40 Stock Pitches (3rd-9th August)

Latest stock pitches from fund managers and stock picking newsletters. Find your next idea >

Welcome to another edition of the Capital Employed Newsletter.

If you’ve not done so already make sure to check out the Q2 2026 Fund Letters Round-Up - 136 letters have been added so far. It’s a treasure trove of insights and ideas.

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Latest interviews with fund managers/private investors sharing their best ideas…

#138 - Seb Krog (Treasure Hunting)📗

#137 - Colin King (Value Don’t Lie) 📗

#136 - Dan Rupp (Parkway Capital) 📗

BEST IDEA AWARD FOR THIS ISSUE 🏆

Gator Financial Partners on Navient 🇺🇸

Navient trades at roughly 40% of tangible book value as investors continue to view it as a runoff portfolio of legacy student loans, in other words, a melting ice cube. 

We believe that Navient is becoming a growth lender again, and investor perception will shift in time. 

The private student lending market is entering its first meaningful expansion in more than fifteen years, an activist investor has completed a major restructuring of the company, and early evidence suggests Navient’s loan portfolio may be returning to growth for the first time in years.

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