Welcome to another edition of the Capital Employed Newsletter.
β‘ Just a reminder that the Q3 2024 Fund Letters Round-Up has recently been published.
83 letters have been added so far with more to come.
You will not find a better collection of quarterly investment letters anywhere else in the world.
Especially the letters of many 'under-the-radar' small/microcap investors.
Itβs a treasure trove of ideas and insights from many bright minds.
Latest interviewsβ¦
#102 - Sam Haskell (Colarion Partners)
#101 - Jean Philippe Tissot (Arauca Capital)
#100 - Luke Winchester (Merewether Capital)
44 stock pitches weβve enjoyed reading in the past two weeksβ¦
North America
LVS Advisory on Medpace πΊπΈ
Provider of clinical research-based drug and medical device development services.
Multibagger Monitor on iCad πΊπΈ
The market values iCAD's business operations at zero, but the company can become cash flow positive and triple revenues without any new customers.