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26 Best Stock Pitches (1st-15th Aug) 🔥
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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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Below are the stock pitches we’ve enjoyed reading in the past 2 weeks →
The largest iron ore producer in Ukraine.
Transense Technologies (TRT)
UK nanocap turnaround.
A provider of specialist technical maintenance services across multiple industries.
Sapporo Clinical Laboratory (9776)
$24m market cap operator of retail pharmacies and clinical testing facilities across Hokkaido, Japan trading at 0.3x P/TBV.
Zebra Technologies (ZBRA)
Manufactures automatic identification and data capture technology for enterprises.
Esperion Therapeutics (ESPR)
By Clark Street Value
Pharmaceutical company focused on developing non-statin medications for high cholesterol.
GigaCloud Technology (GCT)
Provides end-to-end B2B e-commerce solutions for large parcel merchandise.
SigmaTron International Inc (SGMA)
A provider of electronic manufacturing service currently trading on a PE of 2x.
Atlas Engineered Products (AEP)
Canada is in the midst of a housing supply crunch and AEP are capitalizing on this opportunity.
Taste Gourmet (8371 HK)
A catering group listed in Hong Kong.
American Coastal Insurance Corp (ACIC)
By Sohra Peak Capital
Since its founding in 2007, ACIC has dominated its niche and captured 40% of its TAM.
Straco Corp (S85)
Owns tourist attractions in Singapore and China.
Highway Holdings Limited (HIHO)
Manufacturer of electronic components.
Italian small cap with excellent growth.
Richardson Electronics (RELL)
A growing but misunderstood microcap.
A UK value stock and, even worse, a financial, which already puts it in one of the most hated sectors on the planet.
Laurent Perrier (LPE)
By Value and Opportunity
French champagne producer.
Provider of online auctions and vehicle remarketing services.
Manufacturer of luxury yachts.
OneWater Marine (ONEW)
A boat dealer and marine parts distributor.
Online marketplace serving Nordic region.
Haier Smart Home (690D)
Engaged in the research, development, manufacture and sales of household electrical appliances.
80% market share and impenetrable moats, leader position unchallenged for three decades, significant reinvestment runway.
Card Factory (CARD.)
Dirt-cheap and thriving gem in dull industry.
MDU Resources Group (MDU)
One spin-off complete and another separation announced.
Zoom Video Communications (ZM)
Assessment of enterprise, competition, and valuation.
Thanks for reading.
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.