32 Top Stock Pitches (13th-30th April) 🔥
Read in less than 5 minutes
Welcome to another edition of the Capital Employed Newsletter.
The Q1 2024 Fund Letters Round-Up has recently been published. 75 letters have been added so far.
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.
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Latest interviews…
#89 - Nicholas D'Agnillo (Ace River Capital)
#88 - David Bastian (Kingdom Capital Advisors)
#87 - Chip Rewey (Rewey Asset Management)
32 stock pitches we’ve enjoyed reading in the past two weeks…
North America
White Brook Capital on Petiq 🇺🇸
Pet medication and wellness company growing rapidly.
Nitor CM on Tejon Ranch Company 🇺🇸
Activist letter on why the company is undervalued and the board needs changing.
Treasure Hunting on Spar Group 🇺🇸
Trades at less than 3.5x EV/EBITDA with several potential catalysts.