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 →
Ferrexpo (FXPO)
By Value Investing by Giles Capital
The largest iron ore producer in Ukraine.
Transense Technologies (TRT)
UK nanocap turnaround.
Mader (MAD)
A provider of specialist technical maintenance services across multiple industries.
Sapporo Clinical Laboratory (9776)
By Altay Capital - Mostly Value Investing
$24m market cap operator of retail pharmacies and clinical testing facilities across Hokkaido, Japan trading at 0.3x P/TBV.

