31 Super Stock Pitches (30th-5th April) ✅

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Welcome to another edition of the Capital Employed Newsletter.

Latest interviews with fund managers sharing their best ideas…

#130 - Andrew Marasco (Matrice Capital) 📗

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

#128 - Dom Wells (Onfolio Holdings Inc) 📗

BEST IDEA AWARD FOR THIS ISSUE 🏆

Spruce Hill Capital on SuperCom 🇺🇸

Nano cap disruptor with 80% underlying growth hidden by skewed accounting, while trading at 4x EBITDA. SuperCom is a newer player in the Offender Electronic Monitoring market that is finally hitting an inflection point. 

Essentially, they sell and rent out the hardware and software used to track offenders. This includes the GPS wristbands and ankle bracelets used when someone is put under house arrest or parole.

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