41 Quality Stock Pitches (1st-17th January)⚡
Find your next idea >
Welcome to another edition of the Capital Employed Newsletter.
The Q4 2024 Fund Letters Round-Up has recently been published. 43 letters have been added so far with many more to come.
You will not find a bigger and better collection of quarterly investment letters anywhere else in the world. Especially the letters of many 'under-the-radar' emerging small/microcap fund managers.
It’s a treasure trove of insights and potential investment ideas.
Latest interviews with fund managers discussing their best ideas…
#105 - John Kabbaz (Phoenician Capital)
#104 - John Davenport (J&S Capital)
#103 - Chris Waller (Plural Investing)
41 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the first 17 days of the new year…
North America
The Lion's Roar on Donnelley Financial 🇺🇸
Provider of software and technology-enabled financial regulatory and compliance solutions.
The 10x Radar on Willdan Group 🇺🇸
Grid modernization, decarbonization, and a strong balance sheet make this stock a standout opportunity.