Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers discussing their best ideas…
#107 - Sam and Joel (Chess Capital)
#106 - Dave Waters (Tactile Fund)
#105 - John Kabbaz (Phoenician Capital)
43 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks…
North America
Safe Harbor Stocks on EnerSys 🇺🇸
A deep value energy transition play.
Pernas Research on Paysafe 🇺🇸
The payment powerhouse capitalizing on iGaming growth.