43 Top Stock Pitches (13th-31st July) 📈

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Welcome to another edition of the Capital Employed Newsletter.

There has been a mammoth amount of stock pitches published in the past few weeks. So lots to get your teeth stuck into.

If you’ve not done so already make sure to read the Q2 fund letters round-up - this is a treasure trove of insights and potential ideas. 85 letters have been added so far.

Latest interviews…

#96 - Jeremy (French Hidden Champions)

#95 - Tristan Waine (Hurdle Rate Unit Trust)

#94 - Jason Donville and Jesse Gamble (Donville Kent)

43 stock pitches we’ve enjoyed reading so far this month…

North America

Laughing Water Capital on Cantaloupe 🇺🇸

Known in the vending machine world, provides hardware, payments and software solutions to self-serve retail including micro-markets, laundry, arcade, auto air/vacuum, and others.

The Mikro Kap on Alico 🇺🇸

Florida’s biggest orange producer. Alico owns around 49000 acres of land which is covered with citrus groves and support facilities for them.