Welcome to another edition of the Capital Employed Newsletter.
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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.
The Asymmetrical Edge on Prophecy International 🇦🇺
Fast-growing software co trading at 1.5x ARR.
Turtle Capital on Barry Callebaut 🇨🇭
A company of extreme quality contributing to a ridiculous valuation.
Framp Files on NTG Clarity 🇨🇦
IT services microcap growing 100% profitably at P/E of 3, but with a lot of "buts".
The Chop Wood, Carry Water Newsletter on Danaos Corporation 🇺🇸
One of the largest independent owners of modern, large-size containerships.
The Superinvestors of Augustusville on Nordwest Handel AG 🇩🇪
Nordwest is a wholesale and distribution company for steel and construction products, technical appliances, building materials, tools and more.
Framp Files on Hammond Manufacturing 🇨🇦
A family business that’s been around for 100 years.
Value and Opportunity on Amadeus Fire 🇩🇪
Small cap business service company that offers temporary staffing and training for finance and IT professionals in Germany.
Turtles Research on Origin Enterprises 🇬🇧
Agri-services company at 6x earnings returning capital.
Semi Analysis on Astera Labs 🇺🇸
The Next Connectivity Superhero or Steamrolled By Competition?
Contrarian Cashflows on Lindbergh Spa 🇮🇹
Revolutionizing MRO markets through platform-based logistics and engineering.
Moram Capital on Ecoener 🇪🇸
A renewable energy IPP with full potential.
Increasing Odds on Volex 🇬🇧
Successful turnaround provides an interesting opportunity.
StockOpine’s Newsletter on Nemetschek 🇩🇪
Transitioning to a subscription-based model.
Robin Research on deWol Industries 🇮🇹
Italian largest operator in production of windows.
Quality Stocks on Qt Group 🇫🇮
A deep dive into one of the most interesting European software small cap.
Neglected Value Chronicles by Isaac on Tier1 Technologies 🇪🇸
Spanish Nano-Cap, poised to grow double digits EBITDA and trading at a 7x EV/EBITDA
Undervalued Shares on Orsted 🇩🇰
Denmark's largest energy company. Will the stock manage a turnaround?
One Foot Hurdle on Nissin Foods 🇭🇰
Manufacturer of instant noodles.
McDonough Investments on Biglari Holdings 🇺🇸
A value investor's dream.
Alberto’s Substack on Manolete Partners 🇬🇧
UK corporate bankruptcies at 40 year highs. Deep dive into a firm that can profit from this situation.
Pyramids and Pagodas on TCL Electronics 🇭🇰
Vertical integration and surging emerging market sales have allowed the Hong Kong-listed manufacturer to leapfrog established Korean and Japanese rivals to number 2 position globally.
Rogue Funds on Mitchell Services 🇦🇺
Potential 4-bagger hidden by a tax write-off scheme.
Treasure Hunting on Cornerstone FS 🇬🇧
Tiny Currency Exchange company hits inflection point.
Sweet Stocks on Kobe Bussan 🇯🇵
Operates Gyomu Super, a chain of hard discount supermarkets that can be described as the Aldi of Japan.
Unconventional Value on Xometry 🇺🇸
A custom manufacturing marketplace.
No Deep Dives on Millicom 🇺🇸
Latin American telecom company. It generates over half of its profits in Guatemala and Colombia.
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.
Thanks for featuring our Nemetschek article!