Welcome to another edition of the Capital Employed Newsletter, and an extra warm welcome to all the new subscribers who have recently joined. Your support is much appreciated.
Latest interviews…
#88 - David Bastian (Kingdom Capital Advisors)
#87 - Chip Rewey (Rewey Asset Management)
#86 - Michael Fritzell (Asian Century Stocks)
31 stock pitches we’ve enjoyed reading in the past two weeks…
Sweet Stocks on Vita Life Sciences 🇦🇺
A microcap with an attractive profile of high quality, steady growth and very cheap valuation.
European Value Investor on Antin Infrastructure Partners 🇫🇷
Investing in a private equity manager.
Pernas Research on Alphawave 🇬🇧
Specializes in connectivity solutions predominantly in data centers.