46 Top Stock Pitches (1st-15th October)💡
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Welcome to another edition of the Capital Employed Newsletter. This one is the biggest and most epic one we have done yet. 46 interesting ‘fresh off the press’ stock pitches for you to work through!
âš¡ The Q3 2024 Fund Letters Round-Up has recently been published. 40 letters have been added so far with more to come.
You will not find a better collection of quarterly investment letters anywhere else in the world.
Especially the letters of many 'under-the-radar' small/microcap investors. It’s a treasure trove of ideas and insights from many bright minds.
We have subscribers from all around the world who enjoy consuming our content.Â
This includes fund managers, analysts, family offices, and other institutions. We have many individual investors and students who enjoy the content too.
If you’ve not done so already we hope you consider becoming a paid subscriber to get all the full benefits (and a shedload of stock ideas too).
Fund managers sharing interesting ideas…
#101 - Jean Philippe Tissot (Arauca Capital)
#100 - Luke Winchester (Merewether Capital)
#99 - Darcy Morris (Ewing Morris IP)
46 stock pitches we’ve enjoyed reading in the past two weeks…
North America
Jehoshaphat Research on Montrose Environmental Group 🇺🇸
Short thesis. What is MEG’s real organic growth?
Long-Term Investing on On Holdings AG 🇺🇸
Active in athletic sports accessories industry.