Welcome to another edition of the Capital Employed Newsletter.
If youβve not done so already make sure to check out the Q2 2025 Fund Letters Round-Up - 96 letters have been added so far. Itβs a treasure trove of insights and ideas.
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Latest interviews with fund managers sharing their best ideasβ¦
#116 - Alyx Wood (Kernow Asset Management) π
#115 - Dan Lysik (Miller Deep Value Select Fund) π
#114 - Erling Sorenson (Aligned Capital Management) π
BEST IDEA AWARD FOR THIS ISSUE π
Real Assets Value on Veris Residential πΊπΈ
NJ waterfront apartment REIT trading at >25% discount to NAV, 1/5 of portfolio sold or under contract, potential M&A target for listed REITs.
A round-up of the the best βfresh-off-the-pressβ stock pitches from the past two weeksβ¦
North America
Deep Sail Capital on Precipio πΊπΈ
Biotechnology company that is focused on cancer diagnostics.
Trident Opportunities on IRIDEX πΊπΈ
Razor-blade medical device company in the midst of a turnaround.