36 Superb Stock Pitches (16th-30th August) 📢

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Welcome to another edition of the Capital Employed Newsletter.

Latest interviews…

#98 - Roderick van Zuylen (Night Watch IM)

#97 - Jake Barfield (Asheville Capital)

#96 - Jeremy (French Hidden Champions)

36 stock pitches we’ve enjoyed reading in the past two weeks…

North America

Outside the Box Investments on Franklin Covey 🇺🇸

Cheap with accelerating fundamentals.

Grizzly Research on TeraWulf 🇺🇸

Short thesis. We believe TeraWulf is a house of cards, used by insiders to enrich themselves to the tune of over $100 million since 2021.

Lewistown Capital on Quest Resource Holding Corp 🇺🇸

A high-quality "platform" business with inflecting EBITDA growth.