Welcome to another edition of the Capital Employed Newsletter.
Wishing all readers a peaceful and prosperous new year!
Latest interviews with fund managers discussing their best ideas…
#104 - John Davenport (J&S Capital)
#103 - Chris Waller (Plural Investing)
#102 - Sam Haskell (Colarion Partners)
40 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks…
North America
White Diamond Research on Telomir Pharmaceuticals 🇺🇸
Short thesis. A biotech pump and dump scheme remaining in the preclinical stage.
Eigenvalue on Superior Industries 🇺🇸
SUP is an auto parts supplier manufacturing aluminum wheels for OEM’s.