Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers sharing their best ideas…
#118 - Fernando Araujo (FCL Capital) 📗
#117 - Abby Zimmerman (Lowell Capital Value) 📗
#116 - Alyx Wood (Kernow Asset Management) 📗
BEST IDEA AWARD FOR THIS ISSUE 🏆
Bilbel Capital on Carecloud 🇺🇸
They can keep buying and fixing struggling RCMs for a long time. At 5.7x EBITDA, we’re not paying much for the future.A round-up of the the best ‘fresh-off-the-press’ stock pitches from the past two weeks…