44 Stock Pitches (16th-31st October) 💡
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Welcome to another edition of the Capital Employed Newsletter.
âš¡ 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.
It’s a treasure trove of ideas and insights from many bright minds.
Latest interviews…
#102 - Sam Haskell (Colarion Partners)
#101 - Jean Philippe Tissot (Arauca Capital)
#100 - Luke Winchester (Merewether Capital)
44 stock pitches we’ve enjoyed reading in the past two weeks…
North America
LVS Advisory on Medpace 🇺🇸
Provider of clinical research-based drug and medical device development services.
Multibagger Monitor on iCad 🇺🇸
The market values iCAD's business operations at zero, but the company can become cash flow positive and triple revenues without any new customers.