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)
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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.