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43 Top Stock Pitches (1st-15th July) 🔥

43 Top Stock Pitches (1st-15th July) 🔥

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Capital Employed
Jul 15, 2025
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43 Top Stock Pitches (1st-15th July) 🔥
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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.

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