39 Top Stock Pitches (2nd-8th Feb) 💡

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Welcome to another edition of the Capital Employed Newsletter.

Latest interviews with fund managers sharing their best ideas…

#125 - Charlie Morris (ByteTree Research) 📗

#124 - Ole Søeberg (Nordic Investment Partners) 📗

#123 - James Halse (Senjin Capital) 📗

BEST IDEA AWARD FOR THIS ISSUE 🏆

Alluvial Capital on Itafos Inc 🇨🇦

A small producer of phosphate fertilizers. Extremely profitable, has nearly zero net debt. Trading at around 4 times operating cash flow based on 10-year average phosphate prices. Growing demand. Could be an acquisition for a larger operator.

A round-up of the best ‘fresh-off-the-press’ stock pitches from last week…