47 Great Stock Pitches (12th-30th April) 📗
Find your next idea >
Welcome to another edition of the Capital Employed Newsletter.
If you've done so already make sure to read the Q1 2025 Fund Letters Round-Up. 68 letters have been uploaded so far. This is a fantastic treasure trove of insights and potential investment ideas.
Latest interviews with fund managers discussing their best ideas…
#112 - Brett Dorendorf (Shadowridge Value)
#111 - Jonathon and Arvind (KMF Investments)
#110 - Xinyu Ru (Fawkes Capital Management)
47 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks…
North America
Deep Value Insights on Coffee Holding Co 🇺🇸
Integrated wholesale coffee roaster and dealer. 5.37x earnings, 59% of book value.
Polymath Investor on Contextlogic 🇺🇸
A $173M microcap sitting on $225M cash and $2.8B in Federal NOLs.