper 🇵🇱

After almost 3 years since its debut on the Warsaw Stock Exchange, it's high time to write about Shoper.

Eagle Point Capital on Hilton Grand Vacations 🇺🇸

Engaged in developing, marketing, selling, managing and operating timeshare resorts, timeshare plans and ancillary reservation services, primarily under the Hilton Grand Vacations brand.

Stock Market Nerd on Cava 🇺🇸

Mediterranean fast-casual restaurant brand.

Hurdle Rate Unit Trust on Asiro 🇯🇵

Japan-based company mainly engaged in the operation of legal media sites for lawyer industry.

Liontrust Income Fund on Kitwave 🇬🇧

UK wholesale business delivering impulse products, frozen, chilled and fresh foods, alcohol, groceries and tobacco to approximately 42,000, mainly independent, customers.

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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.