Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers discussing their best ideas…
#109 - Matt Geiger (MJG Capital)
#108 - Alex Feng (Rome Capital)
#107 - Sam and Joel (Chess Capital)
42 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks…
North America
Alpha Ark on Superior Industries 🇺🇸
An aluminum wheel supplier to global OEMs and aftermarket manufacturers and suppliers.
Rome Capital on NCR Atleos 🇺🇸
The SaaS-like transformation of the ATM Industry.