Welcome to another edition of the Capital Employed Newsletter.
‘He who sweats more in training bleeds less in war.’ - an old Spartan quote.
Latest interviews with investors talking about their favorite stocks…
#94 - Jason Donville and Jesse Gamble (Donville Kent)
#93 - Jacob Rowe (Rogue Funds)
#92 - Chris Abbott (1035 Capital Management)
32 stock pitches we’ve enjoyed reading in the past two weeks…
North America
Recurve Capital on Cogent 🇺🇸
Provider of Internet access, private network services and data center colocation space and power.
Eagle Point Capital on Sirius XM 🇺🇸
An audio entertainment company.
Trident Opportunities on Regis Corp 🇺🇸
A much better refinancing was very well received by the market, and even after the 400% rise, Regis may still be too cheap.