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24 Super Stock Pitches (1st-16th June)⚡

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24 Super Stock Pitches (1st-16th June)⚡

Read in less than 5 minutes.

Jon Kingston
Jun 16, 2023
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24 Super Stock Pitches (1st-16th June)⚡

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At Capital Employed we interview active fund managers.

We like to learn about their methodology, thoughts on the current market, and much more. We also discuss two stocks they’re bullish on.

⚡ Become a Premium Subscriber to read these interviews in full, and gain access to the growing archive, for just $100 annual or $10 monthly subscription.


Ok lets dive into this weeks newsletter.

Below are the stock pitches we’ve enjoyed reading in the past 2 weeks →


Academy Sports & Outdoors (ASO)

Written by

InvestingWithWes Newsletter

Founded in 1938 by The Gochman Family, ASO is a sporting-goods store chain based in Texas.

Read here


Nilörngruppen (NIL)

Written by

The Superinvestors of Augustusville

Nilorn is an interesting nanocap company which has proven it can generate high returns in a cyclical sector.

Read here


Aallon Group Oyj (AALLON)

Written by

Hurdle Rate

Founded in 2018 as the culmination of the desires of six long-running accounting firms coming together to form a larger group.

Read here


The Container Store Group (TCS)

Written by

YZ

A turn-around story with new management and low-to-no-expectations from the market, mainly due to uncertainty/change in the macro environment and competition.

Read here


Wolfspeed (WOLF)

Written by

Tech Investment Ideas

An interesting company to have a look at for several reasons. The shares are also now trading at their lowest level in three years.

Read here


CONSOL Energy (CEIX)

Written by

Special Situation Investing

A low PE company poised for high returns through buybacks.

Read here


GSE Systems (GVP)

Written by NoNameStocks

Activism and Change at GVP. I bought into GVP a couple years ago due to change and here today I sit seeking more.

Read here


Orbia Advance Corporation (ORBIA)

Written by

LATAM STOCKS

A diversified, vertically integrated, Mexican manufacturer. They are a global leader in PVC, Precision Agriculture, and Fluorspar production.

Read here


Ilpra (ILP)

Written by

Sanabria Equity Research

An Italian microcap who specialise in manufacturing packaging machines. Growing revenues at 20%, trading on a PE of 9.

Read here


Global Blue (GB)

Written by

Value Punks

A leader in tax refunds for tourism shopping. The company provides the backend for refund processing, which includes software installed at merchants and service locations like kiosks and counters at airports.

Read here


Thor Industries (THO)

Written by

Sleep Well Investments

Resilient business with 40%+ market share and integrating vertically.

Read here


comScore (SCOR)

Written by 180 Degree Capital

180 believes SCOR’s current share price is historically undervalued with the potential for significant appreciation.

Read here


Servotronics (SVT)

Written by

Investiční Blog | Kreuzmann

Designs, manufactures, and markets advanced technology products consisting of control components and consumer products.

Read here


Mayr-Melnhof Karton AG (MMK)

Written by

Mr Market Miscalculates

Another boring, but inexpensive, industrial with temporary issues.

Read here


Unidata (UD)

Written by

Moram

An Italian microcap growing double digit and with presence in high-growing industries such as broadband, cloud and IoT.

Read here


Lastminute.com (LMN)

Written by

Clark Square Capital's Absolute Value

Dirt cheap travel beneficiary at ~4.5x EBITDA undergoing a strategic review.

Read here


Playboy (PLBY)

Written by

Overlooked Alpha

A stunning strategic change from PLBY might not have gone far enough.

Read here


Oriental Watch (398 HK)

Written by

Oriental Value

A prominent luxury watch retailer in the Greater China region.

Read here


Brown & Brown (BRO)

Written by

Analyzing Good Businesses

Consolidator of Middle Market Insurance Brokers.

Read here


CNX Resources (CNX)

Written by

WSG Investment Research

The Chairman wrote The Outsiders. Is CNX one of THOSE companies?

Read here


Mueller Industries (MLI)

Written by

Quality Value Investing

A 100-year-old sleeper industrial machinery small-cap in the HVAC, refrigeration, and plumbing space.

Read here


Croda (CRDA)

Written by

Librarian Capital's Research Library

Cheapest Since 2020 as Sales Hit Post-COVID Cyclical Lows.

Read here


Cato Corporation (CATO)

Written by

Just Value

Apparel retailer whose successful turnaround was interrupted by the pandemic.

Read here


First Watch Restaurant (FWRG)

Written by

310 Value’s Newsletter

An Early-Stage Compounder

Read here


Thanks for reading.

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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.

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24 Super Stock Pitches (1st-16th June)⚡

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24 Super Stock Pitches (1st-16th June)⚡

www.capitalemployed.com
Clark Square Capital
Writes Clark Square Capital's Absolute…
Jun 17Liked by Jon Kingston

Appreciate the mention!

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Wesley
Writes InvestingWithWes Newsletter
Jun 17Liked by Jon Kingston

Thanks for the mention. 🫡

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