Welcome to another edition of the Capital Employed Newsletter.
To enjoy all the content we publish in full consider becoming a paid subscriber.

Exclusive stock pitches by fund managers →
#144 - Jack Pailing (Colebrooke Partners) 📗
#143 - Orlando Muyshondt (Elena Partners) 📗
#142 - Christian Putz (ARR Investment Partners) 📗
#141 - Dylan Marrello (Marrello Capital) 📗
#140 - Dean and Deiya (Pernas Capital) 📗
#139 - Sébastien Lagarde (Alphajet Europe Microcap Fund) 📗

BEST IDEA AWARD FOR THIS ISSUE 🏆
Minot Light Capital Partners on Elutia 🇺🇸
A smaller and more speculative MedTech company we believe also presents an attractive risk/reward opportunity. ELUT
ELUT manufactures drug-eluting matrices to deliver antibiotics directly to the surgical site following breast surgery or reconstruction to help reduce the normal 15%-20% post-operative infection rate.
The breast market TAM alone is in excess of $1B. A reasonable penetration of $100M sales for ELUT at a normal multiple for a high-growth MedTech company would lead to a $10.00 stock price, which represents substantial upside from the current price of $0.75/share.A round-up of the best ‘fresh-off-the-press’ stock pitches…

