37 Excellent Stock Pitches (1st-12th July) 💡
Find your next idea
Welcome to another edition of the Capital Employed Newsletter.
Latest interviews…
#95 - Tristan Waine (Hurdle Rate Unit Trust)
#94 - Jason Donville and Jesse Gamble (Donville Kent)
#93 - Jacob Rowe (Rogue Funds)
37 stock pitches we’ve enjoyed reading so far this month…
North America
Rogue Funds on Root Inc 🇺🇸
Rapidly changing the auto insurance landscape.
Acid Investments on Farmer Bros 🇺🇸
Microcap distributor of coffee, tea and culinary products.
DF Research on Willscot Mobile Mini 🇺🇸
Short thesis. Their modular space fleet contains old, decrepit and otherwise unrentable units.