Welcome to another edition of the Capital Employed Newsletter.
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Latest interviews with fund managers sharing exclusive stock pitches…
#141 - Dylan Marrello (Marrello Capital) 📗
#140 - Dean and Deiya (Pernas Capital) 📗
#139 - Sébastien Lagarde (Alphajet Europe Microcap Fund) 📗
BEST IDEA AWARD FOR THIS ISSUE 🏆
Bossert Capital on Old Market Capital 🇺🇸
Old Market Capital is an idiosyncratic, off-the-beaten-path situation: a delisted holding company whose single operating asset is a rural fiber network.
Institutional selling after the delisting has, in our view, left a growing, structurally advantaged, utility-like broadband business trading at a wide discount to what comparable networks change hands for.A round-up of the best ‘fresh-off-the-press’ stock pitches…