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.