38 Stock Pitches (18th-31st January)💡
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Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers discussing their best ideas…
#106 - Dave Waters (Tactile Fund)
#105 - John Kabbaz (Phoenician Capital)
#104 - John Davenport (J&S Capital)
38 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks…
North America
Alluvial Capital on CBL & Associates Properties 🇺🇸
The company owns, develops, acquires, leases, manages, and operates various properties. Trades at an attractive discount to fair value.
Raging Bull Investments on Reading International 🇺🇸
A liquidity crunch forcing the monetization of Class A real estate to deleverage, coupled with an incoming inflection at the operating business, provides fuel for a potential multibagger.