41 Superb Stock Pitches (16th-22nd Feb) 💡

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Welcome to another edition of the Capital Employed Newsletter.

Latest interviews with fund managers sharing their best ideas…

#126 - Jarratt Davis (DV Capital Partners)📗

#125 - Charlie Morris (ByteTree Research)📗

#124 - Ole Søeberg (Nordic Investment Partners)📗

BEST IDEA AWARD FOR THIS ISSUE 🏆

Smoak Capital on Tobila Systems

Tobila Systems is a Japanese company focused on fraud and spam call prevention. Tobila has successfully developed a new B2B growth engine that will accelerate revenue, profit, and free cash flow growth going forward yet amazingly trades at 4.5x EV/FCF with its B2B segment growing revenue over 50% per year.

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