Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers sharing their best ideas…
#115 - Dan Lysik (Miller Deep Value Select Fund)
#114 - Erling Sorenson (Aligned Capital Management)
#113 - Matt and Dan (Eagle Point Capital)
A round-up of the the best ‘fresh-off-the-press’ stock pitches from the past two weeks…
North America
Turning Rough Stones on Chesapeake Financial Shares 🇺🇸
A small community bank in Virginia with 16 branches.
Scavenger’s Ledger on CKX Lands 🇺🇸
10,000+ Acres of land asset play with a potential sale to unlock value.