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.