Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers sharing their best ideas…
#116 - Alyx Wood (Kernow Asset Management) 📗
#115 - Dan Lysik (Miller Deep Value Select Fund) 📗
#114 - Erling Sorenson (Aligned Capital Management) 📗
BEST IDEA AWARD FOR THIS ISSSUE ⭐
Altay Capital on Tokyo Automatic Machinery 🇯🇵
Deep value Japanese nanocap with improving shareholder returns, 0.4x P/B, and 7.8x forward P/E.
A round-up of the the best ‘fresh-off-the-press’ stock pitches from the past two weeks…
North America
High Growth Investing on IAC Holding 🇺🇸
Investing in IAC today is like getting a dollar for 50 cents.
Margin of Sanity on OTC Markets Group 🇺🇸
Operates regulated markets for trading 12,000 United States and international securities.