28 Quality Stock Pitches (16th-31st March) ⚡

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Welcome to another edition of the Capital Employed Newsletter.

Latest interviews…

#87 - Chip Rewey (Rewey Asset Management)

#86 - Michael Fritzell (Asian Century Stocks)

#85 - Kevin Durkin (Ballina Capital)

Stock pitches we’ve enjoyed reading in the past two weeks…

Wall St Gunslinger on Frontier Communications 🇺🇸

EBITDA had positive growth YoY for the first time in a decade and the margin profile is changing. It's hard to argue with execution.

Voss Capital on PAR Technology 🇺🇸

We believe PAR is worth more than $80/share today based on our expectation of margin expansion and growth acceleration.