33 Great Stock Pitches (16th-31st May) ⚡

Find your next idea

Welcome to another edition of the Capital Employed Newsletter.

‘The person that turns over the most rocks wins the game.’ - Peter Lynch.

Latest interviews…

#91 - Swen Lorenz (Undervalued Shares)

#90 - Vincent Lo (Kathmandu Partners)

#89 - Nicholas D'Agnillo (Ace River Capital)

33 stock pitches we’ve enjoyed reading in the past two weeks…

North America

Silver Beech Capital on WillScot Mobile Mini 🇺🇸

Manufacturer of modular office complexes, mobile offices, classrooms, temporary restrooms, portable storage containers.

Mark’s Equity Research on Core & Main 🇺🇸

Distributor of water infrastructure products in the United States.

Silver Ring Value Partners on Phinia 🇺🇸

A spin-off from BorgWarner (BWA) and consists of that company’s fuel systems and after-market businesses.