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.
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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
Founded in 1938 by The Gochman Family, ASO is a sporting-goods store chain based in Texas.
Nilörngruppen (NIL)
Written by
Nilorn is an interesting nanocap company which has proven it can generate high returns in a cyclical sector.
Aallon Group Oyj (AALLON)
Written by
Founded in 2018 as the culmination of the desires of six long-running accounting firms coming together to form a larger group.
The Container Store Group (TCS)
Written by
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.
Wolfspeed (WOLF)
Written by
An interesting company to have a look at for several reasons. The shares are also now trading at their lowest level in three years.
CONSOL Energy (CEIX)
Written by
A low PE company poised for high returns through buybacks.
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.
Orbia Advance Corporation (ORBIA)
Written by
A diversified, vertically integrated, Mexican manufacturer. They are a global leader in PVC, Precision Agriculture, and Fluorspar production.
Ilpra (ILP)
Written by
An Italian microcap who specialise in manufacturing packaging machines. Growing revenues at 20%, trading on a PE of 9.
Global Blue (GB)
Written by
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.
Thor Industries (THO)
Written by
Resilient business with 40%+ market share and integrating vertically.
comScore (SCOR)
Written by 180 Degree Capital
180 believes SCOR’s current share price is historically undervalued with the potential for significant appreciation.
Servotronics (SVT)
Written by
Designs, manufactures, and markets advanced technology products consisting of control components and consumer products.
Mayr-Melnhof Karton AG (MMK)
Written by
Another boring, but inexpensive, industrial with temporary issues.
Unidata (UD)
Written by
An Italian microcap growing double digit and with presence in high-growing industries such as broadband, cloud and IoT.
Lastminute.com (LMN)
Written by
Dirt cheap travel beneficiary at ~4.5x EBITDA undergoing a strategic review.
Playboy (PLBY)
Written by
A stunning strategic change from PLBY might not have gone far enough.
Oriental Watch (398 HK)
Written by
A prominent luxury watch retailer in the Greater China region.
Brown & Brown (BRO)
Written by
Consolidator of Middle Market Insurance Brokers.
CNX Resources (CNX)
Written by
The Chairman wrote The Outsiders. Is CNX one of THOSE companies?
Mueller Industries (MLI)
Written by
A 100-year-old sleeper industrial machinery small-cap in the HVAC, refrigeration, and plumbing space.
Croda (CRDA)
Written by
Cheapest Since 2020 as Sales Hit Post-COVID Cyclical Lows.
Cato Corporation (CATO)
Written by
Apparel retailer whose successful turnaround was interrupted by the pandemic.
First Watch Restaurant (FWRG)
Written by
An Early-Stage Compounder
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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.
Thank you for mentioning my $TCS write up 🫡
Thanks for the mention, glad to make to your list the second time!