23 Best Stock Pitches (20th-25th January) 📝

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Welcome to another edition of the Capital Employed Newsletter.

If you’ve not done so already make sure to check out the Q4 2025 Fund Letters Round-Up - 75 letters have been added so far. It’s a treasure trove of insights and ideas.

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Latest interviews with fund managers sharing their best ideas…

#124 - Ole Søeberg (Nordic Investment Partners) 📗

#123 - James Halse (Senjin Capital) 📗

#122 - Kenny Chan (Korwell Capital) 📗

BEST IDEA AWARD FOR THIS ISSUE 🏆

Greystone Capital on Shift4 Technologies 🇺🇸

An integrated payments company with a long track record of operational execution and disciplined capital allocation.

A round-up of the best ‘fresh-off-the-press’ stock pitches from last week…