Welcome to another edition of the Capital Employed Newsletter.
The Q1 2024 Fund Letters Round-Up has recently been published. 88 letters have been added.
You will not find a bigger and better collection of quarterly investment letters anywhere else in the world.
Especially the letters of many 'under-the-radar' small/microcap investors. It’s a treasure trove of ideas and insights from many bright minds.
We have subscribers from all around the world who enjoy consuming our content. This includes fund managers, analysts, family offices, and other institutions. We have many private investors who enjoy the content too.
If you’ve not done so already consider becoming a paid subscriber to get all the full benefits (and a shedload of stock ideas too).
Latest interviews…
#90 - Vincent Lo (Kathmandu Partners)
#89 - Nicholas D'Agnillo (Ace River Capital)
#88 - David Bastian (Kingdom Capital Advisors)
31 stock pitches we’ve enjoyed reading in the past two weeks…
North America
Alta Fox Capital on Rev Group 🇺🇸
Manufacturer and distributor of specialty vehicles and aftermarket components. Potential 100% upside.
Multibagger Monitor on Aware Inc 🇺🇸
Aware trades at .72x EV/OCF despite having transitioned to a cash-generative SAAS company growing ARR at 20% YoY.
The Tiger’s Prey on Malibu Boats 🇺🇸
Designer, manufacturer and marketer of a diverse range of recreational powerboats.