28 Stock Pitches (18th-24th May)

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Welcome to another edition of the Capital Employed Newsletter.

Latest interviews with fund managers sharing their best ideas…

#131 - Wengang Ji (Trigram Partners) 📗

#130 - Andrew Marasco (Matrice Capital) 📗

#129 - Patrick O’Brien (Jackson Peak Capital) 📗

BEST IDEA AWARD FOR THIS ISSUE 🏆

Roland Head on Nichols 🇬🇧

Vimto-maker Nichols has been in business for over 100 years. This family firm boasts impressive quality metrics and a cash-rich balance sheet. Recent performance suggests the business may be returning to growth after a difficult period.

A round-up of the best ‘fresh-off-the-press’ stock pitches…