54 Excellent Stock Pitches (14th-30th June) ⚡
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Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers sharing their best ideas…
#116 - Alyx Wood (Kernow Asset Management) 📗
#115 - Dan Lysik (Miller Deep Value Select Fund) 📗
#114 - Erling Sorenson (Aligned Capital Management) 📗
A round-up of the the best ‘fresh-off-the-press’ stock pitches from the past two weeks…
North America
Elias’ Investing Journal on Pharma-Bio Serv 🇺🇸
Microcap trading at cash value, inflecting earnings, 15% dividend yield.
Global Equity Briefing on Oscar Health 🇺🇸
Could this insurance disruptor 5X?