Capital Employed

Capital Employed

42 Stock Pitches (4th May-10th May) 🖨️

From cloud storage, to French net-nets, to Korean rice cookers. Find your next idea >

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Capital Employed
May 11, 2026
∙ Paid

Welcome to another edition of the Capital Employed Newsletter.

Latest interviews with fund managers sharing their best ideas…

#130 - Andrew Marasco (Matrice Capital) 📗

#129 - Patrick O’Brien (Jackson Peak Capital) 📗

#128 - Dom Wells (Onfolio Holdings Inc) 📗

BEST IDEA AWARD FOR THIS ISSUE 🏆

Guillaume Meignin on Chord Energy 🇺🇸

An unhedged oil producer at a 44% discount when oil matters most.

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

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