42 Best Stock Pitches (8th-14th June) ✅

From ecommerce to hotels. Find your next idea >

Welcome to another edition of the Capital Employed Newsletter.

Latest interviews with fund managers sharing their best ideas…

#134 - Patrick Rial (TriVista Capital/Hosomichi Fund) 📗

#133 - Lee Roach (The Value Road) 📗

#132 - Anthony Fruci (Halvio Capital) 📗

BEST IDEA AWARD FOR THIS ISSUE 🏆

Miller Value Funds on Bloomin’ Brands 🇺🇸

BLMN owns a portfolio of established casual dining brands and is executing a management-led transformation aimed at restoring traffic, margins, and brand relevance, yet the shares continue to trade at a compelling valuation on an under-earning asset base. 

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