49 Quality Stock Pitches (16th-30th May) 🔥
Find your next idea >
Welcome to another edition of the Capital Employed Newsletter.
This issue is packed full of great ideas from UK net-nets to Spanish vending machine manufacturers. Lots to get stuck into.
Over 100 letters have now been added to the Q1 2025 Fund Letters Round-Up ✍️. It’s a treasure trove of insights and potential investment ideas too.
Latest interviews with fund managers sharing their best ideas…
#114 - Erling Sorenson (Aligned Capital Management)
#113 - Matt and Dan (Eagle Point Capital)
#112 - Brett Dorendorf (Shadowridge Value)
49 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks…
North America
Greenhaven Rd Capital on Kingsway Financial 🇺🇸
A holding company that owns or controls subsidiaries primarily in the extended warranty and business services industries.
Bonhoeffer Fund on Mission Bancorporation 🇺🇸
Community bank located in California that provides banking service to small and mid-sized businesses.
Phenom Capital on ImmuCell Corporation 🇺🇸
A rapidly growing animal health company with a major FDA approval expected in 2025, following consecutive quarters of record sales and profits.