36 Top Stock Pitches (15th-21st June) 🖨️
From healthcare royalties to gas storage. Find your next idea >
Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers/investors sharing their best ideas…
#135 - David Ridland (Castlebay Investment Partners) 📗
#134 - Patrick Rial (TriVista Capital/Hosomichi Fund) 📗
#133 - Lee Roach (The Value Road) 📗
BEST IDEA AWARD FOR THIS ISSUE 🏆
European Stock Picks on Obrascon Huarte Lain SA
A deep value turnaround hiding in the global infrastructure boom.
A Spanish construction and civil engineering company, mainly involved in infrastructure and commercial property construction and the operation of concessions.
Trophy asset in the center of Madrid could wipe out the entirety of its (very costly) debt.
Trading at a severe discount relative to its peer group, the stock offers a highly conservative path to double from current levels.A round-up of the best ‘fresh-off-the-press’ stock pitches…