30 Super Stock Pitches (1st-14th June) 💡
Find your next idea
Welcome to another edition of the Capital Employed Newsletter.
Latest interviews…
#92 - Chris Abbott (1035 Capital Management)
#91 - Swen Lorenz (Undervalued Shares)
#90 - Vincent Lo (Kathmandu Partners)
30 stock pitches we’ve enjoyed reading in the past two weeks…
North America
Eagle Point Capital on Jack in the Box 🇺🇸
Manufacturer of modular office complexes, mobile offices, classrooms, temporary restrooms, portable storage containers.
Capitalist Letters on Alarum Technologies 🇺🇸
In investing, most of your gains come from a handful of stock that make 10x or even 100x. This is why you just need a couple of big winners. ALAR can be one.
Kerrisdale Capital on Riot Platforms 🇺🇸
Short thesis on a $3bn bitcoin miner.