42 Best Stock Pitches (1st-15th May) 🔴
Find your next idea >
Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers sharing their best ideas…
#113 - Matt and Dan (Eagle Point Capital)
#112 - Brett Dorendorf (Shadowridge Value)
#111 - Jonathon and Arvind (KMF Investments)
42 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks…
North America
Tenva Capital on Sanuwave Health 🇺🇸
Is this the fastest-growing, profitable medical device company in U.S. wound care?
Pernas Research on Alarm. com 🇺🇸
Quietly powering the smart security boom.
Horizon Kinetics on San Juan Basin Royalty Trust 🇺🇸
Energy royalty interests in 119,000 net producing acres in San Juan.
Kerrisdale Capital on D-Wave Quantum 🇺🇸
Shorth thesis. Quantum computing company.
Inflexio Research on Gambling. com 🇺🇸
A performance marketing company that operates gambling-related websites.
White Diamond Research on Pulse Biosciences 🇺🇸
Short thesis. Bioelectric medicine company.
Canopy Research on Nextracker 🇺🇸
Provider of integrated solar tracker and software solutions used in utility-scale and ground-mounted distributed generation solar projects.
Favona Hathaway on Adaptive Ad Systems 🇺🇸
US Media stock trading below net cash, with insider ownership at 4.5× P/E and P/NCAV of 0.88x.
Deep Sail Capital on Arista Networks 🇺🇸
Prominent player in the cloud networking sector.
Slack Capital on eXoZymes Inc 🇺🇸
Revolutionising biomanufacturing with its patented cell-free platform.
Grizzly Research on Nexstar Media Group 🇺🇸
Short thesis. Failing with its digital strategy and will face its Kodak moment Soon.
Stock Pickers Corner on Hallador Energy Co 🇺🇸
Energy company operating in the state of Indiana.
Ragnarok Research on NeuroOne Medical Technologies 🇺🇸
A micro-cap medtech innovator currently trading at a compelling valuation.
Just A Value Investor on Goodheart-Wilcox 🇺🇸
Capital-light microcap trading at 13× Earnings with a 6.5% dividend yield.
Financial Engineering on Capri Holdings 🇺🇸
Holding company, which owns brands that are designers, marketers, distributors and retailers of women’s and men’s clothing.
Jehoshaphat Research on Main Street Capital 🇺🇸
Short thesis. Investment company focused on providing customized debt.
Clark Street Value on Kronos Bio 🇺🇸
Liquidating biotech microcap.
Halvio Capital on Leons Furniture 🇨🇦
When taking into account their hidden real estate value that will eventually be IPO’d into a REIT, the stock appears deeply mispriced.
Focus CM on Valeura Energy 🇨🇦
Operates in the Gulf of Thailand as an oil producer, with four producing oil fields.
Canadian Value Stocks on Mako Mining 🇨🇦
Gold mining, development, and exploration company.
Neglected Value Chronicles on NowVertical 🇨🇦
Helps clients transform data into tangible business value with artificial intelligence.
Crack The Market on Canadian Pacific Kansas City 🇨🇦 🔒
Operates a single-line transnational railway linking Canada, the US and Mexico.
Europe
Value Zoomer on Volvere 🇬🇧
Has one operating business, along with a very significant cash pile. At a current market cap of £42m the company has £23m net cash.
Ennismore Global Equity Fund on Just Group 🇬🇧
The only listed pure play UK retirement company.
Deep Value Insights on Braime Group 🇬🇧
A family business at a bargain price.
Going Long on JD Sports PLC 🇬🇧
Omnichannel retailer of sports fashion brands.
Money Week on Frasers Group 🇬🇧
A rare retail gem in a battered retail sector.
Bargain Stocks Radar on Misitano & Stracuzzi SPA 🇮🇹
103 year old family business producing essential oils. PE 8, 4% dividend yield.
Paid to Wait on Marr SpA 🇮🇹
The largest food distributor in Italy.
Ennismore European Smaller Companies Fund on Lectra SA 🇫🇷
Global leader in advanced cutting technologies for fabrics and leather.
Szew Invest on Eurokai 🇩🇪
Container terminal operator Eurokai from Germany.
Deep Value Insights on SMT Scharf AG 🇩🇪
Engineering business, specializes in rail-bound transport systems for underground mining and tunneling. 6x earnings. 60% discount to NCAV.
Overlooked Alpha on 11 Bit Studios SA 🇵🇱 🔒
Niche video game developer only 8x earnings.
Mahad Ahmed on Spadel 🇧🇪
Belgium-based company that produces and markets natural mineral and spring water, as well as soft drinks with natural mineral water.
Rustum on Concejo AB 🇸🇪
Thinly traded, chairman buying, and one of the major owners of Berner Industrier, which is not reflected in its valuation — an opportunity for lumpy returns for the patient investor.
The Mikro Kap on Sofwave Medical 🇮🇱 🔒
Produces non-invasive medical devices space, selling to clinics run by plastic surgeons, dermatologists, and other physicians.
Asia
Net Net Hunter Japan on DMW Corp 🇯🇵
Net-net, PER 7, Dividend 4% - Solid government budget for aging Japanese infrastructure is supporting DMW business.
Asset Value Investors on Wacom 🇯🇵
Has two main business pillars: the technology solutions business and the branded business, both of which are based around digital pen technology.
Altay Capital on Kinki Sharyo 🇯🇵
Manufacturer of rolling stock that supplies Japanese railways as well as mass transit systems around the world.
Business Model Mastery on Murata Manufacturing Co 🇯🇵
How 40% global control of a micro-scale capacitor market creates a moat no rival can breach.
Asian Century Stocks on Giant Manufacturing 🇹🇼 🔒
The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E.
Value Investing Blog on Dancomech Holdings 🇲🇾
Cheap Malaysian microcap. Trading and distribution of process control equipment.
Thanks for reading.
Come say hello on X and LinkedIn
Disclaimer
This article is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before investing in any company mentioned.