38 Best Stock Pitches (16th-29th November) 🖨️
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Welcome to another edition of the Capital Employed Newsletter.
Fresh off-the-press stock pitches delivered direct to your inbox.
Latest interviews. Fund managers discussing their best ideas.
#103 - Chris Waller (Plural Investing)
#102 - Sam Haskell (Colarion Partners)
#101 - Jean Philippe Tissot (Arauca Capital)
38 stock pitches we’ve enjoyed reading in the past two weeks…
North America
Value Degen’s Substack on Winland Holdings 🇺🇸
Engaged in critical condition monitoring devices and cryptocurrency mining.
Grizzly Research on SharkNinja 🇺🇸
Short thesis. Is a China hustle based on rampant looting and conflicts of interest with the Chinese chairman.