44 Top Stock Pitches (5th-11th January)⚡
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Welcome to another edition of the Capital Employed Newsletter.
Latest interviews with fund managers sharing their best ideas…
#124 - Ole Søeberg (Nordic Investment Partners) 📗
#123 - James Halse (Senjin Capital) 📗
#122 - Kenny Chan (Korwell Capital) 📗
BEST IDEA AWARD FOR THIS ISSUE 🏆
Acid Investments on Shriro Holdings 🇦🇺
Special situation idea from down under. The company distributes an extensive range of company-owned and 3rd party consumer brands.
The firm has been buying back large chunks of shares, and is looking to cannibalize a third of its current shares by end of 2026.
The share register has turned over significantly as a well-known Aussie operator purchased 20% of the company at a premium to current prices. Multiple deep value funds/small cap activists have also joined the table.A round-up of the best ‘fresh-off-the-press’ stock pitches from last week…