39 Stock Pitches (14th-30th September)⚡
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Welcome to another edition of the Capital Employed newsletter.
We recently published our 100th investor interview.
Thank you to all the investors who have taken the time to share their best ideas with us. And a big thank you to all paid subscribers too, your support is greatly appreciated.
The aim of the Capital Employed newsletter has always been about generating new investment ideas.
We have subscribers from around the world who enjoy consuming the content.
This includes fund managers, analysts, family offices, and other institutions. We have many individual investors and students who enjoy the content too.
If you’ve not done so already we hope you consider becoming a paid subscriber to get all the full benefits (and a shedload of stock ideas too).
Here’s to the next 100 interviews 🍻
Latest interviews…
#100 - Luke Winchester (Merewether Capital)
#99 - Darcy Morris (Ewing Morris IP)
#98 - Roderick van Zuylen (Night Watch IM)
39 stock pitches we’ve enjoyed reading in the past two weeks…
North America
Latam Stocks on Nexa Resources 🇺🇸
Nexa Resources is the 5th Largest Zinc producer in the world.
Grizzly Research on Qifu Technology 🇺🇸
Short thesis. We believe QFIN is a China hustle stock with outright fake financials, fraudulent backers, and an imploding business.