36 Best Stock Pitches (1st-15th August) 🔥

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Welcome to another edition of the Capital Employed Newsletter.

Latest interviews…

#97 - Jake Barfield (Asheville Capital)

#96 - Jeremy (French Hidden Champions)

#95 - Tristan Waine (Hurdle Rate Unit Trust)

36 stock pitches we’ve enjoyed reading in the past 15 days…

North America

JDP Capital Management on Caesars Entertainment 🇺🇸

Industry-leading consumer business trading for a deep value price with strong tailwinds in the transition to online gaming.

Spruce Point Management on Zebra Technologies 🇺🇸

Short thesis. Designer and manufacturer of bar code scanners, printers, RFID devices, workflow automation and mobile computing devices.