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