37 Quality Stock Pitches (1st-15th August)

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Welcome to another edition of the Capital Employed Newsletter.

If you’ve not done so already make sure to check out the Q2 2025 Fund Letters Round-Up - Over 100 letters have been added so far. It’s a treasure trove of insights and ideas.

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Latest interviews with fund managers sharing their best ideas…

#117 - Abby Zimmerman (Lowell Capital Value)📗

#116 - Alyx Wood (Kernow Asset Management) 📗

#115 - Dan Lysik (Miller Deep Value Select Fund) 📗

BEST IDEA AWARD FOR THIS ISSUE 🏆

ARAR Fund on China YuHua Education Group 🇭🇰

Stock is down over -90% since the ‘Double Reduction’ act, all the while remaining profitable and with profits set to return to pre-2022 levels. Trades on PE 2.5 and PB 0.25.

A round-up of the the best ‘fresh-off-the-press’ stock pitches from the past two weeks…